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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Siguler Guff Advisers
New York
| $196M | -$30.2M | -13% | 12.4% | 37.7% | 7 | 14.29% | 2 |
|
| 4702 |
4702
Silverleafe Capital Partners
Germantown,
Tennessee
| $196M | +$34.5M | +21% | 4.83% | 87.7% | 64 | 31.25% | 2.6 |
|
| 4703 |
4703
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $196M | +$8.31M | +4% | 3.83% | 54.5% | 181 | 6.08% | 1.4 |
|
| 4704 |
4704
Corbyn Investment Management
Lutherville,
Maryland
| $196M | -$10.8M | -5% | 4.48% | 71% | 63 | 15.87% | 4.4 |
|
| 4705 |
OIA
4705
Optimum Investment Advisors
Chicago,
Illinois
| $195M | -$8.96M | -4% | 2.58% | 125% | 738 | 5.42% | 5.1 |
|
| 4706 |
4706
Sterling Financial Planning
Sparta,
New Jersey
| $195M | -$6.59M | -3% | 3.67% | 59.3% | 99 | 7.07% | 2.3 |
|
| 4707 |
4707
SR One Capital Management
Wayne,
Pennsylvania
| $195M | -$36.8M | -16% | 3.33% | 656% | 6 | 0% | 1.3 |
|
| 4708 |
4708
Kelleher Financial Advisors
New York
| $195M | +$21.6M | +12% | 1.55% | 80.3% | 118 | 12.71% | 4.1 |
|
| 4709 |
GWM
4709
Gray Wealth Management
Bangor,
Maine
| $195M | -$3.76M | -2% | 3.38% | 22.1% | 139 | 10.79% | 2.4 |
|
| 4710 |
AC
4710
Athos Capital
Hong Kong
| $195M | +$66.9M | +52% | 11.1% | 110% | 83 | 53.01% | 0.9 |
|
| 4711 |
4711
Brand Asset Management Group
Chesterfield,
Missouri
| $195M | -$14.6M | -7% | 3.87% | 70.2% | 75 | 5.33% | 4.6 |
|
| 4712 |
4712
Narus Financial Partners
Salt Lake City,
Utah
| $195M | +$1.42M | +0.7% | 0.27% | 85.3% | 128 | 9.38% | 3.1 |
|
| 4713 |
4713
Tealwood Asset Management
Minneapolis,
Minnesota
| $195M | -$11.2M | -5% | 2.39% | 128% | 132 | 4.55% | 3.5 |
|
| 4714 |
CCC
4714
Chelsea Counsel Company
Los Angeles,
California
| $194M | -$8.76M | -4% | 3.71% | 106% | 166 | 3.61% | 3 |
|
| 4715 |
4715
JVL Associates
Wyoming,
Michigan
| $194M | -$11.3M | -5% | 3.77% | 81% | 39 | 7.69% | 4.1 |
|
| 4716 |
4716
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $194M | -$6.03M | -3% | 2.03% | 47.8% | 112 | 3.57% | 4.1 |
|
| 4717 |
DI
4717
DAGCO Inc
Westlake,
Ohio
| $194M | -$7.03M | -3% | 3.76% | 75% | 81 | 3.7% | 3.8 |
|
| 4718 |
4718
Forza Wealth Management
Sarasota,
Florida
| $194M | -$4.8M | -2% | 1.67% | 69.8% | 187 | 5.88% | 0.7 |
|
| 4719 |
4719
Advisor Resource Council
Dallas,
Texas
| $194M | -$28.4M | -13% | 3.13% | 74.7% | 183 | 23.5% | 1.2 |
|
| 4720 |
4720
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $194M | +$64.8M | +50% | 3.94% | 64.9% | 28 | 14.29% | 1.3 |
|
| 4721 |
4721
Wealthstream Advisors
New York
| $194M | +$2.98M | +2% | 3.17% | 88.2% | 113 | 17.7% | 1.1 |
|
| 4722 |
4722
Global Financial Private Client
Sarasota,
Florida
| $194M | -$9.8M | -5% | 2.92% | 100% | 697 | 5.74% | 2.8 |
|
| 4723 |
4723
TPG Financial Advisors
Portland,
Oregon
| $193M | +$2.59M | +1% | 3.5% | – | 55 | 12.73% | 2.6 |
|
| 4724 |
4724
Core Wealth Management
Jupiter,
Florida
| $193M | -$3.59M | -2% | 3.76% | 44.5% | 25 | 24% | 0.6 |
|
| 4725 |
4725
Helen Stephens Group
Fort Worth,
Texas
| $193M | -$4.52M | -2% | 2.75% | 53.4% | 68 | 4.41% | 1.4 |
|