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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
Scarborough Advisors
Annapolis,
Maryland
| $243M | +$27.2M | +13% | 2.03% | 63.3% | 473 | 14.8% | 0.5 |
|
| 4752 |
4752
Arohi Asset Management
Singapore
| $243M | +$12.6M | +5% | 15.8% | – | 4 | 25% | 0.3 |
|
| 4753 |
4753
JCIC Asset Management
Toronto,
Ontario, Canada
| $243M | +$528K | +0.2% | 3.86% | – | 108 | 7.41% | 4.3 |
|
| 4754 |
4754
Peloton Wealth Strategists
Indianapolis,
Indiana
| $243M | -$3.12M | -1% | 0.16% | 51.3% | 94 | 5.32% | 3.3 |
|
| 4755 |
4755
Argyle Capital Management
Center Valley,
Pennsylvania
| $243M | -$15.4M | -6% | 1.28% | 95.8% | 125 | 8% | 8.6 |
|
| 4756 |
4756
Geneva Partners
Lake Geneva,
Wisconsin
| $243M | +$16.1M | +7% | 9.93% | 417% | 73 | 20.55% | 1.9 |
|
| 4757 |
4757
JW Asset Management
Miami Beach,
Florida
| $243M | -$31M | -11% | 2.85% | 251% | 16 | 31.25% | 1.3 |
|
| 4758 |
4758
Adams Street Partners
Chicago,
Illinois
| $243M | -$9.01M | -4% | 4.45% | 399% | 15 | 60% | 4.1 |
|
| 4759 |
4759
Incline Global Management
New York
| $243M | -$72.4M | -23% | 7.89% | 40.1% | 26 | 23.08% | 1.8 |
|
| 4760 |
4760
Intergy Private Wealth
Colorado Springs,
Colorado
| $242M | -$630K | -0.3% | 2.22% | 73.8% | 85 | 14.12% | 1.7 |
|
| 4761 |
4761
Beech Hill Advisors
New York
| $242M | +$1.66M | +0.7% | 2.13% | 105% | 104 | 11.54% | 4.2 |
|
| 4762 |
4762
First Bankers Trust
Louisville,
Kentucky
| $242M | +$7.78M | +3% | 1.69% | 78.9% | 133 | 10.53% | 6.8 |
|
| 4763 |
4763
Brick & Kyle Associates
Newtown,
Pennsylvania
| $242M | +$16.5M | +7% | 6.27% | 97.4% | 64 | 12.5% | 5.3 |
|
| 4764 |
4764
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $242M | +$20.2M | +9% | 1.24% | 22.2% | 5 | 0% | 1.4 |
|
| 4765 |
4765
Corbyn Investment Management
Lutherville,
Maryland
| $242M | +$16.1M | +7% | 1.58% | 71.9% | 68 | 10.29% | 4.4 |
|
| 4766 |
LIC
4766
Laurus Investment Counsel
Toronto,
Canada
| $242M | -$43.2M | -15% | 8.18% | 14.1% | 43 | 16.28% | 3.2 |
|
| 4767 |
4767
Running Point Capital Advisors
El Segundo,
California
| $242M | +$18.7M | +8% | 1.86% | 52.1% | 147 | 6.12% | 2.4 |
|
| 4768 |
4768
DLK Investment Management
Solana Beach,
California
| $242M | +$6.7M | +3% | 3.04% | 80.4% | 119 | 15.13% | 0.4 |
|
| 4769 |
4769
Alaethes Wealth
Glenbrook,
Nevada
| $242M | +$13.1M | +6% | 5.21% | 96.4% | 116 | 12.07% | 2.1 |
|
| 4770 |
BIMC
4770
Benson Investment Management Company
Roanoke,
Virginia
| $242M | +$6.63M | +3% | 4.93% | 99.8% | 58 | 34.48% | 1.7 |
|
| 4771 |
4771
Cypress Financial Planning
Haddon Heights,
New Jersey
| $242M | +$23.1M | +11% | 0.41% | 41.2% | 74 | 10.81% | 1.1 |
|
| 4772 |
4772
Royal Harbor Partners
Houston,
Texas
| $242M | +$12.2M | +5% | 2.84% | 49.5% | 60 | 33.33% | 1.8 |
|
| 4773 |
4773
EWA LLC
Pittsbugh,
Pennsylvania
| $241M | +$18.9M | +9% | 5.09% | 102% | 167 | 17.37% | 0.7 |
|
| 4774 |
4774
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $241M | +$12.1M | +5% | 2.97% | 66% | 92 | 11.96% | 1.7 |
|
| 4775 |
4775
Seaside Wealth Management
Carlsbad,
California
| $241M | +$6.81M | +3% | 0.89% | 53.4% | 60 | 10% | 1.5 |
|