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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
GPI Capital
New York
| $260M | -$78.9M | -23% | 6.27% | 261% | 5 | 20% | 3.3 |
|
| 4877 |
4877
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $260M | -$7.49M | -3% | 1.12% | 54.3% | 409 | 5.62% | 4.2 |
|
| 4878 |
4878
MTM Investment Management
Spartanburg,
South Carolina
| $260M | +$3.03M | +1% | 2.74% | 87.7% | 282 | 9.93% | 3.1 |
|
| 4879 |
4879
Client 1st Advisory Group
Dunedin,
Florida
| $260M | +$8.22M | +3% | 0.74% | 64.5% | 137 | 14.6% | 2.5 |
|
| 4880 |
4880
Hixon Zuercher
Findlay,
Ohio
| $260M | +$4.6M | +2% | 1.47% | 101% | 79 | 3.8% | 3 |
|
| 4881 |
EFH
4881
Eaton Financial Holdings
Coral Springs,
Florida
| $260M | +$14M | +6% | 1.79% | – | 68 | 16.18% | 1.3 |
|
| 4882 |
4882
ECP ControlCo
Summit,
New Jersey
| $260M | -$69.1M | -21% | 11.3% | 42.5% | 6 | 33.33% | 3.5 |
|
| 4883 |
4883
Raleigh Capital Management
Cary,
North Carolina
| $259M | +$116K | +0% | 0.64% | 79.9% | 1,078 | 12.99% | 1.7 |
|
| 4884 |
4884
Newton One Investments
Newark,
Delaware
| $259M | +$10M | +4% | 1.88% | 42% | 122 | 65.57% | 1.3 |
|
| 4885 |
4885
Rule One Partners
Moreland,
Georgia
| $259M | +$25.3M | +11% | 14.3% | – | 16 | 50% | 0.2 |
|
| 4886 |
4886
Advyzon Investment Management
Lisle,
Illinois
| $259M | – | – | 0.6% | – | 231 | – | 0 |
|
| 4887 |
4887
Vance Wealth
Santa Clarita,
California
| $259M | -$5.18M | -2% | 0.71% | 66.4% | 104 | 6.73% | 2 |
|
| 4888 |
4888
Meritech Capital Associates V
Palo Alto,
California
| $259M | -$40M | -13% | 27.3% | 133% | 2 | 0% | 3.9 |
|
| 4889 |
4889
NWK Group
San Francisco,
California
| $259M | +$13M | +5% | 14.4% | 268% | 78 | 17.95% | 2.7 |
|
| 4890 |
4890
Richmond Hill Investments
New York
| $259M | +$29.5M | +13% | 11.7% | 55.2% | 4 | 0% | 6.8 |
|
| 4891 |
4891
325 Capital
New York
| $259M | +$22.5M | +10% | 5.52% | 226% | 12 | 8.33% | 1.9 |
|
| 4892 |
4892
Cherrydale Wealth Management
Hoboken,
New Jersey
| $258M | +$13.9M | +6% | 1.06% | 80.8% | 77 | 15.58% | 1.6 |
|
| 4893 |
4893
Allred Capital Management
Dallas,
Texas
| $258M | +$4.16M | +2% | 0.25% | 73.5% | 177 | 10.17% | 4 |
|
| 4894 |
4894
Denver PWM
Denver,
Colorado
| $258M | -$4.92M | -2% | 0.81% | 48.6% | 246 | 41.46% | 1 |
|
| 4895 |
4895
May Hill Capital
Cohasset,
Massachusetts
| $258M | – | – | 1.17% | – | 164 | – | 0 |
|
| 4896 |
FFG
4896
Fortem Financial Group
Palm Desert,
California
| $258M | +$12.2M | +5% | 7.46% | 183% | 180 | 5.56% | 2.3 |
|
| 4897 |
4897
Merck & Co
Rahway,
New Jersey
| $258M | – | – | 15.8% | – | 13 | – | 0 |
|
| 4898 |
SAMT
4898
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $258M | -$13.5M | -5% | 0.29% | 68.4% | 77 | 16.88% | 3.8 |
|
| 4899 |
4899
True Wealth Design
Akron,
Ohio
| $258M | +$1.65M | +0.6% | 1.32% | 57% | 1,545 | 30.16% | 1 |
|
| 4900 |
4900
Kercheville Advisors
San Antonio,
Texas
| $258M | +$20.7M | +9% | 6.84% | 261% | 101 | 22.77% | 2.1 |
|