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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Genesee Capital Advisors
Auburn,
New York
| $147M | +$5.89M | +4% | 7.1% | 107% | 99 | 24.24% | 1.1 |
|
| 5527 |
5527
Yorktown Energy Partners VIII
New York
| $147M | +$40.9M | +39% | 0.45% | 15.2% | 3 | 33.33% | 3.1 |
|
| 5528 |
FIM
5528
FWL Investment Management
Dallas,
Texas
| $147M | +$10.9M | +8% | 5.66% | 165% | 82 | 48.78% | 1.3 |
|
| 5529 |
5529
Beacon Investment Advisors
Gaithersburg,
Maryland
| $146M | +$9.35M | +7% | 5.85% | 96.4% | 132 | 7.58% | 0.5 |
|
| 5530 |
RMSCM
5530
R.M. Sincerbeaux Capital Management
New York
| $146M | +$2.74M | +2% | 4.4% | 76.4% | 43 | 0% | 7.8 |
|
| 5531 |
5531
Granite FO LLC
Bedford,
New Hampshire
| $146M | -$15.9M | -10% | 6.11% | 112% | 214 | 20.56% | 0.4 |
|
| 5532 |
5532
Oslo Asset Management AS
Oslo,
Norway
| $146M | +$77.3M | +112% | 2.34% | 82.7% | 15 | 46.67% | 1.3 |
|
| 5533 |
5533
Greenstone Partners & Co
Larkspur,
California
| $146M | +$14M | +11% | 14.8% | 527% | 11 | 9.09% | 1.8 |
|
| 5534 |
5534
Nierenberg Investment Management Company
Camas,
Washington
| $146M | +$13.5M | +10% | 15.6% | 135% | 38 | 21.05% | 1.6 |
|
| 5535 |
5535
Decatur Capital Management
Decatur,
Georgia
| $146M | +$13.4M | +10% | 14.4% | 135% | 63 | 17.46% | 3.3 |
|
| 5536 |
5536
Aletheian Wealth Advisors
Bellevue,
Washington
| $146M | +$32.8M | +29% | 5% | – | 79 | 20.25% | 1 |
|
| 5537 |
5537
Lodestone Wealth Management
Spokane,
Washington
| $146M | +$16.2M | +13% | 5.72% | 87.1% | 136 | 14.71% | 0.4 |
|
| 5538 |
5538
Hassell Wealth Management
Houma,
Louisiana
| $146M | +$9.6M | +7% | 4.16% | 49.7% | 20 | 0% | 0.5 |
|
| 5539 |
5539
Albert D. Mason Inc
Boston,
Massachusetts
| $146M | +$1.73M | +1% | 4.05% | 82% | 162 | 6.79% | 4.9 |
|
| 5540 |
5540
EWA LLC
Pittsbugh,
Pennsylvania
| $146M | +$11.4M | +8% | 4.76% | 102% | 99 | 19.19% | 0.2 |
|
| 5541 |
5541
Sowa Financial Group
Lincoln,
Rhode Island
| $146M | +$6.19M | +4% | 4.72% | 77.7% | 35 | 5.71% | 2.9 |
|
| 5542 |
5542
Ergawealth Advisors
Oak Brook,
Illinois
| $146M | +$23M | +19% | 5.02% | 50% | 53 | 24.53% | 0.4 |
|
| 5543 |
5543
Independent Order of Foresters
Toronto,
Ontario, Canada
| $146M | +$10.6M | +8% | 7.34% | 66.3% | 17 | 0% | 2.2 |
|
| 5544 |
5544
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $146M | -$34.8K | -0% | 2.4% | 49.4% | 75 | 9.33% | 1.3 |
|
| 5545 |
5545
Straight Path Wealth Management
Jenison,
Michigan
| $146M | +$20M | +16% | 8.89% | 70.4% | 83 | 19.28% | 0.9 |
|
| 5546 |
OCP
5546
OCO Capital Partners
New York
| $146M | +$17.7M | +14% | 20.7% | 679% | 3 | 0% | 2.3 |
|
| 5547 |
5547
GGV Capital
Menlo Park,
California
| $146M | -$42.6M | -23% | 39.1% | 49.3% | 11 | 18.18% | 1.3 |
|
| 5548 |
5548
Retirement Financial Solutions
Knoxville,
Tennessee
| $146M | +$19.7M | +16% | 5.13% | 52.5% | 34 | 8.82% | 0.4 |
|
| 5549 |
5549
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $146M | +$12.6M | +9% | 10.1% | – | 109 | 10.09% | 1.5 |
|
| 5550 |
5550
MRA Advisory Group
Parsippany,
New Jersey
| $145M | +$6.71M | +5% | 2.39% | 86.8% | 151 | 21.19% | 1.2 |
|