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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Mirabaud Asset Management
London,
United Kingdom
| $216M | +$9.7M | +5% | 0.04% | – | 45 | 20% | 1.6 |
|
| 6002 |
6002
Battery Global Advisors
Boston,
Massachusetts
| $216M | +$3.11M | +1% | 5.9% | – | 234 | 36.75% | 0.8 |
|
| 6003 |
6003
Financial Futures
Brielle,
New Jersey
| $216M | +$10M | +5% | 1.65% | 48.5% | 72 | 9.72% | 2.2 |
|
| 6004 |
NME
6004
Notis-McConarty Edward
| $216M | +$688K | +0.3% | 4.44% | 91.2% | 75 | 4% | 8 |
|
| 6005 |
6005
Jackson Hill Advisors
Houston,
Texas
| $216M | +$4.03M | +2% | 2.23% | 61.2% | 14 | 14.29% | 2.6 |
|
| 6006 |
6006
Pacific Wealth Management
San Diego,
California
| $215M | +$16.8M | +8% | 2.36% | 72.8% | 24 | 12.5% | 1.8 |
|
| 6007 |
6007
Citrine Capital
San Francisco,
California
| $215M | -$549K | -0.3% | 0.63% | – | 48 | 6.25% | 0.8 |
|
| 6008 |
6008
Quarry Hill Advisors
St Paul,
Minnesota
| $215M | +$20.3M | +10% | 3.29% | 65% | 50 | 2% | 2.5 |
|
| 6009 |
6009
Fox Hill Wealth Management
Dedham,
Massachusetts
| $215M | +$1.5M | +0.7% | 3.75% | – | 131 | 19.08% | 1.5 |
|
| 6010 |
6010
Signet Investment Advisory Group
Providence,
Rhode Island
| $215M | +$7M | +3% | 3.8% | 68.2% | 72 | 5.56% | 5.1 |
|
| 6011 |
6011
Bull Street Advisors
Savannah,
Georgia
| $215M | +$893K | +0.4% | 2.25% | 48.5% | 93 | 5.38% | 5.5 |
|
| 6012 |
WA1
6012
Wimmer Associates 1
Pasadena,
California
| $215M | +$7.03M | +3% | 5.36% | 78.9% | 112 | 6.25% | 7.5 |
|
| 6013 |
6013
Alhambra Investment Management
Palmetto Bay,
Florida
| $215M | +$4.36M | +2% | 3.91% | 67.7% | 189 | 13.23% | 3.5 |
|
| 6014 |
AIA
6014
Arcadia Investment Advisors
Eagle,
Idaho
| $215M | +$9.07M | +4% | 1.96% | 56.4% | 85 | 5.88% | 5.3 |
|
| 6015 |
6015
Westbourne Investments
Alexandria,
Virginia
| $215M | +$5.71M | +3% | 5.32% | – | 158 | 30.38% | 0.6 |
|
| 6016 |
6016
Massachusetts Wealth Management
North Andover,
Massachusetts
| $215M | +$13.4M | +7% | 4.8% | 110% | 97 | 5.15% | 2.3 |
|
| 6017 |
6017
FOCUS Wealth Advisors
Houston,
Texas
| $215M | +$6.83M | +3% | 2.07% | 68.7% | 59 | 3.39% | 3.1 |
|
| 6018 |
6018
eCIO Inc
Madison,
Wisconsin
| $215M | -$53.2M | -20% | 1.01% | – | 207 | 74.4% | 0.2 |
|
| 6019 |
6019
Eagle Wealth Strategies
West Deptford,
New Jersey
| $215M | +$13.7M | +7% | 4.22% | 85% | 116 | 8.62% | 1.5 |
|
| 6020 |
SSA
6020
SSA Swiss Advisors
Zurich,
| $215M | -$610K | -0.3% | 4.3% | – | 117 | 18.8% | 0.7 |
|
| 6021 |
6021
EPIQ Partners
Minneapolis,
Minnesota
| $214M | +$2.88M | +1% | 1.93% | 49.6% | 79 | 11.39% | 3.7 |
|
| 6022 |
6022
Sender Company & Partners
New York
| $214M | -$700M | -77% | 1.84% | 69.8% | 501 | 87.03% | 0.3 |
|
| 6023 |
6023
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $214M | -$7.03M | -3% | 5.1% | 104% | 263 | 1.14% | 8.4 |
|
| 6024 |
PK
6024
Pflug Koory
Omaha,
Nebraska
| $214M | +$3.41M | +2% | 3.99% | – | 425 | 4% | 6.3 |
|
| 6025 |
6025
5th Street Advisors
Southport,
Connecticut
| $214M | +$12.2M | +6% | 2.91% | 52.2% | 49 | 51.02% | 1.2 |
|