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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
EnerVest
Houston,
Texas
| $195M | -$21.6M | -10% | 18.4% | 20.5% | 1 | 0% | 4 |
|
| 4552 |
4552
Catalyst Financial Partners
Boston,
Massachusetts
| $195M | – | – | 9.49% | 98.6% | 161 | – | 0 |
|
| 4553 |
IAS
4553
Investment Advisory Services
The Woodlands,
Texas
| $194M | +$27.1M | +16% | 10.8% | 74.9% | 96 | 4.17% | 2.3 |
|
| 4554 |
4554
Monte Financial Group
Guilford,
Connecticut
| $194M | +$31.2M | +19% | 14.3% | 57.9% | 84 | 8.33% | 2.6 |
|
| 4555 |
TA
4555
Tamarack Advisers
Carlsbad,
California
| $194M | +$23.9M | +14% | 11.6% | 46.5% | 53 | 45.28% | 1.5 |
|
| 4556 |
GWA
4556
GGM Wealth Advisors
Baltimore,
Maryland
| $194M | +$8.74M | +5% | 9.04% | 25.9% | 144 | 13.19% | 1.3 |
|
| 4557 |
4557
Omega Financial Group
Santa Barbara,
California
| $194M | +$493K | +0.3% | 6.14% | 47% | 83 | 9.64% | 2.6 |
|
| 4558 |
4558
Front Row Advisors
Tiburon,
California
| $194M | +$500K | +0.3% | 10% | 142% | 968 | 10.43% | 3.6 |
|
| 4559 |
4559
Leisure Capital Management
Costa Mesa,
California
| $194M | +$28.4M | +17% | 9.52% | 98% | 148 | 14.19% | 3.7 |
|
| 4560 |
4560
Platform Technology Partners
New York
| $194M | +$18M | +10% | 8.37% | – | 217 | 14.75% | 2 |
|
| 4561 |
4561
Argent Advisors
Monroe,
Louisiana
| $193M | +$21.9M | +13% | 10.6% | 63.1% | 139 | 10.79% | 2.2 |
|
| 4562 |
4562
Adirondack Trust Company
Saratoga Springs,
New York
| $193M | +$14.4M | +8% | 10.1% | 96.7% | 492 | 4.07% | 5 |
|
| 4563 |
PCA
4563
Prospect Capital Advisors
Sausalito,
California
| $193M | +$3.7M | +2% | 7.7% | 202% | 35 | 31.43% | 2.5 |
|
| 4564 |
4564
Roman Butler Fullerton & Co
St Louis,
Missouri
| $193M | +$36M | +23% | 10.1% | 134% | 201 | 21.39% | 2.5 |
|
| 4565 |
4565
Wahed Invest
New York
| $193M | +$28.9M | +18% | 8.88% | 140% | 254 | 11.42% | 0.8 |
|
| 4566 |
4566
Ribbit Capital GP III
Palo Alto,
California
| $193M | -$21.5M | -10% | 9.79% | – | 2 | 0% | 1 |
|
| 4567 |
4567
Bull Street Advisors
Savannah,
Georgia
| $193M | +$15M | +8% | 9.44% | 48.5% | 91 | 3.3% | 3 |
|
| 4568 |
4568
Ardmore Road Asset Management
New York
| $193M | -$59.9M | -24% | 0.69% | 245% | 42 | 64.29% | 0.4 |
|
| 4569 |
4569
MTM Investment Management
Spartanburg,
South Carolina
| $193M | +$16.5M | +9% | 9.65% | 87.7% | 276 | 8.33% | 1.6 |
|
| 4570 |
4570
Westmount Partners
Los Angeles,
California
| $192M | – | – | 6.9% | 101% | 172 | – | 0 |
|
| 4571 |
4571
Raleigh Capital Management
Cary,
North Carolina
| $192M | +$21.2M | +12% | 10.3% | 79.9% | 915 | 24.59% | 0.6 |
|
| 4572 |
4572
David Kennon
Sarasota,
Florida
| $192M | +$10.2M | +6% | 6.34% | 52.4% | 17 | 0% | 0.3 |
|
| 4573 |
4573
Hurlow Wealth Management Group
Bloomington,
Indiana
| $192M | +$20.6M | +12% | 8.51% | 60.7% | 98 | 6.12% | 3.2 |
|
| 4574 |
4574
Exeter Financial
Scottsdale,
Arizona
| $192M | +$19.8M | +12% | 12.2% | 59.1% | 89 | 6.74% | 3.9 |
|
| 4575 |
4575
Hillman Company
Pittsburgh,
Pennsylvania
| $192M | +$245K | +0.1% | 2.51% | 118% | 15 | 13.33% | 1.6 |
|