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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Glassy Mountain Advisors
Bethesda,
Maryland
| $195M | +$1.07M | +0.6% | 2.54% | 91.5% | 76 | 13.16% | 0.2 |
|
| 4877 |
MFC
4877
Mechanics Financial Corp
Mansfield,
Ohio
| $195M | -$16.7M | -8% | 6.91% | 81.6% | 226 | 5.31% | 0.2 |
|
| 4878 |
4878
American Trust Investment Advisors
Lebanon,
New Hampshire
| $195M | -$6.13M | -3% | 2.57% | 91% | 99 | 16.16% | 2.7 |
|
| 4879 |
4879
PFG Private Wealth Management
Lutz,
Florida
| $195M | +$1.12M | +0.6% | 3.6% | 52.6% | 367 | 33.51% | 0.6 |
|
| 4880 |
4880
Wela Strategies
Atlanta,
Georgia
| $195M | -$7.64M | -4% | 5.42% | 51.3% | 51 | 21.57% | 2.5 |
|
| 4881 |
4881
First Pacific Financial
Vancouver,
Washington
| $195M | -$12.9M | -6% | 4.91% | 53.6% | 102 | 11.76% | 1.2 |
|
| 4882 |
4882
Hudson Value Partners
Palm Beach,
Florida
| $194M | -$11.9M | -6% | 3.21% | 124% | 120 | 11.67% | 1.1 |
|
| 4883 |
GMEI
4883
Global Media & Entertainment Investments
Nassau,
Bahamas
| $194M | -$8.38M | -4% | 0% | 0% | 1 | 0% | 0.3 |
|
| 4884 |
4884
United Fire Group
Cedar Rapids,
Iowa
| $194M | -$18.6M | -9% | 1.1% | 27.4% | 50 | 10% | 7.1 |
|
| 4885 |
4885
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $194M | -$26M | -12% | 6.19% | 68.3% | 45 | 68.89% | 2.9 |
|
| 4886 |
GWM
4886
Gray Wealth Management
Bangor,
Maine
| $194M | -$6.75M | -3% | 3.32% | 22.1% | 132 | 7.58% | 1.6 |
|
| 4887 |
4887
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $194M | -$2.36M | -1% | 0.46% | 304% | 260 | 32.69% | 2.7 |
|
| 4888 |
4888
Altman Advisors
Chicago,
Illinois
| $194M | +$29.8M | +18% | 2.82% | 127% | 89 | 21.35% | 1.9 |
|
| 4889 |
4889
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $194M | -$4.4M | -2% | 2.66% | 114% | 13 | 15.38% | 1 |
|
| 4890 |
4890
O'Neil Global Advisors
Los Angeles,
California
| $194M | +$133M | +218% | 1.52% | 1,833% | 97 | 82.47% | 0.1 |
|
| 4891 |
4891
Accel Wealth Management
Waverly,
Iowa
| $193M | -$10.5M | -5% | 2.62% | 82.4% | 989 | 9.4% | 1 |
|
| 4892 |
4892
ForthRight Wealth Management
Alpharetta,
Georgia
| $193M | +$10.5M | +6% | 4.11% | 44.6% | 49 | 16.33% | 0.9 |
|
| 4893 |
4893
VeraBank
Henderson,
Texas
| $193M | -$4.38M | -2% | 0% | 60.6% | 140 | 7.14% | 2.4 |
|
| 4894 |
4894
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| $193M | -$453M | -70% | 9.6% | 36.4% | 12 | 41.67% | 0.6 |
|
| 4895 |
4895
Triton Wealth Management
Sun City,
Arizona
| $193M | $0 | 0% | 7.41% | – | 94 | 0% | 1.5 |
|
| 4896 |
4896
WC Walker & Associates
Fullerton,
California
| $193M | -$9.31M | -5% | 4.61% | – | 77 | 12.99% | 1 |
|
| 4897 |
6C
4897
6elm Capital
New York
| $193M | +$25.1M | +15% | 7.92% | – | 16 | 62.5% | 0.3 |
|
| 4898 |
4898
Oakcliff Capital Partners
New York
| $193M | -$26M | -12% | 10.3% | 133% | 11 | 9.09% | 3.7 |
|
| 4899 |
4899
Seascape Capital Management
Portsmouth,
New Hampshire
| $193M | -$20.4M | -10% | 4.97% | 111% | 91 | 14.29% | 1.5 |
|
| 4900 |
4900
Stonehearth Capital Management
Danvers,
Massachusetts
| $193M | -$383K | -0.2% | 3.6% | 87.5% | 82 | 31.71% | 2.2 |
|