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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
Northern Right Capital Management
Darien,
Connecticut
| $269M | -$2.79M | -1% | 10.6% | 187% | 37 | 48.65% | 1.8 |
|
| 4652 |
4652
Stone Run Capital
New York
| $269M | +$18.2M | +7% | 10.1% | 77.8% | 71 | 9.86% | 6.5 |
|
| 4653 |
4653
Northeast Financial Group
Tannersville,
Pennsylvania
| $269M | +$35M | +15% | 5.23% | 31.6% | 88 | 17.05% | 1.7 |
|
| 4654 |
4654
Accel Wealth Management
Waverly,
Iowa
| $269M | +$18.7M | +7% | 5.98% | 82.4% | 274 | 17.52% | 2.1 |
|
| 4655 |
4655
Divergent Planning
Bethesda,
Maryland
| $268M | +$17.4M | +7% | 5.36% | 43.3% | 29 | 3.45% | 2.2 |
|
| 4656 |
4656
Ferguson Shapiro
Decatur,
Georgia
| $268M | +$13.2M | +5% | 4.64% | 42.7% | 81 | 48.15% | 1 |
|
| 4657 |
4657
BHK Investment Advisors
Birmingham,
Alabama
| $268M | +$13.2M | +5% | 6.71% | 54.6% | 65 | 4.62% | 4.2 |
|
| 4658 |
4658
Ceeto Capital Group
Coral Gables,
Florida
| $268M | +$10M | +4% | 6.77% | 94.4% | 178 | 10.11% | 4.1 |
|
| 4659 |
4659
Sterling Wealth Management
Champaign,
Illinois
| $268M | +$57.2M | +27% | 6.75% | – | 112 | 10.71% | 0.6 |
|
| 4660 |
4660
IronBridge Private Wealth
Austin,
Texas
| $268M | +$556K | +0.2% | 2.12% | 122% | 55 | 29.09% | 1.3 |
|
| 4661 |
4661
Seeds Investor
New York
| $268M | +$72.5M | +37% | 6.46% | – | 272 | 26.1% | 0.4 |
|
| 4662 |
4662
Yeomans Consulting Group
Marietta,
Georgia
| $267M | +$8.74M | +3% | 6.15% | – | 105 | 33.33% | 0.5 |
|
| 4663 |
4663
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $267M | +$19.8M | +8% | 7.86% | 54.3% | 408 | 5.64% | 4 |
|
| 4664 |
4664
Colton Groome Financial Advisors
Asheville,
North Carolina
| $267M | +$13.7M | +5% | 5.76% | 65.8% | 130 | 8.46% | 2.1 |
|
| 4665 |
4665
Somerset Trust
Somerset,
Pennsylvania
| $267M | +$23.4M | +10% | 10% | 80.5% | 157 | 6.37% | 5.5 |
|
| 4666 |
4666
Alpha DNA Investment Management
Columbia,
Maryland
| $267M | +$9.6M | +4% | 10.1% | 134% | 265 | 50.94% | 0.8 |
|
| 4667 |
4667
Siemens Pension Trust
Munich Germany,
Germany
| $267M | +$63.2M | +31% | 31% | 25.4% | 1 | 0% | 1.8 |
|
| 4668 |
4668
Clayton Financial Group
St. Louis,
Missouri
| $267M | +$35.9M | +16% | 7.26% | 69.8% | 127 | 19.69% | 0.5 |
|
| 4669 |
GL
4669
GHE LLC
Memphis,
Tennessee
| $267M | +$17.7M | +7% | 4.36% | 188% | 57 | 12.28% | 2.3 |
|
| 4670 |
4670
Camarda Financial Advisors
Fleming Island,
Florida
| $267M | +$12.4M | +5% | 7.05% | 196% | 94 | 32.98% | 1.4 |
|
| 4671 |
4671
Olympus Peak Asset Management
Greenwich,
Connecticut
| $267M | – | – | 6.92% | – | 1 | – | 0 |
|
| 4672 |
4672
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| $267M | +$9.04M | +4% | 3.81% | – | 102 | 9.8% | 1.3 |
|
| 4673 |
4673
Carmel Capital Management
Carmel,
California
| $267M | +$9.9M | +4% | 6.66% | 247% | 29 | 10.34% | 2.4 |
|
| 4674 |
4674
Medina Value Partners
Los Angeles,
California
| $267M | +$66.9M | +33% | 1.89% | 80% | 21 | 57.14% | 0.4 |
|
| 4675 |
4675
Veery Capital
Wilmington,
Delaware
| $267M | +$19.7M | +8% | 5.81% | 63.4% | 104 | 17.31% | 2.4 |
|