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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
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $289M | -$20.7M | -7% | 5.08% | 203% | 151 | 7.95% | 1.3 |
|
| 4477 |
4477
OLIO Financial Planning
Mclean,
Virginia
| $289M | +$4.62M | +2% | 0.23% | 52.9% | 62 | 9.68% | 2.1 |
|
| 4478 |
4478
Mudrick Capital Management
New York
| $289M | -$306M | -51% | 152% | 212% | 2 | 50% | 0.1 |
|
| 4479 |
4479
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $289M | -$81.3M | -22% | 14.3% | – | 1 | 0% | 0.3 |
|
| 4480 |
4480
Neumann Capital Management
Foster City,
California
| $289M | -$11.7M | -4% | 2.61% | 89.9% | 102 | 3.92% | 7.2 |
|
| 4481 |
4481
Umpqua Bank
Lake Oswego,
Oregon
| $289M | +$92.2K | +0% | 2.57% | – | 160 | 8.13% | 0.9 |
|
| 4482 |
4482
Sicart Associates
New York
| $289M | +$9.6M | +3% | 3.2% | 113% | 72 | 12.5% | 4.4 |
|
| 4483 |
4483
Continental General Insurance Company
Austin,
Texas
| $289M | +$18.4M | +7% | 4.89% | 188% | 12 | 75% | 0.6 |
|
| 4484 |
4484
Brown Miller Wealth Management
Mclean,
Virginia
| $289M | +$28.2M | +11% | 2.04% | 121% | 185 | 37.84% | 2.1 |
|
| 4485 |
4485
White Pine Capital
Bloomington,
Minnesota
| $289M | -$8.15M | -3% | 1.6% | 143% | 230 | 7.39% | 6 |
|
| 4486 |
4486
Gill Capital Partners
Denver,
Colorado
| $289M | +$9.7M | +3% | 1.35% | 59% | 145 | 12.41% | 3.6 |
|
| 4487 |
4487
American Assets Inc
San Diego,
California
| $289M | -$34.5M | -11% | 11.1% | 49.9% | 28 | 42.86% | 2.5 |
|
| 4488 |
4488
Aisling Capital Management
New York
| $288M | +$6.62M | +2% | 20.5% | 793% | 15 | 13.33% | 4 |
|
| 4489 |
4489
CLG LLC
Long Beach,
California
| $288M | +$8.1M | +3% | 0.2% | – | 129 | 16.28% | 0.2 |
|
| 4490 |
4490
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $288M | +$18M | +7% | 1.46% | – | 78 | 14.1% | 1.1 |
|
| 4491 |
4491
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $288M | +$4.38M | +2% | 1.59% | 13.4% | 4 | 0% | 7.9 |
|
| 4492 |
4492
Strategic Advocates
Logan,
Utah
| $288M | -$8.45M | -3% | 4.67% | 111% | 132 | 31.06% | 0.9 |
|
| 4493 |
4493
BCWM LLC
Overland Park,
Kansas
| $288M | +$6.99M | +2% | 1.23% | – | 66 | 33.33% | 4.8 |
|
| 4494 |
4494
Hiddenite Capital Partners
New York
| $288M | -$71.6M | -20% | 6.55% | 466% | 58 | 72.41% | 0.6 |
|
| 4495 |
4495
Kelly Financial Services
Braintree,
Massachusetts
| $288M | +$10.3M | +4% | 1.24% | 64.3% | 135 | 31.85% | 3.4 |
|
| 4496 |
4496
Cutler Capital Management
Worcester,
Massachusetts
| $288M | +$307K | +0.1% | 2.06% | 39.7% | 120 | 6.67% | 3.3 |
|
| 4497 |
4497
Three Bridge Wealth Advisors
Los Altos,
California
| $287M | +$1.78M | +0.6% | 2.27% | 162% | 93 | 9.68% | 2.4 |
|
| 4498 |
4498
Sovereign Investment Advisors
Phoenix,
Arizona
| $287M | -$48.7M | -15% | 2.99% | 43.7% | 95 | 67.37% | 4 |
|
| 4499 |
4499
Compass Advisory Group
Melville,
New York
| $287M | +$7.88M | +3% | 2.83% | 49.2% | 76 | 5.26% | 2.8 |
|
| 4500 |
4500
Legacy Capital Group California
Los Gatos,
California
| $287M | -$40.9M | -12% | 2.21% | 129% | 367 | 26.43% | 1.2 |
|