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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
Waterfront Wealth
Overland Park,
Kansas
| $207M | -$4.5M | -2% | 1.73% | 71.8% | 184 | 7.61% | 0.6 |
|
| 4527 |
4527
Prentice Wealth Management
Rochester,
New York
| $207M | +$12M | +6% | 0.64% | 47.8% | 364 | 12.09% | 0.5 |
|
| 4528 |
4528
Quantedge Capital
Singapore
| $207M | -$2.59M | -1% | 0.23% | 110% | 207 | 13.53% | 0.4 |
|
| 4529 |
4529
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $207M | +$3.1M | +2% | 1.37% | 83.4% | 65 | 9.23% | 0.7 |
|
| 4530 |
4530
Fountainhead AM
Warren,
New Jersey
| $207M | +$18.6M | +10% | 0.76% | 65.6% | 72 | 22.22% | 0.6 |
|
| 4531 |
4531
TFG Advisers
Auburn Hills,
Michigan
| $206M | -$651K | -0.3% | 0.93% | 61.8% | 197 | 2.54% | 2.1 |
|
| 4532 |
4532
Rutabaga Capital Management
Boston,
Massachusetts
| $206M | -$23.8M | -10% | 2.12% | 57% | 54 | 5.56% | 3.1 |
|
| 4533 |
SA
4533
SAM Advisors
Oakhurst,
California
| $206M | – | – | 2.16% | 57.5% | 25 | – | 0 |
|
| 4534 |
DI
4534
Disciplined Investments
Tulsa,
Oklahoma
| $206M | +$11.4M | +6% | 1.21% | 51.4% | 461 | 9.98% | 1.3 |
|
| 4535 |
4535
Karani Asset Management
New York
| $206M | +$12.8M | +7% | 2.71% | – | 47 | 17.02% | 1.3 |
|
| 4536 |
4536
Abacus FCF Advisors
Orlando,
Florida
| $206M | +$10.3M | +5% | 2.47% | 197% | 155 | 22.58% | 1 |
|
| 4537 |
PA
4537
Paragon Advisors
College Station,
Texas
| $206M | -$7.42M | -3% | 1.51% | 109% | 70 | 12.86% | 1.1 |
|
| 4538 |
WAM
4538
Westport Asset Management
Southport,
Connecticut
| $206M | -$21.9M | -10% | 3.68% | 64.2% | 76 | 2.63% | 4.4 |
|
| 4539 |
EC
4539
Euclidean Capital
New York
| $206M | -$102M | -33% | 2.51% | 79.7% | 16 | 50% | 0.6 |
|
| 4540 |
4540
Wealth Alliance Advisory Group
Wichita,
Kansas
| $206M | +$167K | +0.1% | 0.67% | 72.7% | 155 | 7.74% | 2.5 |
|
| 4541 |
4541
Bishop & Co Investment Management
Erie,
Pennsylvania
| $206M | +$1.98M | +1% | 1.68% | 47.6% | 22 | 0% | 4.3 |
|
| 4542 |
4542
Pacific Edge Advisors
Corona Del Mar,
California
| $206M | +$13.2M | +7% | 0.93% | 31.3% | 39 | 2.56% | 2.7 |
|
| 4543 |
4543
SCF Partners
Houston,
Texas
| $205M | -$36.4M | -15% | 14.2% | 2.1% | 4 | 0% | 4.7 |
|
| 4544 |
4544
Peachtree Investment Partners
Indian River Shores,,
Florida
| $204M | -$390K | -0.2% | 0.76% | 92.2% | 95 | 5.26% | 1.7 |
|
| 4545 |
4545
Davis Rea
Toronto,
Ontario, Canada
| $204M | +$2.91M | +1% | 0.95% | 66.9% | 60 | 13.33% | 4.5 |
|
| 4546 |
4546
Stonebridge Financial Planning Group
Orlando,
Florida
| $204M | +$15.9M | +8% | 0.17% | 67.2% | 443 | 9.93% | 1.4 |
|
| 4547 |
4547
SV Health Investors
Boston,
Massachusetts
| $204M | -$25.2M | -11% | 10.8% | 97.4% | 8 | 12.5% | 2.8 |
|
| 4548 |
4548
Seven Springs Wealth Group
Brentwood,
Tennessee
| $204M | -$26.9M | -12% | 4.05% | 59.2% | 81 | 11.11% | 1.3 |
|
| 4549 |
4549
Aquamarine Capital Management
New York
| $204M | -$9.18M | -4% | 3.39% | 23% | 13 | 0% | 4.3 |
|
| 4550 |
4550
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $203M | -$69.6M | -26% | 0.82% | 56.8% | 183 | 32.79% | 0.9 |
|