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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
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $171M | +$6.29M | +4% | 8.07% | 92.4% | 405 | 9.14% | 4.5 |
|
| 4877 |
4877
Congress Park Capital
Saratoga Springs,
New York
| $170M | -$2.25M | -1% | 6.78% | 99.9% | 145 | 14.48% | 2.5 |
|
| 4878 |
OGF
4878
Orin Green Financial
San Diego,
California
| $170M | +$16.5M | +11% | 6.33% | 59.1% | 69 | 8.7% | 1.6 |
|
| 4879 |
4879
Provident Wealth Management
Brentwood,
Tennessee
| $170M | +$5.06M | +3% | 8.67% | 61.1% | 97 | 11.34% | 1.8 |
|
| 4880 |
4880
Providence First Trust
Scottsdale,
Arizona
| $170M | +$6.19M | +4% | 7.52% | 64.1% | 146 | 41.1% | 2.8 |
|
| 4881 |
4881
Radcliff Management
New York
| $170M | -$3.44M | -2% | 6.02% | 47.6% | 2 | 0% | 1 |
|
| 4882 |
UID
4882
Union Investments & Development
Tel Aviv,
Israel
| $170M | -$51.8M | -23% | 2.37% | 17% | 64 | 29.69% | 0.8 |
|
| 4883 |
4883
Highland Financial Advisors
Wayne,
New Jersey
| $170M | +$25.7M | +18% | 7.79% | 70% | 62 | 38.71% | 0.4 |
|
| 4884 |
4884
Iyo Bank
Matsuyama,
Japan
| $170M | -$16.8M | -9% | 3.29% | 125% | 32 | 9.38% | 0.9 |
|
| 4885 |
4885
Fusion Capital
Mt. Pleasant,
South Carolina
| $170M | +$16.3M | +11% | 11.1% | 108% | 76 | 10.53% | 2.1 |
|
| 4886 |
4886
HPS Investment Partners
New York
| $170M | +$59.5M | +54% | 31.4% | 55.9% | 8 | 12.5% | 0.9 |
|
| 4887 |
4887
Worth Venture Partners
Fort Lee,
New Jersey
| $169M | +$6.16M | +4% | 7.89% | 105% | 221 | 46.15% | 0.7 |
|
| 4888 |
4888
Vantage Consulting Group
Virginia Beach,
Virginia
| $169M | -$1.78M | -1% | 8.35% | 261% | 233 | 17.6% | 1.5 |
|
| 4889 |
BIMC
4889
Benson Investment Management Company
Roanoke,
Virginia
| $169M | +$27.4M | +19% | 10.6% | 99.8% | 73 | 61.64% | 1.8 |
|
| 4890 |
4890
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $169M | +$13.9M | +9% | 11.5% | 60.2% | 50 | 12% | 2.8 |
|
| 4891 |
4891
Bill Few Associates
Pittsburgh,
Pennsylvania
| $169M | +$21.6M | +15% | 11.7% | 91.5% | 132 | 14.39% | 0.8 |
|
| 4892 |
4892
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| $169M | – | – | 13.8% | – | 69 | – | 0 |
|
| 4893 |
4893
Meros Investment Management
Dallas,
Texas
| $169M | +$72.3M | +75% | 18% | 102% | 40 | 12.5% | 0.8 |
|
| 4894 |
4894
Watchtower Advisors
Old Greenwich,
Connecticut
| $169M | +$40.5M | +31% | 25% | 384% | 17 | 64.71% | 0.3 |
|
| 4895 |
4895
Veery Capital
Wilmington,
Delaware
| $169M | +$12.9M | +8% | 7.7% | 63.4% | 74 | 8.11% | 1.7 |
|
| 4896 |
4896
BNC Wealth Management
Beaverton,
Oregon
| $169M | +$3.81M | +2% | 10.4% | 204% | 119 | 28.57% | 1.3 |
|
| 4897 |
4897
United Fire Group
Cedar Rapids,
Iowa
| $169M | +$19.6M | +13% | 13.9% | 27.4% | 46 | 0% | 7.8 |
|
| 4898 |
4898
AMJ Financial Wealth Management
Leesburg,
Virginia
| $169M | +$15.2M | +10% | 9.68% | 167% | 62 | 32.26% | 1.2 |
|
| 4899 |
4899
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $169M | +$35.9M | +27% | 7.3% | 36.4% | 118 | 11.86% | 3.6 |
|
| 4900 |
4900
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $169M | – | – | 6.36% | 94% | 198 | – | 0 |
|