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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Gradient Capital Advisors
San Diego,
California
| $144M | +$9.8M | +7% | 6.19% | 78.5% | 93 | 7.53% | 1.7 |
|
| 4427 |
4427
Broadview Financial Management
Wauwatosa,
Wisconsin
| $144M | +$9.02M | +7% | 6.49% | 52.4% | 45 | 4.44% | 1.7 |
|
| 4428 |
4428
West Branch Capital
Amherst,
Massachusetts
| $144M | +$8.57M | +6% | 9.83% | 156% | 99 | 15.15% | 1.2 |
|
| 4429 |
4429
Stonepine Capital Management
Bend,
Oregon
| $143M | +$40.4M | +39% | 131% | 231% | 32 | 50% | 1 |
|
| 4430 |
4430
AllSquare Wealth Management
Albany,
New York
| $143M | +$8.3M | +6% | 5.56% | 62.4% | 477 | 5.45% | 2.5 |
|
| 4431 |
4431
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $143M | +$9.28M | +7% | 5.76% | 31.1% | 54 | 5.56% | 2 |
|
| 4432 |
4432
Landaas & Company
Milwaukee,
Wisconsin
| $143M | +$6.32M | +5% | 6.81% | 60.3% | 63 | 11.11% | 1.8 |
|
| 4433 |
4433
Emso Asset Management
London,
United Kingdom
| $143M | – | – | 6.04% | 65% | 5 | – | 0 |
|
| 4434 |
4434
Narus Financial Partners
Salt Lake City,
Utah
| $143M | +$6.51M | +5% | 2.29% | 85.3% | 81 | 16.05% | 2 |
|
| 4435 |
4435
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $143M | +$41.2M | +41% | 39.8% | 81.3% | 1 | 0% | 2 |
|
| 4436 |
4436
Orleans Capital Management
Mandeville,
Louisiana
| $143M | +$7.5M | +6% | 7.43% | 94.6% | 83 | 3.61% | 3.6 |
|
| 4437 |
4437
GQ Asset Management
New York City,
New York
| $142M | -$26.2M | -16% | 2.4% | – | 209 | 62.2% | 0.3 |
|
| 4438 |
4438
AMJ Financial Wealth Management
Leesburg,
Virginia
| $142M | – | – | 5.63% | 167% | 69 | – | 0 |
|
| 4439 |
4439
Sound Point Capital Management
New York
| $142M | +$32.2M | +29% | 10.2% | 61.5% | 18 | 27.78% | 1.1 |
|
| 4440 |
4440
Reliant Investment Management
Memphis,
Tennessee
| $142M | +$15.8M | +13% | 10.4% | 129% | 52 | 15.38% | 2.6 |
|
| 4441 |
SL
4441
SOF Ltd
George Town,
Cayman Islands
| $142M | +$2.1M | +2% | 1.47% | 42.3% | 1 | 0% | 3 |
|
| 4442 |
4442
FSA Wealth Management
Needham,
Massachusetts
| $142M | – | – | 6.83% | – | 476 | – | 0 |
|
| 4443 |
4443
Guinness Atkinson Asset Management
Pasadena,
California
| $142M | +$15.2M | +12% | 12.2% | 132% | 79 | 22.78% | 3.3 |
|
| 4444 |
4444
Secure Asset Management
Troy,
Michigan
| $142M | – | – | 7.85% | 97.2% | 158 | – | 0 |
|
| 4445 |
AMC
4445
Asset Management Corp
Northbrook,
Illinois
| $142M | – | – | 9.91% | 57.1% | 155 | – | 0 |
|
| 4446 |
4446
Albert D. Mason Inc
Boston,
Massachusetts
| $142M | +$7.93M | +6% | 5.35% | 82% | 146 | 8.9% | 3.9 |
|
| 4447 |
4447
Paulson Wealth Management
Wheaton,
Illinois
| $142M | +$8.81M | +7% | 6.39% | 57.1% | 117 | 24.79% | 1.5 |
|
| 4448 |
PK
4448
Pflug Koory
Omaha,
Nebraska
| $141M | +$9.7M | +7% | 8.65% | – | 418 | 4.31% | 2.5 |
|
| 4449 |
4449
Ridgewood Investments
Springfield,
New Jersey
| $141M | +$12.7M | +10% | 6.79% | – | 207 | 12.56% | 1.9 |
|
| 4450 |
4450
Matisse Capital
Portland,
Oregon
| $141M | +$59.7M | +73% | 17.4% | 66.9% | 122 | 27.05% | 1.7 |
|