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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
Lion Street Advisors
Austin,
Texas
| $270M | +$25.3M | +10% | 0.41% | 38% | 283 | 19.08% | 1.4 |
|
| 4477 |
4477
Oxler Private Wealth
Rye Brook,
New York
| $270M | +$15.1M | +6% | 4.57% | 119% | 88 | 7.95% | 2.6 |
|
| 4478 |
RFG
4478
RFP Financial Group
Atlanta,
Georgia
| $270M | +$13.9M | +5% | 1.72% | 53.2% | 952 | 13.13% | 1 |
|
| 4479 |
4479
First Washington Corp
Seattle,
Washington
| $270M | +$8.55M | +3% | 3.62% | 142% | 59 | 6.78% | 3.9 |
|
| 4480 |
4480
Greenfield Seitz Capital Management
Dallas,
Texas
| $270M | +$1.59M | +0.6% | 1.19% | – | 108 | 8.33% | 0.5 |
|
| 4481 |
4481
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $270M | +$8.21M | +3% | 2.84% | 81.6% | 92 | 4.35% | 2.6 |
|
| 4482 |
4482
Value Star Asset Management
Hong Kong
| $270M | -$20.1M | -7% | 9.56% | – | 24 | 33.33% | 0.9 |
|
| 4483 |
4483
Glassy Mountain Advisors
Bethesda,
Maryland
| $270M | +$4.07M | +2% | 2.3% | 91.5% | 56 | 3.57% | 0.9 |
|
| 4484 |
4484
Passive Capital Management
Baltimore,
Maryland
| $269M | +$13.9M | +5% | 0.46% | 37.7% | 67 | 13.43% | 1.7 |
|
| 4485 |
4485
BNC Wealth Management
Beaverton,
Oregon
| $269M | +$35.5M | +15% | 7.48% | 204% | 112 | 21.43% | 2.3 |
|
| 4486 |
4486
West Branch Capital
Amherst,
Massachusetts
| $269M | +$21.3M | +9% | 10.3% | 156% | 438 | 5.48% | 3 |
|
| 4487 |
4487
Highland Financial Advisors
Wayne,
New Jersey
| $269M | +$19.1M | +8% | 2.47% | 70% | 58 | 13.79% | 1.4 |
|
| 4488 |
4488
Flagstone Financial Management
Lincoln,
Nebraska
| $269M | +$10M | +4% | 0.71% | 43.9% | 45 | 4.44% | 1.2 |
|
| 4489 |
4489
First United Bank & Trust
Oakland,
Maryland
| $269M | -$1.38M | -0.5% | 2.14% | 78% | 423 | 6.86% | 2.5 |
|
| 4490 |
4490
Auour Investments
Woburn,
Massachusetts
| $269M | -$2.47M | -0.9% | 0.88% | 35.5% | 82 | 7.32% | 0.9 |
|
| 4491 |
SM
4491
Samjo Management
New York
| $268M | -$15.8M | -6% | 1.47% | – | 58 | 13.79% | 0.5 |
|
| 4492 |
4492
Newbridge Financial Services Group
Boca Raton,
Florida
| $268M | +$39.4M | +17% | 7.27% | 189% | 1,257 | 19.97% | 2.2 |
|
| 4493 |
4493
Westwood Wealth Management
Los Angeles,
California
| $268M | +$63.9M | +31% | 22.2% | 425% | 43 | 6.98% | 1.6 |
|
| 4494 |
4494
First Citizens Asset Management
Raleigh,
North Carolina
| $268M | +$4.24M | +2% | 1.28% | 44.2% | 33 | 0% | 1.4 |
|
| 4495 |
4495
Hayek Kallen Investment Management
Fairhope,
Alabama
| $268M | +$7.27M | +3% | 4.27% | 71.9% | 95 | 5.26% | 6 |
|
| 4496 |
4496
BBJS Financial Advisors
Seattle,
Washington
| $268M | -$12.2M | -4% | 2.48% | – | 189 | 36.51% | 0.9 |
|
| 4497 |
4497
Seascape Capital Management
Portsmouth,
New Hampshire
| $268M | -$921K | -0.3% | 0.84% | 111% | 107 | 10.28% | 2.7 |
|
| 4498 |
4498
Sovereign Investment Advisors
Phoenix,
Arizona
| $268M | -$21.7M | -7% | 0.4% | 43.7% | 34 | 2.94% | 3.6 |
|
| 4499 |
4499
Central Asset Investments & Management Holdings
Hong Kong
| $268M | +$145M | +118% | 19.1% | 3,210% | 67 | 55.22% | 0.6 |
|
| 4500 |
4500
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $268M | +$31.8M | +13% | 7.48% | – | 589 | 6.96% | 2.3 |
|