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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Powers Advisory Group
Highland,
Illinois
| $143M | +$7.38M | +5% | 3.39% | 49.8% | 94 | 4.26% | 1.1 |
|
| 5427 |
5427
Treasure Coast Financial Planning
Vero Beach,
Florida
| $143M | +$9.02M | +7% | 3.85% | 35.5% | 41 | 14.63% | 0.9 |
|
| 5428 |
5428
Adalta Capital Management
New York
| $143M | +$1.21M | +0.9% | 5.84% | 80.4% | 90 | 12.22% | 3.3 |
|
| 5429 |
5429
Nixon Peabody Trust
Boston,
Massachusetts
| $143M | +$19.7M | +16% | 10.6% | 101% | 69 | 13.04% | 4.8 |
|
| 5430 |
5430
Daventry Group
New York
| $143M | +$27.1M | +23% | 15.8% | 26.2% | 8 | 25% | 1 |
|
| 5431 |
5431
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $143M | +$5.33M | +4% | 1.74% | 82.1% | 136 | 16.91% | 1 |
|
| 5432 |
5432
Ausbil Investment Management
Sydney,
Australia
| $143M | -$11M | -7% | 1.24% | 115% | 62 | 58.06% | 0.1 |
|
| 5433 |
QGA
5433
Q Global Advisors
Fort Worth,
Texas
| $143M | -$63.7M | -31% | 9.77% | 79% | 227 | 22.47% | 1 |
|
| 5434 |
5434
Virtus Investment Advisers
Hartford,
Connecticut
| $143M | -$7.23M | -5% | 8.34% | 172% | 354 | 32.49% | 0.4 |
|
| 5435 |
5435
Fortress Wealth Management
Culver City,
California
| $143M | +$22.5M | +19% | 3.87% | 52.1% | 61 | 9.84% | 0.9 |
|
| 5436 |
5436
Green Alpha Advisors
Niwot,
Colorado
| $143M | +$22.2M | +18% | 14.1% | 316% | 152 | 6.58% | 1.7 |
|
| 5437 |
5437
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $143M | +$6M | +4% | 5.32% | 72.7% | 81 | 2.47% | 5.7 |
|
| 5438 |
5438
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $143M | +$667K | +0.5% | 6.33% | 72.4% | 86 | 29.07% | 1 |
|
| 5439 |
LFWA
5439
LBJ Family Wealth Advisors
Austin,
Texas
| $143M | +$8.57M | +6% | 8.05% | 64.9% | 23 | 4.35% | 6.6 |
|
| 5440 |
MAS
5440
Madden Advisory Services
Jacksonville,
Florida
| $142M | +$8.79M | +7% | 6.44% | 52.3% | 80 | 3.75% | 5.1 |
|
| 5441 |
5441
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $142M | -$60.8M | -30% | 5.24% | 81.9% | 119 | 35.29% | 2.1 |
|
| 5442 |
5442
Elequin Capital
New York
| $142M | -$213M | -60% | 0.48% | 52.4% | 701 | 67.9% | 0.2 |
|
| 5443 |
5443
Friedenthal Financial
Marlton,
New Jersey
| $142M | -$1.49M | -1% | 9.05% | 105% | 151 | 62.25% | 1.8 |
|
| 5444 |
5444
CEDRUS
Littleton,
Colorado
| $142M | +$18M | +14% | 4.49% | 19.8% | 166 | 15.06% | 0.9 |
|
| 5445 |
5445
Delta Capital Management
Red Bank,
New Jersey
| $142M | +$4.9M | +4% | 1.93% | 129% | 89 | 6.74% | 5.4 |
|
| 5446 |
5446
Thames Capital Management
Roseland,
New Jersey
| $142M | -$68.5M | -33% | 15.9% | 1,177% | 31 | 61.29% | 2.1 |
|
| 5447 |
5447
Grey Street Capital
Chicago,
Illinois
| $142M | – | – | 14.6% | – | 131 | – | 0 |
|
| 5448 |
MM
5448
MWG Management
Road Town, Tortola,
British Virgin Islands
| $142M | -$53.8M | -27% | 27.1% | 59.2% | 3 | 0% | 1.4 |
|
| 5449 |
5449
Custos Family Office
Austin,
Texas
| $142M | +$16.7M | +13% | 4.77% | 57.4% | 46 | 28.26% | 0.7 |
|
| 5450 |
5450
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $142M | +$15.1M | +12% | 10.4% | 128% | 110 | 17.27% | 2 |
|