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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Your Advocates Ltd
Houston,
Texas
| $252M | -$2.89M | -1% | 2.82% | 53.6% | 245 | 19.59% | 2.5 |
|
| 4977 |
4977
Dorval Corp
Maple Grove,
Minnesota
| $252M | +$8.2M | +3% | 2.07% | 29.6% | 34 | 14.71% | 0.8 |
|
| 4978 |
4978
Pinion Investment Advisors
Wichita,
Kansas
| $251M | +$12.5M | +5% | 2.85% | 81.7% | 167 | 14.97% | 3 |
|
| 4979 |
4979
Addison Capital
Conshohocken,
Pennsylvania
| $251M | +$3.39M | +1% | 1.32% | 59.7% | 142 | 5.63% | 4.4 |
|
| 4980 |
4980
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $251M | -$11.9M | -5% | 4.99% | 73.6% | 32 | 18.75% | 4.9 |
|
| 4981 |
4981
Roth Financial Partners
Kingwood,
Texas
| $251M | +$770K | +0.3% | 2.2% | 61% | 32 | 3.13% | 2.8 |
|
| 4982 |
4982
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $251M | +$401K | +0.2% | 1.36% | 122% | 162 | 10.49% | 1.3 |
|
| 4983 |
4983
CGC Financial Services
Lake Oswego,
Oregon
| $251M | +$1.56M | +0.6% | 2.1% | 46% | 358 | 6.15% | 1.4 |
|
| 4984 |
4984
Lazari Capital Management
Woodland Hills,
California
| $251M | +$17.1M | +7% | 6.11% | 145% | 166 | 12.05% | 1.1 |
|
| 4985 |
4985
SWMG LLC
Fort Worth,
Texas
| $251M | +$8.7M | +4% | 1.13% | 68.7% | 122 | 9.02% | 1.6 |
|
| 4986 |
4986
Orion Investment Company
St. Louis,
Missouri
| $251M | -$6.57M | -3% | 11.9% | – | 66 | 1.52% | 0.5 |
|
| 4987 |
4987
Cumberland Advisors
Sarasota,
Florida
| $251M | -$1.04M | -0.4% | 0.16% | 80.7% | 50 | 6% | 4.5 |
|
| 4988 |
4988
Ararat Capital Management
Westport,
Connecticut
| $251M | -$39.2M | -14% | 3.61% | 99.2% | 19 | 21.05% | 1.7 |
|
| 4989 |
4989
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $250M | +$55.4M | +28% | 0.95% | 49.9% | 503 | 30.62% | 1 |
|
| 4990 |
4990
Capasso Planning Partners
Charleston,
South Carolina
| $250M | -$88.6M | -26% | 0.29% | 51.6% | 164 | 48.78% | 1.6 |
|
| 4991 |
MS
4991
Madden Securities
Dallas,
Texas
| $250M | +$18M | +8% | 7.54% | 108% | 120 | 20% | 2.4 |
|
| 4992 |
4992
Compass Rose Asset Management
New York
| $250M | +$135M | +117% | 8.67% | 41% | 20 | 60% | 0.2 |
|
| 4993 |
4993
Praetorian PR
Rincon,
Puerto Rico
| $250M | -$7.27M | -3% | 18.7% | 80.3% | 26 | 53.85% | 0.6 |
|
| 4994 |
4994
Barometer Capital Management
Toronto,
Ontario, Canada
| $250M | -$97M | -28% | 0.36% | 339% | 201 | 53.73% | 0.6 |
|
| 4995 |
4995
Stevens Capital Management
Radnor,
Pennsylvania
| $250M | -$453M | -64% | 1.32% | 108% | 395 | 67.59% | 0.3 |
|
| 4996 |
4996
Stonehearth Capital Management
Danvers,
Massachusetts
| $249M | -$2.17M | -0.9% | 1.46% | 87.5% | 84 | 14.29% | 3.2 |
|
| 4997 |
4997
FSB Premier Wealth Management
Waterloo,
Iowa
| $249M | +$5.36M | +2% | 0.78% | 53.9% | 215 | 8.37% | 2.3 |
|
| 4998 |
4998
Arosa Capital Management
Miami Beach,
Florida
| $249M | -$8.94M | -3% | 14.8% | 536% | 59 | 66.1% | 0.4 |
|
| 4999 |
4999
Valor Management
Chicago,
Illinois
| $249M | -$225M | -48% | 12.8% | 14.5% | 5 | 40% | 1.5 |
|
| 5000 |
5000
Brown Financial Advisors
Milford,
Ohio
| $249M | +$6.07M | +2% | 0.16% | – | 139 | 20.14% | 0.4 |
|