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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
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $286M | +$1.67M | +0.6% | 5.54% | 59.6% | 138 | 14.49% | 2.4 |
|
| 4477 |
4477
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $286M | +$22.8M | +9% | 6.88% | 83.8% | 134 | 8.21% | 3.1 |
|
| 4478 |
4478
Websterrogers Financial Advisors
Florence,
South Carolina
| $286M | +$5.02M | +2% | 5.11% | 42.9% | 71 | 8.45% | 2.1 |
|
| 4479 |
4479
Aquamarine Zurich
Zurich,
Switzerland
| $286M | +$23M | +9% | 10.3% | 74.8% | 14 | 0% | 1.8 |
|
| 4480 |
4480
Mount Capital
London,
United Kingdom
| $286M | +$36M | +14% | 9.42% | 34.4% | 18 | 0% | 2.3 |
|
| 4481 |
4481
Warther Private Wealth
Akron,
Ohio
| $285M | +$30M | +12% | 4.57% | 94.1% | 93 | 16.13% | 1 |
|
| 4482 |
4482
Wealth Effects
Boston,
Massachusetts
| $285M | +$9.6M | +3% | 4.53% | 235% | 227 | 12.33% | 1.9 |
|
| 4483 |
4483
Snow Phipps Group
New York
| $285M | +$25.1M | +10% | 9.65% | 58% | 2 | 0% | 4.5 |
|
| 4484 |
WHGC
4484
Wealth High Governance Capital
Sao Paulo,
Brazil
| $285M | -$118M | -29% | 0.54% | 622% | 64 | 71.88% | 0.2 |
|
| 4485 |
4485
Newbridge Financial Services Group
Boca Raton,
Florida
| $285M | +$16.4M | +6% | 3.68% | 189% | 1,148 | 48.08% | 2.3 |
|
| 4486 |
4486
Deepwater Asset Management
Minneapolis,
Minnesota
| $285M | +$9.47M | +3% | 4.66% | 142% | 24 | 8.33% | 1 |
|
| 4487 |
4487
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $285M | +$36.8M | +15% | 6.18% | 81.9% | 105 | 7.62% | 2.9 |
|
| 4488 |
4488
Sicart Associates
New York
| $285M | +$24.2M | +9% | 5.82% | 113% | 79 | 16.46% | 3.9 |
|
| 4489 |
4489
Glassy Mountain Advisors
Bethesda,
Maryland
| $285M | +$15M | +6% | 6.24% | 91.5% | 62 | 14.52% | 1 |
|
| 4490 |
4490
Nixon Capital
Austin,
Texas
| $285M | +$65.6M | +30% | 15.3% | 118% | 34 | 20.59% | 1.3 |
|
| 4491 |
DMKJ
4491
David M. Knott Jr
| $285M | +$33.9M | +14% | 8.8% | 169% | 105 | 18.1% | 1.8 |
|
| 4492 |
4492
One William Street Capital Management
New York
| $284M | +$139M | +95% | 58.6% | 44% | 5 | 80% | 0.1 |
|
| 4493 |
4493
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $284M | +$10.2M | +4% | 6.62% | 106% | 315 | 20% | 1.1 |
|
| 4494 |
4494
Maytus Capital Management
New York
| $284M | +$4.57M | +2% | 6.82% | 442% | 72 | 65.28% | 0.3 |
|
| 4495 |
4495
Chiron Investment Management
New York
| $284M | +$29.5M | +12% | 11.3% | 104% | 113 | 56.64% | 0.4 |
|
| 4496 |
4496
44 Wealth Management
Eugene,
Oregon
| $284M | – | – | 9.49% | – | 199 | – | 2.1 |
|
| 4497 |
4497
WJ Wealth Management
Glendale,
Arizona
| $284M | +$9.08M | +3% | 3.38% | 90.6% | 86 | 24.42% | 1.9 |
|
| 4498 |
4498
Stiles Financial Services
Edina,
Minnesota
| $284M | +$24M | +9% | 5.92% | 144% | 196 | 10.71% | 2 |
|
| 4499 |
4499
Brooklyn FI
New York
| $284M | +$28M | +11% | 6.6% | 54.7% | 62 | 8.06% | 1.7 |
|
| 4500 |
4500
Mathes Company
New York
| $283M | +$8M | +3% | 6.64% | 121% | 131 | 5.34% | 6.1 |
|