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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
NERM
5826
New England Research & Management
Chicago,
Illinois
| $229M | +$10.9M | +5% | 3.05% | 65% | 177 | 36.16% | 4.3 |
|
| 5827 |
5827
PFG Private Wealth Management
Lutz,
Florida
| $229M | +$4.35M | +2% | 1.21% | 52.6% | 170 | 87.65% | 1.2 |
|
| 5828 |
5828
Haven Private
Orlando,
Florida
| $229M | +$2.14M | +0.9% | 0.34% | – | 171 | 16.37% | 0.8 |
|
| 5829 |
5829
Aspect Partners
Fairfax,
Virginia
| $228M | +$8.22M | +4% | 1.96% | 66.7% | 772 | 16.71% | 1.4 |
|
| 5830 |
5830
WJ Wealth Management
Glendale,
Arizona
| $228M | +$968K | +0.4% | 2.23% | 95.6% | 74 | 12.16% | 2.3 |
|
| 5831 |
5831
Azarias Capital Management
Berwyn,
Pennsylvania
| $228M | -$24.1M | -10% | 1.28% | 58.2% | 26 | 11.54% | 2.2 |
|
| 5832 |
5832
Aster Capital Management
Dubai,
United Arab Emirates
| $228M | +$30.4M | +15% | 2.89% | – | 1,487 | 66.58% | 0.2 |
|
| 5833 |
5833
Resolute Wealth Strategies
Jackson,
Mississippi
| $228M | +$9.6M | +4% | 5% | 105% | 113 | 10.62% | 2 |
|
| 5834 |
5834
DG Capital Management
New York
| $228M | -$60.1M | -21% | 34.7% | 76.7% | 27 | 44.44% | 0.8 |
|
| 5835 |
5835
DMKC Advisory Services
Des Moines,
Iowa
| $228M | +$30.8M | +16% | 3.77% | – | 83 | 9.64% | 0.8 |
|
| 5836 |
5836
Advisortrust Partners
Raleigh,
North Carolina
| $228M | – | – | 4.19% | – | 156 | – | 0 |
|
| 5837 |
5837
Eastover Investment Advisors
Charlotte,
North Carolina
| $227M | -$2.57M | -1% | 2.83% | 105% | 50 | 12% | 3.1 |
|
| 5838 |
5838
Valued Wealth Advisors
Holladay,
Utah
| $227M | +$11.9M | +5% | 2.81% | 62% | 654 | 5.81% | 1.7 |
|
| 5839 |
5839
Keystone Global Partners
Denver,
Colorado
| $227M | +$31.1M | +16% | 2.39% | – | 55 | 9.09% | 0.7 |
|
| 5840 |
5840
Forerunner Ventures Management
San Francisco,
California
| $227M | – | – | 24.8% | – | 1 | – | 0 |
|
| 5841 |
LA
5841
Latitude Advisors
Vero Beach,
Florida
| $227M | +$8.13M | +4% | 2.24% | 79.6% | 237 | 14.35% | 2.5 |
|
| 5842 |
5842
State Insurance Fund
New York
| $227M | +$6.39M | +3% | 2.89% | 77.9% | 1 | 0% | 2 |
|
| 5843 |
5843
Pinnacle Family Advisors
Springfield,
Missouri
| $227M | -$1.99M | -0.9% | 1.4% | 85.8% | 152 | 25.66% | 2.2 |
|
| 5844 |
5844
Dogwood Wealth Management
Lenexa,
Kansas
| $227M | +$7.21M | +3% | 1.87% | – | 833 | 21.25% | 0.9 |
|
| 5845 |
WA
5845
Wealthstar Advisors
Plano,
Texas
| $227M | -$26.4M | -10% | 2.35% | – | 150 | 24.67% | 1.1 |
|
| 5846 |
5846
QTR Family Wealth
Lake Mary,
Florida
| $227M | +$16.3M | +8% | 5.24% | – | 316 | 31.65% | 0.5 |
|
| 5847 |
VC
5847
Vision Capital
Toronto,
Ontario, Canada
| $227M | -$115M | -34% | 1.35% | 19.8% | 16 | 56.25% | 0.7 |
|
| 5848 |
5848
Beaton Management Company
Haverhill,
Massachusetts
| $227M | +$7.06M | +3% | 4.21% | 95.9% | 151 | 7.28% | 5.6 |
|
| 5849 |
BCM
5849
Birmingham Capital Management
Birmingham,
Alabama
| $227M | +$9.26M | +4% | 7.49% | 103% | 92 | 3.26% | 9.9 |
|
| 5850 |
I2I
5850
Insight 2811 Inc
Chicago,
Illinois
| $227M | +$2.36M | +1% | 1.13% | 31.3% | 104 | 13.46% | 4.7 |
|