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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
Monolith Management
Hong Kong
| $332M | +$65M | +24% | 26.6% | – | 41 | 65.85% | 0.2 |
|
| 4652 |
4652
Juniper Capital Advisors
Houston,
Texas
| $332M | +$26.8M | +9% | 39.9% | – | 2 | 0% | 1.3 |
|
| 4653 |
4653
Knuff & Co
Foster City,
California
| $332M | -$7.42M | -2% | 2.24% | 108% | 147 | 21.09% | 4 |
|
| 4654 |
4654
360 Financial
Wayzata,
Minnesota
| $332M | +$909K | +0.3% | 0.74% | 82.5% | 87 | 19.54% | 3.1 |
|
| 4655 |
4655
EdenTree Asset Management
London,
United Kingdom
| $332M | +$5.28M | +2% | 5.24% | 50.2% | 67 | 8.96% | 2.2 |
|
| 4656 |
4656
Unifi Asset Management
New York
| $332M | +$185M | +126% | 6.15% | – | 115 | 57.39% | 0.1 |
|
| 4657 |
4657
Crestview Partners IV
New York
| $332M | +$17.8M | +6% | 5.87% | 106% | 2 | 0% | 3.6 |
|
| 4658 |
4658
PL Capital Advisors
Naples,
Florida
| $332M | +$14.4M | +5% | 0.67% | 100% | 31 | 19.35% | 3.3 |
|
| 4659 |
4659
Greenfield Seitz Capital Management
Dallas,
Texas
| $332M | +$26.8M | +9% | 11.2% | 88.5% | 117 | 12.82% | 1.8 |
|
| 4660 |
4660
Snider Financial Group
Bellevue,
Washington
| $331M | -$43.8M | -12% | 4.44% | 87% | 117 | 20.51% | 2 |
|
| 4661 |
FP
4661
Fiduciary Planning
Englewood,
Florida
| $331M | +$1.61M | +0.5% | 1.51% | 71.4% | 80 | 11.25% | 2.3 |
|
| 4662 |
4662
Quattro Financial Advisors
The Woodlands,
Texas
| $331M | -$4.02M | -1% | 3.91% | 77.6% | 95 | 17.89% | 1.9 |
|
| 4663 |
4663
Hidden Lake Asset Management
New York
| $331M | -$64.5M | -16% | 5.97% | 849% | 52 | 82.69% | 0.3 |
|
| 4664 |
4664
Reliant Wealth Planning
Louisville,
Kentucky
| $331M | +$10.8M | +3% | 1.99% | 39.4% | 56 | 16.07% | 1.4 |
|
| 4665 |
4665
Impact Capital Partners
Greenwood Village,
Colorado
| $331M | -$6.64M | -2% | 1.12% | – | 290 | 11.03% | 1 |
|
| 4666 |
4666
Provident Wealth Management
Brentwood,
Tennessee
| $331M | -$7.01M | -2% | 1.08% | 61.1% | 140 | 5.71% | 2.9 |
|
| 4667 |
4667
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $331M | -$10.1M | -3% | 0.36% | 167% | 193 | 11.4% | 2.1 |
|
| 4668 |
4668
Payne Capital Management
New York
| $331M | +$13.7M | +4% | 3.46% | – | 85 | 11.76% | 1.1 |
|
| 4669 |
4669
HT Partners
Centerbrook,
Connecticut
| $330M | -$6.1M | -2% | 2.57% | 71.1% | 57 | 7.02% | 5.7 |
|
| 4670 |
4670
Next Capital Management
New York
| $330M | +$17.8M | +6% | 5.48% | 61.3% | 151 | 21.19% | 3.1 |
|
| 4671 |
ML
4671
Maniro Ltd
Nassau,
| $330M | +$37M | +13% | 3.53% | – | 29 | 55.17% | 0.1 |
|
| 4672 |
AV
4672
Aspiring Ventures
Cincinnati,
Ohio
| $330M | +$35.8M | +12% | 10.9% | – | 95 | 26.32% | 0.8 |
|
| 4673 |
GWMT
4673
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
| $330M | +$14.2M | +5% | 2.34% | – | 30 | 3.33% | 0.2 |
|
| 4674 |
4674
Blueshift Asset Management
Red Bank,
New Jersey
| $330M | -$17.1M | -5% | 5.67% | 38.8% | 685 | 64.23% | 0.3 |
|
| 4675 |
4675
Anchyra Partners
Atlanta,
Georgia
| $330M | +$3.48M | +1% | 2.21% | – | 287 | 13.94% | 0.2 |
|