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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Delta Financial Advisors
New Orleans,
Louisiana
| $234M | -$11.1M | -5% | 2.9% | 107% | 122 | 5.74% | 2.3 |
|
| 4452 |
4452
EnCap Energy Capital Fund IX
Houston,
Texas
| $234M | -$244M | -51% | 42.2% | 69.2% | 4 | 25% | 2 |
|
| 4453 |
4453
Exos Asset Management
New York
| $234M | +$39.2M | +20% | 0.66% | – | 412 | 32.77% | 0.6 |
|
| 4454 |
4454
Keating Investment Counselors
Delray Beach,
Florida
| $233M | +$7.46M | +3% | 6.56% | 50% | 63 | 6.35% | 5.8 |
|
| 4455 |
4455
Freedom Day Solutions
Houston,
Texas
| $233M | -$14.8M | -6% | 4.57% | 86.6% | 128 | 11.72% | 2.1 |
|
| 4456 |
4456
Bank OZK
Little Rock,
Arkansas
| $233M | -$12M | -5% | 1.56% | 112% | 131 | 6.87% | 5.6 |
|
| 4457 |
WFA
4457
Wade Financial Advisory
Campbell,
California
| $233M | +$40.8M | +21% | 5.52% | 15.9% | 83 | 21.69% | 1.7 |
|
| 4458 |
SAM
4458
Security Asset Management
New York
| $233M | -$24.5M | -10% | 7.34% | 67.4% | 88 | 11.36% | 4.7 |
|
| 4459 |
4459
G2 Capital Management
Columbus,
Ohio
| $233M | -$35.6M | -13% | 4.24% | 55.1% | 97 | 51.55% | 0.2 |
|
| 4460 |
4460
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $233M | -$9.5M | -4% | 4.13% | 70.4% | 63 | 53.97% | 0.4 |
|
| 4461 |
4461
SYM Financial Corp
Winona Lake,
Indiana
| $233M | -$24.4M | -10% | 4.52% | 64.3% | 120 | 18.33% | 1.9 |
|
| 4462 |
4462
Equius Partners
Novato,
California
| $232M | -$5.29M | -2% | 1.92% | – | 21 | 38.1% | 0.2 |
|
| 4463 |
4463
Unio Capital
Princeton,
New Jersey
| $232M | +$211M | +1,034% | 6.04% | 97.8% | 61 | 3.28% | 2.9 |
|
| 4464 |
4464
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $232M | -$759K | -0.3% | 3.31% | 58.9% | 289 | 28.03% | 0.2 |
|
| 4465 |
4465
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $232M | -$35.8M | -13% | 3.21% | 172% | 10 | 50% | 1.2 |
|
| 4466 |
E
4466
ETFidea
Syracuse,
New York
| $232M | -$17M | -7% | 5.57% | 22.7% | 115 | 11.3% | 0.2 |
|
| 4467 |
PFA
4467
Professional Financial Advisors
North Platte,
Nebraska
| $232M | +$338K | +0.1% | 4.71% | 59.2% | 533 | 16.7% | 1.1 |
|
| 4468 |
4468
Bishop & Co Investment Management
Erie,
Pennsylvania
| $232M | -$10.2M | -4% | 6.23% | 47.6% | 23 | 8.7% | 4.7 |
|
| 4469 |
4469
Quantum Private Wealth
Tampa,
Florida
| $232M | -$32.2M | -12% | 8.49% | 240% | 215 | 12.56% | 0.2 |
|
| 4470 |
4470
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $231M | -$25.9M | -10% | 1.27% | 104% | 290 | 6.9% | 5.9 |
|
| 4471 |
SA
4471
SAM Advisors
Oakhurst,
California
| $231M | +$12.1M | +6% | 4.72% | 57.5% | 37 | 32.43% | 0.3 |
|
| 4472 |
CC
4472
Corton Capital
Carrying Place,
Ontario, Canada
| $231M | +$5.66M | +3% | 8.73% | 225% | 515 | 76.31% | 0.1 |
|
| 4473 |
4473
Northern Right Capital Management
Darien,
Connecticut
| $231M | -$99.3M | -30% | 10.4% | 187% | 84 | 69.05% | 1.1 |
|
| 4474 |
4474
Triumph Capital Management
Denver,
Colorado
| $231M | -$13K | -0% | 7.16% | 55.5% | 275 | 51.27% | 0.4 |
|
| 4475 |
DLG
4475
Daniel L. Goodwin
| $231M | +$3.36M | +1% | 0.44% | 72.6% | 117 | 23.93% | 3.4 |
|