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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Tranquility Partners
Brentwood,
Tennessee
| $260M | +$1.18M | +0.5% | 1.75% | 77.3% | 216 | 5.56% | 3 |
|
| 4577 |
4577
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $260M | +$17.1M | +7% | 7.5% | 70.6% | 90 | 8.89% | 2.7 |
|
| 4578 |
4578
TenCore Partners
New York
| $260M | -$62.6M | -19% | 2% | 50.4% | 14 | 14.29% | 2.8 |
|
| 4579 |
NTCM
4579
Nine Ten Capital Management
Chicago,
Illinois
| $260M | -$68.6M | -21% | 4.92% | 166% | 13 | 23.08% | 3.2 |
|
| 4580 |
4580
Private Wealth Advisors (California)
Fresno,
California
| $260M | +$14M | +6% | 0.62% | 63.6% | 83 | 12.05% | 3.1 |
|
| 4581 |
4581
Arcus Capital Partners
Atlanta,
Georgia
| $260M | -$56.4M | -18% | 6.81% | 69.2% | 121 | 17.36% | 3 |
|
| 4582 |
4582
DG Capital Management
New York
| $259M | +$96.2M | +59% | 3.21% | 76.7% | 26 | 30.77% | 2.3 |
|
| 4583 |
4583
Gitterman Wealth Management
Edison,
New Jersey
| $259M | +$1.48M | +0.6% | 0.98% | 33% | 135 | 45.19% | 1.2 |
|
| 4584 |
4584
Richard W. Paul & Associates
Novi,
Michigan
| $259M | +$8.55M | +3% | 1.67% | 65.2% | 542 | 13.84% | 1.3 |
|
| 4585 |
4585
Snider Financial Group
Bellevue,
Washington
| $259M | +$19.1M | +8% | 4.33% | 87% | 66 | 16.67% | 1.6 |
|
| 4586 |
4586
Augustine Asset Management
Jacksonville,
Florida
| $259M | +$19.1M | +8% | 8.22% | 316% | 99 | 9.09% | 4 |
|
| 4587 |
4587
TriaGen Wealth Management
Calabasas,
California
| $259M | +$17.9M | +7% | 4.03% | 132% | 176 | 18.75% | 2 |
|
| 4588 |
4588
Investment Advisory Group
Hanover,
Massachusetts
| $259M | +$16.9M | +7% | 2.01% | 61.6% | 168 | 7.74% | 1.8 |
|
| 4589 |
4589
Yeomans Consulting Group
Marietta,
Georgia
| $259M | +$30.3M | +13% | 2.74% | – | 105 | 45.71% | 0.3 |
|
| 4590 |
4590
Columbus Macro
New Castle,
Pennsylvania
| $259M | -$5.02M | -2% | 0.82% | 48.7% | 187 | 12.3% | 2.8 |
|
| 4591 |
4591
Gill Capital Partners
Denver,
Colorado
| $259M | +$11M | +4% | 1.52% | 59% | 128 | 5.47% | 3.5 |
|
| 4592 |
4592
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $259M | +$27M | +12% | 5.25% | 199% | 82 | 14.63% | 2.3 |
|
| 4593 |
4593
Umpqua Bank
Lake Oswego,
Oregon
| $258M | +$14.6M | +6% | 3.58% | – | 151 | 5.3% | 0.2 |
|
| 4594 |
4594
Delta Financial Advisors
New Orleans,
Louisiana
| $258M | +$5.46M | +2% | 3.67% | 107% | 116 | 2.59% | 4.2 |
|
| 4595 |
4595
CoreCommodity Management
Stamford,
Connecticut
| $258M | -$22.5M | -8% | 3.16% | 65.8% | 170 | 25.29% | 3.5 |
|
| 4596 |
4596
Townsend Asset Management
Raleigh,
North Carolina
| $258M | +$6.44M | +3% | 3.71% | 77% | 202 | 5.94% | 3.2 |
|
| 4597 |
4597
Ceeto Capital Group
Coral Gables,
Florida
| $258M | +$13.9M | +6% | 8.18% | 94.4% | 177 | 12.43% | 4.2 |
|
| 4598 |
4598
11 Capital Partners
Darien,
Connecticut
| $258M | -$52.3M | -17% | 2.85% | 101% | 18 | 27.78% | 1.4 |
|
| 4599 |
4599
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $258M | -$17.3M | -6% | 0.2% | 72.6% | 581 | 37.35% | 2 |
|
| 4600 |
4600
TFG Advisers
Auburn Hills,
Michigan
| $258M | +$2.17M | +0.8% | 3.25% | 61.8% | 206 | 6.8% | 4.1 |
|