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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $190M | +$31.7M | +20% | 0.12% | 22.2% | 4 | 25% | 0.6 |
|
| 4602 |
4602
Kelly Financial Services
Braintree,
Massachusetts
| $190M | +$18.8M | +11% | 7.14% | 64.3% | 713 | 4.91% | 2.7 |
|
| 4603 |
4603
Carr Financial Group
Worcester,
Massachusetts
| $190M | – | – | 7.93% | 66.1% | 164 | – | 0 |
|
| 4604 |
4604
Taika Capital
Sunny Isles Beach,
Florida
| $190M | +$26.5M | +16% | 17.3% | 68.3% | 56 | 44.64% | 0.4 |
|
| 4605 |
T
4605
TRUADVICE
Sarasota,
Florida
| $190M | +$11.7M | +7% | 6.23% | 21.6% | 165 | 18.79% | 1.3 |
|
| 4606 |
4606
Resurgent Financial Advisors
Atlanta,
Georgia
| $190M | +$40.1M | +27% | 10.2% | 86.4% | 633 | 69.04% | 0.2 |
|
| 4607 |
NEGWA
4607
New England Guild Wealth Advisors
Avon,
Connecticut
| $190M | +$24.3M | +15% | 7.86% | 6.04% | 71 | 12.68% | 3.5 |
|
| 4608 |
4608
Davide Leone & Partners Investment Company
London,
United Kingdom
| $190M | +$119M | +168% | 7.1% | 64.1% | 6 | 83.33% | 2.3 |
|
| 4609 |
4609
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $190M | +$7.66M | +4% | 8.99% | 61.9% | 85 | 15.29% | 1.7 |
|
| 4610 |
MS
4610
Madden Securities
Dallas,
Texas
| $190M | +$24.1M | +15% | 7.52% | 108% | 397 | 76.07% | 0.6 |
|
| 4611 |
4611
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $190M | +$8.67M | +5% | 1.58% | 70.6% | 100 | 30% | 1.5 |
|
| 4612 |
4612
Bloom Tree Partners
New York
| $189M | -$78.8M | -29% | 0.16% | 20.4% | 78 | 39.74% | 1.2 |
|
| 4613 |
4613
Selective Wealth Management
Forest,
Virginia
| $189M | -$44M | -19% | 4.19% | 74.4% | 794 | 84.38% | 2.1 |
|
| 4614 |
4614
Selway Asset Management
| $189M | +$17.8M | +10% | 9.2% | 36.5% | 160 | 55% | 4.7 |
|
| 4615 |
4615
Drake & Associates
Waukesha,
Wisconsin
| $189M | +$13.5M | +8% | 5.7% | 47.9% | 74 | 20.27% | 0.4 |
|
| 4616 |
IP
4616
Investment Partners
New Philadelphia,
Ohio
| $189M | -$147M | -44% | 10.2% | 83.2% | 261 | 47.13% | 4.4 |
|
| 4617 |
4617
Grace & Mercy Foundation
New York
| $189M | – | – | 2.11% | 67.6% | 13 | – | 0 |
|
| 4618 |
4618
Mayo Clinic
Rochester,
Minnesota
| $189M | – | – | 7.99% | – | 13 | – | 1.8 |
|
| 4619 |
4619
WC Walker & Associates
Fullerton,
California
| $189M | +$12.8M | +7% | 7.96% | – | 74 | 5.41% | 1.7 |
|
| 4620 |
BCH
4620
Berkshire Capital Holdings
San Jose,
California
| $188M | -$60.4M | -24% | 4.37% | 2,748% | 94 | 11.7% | 2.1 |
|
| 4621 |
HRC
4621
Hoertkorn Richard Charles
| $188M | +$13.8M | +8% | 9.85% | 172% | 88 | 9.09% | 6.1 |
|
| 4622 |
4622
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $188M | +$23.7M | +14% | 9.19% | – | 158 | 11.39% | 1.3 |
|
| 4623 |
CPFP
4623
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| $188M | -$15.7M | -8% | 9.8% | – | 267 | 32.96% | 1.2 |
|
| 4624 |
4624
Wealth CMT
Cherry Hill,
New Jersey
| $188M | +$21.6M | +13% | 7.97% | 25% | 30 | 10% | 1 |
|
| 4625 |
4625
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $188M | – | – | 6.58% | 77.8% | 157 | – | 0 |
|