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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
Raine Capital
New York
| $309M | -$157M | -34% | 45.4% | 119% | 5 | 40% | 3.3 |
|
| 4527 |
BC
4527
Bruce & Co
Chicago,
Illinois
| $308M | -$3.36M | -1% | 0.66% | 94.5% | 43 | 6.98% | 6.2 |
|
| 4528 |
4528
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $308M | +$33.7M | +12% | 12% | 106% | 48 | 4.17% | 4.3 |
|
| 4529 |
4529
Marks Wealth
Annapolis,
Maryland
| $308M | +$35.9M | +13% | 18.5% | 169% | 28 | 64.29% | 0.5 |
|
| 4530 |
4530
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $308M | +$27.6M | +10% | 8.96% | 81.9% | 106 | 6.6% | 3.5 |
|
| 4531 |
SC
4531
Steph & Co
Marinette,
Wisconsin
| $308M | +$30.1M | +11% | 8.01% | 61.6% | 314 | 22.93% | 3 |
|
| 4532 |
4532
Precision Wealth Strategies
Saint Louis,
Missouri
| $308M | +$177M | +136% | 10.9% | 106% | 194 | 56.7% | 0.8 |
|
| 4533 |
4533
Joule Financial
Lexington,
Kentucky
| $308M | +$23.1M | +8% | 8.17% | 55.5% | 118 | 21.19% | 1.9 |
|
| 4534 |
4534
Naman Capital
Sao Paulo,
Brazil
| $308M | +$53M | +21% | 7.54% | 89.9% | 13 | 7.69% | 2.8 |
|
| 4535 |
4535
Family Legacy Inc
Greenville,
South Carolina
| $308M | +$16.1M | +6% | 8.43% | 89% | 122 | 2.46% | 5.6 |
|
| 4536 |
4536
Field & Main Bank
Henderson,
Kentucky
| $307M | +$24.2M | +9% | 12.1% | 107% | 244 | 2.87% | 6.8 |
|
| 4537 |
4537
Main Street Group
Glen Allen,
Virginia
| $307M | +$47.8M | +18% | 15.1% | 98.3% | 885 | 14.92% | 1.2 |
|
| 4538 |
4538
Nixon Capital
Austin,
Texas
| $307M | +$17.7M | +6% | 16.9% | 118% | 28 | 32.14% | 1.4 |
|
| 4539 |
4539
Next Level Private
Harrison,
New York
| $307M | +$38.8M | +14% | 11.5% | 95.9% | 154 | 11.69% | 1.8 |
|
| 4540 |
4540
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $307M | +$24.2M | +9% | 12.3% | 128% | 187 | 10.7% | 1.3 |
|
| 4541 |
4541
Somerset Trust
Somerset,
Pennsylvania
| $307M | +$26M | +9% | 7.46% | 80.5% | 186 | 11.29% | 5.2 |
|
| 4542 |
4542
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $307M | +$24.9M | +9% | 4.96% | 51.7% | 146 | 12.33% | 2.3 |
|
| 4543 |
4543
Cypress Financial Planning
Haddon Heights,
New Jersey
| $306M | +$26.3M | +9% | 6.21% | 41.2% | 88 | 12.5% | 1.7 |
|
| 4544 |
4544
Gunma Bank
Gunma,
Japan
| $306M | -$4.19M | -1% | 1.59% | 24.5% | 33 | 9.09% | 1.2 |
|
| 4545 |
4545
Graybill Wealth Management
Elmhurst,
Illinois
| $306M | +$14.8M | +5% | 10% | – | 190 | 58.42% | 4.7 |
|
| 4546 |
4546
Missouri Trust & Investment Company
Springfield,
Missouri
| $306M | +$21.2M | +7% | 8.6% | 65.1% | 441 | 9.52% | 2.7 |
|
| 4547 |
4547
Sector Gamma AS
Oslo,
Norway
| $306M | -$6.25M | -2% | 3.32% | 35.3% | 39 | 17.95% | 2.8 |
|
| 4548 |
4548
Provident Wealth Management
Brentwood,
Tennessee
| $306M | +$15.6M | +5% | 7.35% | 61.1% | 143 | 9.09% | 2.3 |
|
| 4549 |
4549
Libra Wealth
Los Gatos,
California
| $306M | +$39.3M | +15% | 10.4% | 58.2% | 72 | 16.67% | 2.1 |
|
| 4550 |
4550
Morling Financial Advisors
Fremont,
California
| $306M | +$15.2M | +5% | 15% | 97.6% | 131 | 29.77% | 2.2 |
|