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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
O'Brien Greene & Co
Media,
Pennsylvania
| $306M | +$7.64M | +3% | 5.73% | 81.4% | 148 | 16.22% | 4.1 |
|
| 4552 |
EC
4552
Euclidean Capital
New York
| $306M | +$39.6M | +15% | 12.1% | 79.7% | 11 | 0% | 3.4 |
|
| 4553 |
4553
Cornell Pochily Investment Advisors
Ithaca,
New York
| $306M | +$21.3M | +7% | 7.1% | 97% | 182 | 11.54% | 4.7 |
|
| 4554 |
4554
TTP Investments
San Jose,
California
| $306M | +$68.4M | +29% | 19.1% | 197% | 55 | 41.82% | 1.6 |
|
| 4555 |
4555
Mindset Wealth Management
Indianapolis,
Indiana
| $305M | +$48.6M | +19% | 26.5% | – | 164 | 16.46% | 0.6 |
|
| 4556 |
BE
4556
Bonness Enterprises
Washington,
District of Columbia
| $305M | -$1.12M | -0.4% | 1.16% | 98.6% | 38 | 2.63% | 11.2 |
|
| 4557 |
4557
Kaydan Wealth Management
Fenton,
Michigan
| $305M | -$6.35M | -2% | 6.88% | 58% | 118 | 14.41% | 2.5 |
|
| 4558 |
4558
Fiduciary Family Office
Boca Raton,
Florida
| $305M | +$4.8M | +2% | 6.26% | – | 207 | 19.32% | 0.3 |
|
| 4559 |
4559
Oxford Asset Management
Oxford,
United Kingdom
| $305M | +$86.6M | +40% | 11.6% | – | 831 | 82.79% | 0.1 |
|
| 4560 |
4560
Impact Capital Partners
Greenwood Village,
Colorado
| $305M | +$29.1M | +11% | 11.7% | – | 275 | 11.27% | 0.4 |
|
| 4561 |
4561
Congress Park Capital
Saratoga Springs,
New York
| $305M | +$41M | +16% | 11.1% | 99.9% | 128 | 24.22% | 3.8 |
|
| 4562 |
4562
Accretive Wealth Partners
Parsippany,
New Jersey
| $305M | +$21.9M | +8% | 6.69% | 57.3% | 156 | 13.46% | 2.7 |
|
| 4563 |
4563
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $305M | +$23.5M | +8% | 8.82% | 78% | 186 | 8.06% | 2.3 |
|
| 4564 |
4564
Fortitude Family Office
Scottsdale,
Arizona
| $305M | +$23.9M | +8% | 8.42% | 81.1% | 2,166 | 53.69% | 0.6 |
|
| 4565 |
4565
Stolper & Co
Tulsa,
Oklahoma
| $304M | -$493K | -0.2% | 2.11% | 77.1% | 91 | 6.59% | 4 |
|
| 4566 |
4566
Avanda Investment Management
Singapore
| $304M | +$21.9M | +8% | 6.79% | – | 33 | 48.48% | 0.9 |
|
| 4567 |
4567
Henry James International Management
New York
| $304M | +$12M | +4% | 10.8% | 125% | 99 | 4.04% | 5.5 |
|
| 4568 |
4568
Red Wave Investments
Dillsburg,
Pennsylvania
| $304M | +$25.3M | +9% | 8.32% | 58% | 112 | 15.18% | 3.2 |
|
| 4569 |
4569
Plan Group Financial
Oklahoma City,
Oklahoma
| $304M | +$24M | +9% | 6.25% | 63.4% | 176 | 25.57% | 1.1 |
|
| 4570 |
4570
Elite Wealth Management
Kirkland,
Washington
| $304M | -$464M | -60% | 27.3% | 142% | 36 | 22.22% | 4.4 |
|
| 4571 |
4571
ValueWorks
New York
| $304M | +$38.6M | +15% | 11.3% | 190% | 36 | 13.89% | 5.4 |
|
| 4572 |
4572
May Hill Capital
Cohasset,
Massachusetts
| $304M | +$38.6M | +15% | 11.3% | – | 233 | 33.05% | 0.3 |
|
| 4573 |
MWM
4573
MGB Wealth Management
Addison,
Texas
| $304M | +$27.1M | +10% | 15.5% | – | 324 | 15.74% | 1.2 |
|
| 4574 |
4574
Warren Street Wealth Advisors
Newport Beach,
California
| $303M | +$45.9M | +18% | 9.81% | 75.7% | 141 | 22.7% | 1.7 |
|
| 4575 |
4575
Old West Investment Management
Los Angeles,
California
| $303M | +$26.1M | +9% | 22% | 242% | 72 | 31.94% | 2.4 |
|