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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
Harrington Investments
Napa,
California
| $161M | +$16.1M | +11% | 12.9% | 109% | 81 | 7.41% | 4.8 |
|
| 5627 |
5627
Tower View Wealth Management
Shorewood,
Wisconsin
| $161M | +$19M | +13% | 12.1% | 135% | 192 | 12.5% | 2.9 |
|
| 5628 |
5628
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $161M | +$4.43M | +3% | 7.38% | 45.1% | 32 | 3.13% | 5.7 |
|
| 5629 |
5629
Hanwha Asset Management
Seoul,
South Korea
| $161M | -$8.13M | -5% | 4.8% | – | 1 | 0% | 1 |
|
| 5630 |
5630
Bluesphere Advisors
East Norriton,
Pennsylvania
| $161M | +$22.3M | +16% | 12.5% | 105% | 94 | 18.09% | 2 |
|
| 5631 |
5631
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $161M | +$15.5M | +11% | 13.6% | 128% | 115 | 10.43% | 2.4 |
|
| 5632 |
5632
Addison Capital
Conshohocken,
Pennsylvania
| $161M | +$32.7M | +25% | 8.88% | 59.7% | 118 | 21.19% | 4.7 |
|
| 5633 |
5633
Solas Capital Management
Darien,
Connecticut
| $161M | +$18.1M | +13% | 19.1% | 62.5% | 26 | 38.46% | 1.5 |
|
| 5634 |
5634
State Insurance Fund
New York
| $161M | – | – | 12.2% | 77.9% | 1 | – | 0 |
|
| 5635 |
5635
Visa Foundation
San Francisco,
California
| $161M | +$9.8M | +6% | 13.1% | 58.1% | 1 | 0% | 2 |
|
| 5636 |
5636
Castellan Group
Louisville,
Kentucky
| $161M | +$18.7M | +13% | 14.5% | 184% | 65 | 20% | 1.6 |
|
| 5637 |
5637
Parker Financial
Silverdale,
Washington
| $161M | +$17.7M | +12% | 9.16% | 49.7% | 48 | 10.42% | 0.8 |
|
| 5638 |
5638
Gables Capital Management
Miami,
Florida
| $161M | +$17.2M | +12% | 12.5% | 173% | 390 | 9.49% | 4 |
|
| 5639 |
5639
Meredith Wealth Planning
Maryville,
Illinois
| $161M | +$26.4M | +20% | 11% | 66.5% | 49 | 26.53% | 0.8 |
|
| 5640 |
5640
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $161M | +$11.3M | +8% | 10.8% | 81.9% | 174 | 18.97% | 2.1 |
|
| 5641 |
5641
Boyd Wealth Management
Sacramento,
California
| $161M | +$12M | +8% | 9.38% | 56.8% | 43 | 6.98% | 1.6 |
|
| 5642 |
5642
Clayton Financial Group
St. Louis,
Missouri
| $161M | – | – | 11.5% | 69.8% | 37 | – | 0 |
|
| 5643 |
5643
AUA Capital Management
Camp Hill,
Pennsylvania
| $161M | +$22.4M | +16% | 9.29% | 70.2% | 82 | 8.54% | 5.7 |
|
| 5644 |
JPLA
5644
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $161M | +$17.6M | +12% | 10.9% | 84% | 120 | 11.67% | 3.4 |
|
| 5645 |
5645
Pioneer Wealth Management Group
Austin,
Texas
| $161M | +$29.4M | +22% | 8.51% | – | 39 | 12.82% | 0.9 |
|
| 5646 |
5646
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $161M | +$37.1M | +30% | 48.3% | 281% | 41 | 9.76% | 1.7 |
|
| 5647 |
5647
Porter White Investment Advisors
Birmingham,
Alabama
| $161M | +$29.6M | +23% | 10.4% | 58% | 29 | 10.34% | 0.8 |
|
| 5648 |
CCP
5648
Cunning Capital Partners
Morrisville,
North Carolina
| $160M | +$8.48M | +6% | 14.7% | 268% | 96 | 21.88% | 0.3 |
|
| 5649 |
5649
Cetera Trust Company
St. Paul,
Minnesota
| $160M | – | – | 13% | – | 419 | – | 0 |
|
| 5650 |
ACM
5650
Aquilo Capital Management
San Francisco,
California
| $160M | +$50.1M | +45% | 55.9% | 6.84% | 15 | 53.33% | 1.8 |
|