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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
Great Point Partners
Greenwich,
Connecticut
| $242M | +$88.7M | +58% | 120% | 710% | 38 | 52.63% | 0.7 |
|
| 5427 |
5427
Davidson Trust Company
Seattle,
Washington
| $242M | +$25.6M | +12% | 7.74% | 77% | 176 | 10.23% | 3.4 |
|
| 5428 |
5428
Spectrum Wealth Advisory Group
Granite Bay,
California
| $242M | +$27.3M | +13% | 7.35% | 76.1% | 67 | 10.45% | 2.5 |
|
| 5429 |
5429
Heartland Bank & Trust
Bloomington,
Illinois
| $242M | +$28.7M | +13% | 8.91% | 105% | 179 | 12.29% | 1.6 |
|
| 5430 |
5430
Index Venture Life Associates VI
St. Helier,
Jersey
| $242M | +$111M | +85% | 84.6% | – | 1 | 0% | 3.8 |
|
| 5431 |
5431
Game Plan Financial Advisors
Westlake,
Ohio
| $241M | +$12.5M | +5% | 8.34% | – | 408 | 24.02% | 1.9 |
|
| 5432 |
5432
Prosperitas Financial
Valencia,
California
| $241M | +$28.3M | +13% | 11.1% | 118% | 69 | 14.49% | 1.3 |
|
| 5433 |
DIM
5433
DC Investments Management
Mclean,
Virginia
| $241M | +$1.14M | +0.5% | 3.75% | 56.3% | 107 | 14.02% | 1.3 |
|
| 5434 |
5434
Riverwater Partners
Milwaukee,
Wisconsin
| $241M | +$28.6M | +13% | 9.21% | 112% | 230 | 17.83% | 1.8 |
|
| 5435 |
5435
Maltin Wealth Management
Ridgewood,
New Jersey
| $241M | +$18.6M | +8% | 6.52% | 58.2% | 134 | 7.46% | 3.2 |
|
| 5436 |
5436
Meridian Financial Partners
Warrenton,
Virginia
| $241M | +$27.9M | +13% | 8.22% | 80.8% | 113 | 7.08% | 2.1 |
|
| 5437 |
5437
Arena Capital Advisors
Los Angeles,
California
| $241M | +$171M | +248% | 2.94% | 127% | 30 | 23.33% | 1.5 |
|
| 5438 |
5438
Peirce Capital Management
The Woodlands,
Texas
| $241M | +$15M | +7% | 7.44% | 56.6% | 46 | 15.22% | 1.5 |
|
| 5439 |
5439
Robbins Farley
Bedford,
New Hampshire
| $241M | +$25.6M | +12% | 7.61% | 106% | 192 | 20.31% | 2.5 |
|
| 5440 |
5440
Masso Torrence Wealth Management
Marlton,
New Jersey
| $240M | +$23.9M | +11% | 9.29% | 130% | 113 | 15.93% | 2 |
|
| 5441 |
5441
Legacy Bridge
West Des Moines,
Iowa
| $240M | +$29.6M | +14% | 15.8% | 236% | 317 | 5.99% | 4.1 |
|
| 5442 |
5442
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $240M | +$22.6M | +10% | 7.32% | 72% | 131 | 9.16% | 3.4 |
|
| 5443 |
5443
CNB Bank
Clearfield,
Pennsylvania
| $240M | +$29.1M | +14% | 9.16% | 91.6% | 552 | 17.39% | 4.4 |
|
| 5444 |
5444
SGL Investment Advisors
Missoula,
Montana
| $240M | +$29.8M | +14% | 8.82% | – | 129 | 9.3% | 0.8 |
|
| 5445 |
WAM
5445
Westport Asset Management
Southport,
Connecticut
| $240M | +$13.5M | +6% | 8.43% | 64.2% | 76 | 1.32% | 7.2 |
|
| 5446 |
5446
Bernard Wealth Management
Royal Oak,
Michigan
| $239M | +$23.6M | +11% | 10.7% | – | 345 | 11.59% | 0.6 |
|
| 5447 |
ORC
5447
O'Rourke & Company
Boston,
Massachusetts
| $239M | +$25.1M | +12% | 8.38% | 71.9% | 168 | 6.55% | 2.6 |
|
| 5448 |
5448
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $239M | +$32.6M | +16% | 7.65% | 84.1% | 640 | 12.5% | 2.6 |
|
| 5449 |
5449
Concorde Asset Management
Ann Arbor,
Michigan
| $239M | – | – | 8.51% | – | 222 | – | 1.9 |
|
| 5450 |
AFC
5450
Alpine Fox Capital
Las Vegas,
Nevada
| $239M | – | – | 154% | – | 13 | – | 0 |
|