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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
SL
5076
SIB LLC
New York,
New York
| $169M | -$7.07M | -4% | 3.07% | 29.2% | 18 | 0% | 8.1 |
|
| 5077 |
5077
Ameliora Wealth Management
Zurich,
Switzerland
| $169M | +$6.78M | +4% | 1.48% | 73.9% | 221 | 15.84% | 0.8 |
|
| 5078 |
5078
Armor Investment Advisors
Raleigh,
North Carolina
| $169M | +$3.57M | +2% | 3.31% | 62% | 169 | 14.2% | 4 |
|
| 5079 |
5079
Chartist Inc
Seal Beach,
California
| $169M | -$20.4M | -11% | 3.38% | – | 28 | 14.29% | 5.4 |
|
| 5080 |
5080
WFA Asset Management
Whitefish Bay,
Wisconsin
| $169M | -$139K | -0.1% | 4.28% | 60% | 272 | 19.49% | 1.3 |
|
| 5081 |
5081
Glovista Investments
Jersey City,
New Jersey
| $169M | -$20.5M | -11% | 3.18% | 2.48% | 42 | 28.57% | 2.6 |
|
| 5082 |
5082
Worth Venture Partners
Fort Lee,
New Jersey
| $169M | -$15.1M | -8% | 1.9% | 105% | 197 | 32.99% | 0.8 |
|
| 5083 |
5083
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $168M | +$2.79M | +2% | 1.96% | 82.3% | 154 | 4.55% | 2.4 |
|
| 5084 |
5084
Convergence Financial
Columbia,
Missouri
| $168M | +$5.74M | +4% | 3.58% | 70.6% | 32 | 12.5% | 1.1 |
|
| 5085 |
5085
Towerpoint Wealth
Sacramento,
California
| $168M | -$9.04M | -5% | 3.57% | 67.7% | 84 | 10.71% | 3.5 |
|
| 5086 |
5086
Amtrust Financial Services
New York
| $168M | -$10.4M | -6% | 3.39% | 61.9% | 15 | 6.67% | 2.4 |
|
| 5087 |
5087
FNY Investment Advisers
New York
| $168M | +$89.3M | +113% | 2.27% | 386% | 848 | 54.83% | 0.6 |
|
| 5088 |
5088
HC Advisors
Sandy Springs,
Georgia
| $168M | -$4.14M | -2% | 2.87% | 63.5% | 88 | 11.36% | 2.4 |
|
| 5089 |
5089
Cherrydale Wealth Management
Hoboken,
New Jersey
| $168M | +$24.9M | +17% | 3.68% | 80.8% | 50 | 22% | 1.1 |
|
| 5090 |
5090
Pinnacle Financial Group
Western Springs,
Illinois
| $168M | -$8.05M | -5% | 3.83% | 59.1% | 62 | 8.06% | 1.6 |
|
| 5091 |
5091
Ruggaard & Associates
Hudson,
Ohio
| $168M | -$2.88M | -2% | 2.51% | 47.6% | 115 | 12.17% | 0.5 |
|
| 5092 |
5092
Newton One Investments
Newark,
Delaware
| $168M | -$6.43M | -4% | 3.76% | 42% | 132 | 9.85% | 2.3 |
|
| 5093 |
5093
Accretive Wealth Partners
Parsippany,
New Jersey
| $168M | -$882K | -0.5% | 2.71% | 57.3% | 123 | 9.76% | 2 |
|
| 5094 |
5094
Lazari Capital Management
Woodland Hills,
California
| $168M | -$10.2M | -6% | 2.91% | 145% | 132 | 9.85% | 0.2 |
|
| 5095 |
5095
Collaborative Wealth Management
Lake Mary,
Florida
| $168M | -$491K | -0.3% | 3.85% | 41.6% | 177 | 12.43% | 2.1 |
|
| 5096 |
5096
Your Advocates Ltd
Houston,
Texas
| $168M | -$27.5M | -14% | 2.59% | 50% | 360 | 38.61% | 1.6 |
|
| 5097 |
5097
IMS Capital Management
Portland,
Oregon
| $168M | -$12.6M | -7% | 4.62% | 119% | 130 | 6.15% | 4.9 |
|
| 5098 |
5098
Half Sky Capital (UK)
London,
United Kingdom
| $167M | -$23.1M | -12% | 0.07% | 13% | 10 | 10% | 1.2 |
|
| 5099 |
5099
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $167M | -$4.28M | -2% | 2.16% | 38.1% | 23 | 4.35% | 2.1 |
|
| 5100 |
5100
Moseley Investment Management
Bradenton,
Florida
| $167M | -$4.11M | -2% | 2.63% | 96.6% | 152 | 11.18% | 3.1 |
|