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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
Steward Financial Group
Colleyville,
Texas
| $200M | +$64.8M | +48% | 8.5% | – | 897 | 96.1% | 0 |
|
| 4477 |
4477
Moss Adams Wealth Advisors
Seattle,
Washington
| $200M | – | – | 5.9% | 79.6% | 181 | – | 0 |
|
| 4478 |
4478
Eisler Capital (US)
New York
| $200M | – | – | 4.26% | – | 22 | – | 0 |
|
| 4479 |
PI
4479
Pennant Investors
Summit,
New Jersey
| $200M | +$24.9M | +14% | 0.79% | 372% | 19 | 26.32% | 2.1 |
|
| 4480 |
4480
Gitterman Wealth Management
Edison,
New Jersey
| $200M | +$103M | +106% | 2.24% | 33% | 96 | 42.71% | 1 |
|
| 4481 |
OH
4481
Oikos Holdings
New York
| $200M | -$73.3M | -27% | 6.17% | 5.54% | 11 | 36.36% | 1 |
|
| 4482 |
4482
AlphaMark Advisors
Ft. Wright,
Kentucky
| $199M | -$2.56M | -1% | 7.2% | 26.4% | 785 | 31.21% | 3.7 |
|
| 4483 |
4483
Townsend Asset Management
Raleigh,
North Carolina
| $199M | +$21.7M | +12% | 9.09% | 88.5% | 209 | 13.4% | 2.3 |
|
| 4484 |
4484
US Financial Advisors
Braintree,
Massachusetts
| $199M | +$20.7M | +12% | 6.21% | 12.6% | 88 | 48.86% | 2.1 |
|
| 4485 |
4485
Olympus Wealth Management
Cottonwood Heights,
Utah
| $199M | -$32.6M | -14% | 10.4% | 43.1% | 16 | 12.5% | 0.9 |
|
| 4486 |
4486
Everhart Financial Group
Dublin,
Ohio
| $199M | +$18.4M | +10% | 7.64% | 123% | 231 | 34.63% | 1 |
|
| 4487 |
4487
Oak Grove Capital
North Hampton,
New Hampshire
| $199M | -$97.2M | -33% | 2.86% | 470% | 63 | 26.98% | 2.2 |
|
| 4488 |
CM
4488
Crystalline Management
Montreal, Quebec,
Canada
| $199M | – | – | 8.76% | – | 141 | – | 0 |
|
| 4489 |
4489
RDA Financial Network
Akron,
Iowa
| $199M | +$15.7M | +9% | 8.16% | 93.4% | 229 | 20.09% | 2.6 |
|
| 4490 |
KAS
4490
Kemnay Advisory Services
New York
| $199M | -$113M | -36% | 1.58% | 167% | 35 | 37.14% | 3.5 |
|
| 4491 |
4491
Delphi Financial Group
Wilmington,
Delaware
| $199M | +$31.5M | +19% | 5.78% | 66.3% | 33 | 24.24% | 2.5 |
|
| 4492 |
MGM
4492
Miura Global Management
New York
| $199M | +$31.9M | +19% | 14.7% | 375% | 21 | 28.57% | 1.5 |
|
| 4493 |
4493
Richard W. Paul & Associates
Novi,
Michigan
| $199M | – | – | 5.94% | 65.2% | 544 | – | 0 |
|
| 4494 |
4494
Avalon Capital Management
Port Of Redwood City,
California
| $199M | -$10.2M | -5% | 1.6% | 151% | 63 | 23.81% | 1.7 |
|
| 4495 |
4495
NewGen Asset Management
Toronto,
Ontario, Canada
| $199M | +$27.6M | +16% | 13.1% | 402% | 38 | 68.42% | 0.6 |
|
| 4496 |
EE
4496
EWG Elevate
Roseville,
California
| $199M | +$21.2M | +12% | 5.58% | 76% | 836 | 91.27% | 0.2 |
|
| 4497 |
4497
Prentice Wealth Management
Rochester,
New York
| $198M | +$15.4M | +8% | 6.59% | 47.8% | 98 | 14.29% | 0.8 |
|
| 4498 |
4498
AMI Investment Management
Kendallville,
Indiana
| $198M | +$21.5M | +12% | 8.98% | 52% | 65 | 9.23% | 5.5 |
|
| 4499 |
4499
Keeler Thomas Management
Orem,
Utah
| $198M | +$1.53M | +0.8% | 7.94% | 52.1% | 79 | 17.72% | 1.7 |
|
| 4500 |
4500
Red Lighthouse Investment Management
New York
| $198M | – | – | 9.11% | 71.1% | 96 | – | 0 |
|