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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
American Financial Group
Cincinnati,
Ohio
| $266M | -$5.76M | -2% | 4.7% | 32.5% | 75 | 5.33% | 5.1 |
|
| 4477 |
UAG
4477
United Advisor Group
Cincinnati,
Ohio
| $266M | +$183M | +220% | 8.91% | 88% | 214 | 76.17% | 0.1 |
|
| 4478 |
CSWG
4478
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $266M | +$14.4M | +6% | 8.24% | 76% | 77 | 28.57% | 3.1 |
|
| 4479 |
4479
Grey Fox Wealth Advisors
Rockland,
Delaware
| $266M | +$35.8M | +16% | 4.97% | 45.3% | 133 | 24.06% | 0.8 |
|
| 4480 |
4480
Global Wealth Strategies & Associates
Denver,
Colorado
| $266M | +$25.8M | +11% | 7.51% | 68.7% | 392 | 25.26% | 0.9 |
|
| 4481 |
4481
GoodHaven Capital Management
Millburn,
New Jersey
| $266M | +$35.2M | +15% | 14.8% | 80.7% | 26 | 0% | 4.4 |
|
| 4482 |
4482
Glassy Mountain Advisors
Bethesda,
Maryland
| $266M | +$23.1M | +10% | 9.98% | 91.5% | 56 | 5.36% | 0.7 |
|
| 4483 |
4483
Parus Finance (UK)
London,
United Kingdom
| $266M | +$73.1M | +38% | 20.1% | 199% | 35 | 22.86% | 3.3 |
|
| 4484 |
4484
Deepwater Asset Management
Minneapolis,
Minnesota
| $265M | +$13.4M | +5% | 12.1% | 142% | 33 | 33.33% | 0.8 |
|
| 4485 |
4485
Prudent Investors Network
Lake Forest,
California
| $265M | – | – | 6.34% | – | 53 | – | 1.6 |
|
| 4486 |
4486
Gemsstock Ltd
London,
United Kingdom
| $265M | -$4.43M | -2% | 15.4% | 149% | 15 | 26.67% | 0.8 |
|
| 4487 |
4487
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $265M | +$24.1M | +10% | 6.89% | 59.6% | 145 | 18.62% | 2 |
|
| 4488 |
4488
McCarthy & Cox
Marysville,
Ohio
| $265M | – | – | 3.43% | – | 49 | – | 0 |
|
| 4489 |
SL
4489
SOF Ltd
George Town,
Cayman Islands
| $265M | +$13.1M | +5% | 5.21% | 42.3% | 1 | 0% | 7.3 |
|
| 4490 |
4490
Marks Wealth
Annapolis,
Maryland
| $265M | +$78.5M | +42% | 8.39% | 165% | 23 | 69.57% | 0.7 |
|
| 4491 |
TA
4491
TCM Advisors
Martinsburg,
West Virginia
| $264M | -$249M | -48% | 7.13% | 56.1% | 63 | 0% | 1.6 |
|
| 4492 |
FP
4492
Fiduciary Planning
Englewood,
Florida
| $264M | +$29.5M | +13% | 7.91% | 71.4% | 59 | 15.25% | 1.4 |
|
| 4493 |
AFA
4493
Alta Fundamental Advisers
New York
| $264M | +$43.1M | +19% | 9.91% | 340% | 24 | 37.5% | 1.5 |
|
| 4494 |
4494
First Citizens Asset Management
Raleigh,
North Carolina
| $264M | +$14.3M | +6% | 5.37% | 48.4% | 38 | 21.05% | 1.2 |
|
| 4495 |
LLWM
4495
Life Line Wealth Management
Beverly Hills,
California
| $264M | +$11.5M | +5% | 4.97% | – | 36 | 38.89% | 0.2 |
|
| 4496 |
4496
CJM Wealth Advisers
Falls Church,
Virginia
| $264M | +$37.3M | +16% | 9.02% | 76.8% | 67 | 13.43% | 1.6 |
|
| 4497 |
FP
4497
Financial Perspectives
Minneapolis,
Minnesota
| $264M | +$17.4M | +7% | 9.14% | 104% | 716 | 8.1% | 3.4 |
|
| 4498 |
WCM
4498
Westerly Capital Management
San Francisco,
California
| $264M | +$61.4M | +30% | 10.7% | 116% | 70 | 50% | 1.2 |
|
| 4499 |
QGA
4499
Q Global Advisors
Fort Worth,
Texas
| $264M | +$132M | +100% | 9.75% | 79% | 124 | 15.32% | 1.7 |
|
| 4500 |
4500
Prostatis Group
Hanover,
Maryland
| $264M | +$24.5M | +10% | 7.48% | 72.9% | 150 | 23.33% | 1.3 |
|