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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Shore Point Advisors
Brielle,
New Jersey
| $187M | +$10.7M | +6% | 7.16% | 54.6% | 65 | 13.85% | 1.7 |
|
| 5677 |
AIA
5677
Arcadia Investment Advisors
Eagle,
Idaho
| $187M | +$10.4M | +6% | 5.3% | 56.4% | 81 | 4.94% | 4.5 |
|
| 5678 |
SM
5678
Sabby Management
Miami Beach,
Florida
| $186M | +$37.7M | +25% | 32.6% | 95.5% | 62 | 69.35% | 0.5 |
|
| 5679 |
5679
Continuum Wealth Advisors
Saratoga Springs,
New York
| $186M | -$3.66M | -2% | 4.81% | 69% | 67 | 26.87% | 1.2 |
|
| 5680 |
5680
Blue Square Asset Management
New York
| $186M | +$14.6M | +8% | 5.99% | 104% | 76 | 10.53% | 1.5 |
|
| 5681 |
5681
Private Client Services
Louisville,
Kentucky
| $186M | +$26.7M | +17% | 6.04% | 72% | 180 | 29.44% | 0.5 |
|
| 5682 |
5682
New Vernon Capital Holdings II
Morristown,
New Jersey
| $186M | +$495K | +0.3% | 6.61% | 114% | 84 | 38.1% | 1.3 |
|
| 5683 |
5683
Prosperitas Financial
Valencia,
California
| $186M | +$21.8M | +13% | 6.12% | 118% | 73 | 34.25% | 0.8 |
|
| 5684 |
5684
Aspire Wealth Management
Waltham,
Massachusetts
| $186M | +$11M | +6% | 6.1% | 26% | 197 | 9.14% | 2 |
|
| 5685 |
5685
Legacy Bridge
West Des Moines,
Iowa
| $186M | +$16M | +9% | 7.75% | 236% | 299 | 6.35% | 3.9 |
|
| 5686 |
5686
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $186M | +$13.8M | +8% | 6.67% | 95.5% | 74 | 2.7% | 2.1 |
|
| 5687 |
5687
LSP Investment Advisors
New York
| $186M | +$9.6M | +5% | 12.7% | 79.5% | 27 | 3.7% | 2.5 |
|
| 5688 |
5688
Allie Family Office
Miami,
Florida
| $186M | +$19.4M | +12% | 6.91% | 59% | 96 | 15.63% | 1.7 |
|
| 5689 |
5689
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $186M | +$13.8M | +8% | 7.72% | 66.8% | 139 | 5.04% | 5.5 |
|
| 5690 |
5690
ELCO Management
New York
| $185M | +$13.5M | +8% | 6.67% | 98.3% | 175 | 17.14% | 3.4 |
|
| 5691 |
5691
Masso Torrence Wealth Management
Marlton,
New Jersey
| $185M | +$5.07M | +3% | 4.67% | 130% | 101 | 14.85% | 1.7 |
|
| 5692 |
5692
Daily Journal Corp
Los Angeles,
California
| $185M | +$3.1M | +2% | 3.54% | 108% | 4 | 0% | 8.9 |
|
| 5693 |
5693
Heartland Bank & Trust
Bloomington,
Illinois
| $185M | +$9.01M | +5% | 6.57% | 105% | 156 | 8.97% | 1.7 |
|
| 5694 |
5694
Penobscot Wealth Management
Portland,
Maine
| $185M | +$17.2M | +10% | 6.3% | 56.7% | 77 | 6.49% | 1.9 |
|
| 5695 |
5695
Radcliff Management
New York
| $185M | +$14.2M | +8% | 8.32% | 47.6% | 1 | 0% | 2.8 |
|
| 5696 |
5696
Sterneck Capital Management
Kansas City,
Missouri
| $185M | +$8.56M | +5% | 6.97% | 61.5% | 105 | 18.1% | 4.9 |
|
| 5697 |
5697
Aurora Investment Counsel
Atlanta,
Georgia
| $185M | +$14.4M | +8% | 8.29% | 31.7% | 123 | 21.14% | 1.4 |
|
| 5698 |
CIS
5698
Custom Index Systems
New York
| $185M | +$10.5M | +6% | 6.28% | – | 296 | 37.84% | 0.4 |
|
| 5699 |
5699
MYeCFO
La Jolla,
California
| $185M | +$11.2M | +6% | 5.55% | 58.5% | 57 | 3.51% | 1.4 |
|
| 5700 |
5700
Norway Savings Bank
Portland,
Maine
| $184M | +$8.95M | +5% | 5.95% | 117% | 107 | 6.54% | 5.4 |
|