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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Helix Partners Management
New York
| $239M | -$26.4M | -10% | 32.5% | – | 13 | 30.77% | 0.8 |
|
| 5452 |
5452
Friday Financial
Dubuque,
Iowa
| $239M | +$42.3M | +21% | 7.38% | – | 92 | 7.61% | 0.6 |
|
| 5453 |
5453
Hansen & Associates Financial Group
Roseville,
California
| $239M | +$54.5M | +30% | 2.83% | – | 47 | 76.6% | 0.1 |
|
| 5454 |
IGYL
5454
I.G.Y. Ltd
London,
United Kingdom
| $239M | -$11M | -4% | 1.66% | 80.5% | 3 | 0% | 5.5 |
|
| 5455 |
SCA
5455
Sander Capital Advisors
Seattle,
Washington
| $239M | +$19.3M | +9% | 11.8% | 113% | 13 | 7.69% | 5 |
|
| 5456 |
5456
JDM Financial Group
Austin,
Texas
| $239M | +$26.7M | +13% | 6.3% | 56.7% | 286 | 11.19% | 1.9 |
|
| 5457 |
5457
O'Connor Financial Group
Quincy,
Illinois
| $238M | +$11.8M | +5% | 4.88% | 48.4% | 61 | 4.92% | 1.7 |
|
| 5458 |
5458
Plustick Management
Charlottesville,
Virginia
| $238M | +$69.8M | +41% | 65.4% | 1,667% | 26 | 53.85% | 1.1 |
|
| 5459 |
5459
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $238M | +$12.1M | +5% | 6.77% | 82.3% | 146 | 2.74% | 4.2 |
|
| 5460 |
5460
Garrison Point Advisors
Walnut Creek,
California
| $238M | +$20.6M | +9% | 8.63% | 81.5% | 174 | 6.9% | 4.5 |
|
| 5461 |
5461
Keyvantage Wealth
Bethlehem,
Pennsylvania
| $238M | +$15.6M | +7% | 6.47% | – | 103 | 12.62% | 0.7 |
|
| 5462 |
5462
LifePlan Investment Advisors
Raleigh,
North Carolina
| $238M | +$37M | +18% | 6.39% | 60.9% | 115 | 11.3% | 1.5 |
|
| 5463 |
5463
Accent Capital Management
Centerville,
Ohio
| $238M | +$14.1M | +6% | 11.9% | – | 458 | 32.1% | 0.7 |
|
| 5464 |
CCM
5464
Conway Capital Management
Burbank,
California
| $238M | +$14.8M | +7% | 10.1% | 139% | 54 | 16.67% | 3.1 |
|
| 5465 |
5465
Fiduciary Wealth Partners
Boston,
Massachusetts
| $238M | +$132M | +124% | 7.65% | – | 99 | 37.37% | 0.9 |
|
| 5466 |
EC
5466
Euclidean Capital
New York
| $238M | -$67.7M | -22% | 11% | 79.7% | 11 | 0% | 3.6 |
|
| 5467 |
5467
Genesis Private Wealth
Ashburn,
Virginia
| $238M | +$25.7M | +12% | 5.7% | – | 177 | 23.16% | 0.6 |
|
| 5468 |
PCG
5468
PFC Capital Group
Los Angeles,
California
| $238M | +$22M | +10% | 9.09% | – | 88 | 11.36% | 1.3 |
|
| 5469 |
5469
TradeWell Securities
Fort Wayne,
Indiana
| $238M | +$28.8M | +14% | 11.9% | – | 46 | 2.17% | 0.7 |
|
| 5470 |
5470
Granite Harbor Advisors
Houston,
Texas
| $238M | +$24.9M | +12% | 7.39% | 61.5% | 132 | 13.64% | 1.6 |
|
| 5471 |
5471
Mendel Money Management
Northbrook,
Illinois
| $238M | +$12M | +5% | 6.43% | 88.8% | 157 | 14.01% | 3.9 |
|
| 5472 |
5472
HMS Capital Management
Nashville,
Tennessee
| $238M | +$15.4M | +7% | 8.41% | 140% | 111 | 8.11% | 3 |
|
| 5473 |
HCM
5473
Horrell Capital Management
Little Rock,
Arkansas
| $238M | -$8.32M | -3% | 8.07% | 55.6% | 199 | 8.54% | 6.8 |
|
| 5474 |
5474
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $238M | +$24.3M | +11% | 5.54% | 81.9% | 525 | 6.67% | 3.7 |
|
| 5475 |
5475
Delap Wealth Advisory
Lake Oswego,
Oregon
| $238M | +$29.3M | +14% | 7.02% | 73% | 85 | 10.59% | 1.7 |
|