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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
First Reserve GP XIII
Stamford,
Connecticut
| $113M | -$11.4M | -9% | 9.15% | 5.56% | 1 | 0% | 3.8 |
|
| 5627 |
5627
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $113M | +$1.76M | +2% | 0.78% | 74.4% | 121 | 7.44% | 0.7 |
|
| 5628 |
5628
Defined Wealth Management
Beaverton,
Oregon
| $113M | +$292K | +0.3% | 0.86% | 78.1% | 94 | 3.19% | 0.7 |
|
| 5629 |
5629
RK Asset Management
Grosse Pointe Farms,
Michigan
| $113M | -$2.96M | -3% | 0.82% | 47.6% | 16 | 0% | 3.8 |
|
| 5630 |
5630
Platt Investment Counsel
Lake Mary,
Florida
| $113M | -$3.66M | -3% | 3.15% | 62.9% | 16 | 0% | 0.7 |
|
| 5631 |
PM
5631
Ponoi Management
San Francisco,
California
| $113M | -$67.3M | -37% | 0.27% | – | 5 | 20% | 0.8 |
|
| 5632 |
5632
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $112M | -$3.09M | -3% | 1.81% | 57.3% | 67 | 7.46% | 0.7 |
|
| 5633 |
5633
Unison Asset Management
North Miami Beach,
Florida
| $112M | -$2.32M | -2% | 0.32% | 81.4% | 26 | 3.85% | 0.7 |
|
| 5634 |
5634
P.A.W. Capital
Greenwich,
Connecticut
| $112M | -$6.73M | -6% | 6.88% | 54.6% | 69 | 15.94% | 3.6 |
|
| 5635 |
5635
WealthTrust Asset Management
Destin,
Florida
| $112M | -$2.83M | -2% | 0.11% | 102% | 80 | 18.75% | 0.2 |
|
| 5636 |
JI
5636
Jeereddi Investments
Los Angeles,
California
| $112M | -$9.01M | -7% | 5.46% | 37.7% | 57 | 5.26% | 1.3 |
|
| 5637 |
5637
Old North State Trust
Greensboro,
North Carolina
| $112M | -$20.2M | -15% | 0.2% | – | 358 | 7.54% | 1.5 |
|
| 5638 |
5638
Campion Asset Management
Falls Church,
Virginia
| $112M | -$8.31M | -7% | 1.67% | 70.2% | 97 | 5.15% | 0.5 |
|
| 5639 |
5639
Warther Private Wealth
Akron,
Ohio
| $112M | +$9.06M | +9% | 0.41% | 94.1% | 123 | 15.45% | 0.2 |
|
| 5640 |
5640
Robinson Value Management
San Antonio,
Texas
| $112M | -$10.7M | -9% | 3.59% | 79.3% | 113 | 45.13% | 1.7 |
|
| 5641 |
5641
USA Financial Formulas
Ada,
Michigan
| $112M | -$7.46M | -6% | 2.87% | 104% | 507 | 38.26% | 0.8 |
|
| 5642 |
5642
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $112M | -$72.2M | -39% | 1.83% | 7.8% | 252 | 65.87% | 0.6 |
|
| 5643 |
5643
Trust Investment Advisors
Indianapolis,
Indiana
| $112M | -$1.17M | -1% | 0.36% | 178% | 86 | 10.47% | 3.3 |
|
| 5644 |
5644
VERITY Wealth Advisors
Sausalito,
United States
| $112M | +$1.6M | +1% | 1.29% | 59.9% | 61 | 8.2% | 2.1 |
|
| 5645 |
TM
5645
Titan Managers
Scottsdale,
Arizona
| $112M | +$15.6M | +16% | 0.05% | 2.57% | 28 | 64.29% | 0.5 |
|
| 5646 |
5646
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $111M | -$47.4M | -30% | 1.41% | – | 106 | 4.72% | 4.2 |
|
| 5647 |
5647
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $111M | +$660K | +0.6% | 0.16% | 85.6% | 105 | 2.86% | 4.6 |
|
| 5648 |
5648
Signature Wealth Management Partners
Montvale,
New Jersey
| $110M | +$175K | +0.2% | 0.74% | 97.9% | 114 | 7.89% | 0.7 |
|
| 5649 |
5649
Essex Private Wealth Management
Topsfield,
Massachusetts
| $110M | +$583K | +0.5% | 0.52% | 29.3% | 67 | 8.96% | 1.4 |
|
| 5650 |
5650
Beacon Financial Strategies
Raleigh,
North Carolina
| $110M | -$7.24M | -6% | 0.99% | 54.2% | 34 | 5.88% | 0.2 |
|