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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Solus Alternative Asset Management
Summit,
New Jersey
| $312M | +$32.1M | +11% | 11.6% | 79.3% | 9 | 0% | 3.6 |
|
| 4727 |
4727
American Assets Inc
San Diego,
California
| $312M | +$24M | +8% | 3.25% | 49.9% | 29 | 34.48% | 2.5 |
|
| 4728 |
4728
Pine Harbor Wealth Management
Silver Spring,
Maryland
| $312M | +$27.5M | +10% | 5.61% | – | 113 | 14.16% | 1.3 |
|
| 4729 |
PAM
4729
Pegasus Asset Management
Montebello,
New York
| $312M | +$19.8M | +7% | 8.83% | 101% | 72 | 4.17% | 5.1 |
|
| 4730 |
4730
Penobscot Wealth Management
Portland,
Maine
| $312M | +$32.3M | +12% | 6.35% | 56.7% | 106 | 11.32% | 2.1 |
|
| 4731 |
OCP
4731
OCO Capital Partners
New York
| $311M | +$78.4M | +34% | 66.2% | 679% | 4 | 25% | 3.3 |
|
| 4732 |
4732
Pecaut & Co
Sioux City,
Iowa
| $311M | +$10.1M | +3% | 6.36% | 62.8% | 86 | 12.79% | 4.1 |
|
| 4733 |
4733
Financial Life Advisors
San Antonio,
Texas
| $311M | +$19M | +7% | 5.65% | 47% | 49 | 6.12% | 3.4 |
|
| 4734 |
DA
4734
DCF Advisers
Greenwich,
Connecticut
| $311M | +$95.4M | +44% | 20.3% | 372% | 114 | 42.98% | 2 |
|
| 4735 |
IWN
4735
Independent Wealth Network
Urbandale,
Iowa
| $311M | +$36.3M | +13% | 7.97% | 78.2% | 289 | 12.8% | 2.3 |
|
| 4736 |
4736
FNY Investment Advisers
New York
| $311M | +$75M | +32% | 23.2% | 386% | 1,633 | 57.5% | 0.4 |
|
| 4737 |
4737
Snow Phipps Group
New York
| $311M | +$12.5M | +4% | 6.04% | 58% | 2 | 0% | 5.5 |
|
| 4738 |
4738
Wealth Effects
Boston,
Massachusetts
| $311M | +$43.7M | +16% | 22.8% | 235% | 229 | 15.72% | 2.5 |
|
| 4739 |
4739
Berkeley Inc
Boise,
Idaho
| $311M | +$32.3M | +12% | 5.16% | 49.4% | 78 | 7.69% | 2.9 |
|
| 4740 |
4740
360 Financial
Wayzata,
Minnesota
| $311M | -$5.94M | -2% | 7.97% | 82.5% | 96 | 22.92% | 2.8 |
|
| 4741 |
4741
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $311M | +$21.4M | +7% | 7.15% | 77.8% | 229 | 13.97% | 1.7 |
|
| 4742 |
4742
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $311M | +$44.3M | +17% | 7.46% | 69.5% | 166 | 18.07% | 1.3 |
|
| 4743 |
4743
Selective Wealth Management
Forest,
Virginia
| $311M | +$36.8M | +13% | 4.21% | 74.4% | 111 | 10.81% | 3.3 |
|
| 4744 |
4744
GoodHaven Capital Management
Millburn,
New Jersey
| $311M | +$22.8M | +8% | 8.91% | 80.7% | 26 | 0% | 5.6 |
|
| 4745 |
4745
Core Wealth Management
Jupiter,
Florida
| $311M | +$26.9M | +10% | 5.42% | 44.5% | 36 | 19.44% | 1.7 |
|
| 4746 |
4746
Payne Capital Management
New York
| $311M | +$51M | +20% | 6.05% | – | 82 | 12.2% | 0.6 |
|
| 4747 |
SA
4747
SAM Advisors
Oakhurst,
California
| $310M | +$21.1M | +7% | 6.95% | 57.5% | 43 | 6.98% | 2.2 |
|
| 4748 |
4748
Greenfield Seitz Capital Management
Dallas,
Texas
| $310M | +$27.3M | +10% | 9.42% | 88.5% | 115 | 9.57% | 1.4 |
|
| 4749 |
CIA
4749
Corigliano Investment Advisers
Raleigh,
North Carolina
| $310M | -$7.42M | -2% | 7.19% | – | 59 | 52.54% | 0.3 |
|
| 4750 |
AW
4750
Atlas Wealth
Cincinnati,
Ohio
| $310M | +$36M | +13% | 7.03% | 43.5% | 121 | 22.31% | 1.7 |
|