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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
GreatBanc Trust
Lisle,
Illinois
| $146M | – | – | 6.87% | – | 76 | – | 0 |
|
| 6952 |
6952
Aspetuck Financial Management
Westport,
Connecticut
| $146M | +$13.3M | +10% | 11.7% | – | 73 | 4.11% | 0.7 |
|
| 6953 |
6953
William Marsh Rice University
Houston,
Texas
| $146M | +$5.52M | +4% | 4.06% | 1.81% | 2 | 0% | 4.8 |
|
| 6954 |
6954
TABR Capital Management
Orange,
California
| $146M | +$29.3M | +25% | 7.25% | – | 61 | 44.26% | 0.4 |
|
| 6955 |
CFP
6955
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| $146M | +$18.9M | +15% | 9.5% | – | 357 | 8.4% | 0.7 |
|
| 6956 |
AIP
6956
Alapocas Investment Partners
Beverly,
Massachusetts
| $146M | -$10M | -6% | 5.13% | 50% | 20 | 5% | 3.4 |
|
| 6957 |
6957
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $146M | +$13M | +10% | 7.16% | 44.2% | 157 | 42.68% | 1.5 |
|
| 6958 |
6958
FWG Investments
Lexington,
Kentucky
| $146M | +$14.2M | +11% | 6.73% | – | 121 | 26.45% | 0.7 |
|
| 6959 |
6959
Morgens Waterfall Vintiadis & Co
New York
| $146M | +$9.41M | +7% | 14.8% | 594% | 29 | 51.72% | 2 |
|
| 6960 |
FWM
6960
FMA Wealth Management
Duxbury,
Massachusetts
| $146M | +$10.6M | +8% | 4.88% | 40.8% | 43 | 9.3% | 1.3 |
|
| 6961 |
6961
Brightwater Advisory
Tampa,
Florida
| $146M | +$6.57M | +5% | 6.85% | – | 61 | 3.28% | 1.6 |
|
| 6962 |
6962
Persistent Asset Partners
Hong Kong
| $145M | +$10.7M | +8% | 23.4% | – | 316 | 67.09% | 0.2 |
|
| 6963 |
6963
Accredited Investor Services
St. Cloud,
Minnesota
| $145M | +$13.2M | +10% | 7.71% | – | 77 | 10.39% | 0.5 |
|
| 6964 |
6964
Fairscale Capital
Nashua,
New Hampshire
| $145M | +$7.92M | +6% | 9.75% | – | 445 | 0.9% | 1 |
|
| 6965 |
FP
6965
Factorial Partners
Mt. Kisco,
New York
| $145M | +$7.28M | +5% | 8.53% | 88.7% | 70 | 15.71% | 3.2 |
|
| 6966 |
6966
CPR Investments
Rochester,
Michigan
| $145M | +$16.5M | +13% | 8.1% | 84% | 57 | 31.58% | 0.9 |
|
| 6967 |
6967
Warner Group
Madison,
Connecticut
| $145M | – | – | 8.42% | – | 60 | – | 0 |
|
| 6968 |
6968
Blodgett Wealth Advisors
Concord,
California
| $145M | +$17.6M | +14% | 12.7% | 150% | 66 | 10.61% | 2.7 |
|
| 6969 |
IFS
6969
Integrated Financial Solutions
Reston,
Virginia
| $145M | +$27.6M | +23% | 21% | – | 27 | 14.81% | 0.2 |
|
| 6970 |
6970
Mork Capital Management
Healdsburg,
California
| $145M | +$8.05M | +6% | 8.24% | 61.9% | 111 | 3.6% | 3.5 |
|
| 6971 |
6971
Wildcat Capital Management
New York
| $145M | -$23.2M | -14% | 21% | 77.7% | 8 | 62.5% | 2.4 |
|
| 6972 |
6972
Principia Wealth Advisory
Dallas,
Texas
| $145M | +$26.9M | +23% | 17.2% | – | 1,022 | 13.01% | 0.6 |
|
| 6973 |
6973
Grantvest Financial Group
Matawan,
New Jersey
| $145M | +$10.1M | +8% | 4.61% | – | 157 | 14.65% | 0.6 |
|
| 6974 |
MWS
6974
MFA Wealth Services
Thousand Oaks,
California
| $145M | +$11.8M | +9% | 6.28% | – | 126 | 12.7% | 0.6 |
|
| 6975 |
6975
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
| $145M | +$12.5M | +9% | 6.72% | – | 60 | 20% | 0.6 |
|