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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Magnolia Capital Advisors
Jackson,
Mississippi
| $118M | +$8.19M | +7% | 3.33% | 78.7% | 136 | 15.44% | 1.5 |
|
| 5477 |
5477
Palumbo Wealth Management
Great Neck,
New York
| $118M | -$7.82M | -6% | 6.88% | 115% | 81 | 3.7% | 1.6 |
|
| 5478 |
5478
Fulcrum Equity Management
Plano,
Texas
| $118M | -$5.82M | -5% | 3.36% | 116% | 92 | 51.09% | 1.1 |
|
| 5479 |
WF
5479
Williams Financial
North Bennington,
Vermont
| $118M | -$4.81M | -4% | 5.17% | 33.1% | 35 | 62.86% | 0.5 |
|
| 5480 |
5480
Green Alpha Advisors
Niwot,
Colorado
| $118M | -$317M | -73% | 2.42% | 316% | 154 | 11.69% | 1.3 |
|
| 5481 |
5481
Avory & Company
Miami,
Florida
| $118M | +$126K | +0.1% | 0.47% | 74.9% | 27 | 11.11% | 0.9 |
|
| 5482 |
5482
Nixon Peabody Trust
Boston,
Massachusetts
| $118M | -$103M | -47% | 4.63% | 101% | 74 | 18.92% | 4.4 |
|
| 5483 |
5483
Mountain Lake Investment Management
Boca Raton,
Florida
| $118M | +$669K | +0.6% | 3.79% | 64% | 35 | 34.29% | 1.6 |
|
| 5484 |
5484
MRA Advisory Group
Parsippany,
New Jersey
| $117M | +$3.08M | +3% | 4.23% | 86.8% | 113 | 17.7% | 1.2 |
|
| 5485 |
5485
Brooklyn FI
New York
| $117M | +$16.3M | +16% | 7.04% | 54.7% | 45 | 17.78% | 0.6 |
|
| 5486 |
5486
Fortis Capital Management
Bellevue,
Washington
| $117M | +$15.4M | +15% | 6.09% | 82% | 90 | 21.11% | 1.3 |
|
| 5487 |
5487
HighMark Wealth Management
St. Paul,
Minnesota
| $117M | -$7.22M | -6% | 5.83% | 110% | 578 | 10.21% | 1.8 |
|
| 5488 |
5488
Syntax Advisors
New York
| $117M | -$2.02M | -2% | 4.42% | – | 227 | 10.57% | 0.7 |
|
| 5489 |
5489
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $117M | -$15.5M | -12% | 5.02% | – | 103 | 9.71% | 1.1 |
|
| 5490 |
5490
Altus Wealth Management
Ft Mitchell,
Kentucky
| $117M | -$11.8M | -9% | 4.43% | 73% | 36 | 11.11% | 2.1 |
|
| 5491 |
5491
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $117M | +$1.46M | +1% | 2.27% | 62.1% | 116 | 38.79% | 0.9 |
|
| 5492 |
5492
Sagil Capital
London,
United Kingdom
| $117M | -$7.05M | -6% | 5.26% | 104% | 20 | 25% | 0.7 |
|
| 5493 |
5493
Aubrey Capital Management
Edinburgh,
United Kingdom
| $117M | -$7.53M | -6% | 1.17% | 319% | 56 | 17.86% | 1.1 |
|
| 5494 |
CC
5494
Codex Capital
New York
| $117M | -$46.9M | -29% | 5.68% | 84.4% | 40 | 15% | 1.5 |
|
| 5495 |
5495
Muzinich & Co
New York
| $117M | -$25.5M | -18% | 9.79% | 13.5% | 57 | 33.33% | 4.9 |
|
| 5496 |
5496
Independent Order of Foresters
Toronto,
Ontario, Canada
| $117M | -$6.45M | -5% | 5.2% | 66.3% | 13 | 0% | 2.1 |
|
| 5497 |
5497
Flight Deck Capital
San Francisco,
California
| $117M | -$16.4M | -12% | 9.08% | 379% | 21 | 23.81% | 0.4 |
|
| 5498 |
OFG
5498
OTA Financial Group
Purchase,
New York
| $117M | -$92.3M | -44% | 3.12% | 320% | 155 | 72.26% | 0.2 |
|
| 5499 |
5499
Socha Financial Group
Corning,
New York
| $116M | +$18.8M | +19% | 5.12% | 81.5% | 19 | 31.58% | 0.5 |
|
| 5500 |
EWG
5500
Executive Wealth Group
Kirkland,
Washington
| $116M | -$12.8M | -10% | 7.25% | 14.9% | 44 | 2.27% | 4 |
|