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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Amtrust Financial Services
New York
| $301M | +$18.9M | +7% | 6.89% | 61.9% | 15 | 0% | 3.4 |
|
| 4827 |
4827
Ameliora Wealth Management
Zurich,
Switzerland
| $300M | +$20.7M | +7% | 7.38% | 73.9% | 238 | 17.23% | 1.7 |
|
| 4828 |
4828
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $300M | +$35M | +13% | 8.99% | 86.2% | 99 | 13.13% | 3.8 |
|
| 4829 |
4829
Galibier Capital Management
Toronto,
Ontario, Canada
| $300M | -$32.7M | -10% | 10.5% | 66.8% | 38 | 0% | 3.3 |
|
| 4830 |
4830
Sykon Capital
Harrison,
New York
| $300M | +$25.6M | +9% | 6.04% | 63.7% | 110 | 31.82% | 0.8 |
|
| 4831 |
4831
Robinswood Financial
Kirkland,
Washington
| $300M | +$17.1M | +6% | 5.12% | 43.2% | 408 | 8.33% | 1.6 |
|
| 4832 |
WFA
4832
WMG Financial Advisors
Knoxville,
Tennessee
| $300M | +$29.6M | +11% | 8.01% | 73.8% | 221 | 17.19% | 1.8 |
|
| 4833 |
4833
MMA Asset Management
Conshohocken,
Pennsylvania
| $300M | +$38.8M | +15% | 7.02% | 61.2% | 312 | 51.28% | 1.1 |
|
| 4834 |
4834
Next Capital Management
New York
| $300M | +$29M | +11% | 5.96% | 61.3% | 149 | 14.77% | 2.9 |
|
| 4835 |
4835
TFR Capital
Plano,
Texas
| $300M | +$23.4M | +8% | 8.27% | – | 172 | 9.88% | 0.6 |
|
| 4836 |
4836
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $299M | +$27.1M | +10% | 6.57% | 54.3% | 416 | 8.17% | 4.6 |
|
| 4837 |
4837
Canopy Partners
Cincinnati,
Ohio
| $299M | +$26.7M | +10% | 8.31% | 108% | 245 | 11.43% | 1.3 |
|
| 4838 |
4838
Georgetown University
Washington,
District of Columbia
| $299M | +$36.8M | +14% | 11.1% | 79.9% | 20 | 20% | 3 |
|
| 4839 |
4839
Kanen Wealth Management
Coconut Creek,
Florida
| $299M | +$37.8M | +14% | 30.8% | 328% | 32 | 21.88% | 1.5 |
|
| 4840 |
4840
Realta Investment Advisors
Wilmington,
Delaware
| $299M | +$46M | +18% | 14.3% | 151% | 360 | 24.44% | 2.7 |
|
| 4841 |
4841
Grey Rock Energy Management
Dallas,
Texas
| $299M | -$53.1M | -15% | 15.1% | – | 1 | 0% | 0.8 |
|
| 4842 |
4842
Bishop & Co Investment Management
Erie,
Pennsylvania
| $299M | +$20.7M | +7% | 6.02% | 47.6% | 27 | 0% | 6.1 |
|
| 4843 |
FCT
4843
Family Capital Trust
Peabody,
Massachusetts
| $299M | +$10.2M | +4% | 3.51% | 39.1% | 96 | 41.67% | 4.3 |
|
| 4844 |
4844
Private Client Services
Louisville,
Kentucky
| $299M | +$42.1M | +16% | 7.04% | 72% | 223 | 23.77% | 1 |
|
| 4845 |
TAP
4845
Tounjian Advisory Partners
Fort Myers,
Florida
| $299M | -$217M | -42% | 8.63% | – | 248 | 45.56% | 0.5 |
|
| 4846 |
4846
Costello Asset Management
Feasterville,
Pennsylvania
| $299M | +$32.5M | +12% | 9.41% | 81.5% | 705 | 8.23% | 1.4 |
|
| 4847 |
4847
Bear Mountain Capital
Seattle,
Washington
| $299M | +$19.5M | +7% | 4.89% | – | 326 | 45.09% | 0.8 |
|
| 4848 |
4848
Visualize Group
New York
| $299M | -$1.01M | -0.3% | 2.69% | – | 16 | 68.75% | 0.4 |
|
| 4849 |
4849
Juncture Wealth Strategies
Scottsdale,
Arizona
| $298M | +$17M | +6% | 7.86% | 76.5% | 145 | 24.14% | 2.9 |
|
| 4850 |
CC
4850
Checkpoint Capital
San Francisco,
California
| $298M | +$83.9M | +39% | 39.5% | – | 11 | 36.36% | 0.7 |
|