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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
Clarity Wealth Advisors
San Jose,
California
| $223M | +$26.5M | +14% | 9.53% | 94.1% | 80 | 12.5% | 2.2 |
|
| 4477 |
4477
Global Trust Asset Management
West Palm Beach,
Florida
| $223M | +$12.9M | +6% | 7.01% | 178% | 460 | 9.35% | 3.3 |
|
| 4478 |
4478
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $222M | +$24M | +12% | 7.28% | 158% | 195 | 24.1% | 0.4 |
|
| 4479 |
ACM
4479
Aljian Capital Management
Carson City,
Nevada
| $222M | +$24.2M | +12% | 16.2% | 146% | 49 | 6.12% | 3.5 |
|
| 4480 |
4480
Coyle Financial Counsel
Glenview,
Illinois
| $222M | +$4.92M | +2% | 4.1% | 62.4% | 64 | 10.94% | 3.2 |
|
| 4481 |
BE
4481
Bonness Enterprises
Washington,
District of Columbia
| $222M | -$2.35M | -1% | 0.78% | 98.6% | 40 | 0% | 9.1 |
|
| 4482 |
4482
Advisor Resource Council
Dallas,
Texas
| $222M | -$176M | -44% | 7.77% | 74.7% | 283 | 50.18% | 1 |
|
| 4483 |
OCM
4483
Ogborne Capital Management
San Francisco,
California
| $222M | +$121M | +120% | 23.9% | 251% | 11 | 54.55% | 0.6 |
|
| 4484 |
4484
Marvin & Palmer Associates
Wilmington,
Delaware
| $222M | +$23.3M | +12% | 11.2% | 392% | 42 | 66.67% | 0.5 |
|
| 4485 |
4485
Tempus Wealth Planning
Irvine,
California
| $222M | +$17M | +8% | 7.39% | 95% | 196 | 15.31% | 1.8 |
|
| 4486 |
4486
Quaker Wealth Management
Moorestown,
New Jersey
| $221M | +$7.23M | +3% | 2.44% | – | 55 | 16.36% | 1.3 |
|
| 4487 |
CA
4487
Continental Advisors
Park City,
Utah
| $221M | +$34M | +18% | 4.16% | 73.6% | 57 | 17.54% | 4.5 |
|
| 4488 |
LPC
4488
Lion Point Capital
New York
| $221M | -$21.6M | -9% | 15% | 319% | 38 | 39.47% | 1.2 |
|
| 4489 |
4489
Brigade Capital Management
New York
| $221M | -$698M | -76% | 4.01% | 42.7% | 26 | 42.31% | 2.6 |
|
| 4490 |
4490
Pettee Investors
Rowayton,
Connecticut
| $221M | +$12.3M | +6% | 6.26% | 96.1% | 122 | 1.64% | 5.7 |
|
| 4491 |
4491
MY.Alpha Management HK Advisors
Hong Kong
| $221M | -$88.1M | -29% | 4.78% | 423% | 16 | 43.75% | 0.7 |
|
| 4492 |
4492
Operose Advisors
Milwaukee,
Wisconsin
| $221M | +$19.3M | +10% | 3.68% | 68.8% | 362 | 6.08% | 1.2 |
|
| 4493 |
4493
Triumph Capital Management
Denver,
Colorado
| $221M | +$25M | +13% | 4.54% | 55.5% | 258 | 39.53% | 0.8 |
|
| 4494 |
4494
Prentice Wealth Management
Rochester,
New York
| $221M | +$10.9M | +5% | 4.31% | 47.8% | 101 | 9.9% | 1.2 |
|
| 4495 |
4495
Phase 2 Partners
San Francisco,
California
| $220M | -$11.5M | -5% | 8.53% | 25.1% | 34 | 55.88% | 0.4 |
|
| 4496 |
4496
JCIC Asset Management
Toronto,
Ontario, Canada
| $220M | +$5.43M | +3% | 8.57% | – | 110 | 8.18% | 3.8 |
|
| 4497 |
4497
S.R. Schill & Associates
Mercer Island,
Washington
| $220M | +$4.58M | +2% | 1.62% | 42.7% | 83 | 10.84% | 3.3 |
|
| 4498 |
4498
American Assets Inc
San Diego,
California
| $220M | +$13M | +6% | 6.52% | 63.2% | 10 | 0% | 4.3 |
|
| 4499 |
4499
TFG Advisers
Auburn Hills,
Michigan
| $220M | +$13.2M | +6% | 5.71% | 61.8% | 199 | 3.52% | 3.5 |
|
| 4500 |
4500
Frontier Asset Management
Sheridan,
Wyoming
| $220M | +$8.41M | +4% | 2.64% | 51.8% | 58 | 12.07% | 0.9 |
|