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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Formula Growth
Montreal,
Quebec, Canada
| $281M | +$16.4M | +6% | 10.2% | 118% | 146 | 34.93% | 3.1 |
|
| 5027 |
5027
Townsend Asset Management
Raleigh,
North Carolina
| $281M | +$4.94M | +2% | 5.63% | 88.5% | 184 | 11.96% | 4.4 |
|
| 5028 |
5028
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $281M | +$17.9M | +7% | 6.49% | 60.2% | 67 | 13.43% | 3.3 |
|
| 5029 |
5029
Abich Financial Wealth Management
Ashburn,
Virginia
| $281M | – | – | 6.47% | – | 655 | – | 0.6 |
|
| 5030 |
5030
LTS One Management
New York
| $281M | -$133M | -32% | 4.17% | 67.9% | 20 | 40% | 0.6 |
|
| 5031 |
5031
Global Financial Private Client
Sarasota,
Florida
| $281M | +$14M | +5% | 9.59% | 100% | 239 | 10.88% | 3.9 |
|
| 5032 |
5032
Forum Private Client Group
Fishers,
Indiana
| $281M | +$21.2M | +8% | 4.86% | 47.9% | 81 | 2.47% | 1.5 |
|
| 5033 |
SCM
5033
Stonehill Capital Management
New York
| $280M | +$52.2M | +23% | 52.9% | 117% | 17 | 29.41% | 0.8 |
|
| 5034 |
5034
Vestwell Advisors
New York
| $280M | +$58.8M | +27% | 6.15% | – | 46 | 0% | 0.2 |
|
| 5035 |
5035
Sherman Porfolios
Coeur D'alene,
Idaho
| $280M | +$26M | +10% | 10.7% | – | 85 | 50.59% | 0.3 |
|
| 5036 |
5036
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $280M | +$3.52M | +1% | 0.84% | 103% | 78 | 15.38% | 3.6 |
|
| 5037 |
5037
Pacifica Partners
Surrey,
Canada
| $280M | +$33.1M | +13% | 11.8% | 127% | 561 | 18.36% | 3.4 |
|
| 5038 |
5038
Maryland Capital Advisors
Chester,
Maryland
| $279M | +$24.2M | +9% | 5.18% | – | 284 | 16.2% | 2.8 |
|
| 5039 |
5039
BCS Private Wealth Management
Rumson,
New Jersey
| $279M | +$13.3M | +5% | 7.44% | – | 186 | 23.66% | 0.2 |
|
| 5040 |
5040
Alta Wealth Advisors
Woburn,
Massachusetts
| $279M | +$67.3M | +32% | 12.4% | 120% | 170 | 38.24% | 2 |
|
| 5041 |
5041
Sharper & Granite
El Segundo,
California
| $279M | +$16M | +6% | 5.3% | 50.8% | 109 | 8.26% | 2.4 |
|
| 5042 |
5042
Harber Asset Management
Asheville,
North Carolina
| $279M | -$31.6M | -10% | 4.24% | 63.6% | 46 | 41.3% | 0.9 |
|
| 5043 |
5043
Integrity Wealth Advisors
Ventura,
California
| $279M | +$136M | +95% | 14.4% | – | 79 | 20.25% | 0.5 |
|
| 5044 |
5044
Rise Advisors
Rochester,
New York
| $279M | +$27M | +11% | 6.28% | 62.8% | 1,624 | 11.27% | 1.6 |
|
| 5045 |
5045
Mount Capital
London,
United Kingdom
| $279M | -$31.4M | -10% | 10.5% | 34.4% | 18 | 11.11% | 3.5 |
|
| 5046 |
5046
Savoir Faire Capital Management
Norwalk,
Connecticut
| $279M | +$71.9M | +35% | 0.73% | 0.01% | 52 | 26.92% | 1 |
|
| 5047 |
5047
Letson Investment Management
Atlanta,
Georgia
| $279M | +$25.5M | +10% | 3.19% | – | 104 | 15.38% | 1.4 |
|
| 5048 |
5048
Charter Oak Advisors
New York City,
New York
| $279M | +$54.4M | +24% | 34.7% | – | 15 | 13.33% | 0.7 |
|
| 5049 |
TSM
5049
Two Star Manager
Miami Beach,
Florida
| $279M | +$52.1M | +23% | 2.36% | – | 14 | 14.29% | 1.2 |
|
| 5050 |
5050
Mathes Company
New York
| $279M | +$8.97M | +3% | 9.62% | 121% | 127 | 5.51% | 6.8 |
|