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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
AMC
4801
Asset Management Corp
Northbrook,
Illinois
| $200M | -$1.59M | -0.8% | 4.62% | 57.1% | 197 | 21.32% | 1.4 |
|
| 4802 |
4802
MGG Investment Group
New York
| $200M | -$25.5M | -11% | 10.8% | 44.1% | 2 | 0% | 0.3 |
|
| 4803 |
SST
4803
S Squared Technology
New York
| $200M | -$23.1M | -10% | 17.4% | 223% | 40 | 17.5% | 2.3 |
|
| 4804 |
4804
Element Capital Management
New York
| $200M | -$1.35B | -87% | 1.28% | 49.4% | 169 | 95.27% | 0.1 |
|
| 4805 |
AP
4805
Agilis Partners
Waltham,
Massachusetts
| $200M | +$148K | +0.1% | 5.21% | 8.47% | 26 | 11.54% | 2.8 |
|
| 4806 |
4806
Watchtower Advisors
Old Greenwich,
Connecticut
| $200M | +$45M | +29% | 0.03% | 384% | 22 | 54.55% | 0.2 |
|
| 4807 |
4807
Catalyst Private Wealth
San Mateo,
California
| $200M | -$32.2M | -14% | 16.2% | 120% | 86 | 15.12% | 1.1 |
|
| 4808 |
4808
Trellis Advisors
Ellensburg,
Washington
| $200M | -$11.3M | -5% | 5.83% | 23.3% | 87 | 10.34% | 2.7 |
|
| 4809 |
4809
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $200M | +$16.8M | +9% | 1.91% | 60.9% | 72 | 33.33% | 1 |
|
| 4810 |
4810
Amia Capital
London,
United Kingdom
| $200M | -$469M | -70% | 14.8% | 30.1% | 15 | 80% | 1.2 |
|
| 4811 |
4811
Accuvest Global Advisors
Provo,
Utah
| $200M | -$28.2M | -12% | 6.26% | 130% | 128 | 37.5% | 1 |
|
| 4812 |
GWA
4812
GGM Wealth Advisors
Baltimore,
Maryland
| $200M | +$73.6M | +58% | 4.95% | 25.9% | 148 | 41.89% | 0.7 |
|
| 4813 |
4813
Stiles Financial Services
Edina,
Minnesota
| $200M | -$7.86M | -4% | 4.74% | 144% | 194 | 9.79% | 0.2 |
|
| 4814 |
BIMC
4814
Benson Investment Management Company
Roanoke,
Virginia
| $200M | -$6.57M | -3% | 2.82% | 99.8% | 65 | 23.08% | 2.2 |
|
| 4815 |
1C
4815
1623 Capital
Alexandria,
Virginia
| $200M | -$68.4M | -26% | 11.7% | 11.9% | 69 | 42.03% | 1.2 |
|
| 4816 |
4816
FSB Premier Wealth Management
Waterloo,
Iowa
| $199M | -$40.1M | -17% | 3.5% | 53.9% | 544 | 77.02% | 0.9 |
|
| 4817 |
4817
KFA Private Wealth Group
Tysons,
Virginia
| $199M | -$1.6M | -0.8% | 4.04% | 62.8% | 74 | 9.46% | 1.7 |
|
| 4818 |
4818
Fairfield, Bush & Co
Darien,
Connecticut
| $199M | -$8.61M | -4% | 1.02% | 112% | 134 | 8.96% | 5 |
|
| 4819 |
4819
Congress Park Capital
Saratoga Springs,
New York
| $199M | -$3.6M | -2% | 5.17% | 99.9% | 164 | 28.05% | 2.1 |
|
| 4820 |
4820
Sitrin Capital Management
Century City,
California
| $199M | -$13.3M | -6% | 7.21% | 139% | 40 | 25% | 2.6 |
|
| 4821 |
4821
Peoples Bank (Ohio)
Marietta,
Ohio
| $199M | -$3.59M | -2% | 2.96% | 78.9% | 151 | 18.54% | 3.1 |
|
| 4822 |
4822
Half Sky Capital (UK)
London,
United Kingdom
| $199M | -$320K | -0.2% | 22.3% | 13% | 9 | 44.44% | 0.8 |
|
| 4823 |
4823
Bennicas & Associates
Portola Valley,
California
| $199M | +$6.89M | +4% | 5.94% | 40.3% | 110 | 11.82% | 5.2 |
|
| 4824 |
4824
Augustine Asset Management
Jacksonville,
Florida
| $199M | -$4.98M | -2% | 1.68% | 316% | 104 | 16.35% | 3 |
|
| 4825 |
4825
Droms Strauss Advisors
St. Louis,
Missouri
| $199M | -$26.4M | -12% | 4.63% | 68.7% | 52 | 23.08% | 2.2 |
|