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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
Costello Asset Management
Feasterville,
Pennsylvania
| $266M | +$19.7M | +8% | 13.3% | 65.9% | 713 | 7.85% | 1.2 |
|
| 4977 |
4977
Members Advisory Group
Williamsville,
New York
| $266M | +$26.7M | +11% | 7.87% | 70.6% | 36 | 13.89% | 1.2 |
|
| 4978 |
4978
BCS Private Wealth Management
Rumson,
New Jersey
| $266M | – | – | 9.74% | – | 166 | – | 0 |
|
| 4979 |
4979
Stance Capital
Boston,
Massachusetts
| $266M | +$131M | +97% | 8.96% | – | 179 | 87.15% | 0.1 |
|
| 4980 |
4980
Midwest Heritage Bank
West Des Moines,
Iowa
| $266M | +$23M | +9% | 7.56% | 52.2% | 62 | 11.29% | 2.3 |
|
| 4981 |
MHP
4981
Manatuck Hill Partners
Westport,
Connecticut
| $266M | +$48.7M | +22% | 20.2% | 556% | 142 | 52.11% | 1.1 |
|
| 4982 |
WA
4982
Wealthstar Advisors
Plano,
Texas
| $266M | +$47.2M | +22% | 12.3% | – | 152 | 19.74% | 0.7 |
|
| 4983 |
4983
Lazari Capital Management
Woodland Hills,
California
| $266M | +$21M | +9% | 14.3% | 145% | 163 | 9.82% | 1.5 |
|
| 4984 |
4984
Gold Investment Management
Edmonton,
Alberta, Canada
| $266M | +$29M | +12% | 13.2% | 117% | 217 | 6.91% | 1.4 |
|
| 4985 |
4985
Terril Brothers
St. Louis,
Missouri
| $266M | -$3.89M | -1% | 5.41% | 94.4% | 71 | 26.76% | 3.6 |
|
| 4986 |
RL
4986
Rogco LP
Claremore,
Oklahoma
| $266M | +$15.8M | +6% | 7.25% | 53.3% | 215 | 9.77% | 1.5 |
|
| 4987 |
4987
Seven Post Investment Office
San Francisco,
California
| $265M | +$3.64M | +1% | 1.51% | 44.4% | 41 | 36.59% | 3.9 |
|
| 4988 |
4988
Stableford Capital II
Scottsdale,
Arizona
| $265M | +$29M | +12% | 7.77% | 66.9% | 136 | 21.32% | 1.5 |
|
| 4989 |
4989
Leisure Capital Management
Costa Mesa,
California
| $265M | +$21.6M | +9% | 10.3% | 98% | 142 | 9.15% | 5.3 |
|
| 4990 |
4990
Flagship Wealth Advisors
Wakefield,
Massachusetts
| $265M | +$27.7M | +12% | 9.97% | – | 406 | 15.52% | 0.5 |
|
| 4991 |
4991
Helix Partners Management
New York
| $265M | -$71.5M | -21% | 86.8% | – | 14 | 14.29% | 0.4 |
|
| 4992 |
4992
Armor Investment Advisors
Raleigh,
North Carolina
| $265M | +$23.6M | +10% | 8.77% | 62% | 160 | 8.13% | 5 |
|
| 4993 |
4993
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $265M | +$19.2M | +8% | 10.1% | 86.2% | 151 | 41.06% | 3.9 |
|
| 4994 |
4994
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $265M | +$19.3M | +8% | 7.34% | 47% | 26 | 19.23% | 2.3 |
|
| 4995 |
4995
Tilson Financial Group
New Providence,
New Jersey
| $265M | +$12.4M | +5% | 6.5% | 39.3% | 78 | 11.54% | 1.3 |
|
| 4996 |
4996
Eaton-Cambridge
Phoenix,
Arizona
| $265M | +$32.2M | +14% | 7.09% | – | 39 | 15.38% | 1.1 |
|
| 4997 |
AC
4997
AMS Capital
Sao Paulo,
Brazil
| $265M | +$22.1M | +9% | 21.5% | 63.1% | 19 | 31.58% | 1.3 |
|
| 4998 |
4998
Formula Growth
Montreal,
Quebec, Canada
| $265M | +$18.1M | +7% | 15.5% | 118% | 141 | 31.91% | 3.1 |
|
| 4999 |
4999
DLK Investment Management
Solana Beach,
California
| $265M | +$25.8M | +11% | 7.86% | 80.4% | 100 | 23% | 1.2 |
|
| 5000 |
5000
Access Financial Services
Minneapolis,
Minnesota
| $265M | +$15.9M | +6% | 5.22% | 44.8% | 105 | 16.19% | 3.8 |
|