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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Aries Wealth Management
Portland,
Maine
| $231M | -$31.4M | -12% | 4.8% | 87.7% | 245 | 92.65% | 0.8 |
|
| 4477 |
4477
Omega Financial Group
Santa Barbara,
California
| $231M | +$5.4M | +2% | 4.8% | 47% | 77 | 16.88% | 2.3 |
|
| 4478 |
4478
Excalibur Management
Waltham,
Massachusetts
| $231M | -$17M | -7% | 0.3% | 81.7% | 164 | 9.15% | 3.6 |
|
| 4479 |
4479
FC Advisory
West Chester,
Pennsylvania
| $231M | -$8.55M | -4% | 6.23% | 46.6% | 80 | 16.25% | 3.8 |
|
| 4480 |
4480
Wealth Alliance Advisory Group
Wichita,
Kansas
| $231M | +$531K | +0.2% | 0.43% | 72.7% | 177 | 19.21% | 2.7 |
|
| 4481 |
4481
Quaker Wealth Management
Moorestown,
New Jersey
| $230M | -$4.76M | -2% | 2.72% | – | 55 | 14.55% | 0.8 |
|
| 4482 |
PAM
4482
Pegasus Asset Management
Montebello,
New York
| $230M | -$13.6M | -6% | 4.56% | 89% | 78 | 3.85% | 3.3 |
|
| 4483 |
4483
Hamilton Wealth
Encino,
California
| $230M | +$6.37M | +3% | 4.77% | 108% | 95 | 45.26% | 1 |
|
| 4484 |
4484
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $230M | +$877K | +0.4% | 14.2% | 62.1% | 135 | 39.26% | 0.5 |
|
| 4485 |
4485
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $230M | -$102M | -31% | 2.31% | 1,119% | 22 | 54.55% | 1 |
|
| 4486 |
4486
Warwick Investment Management
Bryan,
Texas
| $229M | +$31.6M | +16% | 4.72% | 69.9% | 60 | 15% | 0.2 |
|
| 4487 |
PWP
4487
Personal Wealth Partners
Bloomington,
Minnesota
| $229M | -$13M | -5% | 4.59% | 37.2% | 80 | 12.5% | 2.2 |
|
| 4488 |
4488
Founders Circle Capital
Campbell,
California
| $229M | -$129M | -36% | 33.7% | 28% | 14 | 14.29% | 0.6 |
|
| 4489 |
4489
Bridge Advisory
Pasadena,
California
| $229M | +$7.85M | +4% | 2.39% | 6.7% | 108 | 22.22% | 0.9 |
|
| 4490 |
4490
Sagefield Capital
Dallas,
Texas
| $229M | +$11.7M | +5% | 39.4% | 115% | 187 | 36.9% | 0.2 |
|
| 4491 |
4491
Chase Investment Counsel
Charlottesville,
Virginia
| $229M | -$21M | -8% | 3.7% | 350% | 147 | 45.58% | 1.5 |
|
| 4492 |
FFG
4492
Fortem Financial Group
Palm Desert,
California
| $228M | +$9.2M | +4% | 0.02% | 183% | 190 | 21.58% | 1.8 |
|
| 4493 |
DA
4493
DCF Advisers
Greenwich,
Connecticut
| $228M | -$18.3M | -7% | 2.7% | 372% | 92 | 46.74% | 1.2 |
|
| 4494 |
4494
Algebris (UK)
London,
United Kingdom
| $228M | +$3.22M | +1% | 6.23% | 24.5% | 42 | 54.76% | 0.6 |
|
| 4495 |
4495
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $228M | -$27M | -11% | 8.03% | 70.9% | 22 | 9.09% | 6 |
|
| 4496 |
4496
Ategra Capital Management
Vienna,
Virginia
| $228M | -$2.16M | -0.9% | 1.47% | 114% | 116 | 14.66% | 1.9 |
|
| 4497 |
4497
Lapides Asset Management
Greenwich,
Connecticut
| $228M | -$1.29M | -0.6% | 4.11% | 63% | 79 | 29.11% | 2.8 |
|
| 4498 |
4498
Modus Advisors
Excelsior,
Minnesota
| $228M | -$6.93M | -3% | 1.83% | 89.5% | 102 | 9.8% | 1.7 |
|
| 4499 |
4499
XTX Topco
George Town,
Cayman Islands
| $228M | +$51.2M | +29% | 4.36% | 87.3% | 1,075 | 81.02% | 0.1 |
|
| 4500 |
4500
AMI Investment Management
Kendallville,
Indiana
| $228M | -$20.2M | -8% | 4.6% | 52% | 76 | 10.53% | 4.5 |
|