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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Ethic Inc
New York
| $136M | – | – | 10.1% | 130% | 225 | – | 0 |
|
| 4527 |
4527
Axis Capital Holdings
Pembroke,
| $136M | +$10.6M | +8% | 8.48% | 67% | 2 | 0% | 5.1 |
|
| 4528 |
4528
Centerpoint Advisors
Needham,
Massachusetts
| $136M | +$10M | +8% | 7.51% | 74.2% | 295 | 7.12% | 1.6 |
|
| 4529 |
4529
Monte Financial Group
Guilford,
Connecticut
| $136M | +$11.8M | +10% | 7.6% | 57.9% | 72 | 4.17% | 1.6 |
|
| 4530 |
4530
Aprio Wealth Management
Atlanta,
Georgia
| $136M | – | – | 6.18% | 60.6% | 69 | – | 0 |
|
| 4531 |
4531
360 Financial
Wayzata,
Minnesota
| $136M | – | – | 7.2% | 82.5% | 65 | – | 0 |
|
| 4532 |
4532
Congress Park Capital
Saratoga Springs,
New York
| $136M | +$16.4M | +14% | 11.3% | 99.9% | 101 | 17.82% | 1.5 |
|
| 4533 |
4533
Cruiser Capital Advisors
Stamford,
Connecticut
| $136M | +$3.27M | +2% | 4.25% | 192% | 27 | 37.04% | 1.2 |
|
| 4534 |
KCM
4534
Knoll Capital Management
Miami,
Florida
| $135M | +$26.2M | +24% | 34.9% | 258% | 24 | 29.17% | 1.7 |
|
| 4535 |
4535
One Wealth Advisors
San Francisco,
California
| $135M | +$21M | +18% | 9.91% | 66% | 137 | 36.5% | 0.9 |
|
| 4536 |
4536
Groesbeck Investment Management
Paramus,
New Jersey
| $135M | +$1.88M | +1% | 9.72% | 155% | 107 | 14.95% | 2.8 |
|
| 4537 |
4537
Accel Growth Fund IV Associates
Palo Alto,
California
| $135M | – | – | 14.8% | 61.4% | 2 | – | 0 |
|
| 4538 |
4538
Garrett Wealth Advisory Group
Weatherford,
Texas
| $135M | -$7.65M | -5% | 6.01% | 74.6% | 770 | 93.64% | 0.9 |
|
| 4539 |
4539
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $135M | +$4.42M | +3% | 8.26% | 81% | 856 | 6.19% | 0.7 |
|
| 4540 |
4540
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $135M | +$16.6M | +14% | 10.2% | 82% | 53 | 13.21% | 1.8 |
|
| 4541 |
4541
MBM Wealth Consultants
Chesterfield,
Missouri
| $135M | +$7.62M | +6% | 5.02% | 57.1% | 224 | 10.71% | 0.9 |
|
| 4542 |
FFG
4542
Fortem Financial Group
Palm Desert,
California
| $135M | +$17.6M | +15% | 9.22% | 183% | 134 | 16.42% | 0.7 |
|
| 4543 |
4543
Ovata Capital Management
Hong Kong
| $135M | – | – | 12.1% | 69.1% | 32 | – | 0 |
|
| 4544 |
4544
Droms Strauss Advisors
St. Louis,
Missouri
| $135M | +$10.4M | +8% | 7.1% | 68.7% | 42 | 16.67% | 0.8 |
|
| 4545 |
BFM
4545
Blacksheep Fund Management
Co. Dublin,
Ireland
| $134M | – | – | 10.6% | 71.5% | 5 | – | 0 |
|
| 4546 |
4546
Watchman Group
Plano,
Texas
| $134M | – | – | 8.86% | 54% | 79 | – | 0 |
|
| 4547 |
AWM
4547
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $134M | – | – | 7.2% | 73.1% | 153 | – | 0 |
|
| 4548 |
4548
Bell & Brown Wealth Advisors
Newport Beach,
California
| $134M | +$12.5M | +10% | 9.08% | 125% | 87 | 13.79% | 1.5 |
|
| 4549 |
4549
Monetta Financial Services
Wheaton,
Illinois
| $134M | -$5.11M | -4% | 11.9% | 275% | 40 | 17.5% | 2.4 |
|
| 4550 |
ACM
4550
Aljian Capital Management
Carson City,
Nevada
| $134M | +$13.4M | +11% | 10.4% | 146% | 49 | 2.04% | 0.9 |
|