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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
O'Brien Greene & Co
Media,
Pennsylvania
| $362M | +$9.09M | +3% | 4.55% | 81.4% | 149 | 16.11% | 4.1 |
|
| 4752 |
WMA
4752
Wealth Management Associates
Cherry Hill,
New Jersey
| $362M | +$72.8M | +25% | 14.9% | 111% | 268 | 17.91% | 3.5 |
|
| 4753 |
4753
Foresite Capital Management V
Larkspur,
California
| $362M | +$91.2M | +34% | 23.1% | 401% | 10 | 20% | 1.9 |
|
| 4754 |
4754
Alteri Wealth
Westlake Village,
California
| $362M | +$53.5M | +17% | 28.2% | – | 314 | 12.74% | 1.2 |
|
| 4755 |
SI
4755
Saxon Interests
Houston,
Texas
| $362M | +$71.8M | +25% | 15.7% | 81.2% | 256 | 18.75% | 1.7 |
|
| 4756 |
4756
Francisco Partners Management
San Francisco,
California
| $361M | +$69.6M | +24% | 26.8% | 14.3% | 3 | 0% | 5.3 |
|
| 4757 |
4757
Pamplona Capital Management
New York
| $361M | -$112M | -24% | 20.1% | – | 5 | 0% | 1.3 |
|
| 4758 |
4758
Solitude Financial Services
Charlottesville,
Virginia
| $361M | +$23.1M | +7% | 8.81% | 62.4% | 42 | 7.14% | 2.8 |
|
| 4759 |
4759
ParaFi Capital
New York
| $361M | -$101M | -22% | 10.3% | – | 31 | 48.39% | 0.5 |
|
| 4760 |
4760
HT Partners
Centerbrook,
Connecticut
| $361M | +$30.9M | +9% | 13.6% | 71.1% | 56 | 7.14% | 6.1 |
|
| 4761 |
4761
Mass General Brigham
Somerville,
Massachusetts
| $361M | -$108M | -23% | 17.2% | – | 6 | 0% | 1.1 |
|
| 4762 |
4762
WT Wealth Management
Scottsdale,
Arizona
| $361M | +$24.7M | +7% | 12.3% | 72% | 155 | 21.94% | 2.4 |
|
| 4763 |
4763
Demars Financial Group
Spokane Valley,
Washington
| $361M | +$57.2M | +19% | 13.8% | 69.1% | 126 | 28.57% | 2.1 |
|
| 4764 |
4764
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $361M | +$17.5M | +5% | 4.17% | 69.7% | 61 | 6.56% | 6.6 |
|
| 4765 |
4765
Spectrum Asset Management (California)
Newport Beach,
California
| $360M | +$45.7M | +15% | 7.23% | 68.3% | 123 | 16.26% | 3.4 |
|
| 4766 |
4766
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $360M | +$31M | +9% | 10.1% | 83.3% | 69 | 5.8% | 6.4 |
|
| 4767 |
4767
Equita Financial Network
Fort Washington,
Pennsylvania
| $360M | +$42.2M | +13% | 9.6% | 50.5% | 99 | 16.16% | 1.8 |
|
| 4768 |
4768
Morling Financial Advisors
Fremont,
California
| $360M | +$34.7M | +11% | 10.3% | 97.6% | 129 | 20.93% | 2.4 |
|
| 4769 |
MS
4769
Madden Securities
Dallas,
Texas
| $360M | +$27.4M | +8% | 12.9% | 108% | 126 | 16.67% | 2.7 |
|
| 4770 |
4770
Barometer Capital Management
Toronto,
Ontario, Canada
| $360M | +$66.5M | +23% | 21.6% | 339% | 159 | 42.77% | 0.6 |
|
| 4771 |
4771
PL Capital Advisors
Naples,
Florida
| $360M | +$28.1M | +8% | 17% | 100% | 32 | 9.38% | 3.4 |
|
| 4772 |
4772
Gen-Wealth Partners
Zeeland,
Michigan
| $360M | +$42.4M | +13% | 16.9% | – | 761 | 9.46% | 1.7 |
|
| 4773 |
BWIA
4773
Bryant Woods Investment Advisors
Getzville,
New York
| $360M | +$87.8M | +32% | 15.6% | 74.4% | 88 | 37.5% | 2 |
|
| 4774 |
4774
Resurgent Financial Advisors
Atlanta,
Georgia
| $360M | +$82.6M | +30% | 16.3% | 86.4% | 335 | 28.06% | 1.7 |
|
| 4775 |
HIS
4775
Horizon Investment Services
Hammond,
Indiana
| $360M | +$72M | +25% | 43.9% | 250% | 160 | 25% | 3.1 |
|