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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Audent Global Asset Management
West Hollywood,
California
| $138M | +$19.2M | +16% | 2.72% | 112% | 69 | 24.64% | 1 |
|
| 5602 |
5602
ELCO Management
New York
| $138M | +$251K | +0.2% | 0.77% | 98.3% | 144 | 15.97% | 3.4 |
|
| 5603 |
5603
Tranquilli Financial Advisor
Clinton,
New Jersey
| $138M | -$2.81M | -2% | 2.62% | 55.1% | 105 | 21.9% | 1.4 |
|
| 5604 |
5604
FinDec Wealth Services
Stockton,
California
| $138M | -$4.54M | -3% | 3.51% | 47.6% | 46 | 6.52% | 0.7 |
|
| 5605 |
5605
Phoenix Asset Management Partners
London,
| $138M | -$17M | -11% | 10.1% | 139% | 13 | 7.69% | 0.7 |
|
| 5606 |
5606
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $138M | -$2.36M | -2% | 3.38% | 74.4% | 130 | 6.15% | 2 |
|
| 5607 |
5607
AUA Capital Management
Camp Hill,
Pennsylvania
| $138M | -$6.98M | -5% | 3.42% | 70.2% | 81 | 7.41% | 5.9 |
|
| 5608 |
5608
Albert D. Mason Inc
Boston,
Massachusetts
| $138M | -$7.74M | -5% | 2.63% | 83.4% | 160 | 4.38% | 5.1 |
|
| 5609 |
5609
Client First Capital
San Diego,
California
| $138M | +$3.49M | +3% | 2.38% | 54.6% | 22 | 9.09% | 1.4 |
|
| 5610 |
5610
Evolution Advisers
Richmond,
Virginia
| $138M | -$3.58M | -3% | 3.75% | 40.8% | 167 | 15.57% | 1.6 |
|
| 5611 |
5611
Shore Point Advisors
Brielle,
New Jersey
| $138M | -$2.02M | -1% | 3.1% | 54.6% | 50 | 4% | 1.2 |
|
| 5612 |
5612
Clarus Group
Houston,
Texas
| $138M | +$748K | +0.5% | 0.69% | 67.5% | 119 | 12.61% | 1.8 |
|
| 5613 |
5613
Leverty Financial Group
Hudson,
Wisconsin
| $138M | +$514K | +0.4% | 4.1% | 57.3% | 31 | 12.9% | 1.3 |
|
| 5614 |
5614
Applied Fundamental Research
Cambridge,
Massachusetts
| $138M | -$21.9M | -14% | 11.1% | 44.6% | 13 | 23.08% | 2 |
|
| 5615 |
5615
Coulter & Justus Financial Services
Knoxville,
Tennessee
| $138M | -$9.9M | -7% | 1.13% | – | 46 | 17.39% | 1 |
|
| 5616 |
5616
Dravo Bay
Rehoboth Beach,
Delaware
| $137M | +$1.4M | +1% | 4.05% | 45.2% | 43 | 2.33% | 1.5 |
|
| 5617 |
BWIA
5617
Bryant Woods Investment Advisors
Getzville,
New York
| $137M | -$3.24M | -2% | 4.19% | 74.4% | 47 | 19.15% | 1.4 |
|
| 5618 |
5618
Hassell Wealth Management
Houma,
Louisiana
| $137M | -$8.51M | -6% | 3.16% | 49.7% | 22 | 13.64% | 0.7 |
|
| 5619 |
5619
Northstar Advisory Group
Northfield,
New Jersey
| $137M | -$15.7M | -10% | 3.01% | 141% | 105 | 30.48% | 1 |
|
| 5620 |
AIP
5620
Alapocas Investment Partners
Beverly,
Massachusetts
| $137M | +$226K | +0.2% | 0.85% | 50% | 18 | 0% | 1.7 |
|
| 5621 |
5621
Gunma Bank
Gunma,
Japan
| $137M | -$10.4M | -7% | 5.63% | 24.5% | 28 | 14.29% | 1.6 |
|
| 5622 |
5622
Horizons Wealth Management
Asheville,
North Carolina
| $137M | -$3.8M | -3% | 3.51% | – | 216 | 15.28% | 1.1 |
|
| 5623 |
ORC
5623
O'Rourke & Company
Boston,
Massachusetts
| $137M | -$5.49M | -4% | 2.48% | 71.9% | 138 | 6.52% | 1.5 |
|
| 5624 |
5624
Econ Financial Services
Harrisburg,
Pennsylvania
| $137M | -$4.47M | -3% | 4.51% | 16.9% | 112 | 62.5% | 0.5 |
|
| 5625 |
5625
Buttonwood Financial Group
Kansas City,
Missouri
| $137M | +$21.6M | +19% | 3.15% | 77.9% | 30 | 23.33% | 0.7 |
|