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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Lloyd Advisory Services
Suwanee,
Georgia
| $217M | +$22.5M | +12% | 6.07% | 51.1% | 471 | 19.32% | 1.2 |
|
| 4777 |
4777
North Reef Capital Management
Laguna Beach,
California
| $217M | – | – | 4.09% | 81.9% | 33 | – | 0 |
|
| 4778 |
4778
Adalta Capital Management
New York
| $217M | +$36.2M | +20% | 12.3% | 80.4% | 102 | 21.57% | 2.4 |
|
| 4779 |
4779
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $217M | +$16.6M | +8% | 7.31% | 44.2% | 132 | 31.82% | 1.4 |
|
| 4780 |
DS
4780
Dalal Street
West Lake Hills,
Texas
| $217M | +$25.9M | +14% | 22.2% | 92.7% | 3 | 33.33% | 2.3 |
|
| 4781 |
4781
Beacon Financial Advisory
Cleveland,
Ohio
| $217M | +$24.2M | +13% | 8.49% | 76.8% | 255 | 14.51% | 1.3 |
|
| 4782 |
BE
4782
Bonness Enterprises
Washington,
District of Columbia
| $217M | +$20.4M | +10% | 11.7% | 98.6% | 41 | 2.44% | 7.5 |
|
| 4783 |
4783
Elequin Capital
New York
| $217M | – | – | 3.7% | 52.4% | 51 | – | 0 |
|
| 4784 |
ODFS
4784
O'Donnell Financial Services
San Rafael,
California
| $216M | +$8.42M | +4% | 7.52% | 61% | 53 | 26.42% | 0.2 |
|
| 4785 |
ITIM
4785
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $216M | +$17.7M | +9% | 7.09% | 114% | 121 | 6.61% | 5.9 |
|
| 4786 |
APSP
4786
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $216M | +$8.09M | +4% | 6.23% | 62.1% | 73 | 1.37% | 5.2 |
|
| 4787 |
4787
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $216M | +$24.8M | +13% | 6.7% | 57.8% | 774 | 82.04% | 1.3 |
|
| 4788 |
4788
Tranquility Partners
Brentwood,
Tennessee
| $216M | +$19M | +10% | 10.3% | 77.3% | 227 | 10.57% | 1.4 |
|
| 4789 |
SLA
4789
Silver Lake Advisory
Cottonwood Heights,
Utah
| $216M | +$13M | +6% | 9.83% | 76.7% | 111 | 7.21% | 4.1 |
|
| 4790 |
4790
GraniteShares Advisors
New York
| $216M | – | – | 9.2% | 88.4% | 311 | – | 0 |
|
| 4791 |
HCM
4791
Highlander Capital Management
Short Hills,
New Jersey
| $216M | +$18.7M | +9% | 9.76% | 34.4% | 633 | 6.32% | 4.8 |
|
| 4792 |
4792
Graticule Asia Macro Advisors
New York
| $216M | -$322M | -60% | 7.21% | – | 117 | 59.83% | 0.4 |
|
| 4793 |
4793
Hemington Wealth Management
Falls Church,
Virginia
| $216M | -$55.7M | -21% | 7.08% | 76.1% | 100 | 21% | 0.9 |
|
| 4794 |
4794
Stamos Capital Partners
Menlo Park,
California
| $216M | +$36.8M | +21% | 5.26% | 36.7% | 63 | 49.21% | 1.1 |
|
| 4795 |
4795
Plustick Management
Charlottesville,
Virginia
| $215M | – | – | 2.93% | 1,667% | 23 | – | 0 |
|
| 4796 |
4796
Atwater Malick
Lancaster,
Pennsylvania
| $215M | +$26.1M | +14% | 13.3% | 83.4% | 60 | 8.33% | 1.9 |
|
| 4797 |
4797
Davis Rea
Toronto,
Ontario, Canada
| $215M | +$10.9M | +5% | 10.4% | 66.9% | 55 | 20% | 5 |
|
| 4798 |
4798
Clarity Wealth Advisors
San Jose,
California
| $215M | +$12.1M | +6% | 9.41% | 94.1% | 72 | 13.89% | 1.5 |
|
| 4799 |
4799
Northwest Wealth Management
Spencer,
Iowa
| $215M | +$13.6M | +7% | 5.21% | 68.2% | 126 | 9.52% | 2.9 |
|
| 4800 |
4800
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $215M | -$60.4M | -22% | 0.32% | 261% | 87 | 34.48% | 1.2 |
|