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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Renaissance Capital
Stamford,
Connecticut
| $176M | +$40.8M | +30% | 16.2% | 392% | 90 | 18.89% | 1.5 |
|
| 5052 |
AAG
5052
Avalon Advisory Group
Wexford,
Pennsylvania
| $176M | +$7.71M | +5% | 3.77% | 46% | 7 | 0% | 3.4 |
|
| 5053 |
5053
NIA Impact Advisors
Berkeley,
California
| $176M | -$9.45M | -5% | 2.24% | – | 62 | 17.74% | 1.8 |
|
| 5054 |
5054
Sandy Cove Advisors
Hingham,
Massachusetts
| $176M | +$37.7M | +27% | 6.75% | 78% | 128 | 34.38% | 0.9 |
|
| 5055 |
5055
Constitution Capital
Shelton,
Connecticut
| $176M | +$10.8M | +7% | 8.1% | 91.1% | 68 | 4.41% | 1.9 |
|
| 5056 |
5056
United Bank (Georgia)
Zebulon,
Georgia
| $176M | +$4.93M | +3% | 6.77% | 81.2% | 90 | 4.44% | 4.3 |
|
| 5057 |
5057
Strategic Financial Partners
Bend,
Oregon
| $176M | +$12.3M | +8% | 4.09% | 54.8% | 73 | 9.59% | 2.6 |
|
| 5058 |
5058
Lipe & Dalton
Syracuse,
New York
| $176M | +$942K | +0.5% | 4.88% | 101% | 105 | 5.71% | 4.9 |
|
| 5059 |
5059
American Securities
New York
| $175M | -$19.2M | -10% | 10% | – | 1 | 0% | 6.5 |
|
| 5060 |
5060
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $175M | +$46.2M | +36% | 12.3% | 282% | 191 | 49.74% | 1.3 |
|
| 5061 |
5061
Essential Planning
Portsmouth,
New Hampshire
| $175M | +$10.4M | +6% | 3.88% | 40.9% | 58 | 10.34% | 0.5 |
|
| 5062 |
5062
Forefront Analytics
West Conshohocken,
Pennsylvania
| $175M | -$18.7M | -10% | 1.25% | 50.9% | 80 | 20% | 3.3 |
|
| 5063 |
5063
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $175M | +$16.8M | +11% | 3.28% | 58.2% | 142 | 18.31% | 1.2 |
|
| 5064 |
5064
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $175M | +$3.02M | +2% | 5.65% | 92.4% | 409 | 10.02% | 4.8 |
|
| 5065 |
5065
Zullo Investment Group
Scranton,
Pennsylvania
| $175M | +$14.6M | +9% | 11.7% | 143% | 141 | 6.38% | 1.4 |
|
| 5066 |
5066
Eagle Bay Advisors
New York
| $175M | -$7.43M | -4% | 5.64% | 85% | 948 | 16.88% | 1.2 |
|
| 5067 |
5067
Social Capital Group
Menlo Park,
California
| $175M | -$7.38M | -4% | 3.19% | – | 4 | 0% | 0.5 |
|
| 5068 |
5068
Worldly Partners Management
Needham,
Massachusetts
| $175M | +$16.2M | +10% | 9.57% | 19.2% | 4 | 0% | 0.5 |
|
| 5069 |
5069
Forum Private Client Group
Fishers,
Indiana
| $175M | +$16.4M | +10% | 3.31% | 47.9% | 70 | 4.29% | 1.1 |
|
| 5070 |
5070
Axiom Financial Strategies
New Albany,
Indiana
| $174M | -$5.49M | -3% | 3.07% | 54.5% | 37 | 10.81% | 2.6 |
|
| 5071 |
5071
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $174M | -$6.07M | -3% | 3.72% | 39.9% | 41 | 4.88% | 2.1 |
|
| 5072 |
5072
Newton One Investments
Newark,
Delaware
| $174M | +$7.89M | +5% | 3.31% | 42% | 127 | 7.09% | 2 |
|
| 5073 |
5073
Beacon Financial Advisory
Cleveland,
Ohio
| $174M | +$16.9M | +11% | 5.18% | 76.8% | 223 | 7.17% | 2.2 |
|
| 5074 |
PCMK
5074
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $174M | +$9.25M | +6% | 7.59% | 87.5% | 55 | 7.27% | 5.8 |
|
| 5075 |
5075
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $174M | +$4.15M | +2% | 6.98% | 284% | 208 | 34.13% | 3.5 |
|