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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
Aventura Private Wealth
Aventura,
Florida
| $278M | +$7.15M | +3% | 2.45% | – | 905 | 15.8% | 0.8 |
|
| 5227 |
AFP
5227
Advus Financial Partners
Winter Park,
Florida
| $278M | +$8.81M | +3% | 1.85% | 56.5% | 68 | 8.82% | 2.6 |
|
| 5228 |
5228
Goldstream Capital Management
Central,
Hong Kong
| $278M | -$164M | -37% | 8.72% | 686% | 63 | 31.75% | 1.4 |
|
| 5229 |
FSA
5229
Financial Services Advisory
Rockville,
Maryland
| $278M | +$18.8M | +7% | 2.67% | 82.5% | 77 | 31.17% | 1.2 |
|
| 5230 |
5230
Acorn Creek Capital
Fort Collins,
Colorado
| $278M | +$13.3M | +5% | 3.27% | 66.6% | 87 | 19.54% | 1.5 |
|
| 5231 |
5231
Index Venture Growth Associates IV
St. Helier,
Jersey
| $278M | -$27.5M | -9% | 5.95% | – | 2 | 0% | 0.6 |
|
| 5232 |
5232
iSAM Funds (UK)
London,
United Kingdom
| $278M | -$209M | -43% | 1.9% | 53.7% | 749 | 80.37% | 0.2 |
|
| 5233 |
5233
Master's Wealth Management
Lancaster,
Pennsylvania
| $278M | +$47.7M | +21% | 2% | – | 68 | 33.82% | 0.6 |
|
| 5234 |
5234
Blue Water Asset Management
Grand Rapids,
Michigan
| $278M | – | – | 0.74% | – | 104 | – | 0 |
|
| 5235 |
5235
Overlook Investments
Grand Cayman,
Cayman Islands
| $278M | – | – | 24.9% | – | 1 | – | 0 |
|
| 5236 |
5236
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $278M | +$1.45M | +0.5% | 1.86% | 63.1% | 621 | 12.08% | 2.3 |
|
| 5237 |
5237
Montgomery Investment Management
Rockville,
Maryland
| $278M | -$6.26M | -2% | 0.22% | 105% | 98 | 3.06% | 7.2 |
|
| 5238 |
5238
Prosperity Financial Group
San Ramon,
California
| $278M | +$4.43M | +2% | 3.5% | 121% | 209 | 23.44% | 1.5 |
|
| 5239 |
HIS
5239
Horizon Investment Services
Hammond,
Indiana
| $278M | +$13M | +5% | 4.62% | 250% | 151 | 19.87% | 3.1 |
|
| 5240 |
5240
Wealth Quarterback
Toms River,
New Jersey
| $278M | +$19.2M | +7% | 3.74% | 109% | 164 | 13.41% | 2.8 |
|
| 5241 |
5241
Clarus Group
Houston,
Texas
| $278M | -$10M | -3% | 1.58% | 67.5% | 112 | 14.29% | 2.8 |
|
| 5242 |
5242
Tranquility Partners
Brentwood,
Tennessee
| $278M | -$18.6M | -6% | 1.81% | 77.3% | 245 | 10.61% | 3.8 |
|
| 5243 |
5243
Weinberger Asset Management
Los Angeles,
California
| $277M | +$1.21M | +0.4% | 2.01% | 89.6% | 94 | 8.51% | 2.9 |
|
| 5244 |
5244
Family Wealth Partners
Matthews,
North Carolina
| $277M | +$10.6M | +4% | 2.79% | 58.5% | 100 | 27% | 1 |
|
| 5245 |
5245
Excalibur Management
Waltham,
Massachusetts
| $277M | +$1.78M | +0.6% | 3.12% | 93% | 169 | 6.51% | 6.4 |
|
| 5246 |
JPLA
5246
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $277M | +$12.2M | +5% | 1.71% | 84% | 176 | 14.2% | 3.6 |
|
| 5247 |
EC
5247
E20 Capital
Hong Kong,
| $277M | – | – | 78.4% | – | 20 | – | 0 |
|
| 5248 |
5248
Iams Wealth Management
Omaha,
Nebraska
| $277M | +$27.8M | +11% | 1.82% | 57.7% | 211 | 24.17% | 1.3 |
|
| 5249 |
5249
Stonebridge Financial Planning Group
Orlando,
Florida
| $277M | +$10.7M | +4% | 1.86% | 72.4% | 175 | 6.29% | 3.4 |
|
| 5250 |
5250
Sonata Capital Group
Seattle,
Washington
| $277M | +$6.07M | +2% | 1.32% | 66.5% | 126 | 7.94% | 5.8 |
|