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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $131M | +$4.39M | +3% | 4.98% | 60.6% | 91 | 23.08% | 0.6 |
|
| 5227 |
PBF
5227
Petix & Botte Financial
La Mesa,
California
| $131M | -$4.4M | -3% | 4.55% | 47.5% | 71 | 8.45% | 2.3 |
|
| 5228 |
5228
Genesee Capital Advisors
Auburn,
New York
| $131M | -$11.7M | -8% | 4.03% | 107% | 97 | 16.49% | 0.8 |
|
| 5229 |
5229
Parisi Gray Wealth Management
Mendham,
New Jersey
| $131M | -$60.1M | -31% | 5.25% | 137% | 104 | 24.04% | 3.9 |
|
| 5230 |
5230
Accretive Wealth Partners
Parsippany,
New Jersey
| $131M | -$6.44M | -5% | 3.47% | 57.3% | 108 | 4.63% | 1.5 |
|
| 5231 |
SL
5231
SIB LLC
New York,
New York
| $131M | -$1.78M | -1% | 2.24% | 29.2% | 19 | 5.26% | 7.1 |
|
| 5232 |
CIA
5232
Citadel Investment Advisory
Chesterland,
Ohio
| $131M | -$16.4M | -11% | 8.17% | 66.1% | 81 | 6.17% | 1.6 |
|
| 5233 |
5233
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $131M | -$18.9M | -13% | 5.28% | – | 924 | 7.58% | 0.7 |
|
| 5234 |
5234
Agate Pass Investment Management
Bainbridge Island,
Washington
| $131M | -$11M | -8% | 5.01% | 76% | 94 | 7.45% | 0.7 |
|
| 5235 |
5235
McElhenny Sheffield Capital Management
Dallas,
Texas
| $131M | -$83.6M | -39% | 3.04% | 86.3% | 110 | 32.73% | 0.8 |
|
| 5236 |
5236
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $131M | -$8.32M | -6% | 6.67% | 72.4% | 83 | 32.53% | 0.8 |
|
| 5237 |
5237
Jefferies Financial Group
New York
| $131M | -$18.7M | -12% | 11.6% | 135% | 6 | 0% | 2.3 |
|
| 5238 |
5238
Profit Investment Management
North Bethesda,
Maryland
| $131M | -$5.5M | -4% | 1.59% | 101% | 79 | 3.8% | 5.8 |
|
| 5239 |
5239
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $131M | -$9.9M | -7% | 5.88% | 41.2% | 72 | 20.83% | 0.7 |
|
| 5240 |
5240
Sturgeon Ventures
London,
United Kingdom
| $130M | -$18.5M | -12% | 0.86% | 85.9% | 42 | 40.48% | 1.9 |
|
| 5241 |
5241
Vance Wealth
Santa Clarita,
California
| $130M | +$793K | +0.6% | 6.22% | 66.4% | 68 | 13.24% | 0.6 |
|
| 5242 |
SRAM
5242
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $130M | -$23.9M | -16% | 0.49% | 74.7% | 161 | 29.19% | 0.6 |
|
| 5243 |
5243
Foresite Capital Management V
Larkspur,
California
| $130M | -$13.1M | -9% | 3.56% | 401% | 14 | 0% | 1.2 |
|
| 5244 |
5244
University of Massachusetts Foundation
Newton,
Massachusetts
| $130M | +$13.3M | +11% | 7.13% | 53.6% | 5 | 20% | 2.4 |
|
| 5245 |
5245
Hel Ved Capital Management
Central,
Hong Kong
| $130M | -$33.1M | -20% | 10.4% | 1,351% | 18 | 55.56% | 0.6 |
|
| 5246 |
5246
Zoom Communications
San Jose,
California
| $130M | +$8.63M | +7% | 7.88% | 10.7% | 3 | 0% | 0.6 |
|
| 5247 |
LBC
5247
Lawrence B. Cohen
| $130M | -$10.6M | -8% | 4.38% | 41.8% | 68 | 14.71% | 5.1 |
|
| 5248 |
5248
Byrne Asset Management
Kingston,
New Jersey
| $130M | -$5.72M | -4% | 4.32% | 126% | 567 | 17.64% | 0.6 |
|
| 5249 |
5249
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| $130M | -$52.9M | -29% | 3.19% | – | 71 | 28.17% | 0.3 |
|
| 5250 |
RWG
5250
Regal Wealth Group
Seal Beach,
California
| $130M | -$8.98M | -6% | 4.37% | 17% | 49 | 12.24% | 5.5 |
|