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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
NFC Investments
Memphis,
Tennessee
| $354M | +$8.67M | +3% | 3.19% | – | 45 | 8.89% | 4.7 |
|
| 4527 |
4527
PCG Wealth Advisors
Overland Park,
Kansas
| $353M | +$10.2M | +3% | 3.46% | 87% | 157 | 9.55% | 1.6 |
|
| 4528 |
DI
4528
DKRT Investments
Toronto,
| $353M | -$63.1M | -15% | 1.05% | – | 49 | 16.33% | 0.4 |
|
| 4529 |
4529
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $353M | +$35.8M | +11% | 5.47% | 110% | 42 | 40.48% | 1.1 |
|
| 4530 |
4530
Oldfield Partners
London,
United Kingdom
| $353M | +$32.5M | +10% | 10.8% | 98% | 20 | 5% | 4.9 |
|
| 4531 |
4531
Taconic Capital Advisors
New York
| $352M | -$80.6M | -19% | 21.6% | 273% | 49 | 71.43% | 0.7 |
|
| 4532 |
4532
Thrive Capital Management (New York)
New York
| $352M | -$128M | -27% | 16.1% | 205% | 6 | 33.33% | 2.1 |
|
| 4533 |
4533
Starr Indemnity & Liability Company
New York
| $352M | +$45.9M | +15% | 7.95% | – | 4 | 0% | 0.6 |
|
| 4534 |
4534
Tidemark
San Diego,
California
| $352M | +$8.68M | +3% | 1.83% | – | 716 | 14.25% | 1.6 |
|
| 4535 |
4535
Seascape Capital Management
Portsmouth,
New Hampshire
| $352M | +$3.14M | +0.9% | 2.77% | 111% | 100 | 13% | 3.4 |
|
| 4536 |
4536
Capital Innovations
Pewaukee,
Wisconsin
| $351M | – | – | 1.55% | – | 51 | – | 0.1 |
|
| 4537 |
4537
S.E.E.D. Planning Group
Binghamton,
New York
| $351M | +$7.75M | +2% | 2.51% | 57.3% | 92 | 14.13% | 3.2 |
|
| 4538 |
4538
Tensor Edge Capital
Weston,
Massachusetts
| $351M | – | – | 19.2% | – | 14 | – | 0 |
|
| 4539 |
4539
Redwood Grove Capital
Palo Alto,
California
| $351M | +$1.37M | +0.4% | 5.2% | 79.8% | 22 | 4.55% | 2.6 |
|
| 4540 |
4540
Snow Phipps Group
New York
| $351M | +$39.7M | +13% | 12.8% | 58% | 2 | 0% | 5.8 |
|
| 4541 |
4541
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| $351M | +$26.6M | +8% | 2.12% | – | 151 | 7.28% | 0.9 |
|
| 4542 |
4542
Sterling Wealth Management
Champaign,
Illinois
| $351M | +$20.6M | +6% | 2.11% | – | 114 | 10.53% | 1.7 |
|
| 4543 |
4543
Seaside Wealth Management
Carlsbad,
California
| $350M | +$13.5M | +4% | 2.46% | 53.4% | 65 | 6.15% | 2.6 |
|
| 4544 |
4544
Wealth Management Partners
Tucson,
Arizona
| $350M | +$35.5M | +11% | 2.81% | 194% | 151 | 11.26% | 2.7 |
|
| 4545 |
4545
Seven Springs Wealth Group
Brentwood,
Tennessee
| $350M | -$63.4M | -15% | 1.21% | 59.2% | 88 | 11.36% | 3.5 |
|
| 4546 |
4546
Warren Street Wealth Advisors
Newport Beach,
California
| $350M | +$14.4M | +4% | 2.44% | 84.6% | 157 | 22.29% | 2.1 |
|
| 4547 |
4547
Global Assets Advisory
Orlando,
Florida
| $350M | +$13.4M | +4% | 2.71% | 95.9% | 304 | 15.46% | 0.9 |
|
| 4548 |
AIA
4548
AIMZ Investment Advisors
Los Altos,
California
| $350M | +$31M | +10% | 6.98% | 81.3% | 144 | 13.89% | 6.8 |
|
| 4549 |
MWM
4549
MGB Wealth Management
Addison,
Texas
| $350M | -$4.39M | -1% | 0.92% | – | 337 | 15.73% | 1.5 |
|
| 4550 |
MEPT
4550
Missouri Education Pension Trust
Jefferson City,
Missouri
| $349M | – | – | 1.99% | – | 2 | – | 0 |
|