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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
MY.Alpha Management HK Advisors
Hong Kong
| $260M | +$13.8M | +6% | 37.8% | 423% | 14 | 57.14% | 1.2 |
|
| 5727 |
5727
Clarus Wealth Advisors
Peoria,
Arizona
| $260M | +$25M | +11% | 16.5% | 89.7% | 96 | 18.75% | 3 |
|
| 5728 |
5728
WJ Interests
Sugar Land,
Texas
| $259M | -$1.04M | -0.4% | 10.4% | 55.2% | 23 | 17.39% | 2.2 |
|
| 5729 |
5729
Diesslin Group
Fort Worth,
Texas
| $259M | +$37.2M | +17% | 12.4% | – | 63 | 22.22% | 0.4 |
|
| 5730 |
5730
Optimist Retirement Group
Bellevue,
Washington
| $259M | +$32.4M | +14% | 20.4% | 92.2% | 125 | 15.2% | 1.6 |
|
| 5731 |
5731
Cherokee Insurance
Sterling Heights,
Michigan
| $259M | -$4.33M | -2% | 12.1% | – | 129 | 10.08% | 1.3 |
|
| 5732 |
5732
Elevation Capital Advisory
Bend,
Oregon
| $259M | +$24.1M | +10% | 15.6% | – | 87 | 52.87% | 0.7 |
|
| 5733 |
5733
Private Wealth Group
Tampa,
Florida
| $259M | +$44.5M | +21% | 11.6% | 52.9% | 79 | 13.92% | 3.3 |
|
| 5734 |
5734
Heritage Family Offices
Scottsdale,
Arizona
| $259M | +$33.4M | +15% | 15.7% | – | 258 | 33.72% | 1 |
|
| 5735 |
5735
Endowment Wealth Management
Appleton,
Wisconsin
| $259M | +$32.5M | +14% | 12.3% | 66.3% | 190 | 17.89% | 2.2 |
|
| 5736 |
CSA
5736
Cottage Street Advisors
Marion,
Massachusetts
| $259M | +$27.4M | +12% | 16.9% | 95.8% | 157 | 17.2% | 2.7 |
|
| 5737 |
I2I
5737
Insight 2811 Inc
Chicago,
Illinois
| $259M | +$19.4M | +8% | 9.13% | 30.8% | 109 | 8.26% | 4.6 |
|
| 5738 |
5738
Pacific Excel Wealth Advisors
Walnut Creek,
California
| $258M | +$163M | +172% | 15.8% | – | 324 | 86.42% | 0.1 |
|
| 5739 |
5739
Resolute Wealth Strategies
Jackson,
Mississippi
| $258M | +$26.4M | +11% | 15.2% | 105% | 140 | 24.29% | 1.9 |
|
| 5740 |
5740
Mach-1 Financial Group
Rogers,
Arkansas
| $258M | -$26M | -9% | 12.9% | 83.4% | 182 | 39.56% | 0.8 |
|
| 5741 |
5741
Beach Point Capital Management
Santa Monica,
California
| $258M | +$3.99M | +2% | 21.7% | 84.1% | 14 | 21.43% | 1.3 |
|
| 5742 |
5742
Darrow Company
Needham,
Massachusetts
| $258M | +$35.9M | +16% | 11.6% | 44.5% | 60 | 10% | 2.8 |
|
| 5743 |
5743
Lloyd Advisory Services
Suwanee,
Georgia
| $258M | -$91.4M | -26% | 8.99% | 51.1% | 1,064 | 62.69% | 0.4 |
|
| 5744 |
5744
Family Capital Management
Grand Rapids,
Michigan
| $258M | +$33.1M | +15% | 15.6% | 70.5% | 117 | 12.82% | 2 |
|
| 5745 |
5745
Great Hill Partners
Boston,
Massachusetts
| $258M | +$48M | +23% | 22.9% | 24% | 1 | 0% | 4 |
|
| 5746 |
5746
Robertson Opportunity Capital
Dallas,
Texas
| $258M | -$2.22M | -0.9% | 11.5% | 93.4% | 31 | 9.68% | 6.6 |
|
| 5747 |
IMC
5747
Inherent Management Corp
New York
| $258M | +$60.9M | +31% | 4.62% | – | 12 | 33.33% | 0.8 |
|
| 5748 |
5748
Ergawealth Advisors
Oak Brook,
Illinois
| $258M | +$31.3M | +14% | 12.3% | 50% | 58 | 12.07% | 2.2 |
|
| 5749 |
PHM
5749
Prospect Hill Management
Short Hills,
New Jersey
| $257M | +$33.1M | +15% | 13% | 85.1% | 14 | 0% | 4.6 |
|
| 5750 |
5750
Beaumont Asset Management
Beaumont,
Texas
| $257M | +$35.3M | +16% | 12.5% | 73.1% | 83 | 13.25% | 3 |
|