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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
7001
Gentry Private Wealth
Wichita,
Kansas
| $159M | +$15.1M | +11% | 2.3% | – | 104 | 21.15% | 0.7 |
|
| 7002 |
7002
Round Hill Asset Management
Pasadena,
California
| $159M | +$6.78M | +4% | 4.05% | 43.2% | 64 | 3.13% | 5.8 |
|
| 7003 |
7003
Southern Capital Services
Daphne,
Alabama
| $159M | – | – | 1.41% | – | 27 | – | 0 |
|
| 7004 |
7004
ELCO Management
New York
| $159M | -$33.2M | -17% | 2.56% | 98.3% | 175 | 17.14% | 4.1 |
|
| 7005 |
7005
Pathfinder Wealth Consulting
Wilmington,
North Carolina
| $158M | – | – | 3.87% | – | 166 | – | 0 |
|
| 7006 |
ACA
7006
AG Campbell Advisory
Baltimore,
Maryland
| $158M | – | – | 2.3% | – | 5 | – | 0 |
|
| 7007 |
EP
7007
Elkhorn Partners
Omaha,
Nebraska
| $158M | +$11M | +7% | 10.8% | 32.2% | 54 | 38.89% | 4.4 |
|
| 7008 |
MBAM
7008
Mink Brook Asset Management
West Palm Beach,
Florida
| $158M | +$9.8M | +7% | 6.84% | – | 52 | 25% | 0.6 |
|
| 7009 |
7009
Invera Wealth Advisors
Bend,
Oregon
| $158M | -$3.99M | -2% | 3.3% | 102% | 96 | 15.63% | 1.1 |
|
| 7010 |
7010
Retirement Wealth Solutions
Marshfield,
Wisconsin
| $158M | +$6.08M | +4% | 2.09% | – | 854 | 16.28% | 0.6 |
|
| 7011 |
7011
Argosy-Lionbridge Management
New York
| $158M | +$6.21M | +4% | 0.92% | – | 16 | 25% | 0.6 |
|
| 7012 |
7012
WealthCare Asset Management
Springfield,
Missouri
| $158M | – | – | 0.24% | – | 35 | – | 0 |
|
| 7013 |
7013
RIHO Partners
Tucson,
Arizona
| $158M | – | – | 1.5% | – | 12 | – | 0 |
|
| 7014 |
7014
Audent Global Asset Management
West Hollywood,
California
| $158M | +$20.5M | +15% | 2.44% | 112% | 56 | 16.07% | 2.7 |
|
| 7015 |
7015
Strategent Financial
Harrisonburg,
Virginia
| $158M | +$18.2M | +13% | 2.09% | – | 40 | 10% | 0.8 |
|
| 7016 |
7016
Crestwood Capital Management
New York
| $158M | +$14.4M | +10% | 11.9% | 203% | 14 | 14.29% | 2.7 |
|
| 7017 |
7017
Niatross Investments
Hong Kong,
| $158M | – | – | 2.72% | – | 1 | – | 0 |
|
| 7018 |
HPM
7018
H. Partners Management
New York
| $158M | -$140M | -47% | 31.3% | 13.5% | 3 | 0% | 2.3 |
|
| 7019 |
7019
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| $158M | -$1.71M | -1% | 2.55% | – | 85 | 63.53% | 0.4 |
|
| 7020 |
7020
Lavelle Capital
San Francisco,
California
| $158M | – | – | 0% | – | 89 | – | 0 |
|
| 7021 |
CWA
7021
Clearview Wealth Advisors
Salem,
Oregon
| $158M | +$1.6M | +1% | 1.51% | 45.2% | 105 | 4.76% | 3.2 |
|
| 7022 |
7022
Greycroft
New York
| $158M | +$45.1M | +40% | 39.4% | 20% | 14 | 21.43% | 1.5 |
|
| 7023 |
7023
Vannoy Advisory Group
Austin,
Texas
| $158M | +$4.74M | +3% | 2.51% | 52.5% | 30 | 6.67% | 1.8 |
|
| 7024 |
7024
Boyar Asset Management
New York
| $158M | -$343K | -0.2% | 2.93% | 75.5% | 80 | 10% | 7.6 |
|
| 7025 |
7025
Troluce Capital Advisors
Dorado,
Puerto Rico
| $158M | -$558M | -78% | 0.27% | 61.1% | 41 | 82.93% | 0.2 |
|