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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
Avidity Partners Management
Dallas,
Texas
| $347M | -$92.7M | -21% | 14.4% | 492% | 54 | 48.15% | 1.1 |
|
| 4577 |
4577
Blueshift Asset Management
Red Bank,
New Jersey
| $347M | +$22.1M | +7% | 1.12% | 38.8% | 684 | 72.51% | 0.3 |
|
| 4578 |
4578
Boyd Watterson Asset Management
Cleveland,
Ohio
| $346M | +$10.6M | +3% | 5.78% | 116% | 427 | 3.51% | 4.4 |
|
| 4579 |
4579
Neumann Capital Management
Foster City,
California
| $346M | +$4.23M | +1% | 2.18% | 89.9% | 105 | 5.71% | 7.7 |
|
| 4580 |
4580
PineBridge Investments Asia
Hong Kong,
| $346M | – | – | 0.38% | – | 7 | – | 0 |
|
| 4581 |
4581
NKCFO LLC
Geneva,
Illinois
| $346M | +$13.7M | +4% | 7.45% | 237% | 125 | 48.8% | 0.9 |
|
| 4582 |
4582
Prevatt Capital
Nassau,
Bahamas
| $346M | +$51.6M | +18% | 2.77% | – | 12 | 33.33% | 1.5 |
|
| 4583 |
4583
JRM Investment Counsel
Omaha,
Nebraska
| $346M | +$11.7M | +3% | 2.3% | 65.5% | 21 | 0% | 5.8 |
|
| 4584 |
MCG
4584
McCollum Christoferson Group
Amherst,
New York
| $346M | -$3.3M | -0.9% | 0.38% | 59.4% | 75 | 2.67% | 4.4 |
|
| 4585 |
4585
Kaydan Wealth Management
Fenton,
Michigan
| $346M | -$4.53M | -1% | 2.83% | 58% | 114 | 2.63% | 2.9 |
|
| 4586 |
4586
Oxler Private Wealth
Rye Brook,
New York
| $345M | +$1.63M | +0.5% | 1.78% | 119% | 92 | 4.35% | 3.6 |
|
| 4587 |
4587
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $345M | -$71.5M | -17% | 2.69% | 81.9% | 229 | 54.59% | 3.7 |
|
| 4588 |
4588
LOM Asset Management
Hamilton,
| $345M | +$17.3M | +5% | 4.7% | – | 282 | 14.18% | 0.4 |
|
| 4589 |
4589
Cornell Pochily Investment Advisors
Ithaca,
New York
| $345M | +$10M | +3% | 3.11% | 97% | 189 | 10.05% | 4.9 |
|
| 4590 |
4590
Pathway Financial Advisers
Auburn,
Indiana
| $345M | +$2.15M | +0.6% | 2.9% | 88.2% | 377 | 57.03% | 2.5 |
|
| 4591 |
FP
4591
FFG Partners
Fort Lauderdale,
Florida
| $345M | -$24M | -7% | 1.5% | 277% | 40 | 12.5% | 1 |
|
| 4592 |
4592
Keystone Financial Planning
Cleveland,
Ohio
| $345M | +$676K | +0.2% | 1.23% | 46% | 48 | 12.5% | 7.1 |
|
| 4593 |
SGH
4593
Sivik Global Healthcare
Greenwich,
Connecticut
| $345M | +$902K | +0.3% | 11.5% | 83.8% | 65 | 56.92% | 1.8 |
|
| 4594 |
4594
Pinnacle Financial Group
Western Springs,
Illinois
| $345M | +$13.8M | +4% | 2.48% | 59.1% | 115 | 8.7% | 2.2 |
|
| 4595 |
4595
Websterrogers Financial Advisors
Florence,
South Carolina
| $344M | +$11M | +3% | 1.8% | 46% | 96 | 7.29% | 2.6 |
|
| 4596 |
4596
Freedom Investment Management
Hartford,
Connecticut
| $344M | -$34.3M | -9% | 2.54% | 68.5% | 149 | 27.52% | 3.6 |
|
| 4597 |
4597
Flagship Wealth Advisors
Wakefield,
Massachusetts
| $344M | +$40.5M | +13% | 2.49% | – | 447 | 15.44% | 0.9 |
|
| 4598 |
4598
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $344M | +$1.91M | +0.6% | 2.31% | 67.9% | 86 | 9.3% | 3.4 |
|
| 4599 |
IPA
4599
Investment Planning Advisors
Cumming,
Georgia
| $343M | +$25.5M | +8% | 2.6% | – | 99 | 15.15% | 1 |
|
| 4600 |
4600
Tucker Asset Management
Littleton,
Colorado
| $343M | +$11.6M | +4% | 2.27% | 71.6% | 1,089 | 71.72% | 0.7 |
|