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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Goldstream Capital Management
Central,
Hong Kong
| $130M | +$14.8M | +13% | 15.2% | 686% | 21 | 61.9% | 0.3 |
|
| 5252 |
5252
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $130M | -$43.6M | -25% | 3.65% | 151% | 86 | 16.28% | 1.8 |
|
| 5253 |
5253
Arrow Investment Advisors
Laurel,
Maryland
| $129M | +$4.29M | +3% | 3.73% | 36.3% | 78 | 34.62% | 1.3 |
|
| 5254 |
5254
Range Financial Group
Tigard,
Oregon
| $129M | -$8.24M | -6% | 2.85% | 195% | 169 | 20.71% | 1 |
|
| 5255 |
5255
ARQ Wealth Advisors
Scottsdale,
Arizona
| $129M | -$10.4M | -7% | 6.72% | 53.3% | 53 | 13.21% | 1.9 |
|
| 5256 |
5256
Lansing Street Advisors
Ambler,
Pennsylvania
| $129M | +$804K | +0.6% | 4.4% | – | 298 | 16.78% | 0.4 |
|
| 5257 |
5257
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $129M | -$7.14M | -5% | 5.92% | 64.7% | 48 | 18.75% | 0.7 |
|
| 5258 |
5258
NWK Group
San Francisco,
California
| $129M | -$19M | -13% | 1.44% | 268% | 84 | 36.9% | 1.8 |
|
| 5259 |
5259
First National Bank of South Miami
South Miami,
Florida
| $129M | -$17.6M | -12% | 6.06% | 35.2% | 300 | 9.67% | 3.1 |
|
| 5260 |
5260
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $129M | -$8.16M | -6% | 4.22% | 65.5% | 368 | 12.23% | 3.8 |
|
| 5261 |
5261
Signet Investment Advisory Group
Providence,
Rhode Island
| $129M | -$15.2M | -11% | 5.53% | 59.6% | 76 | 11.84% | 3.1 |
|
| 5262 |
5262
Tacita Capital
Toronto,
Ontario, Canada
| $129M | -$15.7M | -11% | 8.51% | 72.3% | 202 | 4.46% | 1.5 |
|
| 5263 |
PHM
5263
Prospect Hill Management
Short Hills,
New Jersey
| $129M | +$2.62M | +2% | 3.54% | 85.1% | 15 | 0% | 1.7 |
|
| 5264 |
CWM
5264
Capital Wealth Management
W. Warwick,
Rhode Island
| $129M | -$5.81M | -4% | 5.62% | 46.7% | 39 | 2.56% | 2.4 |
|
| 5265 |
5265
Quad-Cities Investment Group
Davenport,
Iowa
| $129M | -$5.96M | -4% | 4.1% | 67.3% | 185 | 11.89% | 2.8 |
|
| 5266 |
TPWM
5266
Twelve Points Wealth Management
Concord,
Massachusetts
| $129M | -$956K | -0.7% | 5.63% | 50.7% | 168 | 9.52% | 0.7 |
|
| 5267 |
5267
Watchtower Advisors
Old Greenwich,
Connecticut
| $129M | -$18.2M | -12% | 11.1% | 384% | 13 | 53.85% | 0.4 |
|
| 5268 |
IAMH
5268
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $129M | -$29.5M | -19% | 2.28% | 76% | 16 | 37.5% | 0.7 |
|
| 5269 |
5269
Castellan Group
Louisville,
Kentucky
| $129M | +$2.46M | +2% | 1.05% | 184% | 65 | 29.23% | 1 |
|
| 5270 |
5270
Accel Growth Fund V Associates
Palo Alto,
California
| $129M | -$35.3M | -22% | 21.1% | 1.17% | 2 | 0% | 1.4 |
|
| 5271 |
5271
Bellevue Asset Management
Bellevue,
Washington
| $129M | -$9.8M | -7% | 5.05% | 56.7% | 517 | 7.35% | 2.3 |
|
| 5272 |
5272
Harrington Investments
Napa,
California
| $129M | -$5.91M | -4% | 2.43% | 109% | 78 | 5.13% | 4.4 |
|
| 5273 |
5273
Coulter & Justus Financial Services
Knoxville,
Tennessee
| $129M | +$4.2M | +3% | 6.63% | – | 50 | 14% | 0.2 |
|
| 5274 |
5274
AllGen Financial Advisors
Orlando,
Florida
| $128M | +$6.82M | +6% | 5.53% | 39.7% | 41 | 21.95% | 1.3 |
|
| 5275 |
5275
Rain Capital Management
Lake Oswego,
Oregon
| $128M | -$10.8M | -8% | 4.51% | 18.2% | 72 | 18.06% | 2.5 |
|