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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
360 Financial
Wayzata,
Minnesota
| $194M | +$1.22M | +0.6% | 1.49% | 82.5% | 98 | 16.33% | 1.2 |
|
| 4652 |
RCA
4652
Rex Capital Advisors
Providence,
Rhode Island
| $194M | -$13.4M | -6% | 4.92% | 7.31% | 22 | 4.55% | 3 |
|
| 4653 |
4653
X-Square Capital
Guaynabo,
Puerto Rico
| $193M | -$17.2M | -8% | 4.1% | 158% | 158 | 16.46% | 1.3 |
|
| 4654 |
4654
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $193M | +$8.25M | +4% | 0.02% | 63.5% | 180 | 10.56% | 0.6 |
|
| 4655 |
4655
DHJJ Financial Advisors
Naperville,
Illinois
| $193M | +$3.89M | +2% | 1.08% | 62.5% | 127 | 6.3% | 0.6 |
|
| 4656 |
4656
Marathon Asset Management (New York)
New York
| $193M | -$36M | -16% | 3.79% | 490% | 32 | 31.25% | 0.7 |
|
| 4657 |
CAM
4657
Centre Asset Management
New York
| $193M | +$328K | +0.2% | 0.33% | 45.3% | 72 | 36.11% | 1.8 |
|
| 4658 |
VAM
4658
Velanne Asset Management
London,
United Kingdom
| $193M | -$95.4M | -33% | 3.77% | 29.6% | 20 | 10% | 2 |
|
| 4659 |
4659
Ironwood Investment Management
Boston,
Massachusetts
| $193M | -$5.14M | -3% | 2.75% | 164% | 175 | 2.86% | 4.8 |
|
| 4660 |
4660
ACT Capital Management
Wayne,
Pennsylvania
| $193M | -$1.64M | -0.8% | 9.63% | – | 141 | 39.01% | 0.2 |
|
| 4661 |
4661
Chapman Investment Management
San Anselmo,
California
| $193M | +$12.5M | +7% | 1.34% | 44% | 45 | 13.33% | 1.2 |
|
| 4662 |
4662
Investors Asset Management of Georgia
Atlanta,
Georgia
| $192M | +$6.52M | +4% | 1.77% | 118% | 173 | 5.2% | 4.4 |
|
| 4663 |
4663
Beacon Financial Advisory
Cleveland,
Ohio
| $192M | +$6.28M | +3% | 0.57% | 76.8% | 237 | 8.86% | 1.2 |
|
| 4664 |
SWM
4664
Strategic Wealth Management
Kirkland,
Washington
| $192M | +$7.04M | +4% | 2.08% | 52.8% | 74 | 9.46% | 1.1 |
|
| 4665 |
4665
Invesco Senior Secured Management
New York
| $192M | -$60.5M | -24% | 3.13% | 18.1% | 16 | 12.5% | 2.6 |
|
| 4666 |
4666
Northwest Capital Management
Lake Oswego,
Oregon
| $192M | +$14.7M | +8% | 0.34% | 57% | 98 | 13.27% | 1.7 |
|
| 4667 |
WC
4667
Weil Company
San Diego,
California
| $192M | -$5.71M | -3% | 1.03% | 71.7% | 154 | 14.94% | 1.8 |
|
| 4668 |
4668
Investment Management Associates
Greenwood Village,
Colorado
| $192M | -$99K | -0.1% | 5.09% | 50.4% | 55 | 1.82% | 0.7 |
|
| 4669 |
4669
Stonehearth Capital Management
Danvers,
Massachusetts
| $192M | -$11.1M | -5% | 3.04% | 87.5% | 69 | 10.14% | 2.3 |
|
| 4670 |
4670
Reston Wealth Management
Reston,
Virginia
| $192M | -$7.82M | -4% | 0.6% | 66.4% | 57 | 7.02% | 1.8 |
|
| 4671 |
4671
Seafarer Capital Partners
Larkspur,
California
| $192M | -$15.6M | -8% | 6.9% | 43% | 4 | 0% | 1.8 |
|
| 4672 |
DA
4672
Dash Acquisitions
Woodland Hills,
California
| $192M | +$16.4M | +9% | 1.19% | 52% | 41 | 24.39% | 0.6 |
|
| 4673 |
4673
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $192M | +$5.86M | +3% | 0.84% | 72.4% | 55 | 14.55% | 0.7 |
|
| 4674 |
4674
Jeppson Wealth Management
Manhattan Beach,
California
| $192M | +$8.46M | +5% | 0.72% | 107% | 158 | 6.96% | 0.9 |
|
| 4675 |
4675
Palmer Knight Company
Jacksonville,
Florida
| $192M | +$9.7M | +5% | 1.23% | 78.9% | 29 | 10.34% | 2.1 |
|