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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8151 |
PCMN
8151
Paradigm Capital Management (Nevada)
Reno,
Nevada
| $116M | +$7.11M | +7% | 7.28% | – | 67 | 14.93% | 2.9 |
|
| 8152 |
8152
Accuvest Global Advisors
Provo,
Utah
| $116M | +$8.98M | +8% | 9.21% | 130% | 92 | 53.26% | 0.9 |
|
| 8153 |
MS
8153
Monetary Solutions
Dayton,
Ohio
| $116M | +$12.6M | +12% | 11.9% | – | 403 | 22.58% | 0.4 |
|
| 8154 |
8154
CDM Financial Counseling Services
Norwich,
Connecticut
| $116M | +$11.5M | +11% | 19.4% | – | 82 | 8.54% | 0.5 |
|
| 8155 |
8155
J.M. Arbour
Gardiner,
Maine
| $116M | +$11.9M | +11% | 13% | – | 143 | 24.48% | 0.4 |
|
| 8156 |
8156
OakTrust Wealth Advisors
Wilton,
Connecticut
| $116M | +$6.18M | +6% | 3.39% | – | 74 | 14.86% | 0.4 |
|
| 8157 |
8157
SFI Advisors
Montclair,
New Jersey
| $116M | +$20.7M | +22% | 24.4% | 82.9% | 56 | 16.07% | 2.6 |
|
| 8158 |
ACA
8158
Alpha Capital Advisors
Bangor,
Maine
| $116M | +$10.8M | +10% | 12.4% | – | 34 | 5.88% | 0.5 |
|
| 8159 |
8159
Stembrook Asset Management
Red Bank,
New Jersey
| $116M | +$13.7M | +13% | 14.1% | – | 52 | 9.62% | 0.5 |
|
| 8160 |
8160
Vistica Wealth Advisors
Carlsbad,
California
| $116M | +$15.2M | +15% | 12.5% | – | 55 | 12.73% | 0.4 |
|
| 8161 |
8161
Pacific Capital Partners
London,
| $116M | +$14.2M | +14% | 24.6% | 49.8% | 48 | 37.5% | 0.3 |
|
| 8162 |
8162
Jefferson Bridge Capital
Nashville,
Tennessee
| $115M | +$14.7M | +15% | 22.4% | – | 54 | 3.7% | 0.5 |
|
| 8163 |
8163
Investment Insight Wealth Management
North Massapequa,
New York
| $115M | +$22.7M | +24% | 26.9% | – | 44 | 18.18% | 0.4 |
|
| 8164 |
8164
John Boyer Inc
Tampa,
Florida
| $115M | +$15.3M | +15% | 15.8% | – | 42 | 9.52% | 0.7 |
|
| 8165 |
8165
Bluebird Wealth Management
Medfield,
Massachusetts
| $115M | +$17.7M | +18% | 30.6% | – | 97 | 28.87% | 0.3 |
|
| 8166 |
8166
Vision Financial Markets
Stamford,
Connecticut
| $115M | +$12.8M | +12% | 11.3% | – | 439 | 9.11% | 1.3 |
|
| 8167 |
TY
8167
Titiun Yejiel
| $115M | +$16M | +16% | 36.1% | – | 63 | 46.03% | 0.4 |
|
| 8168 |
8168
Noble Wealth Partners
Denver,
Colorado
| $115M | – | – | 10.9% | – | 76 | – | 0 |
|
| 8169 |
8169
Montgomery Financial Services
Ocean City,
Maryland
| $115M | – | – | 10.3% | – | 334 | – | 0 |
|
| 8170 |
8170
Alan B. Lancz & Associates
Toledo,
Ohio
| $115M | +$11.9M | +12% | 19.2% | – | 145 | 15.86% | 3 |
|
| 8171 |
8171
Parsonex Advisory Services
Englewood,
Colorado
| $115M | +$12.7M | +12% | 20.4% | – | 59 | 20.34% | 0.9 |
|
| 8172 |
8172
Urban Wealth Management
El Segundo,
California
| $115M | +$17M | +17% | 20% | – | 120 | 33.33% | 1.3 |
|
| 8173 |
8173
Townsend Financial Planning
Mt Sterling,
Kentucky
| $115M | +$11.4M | +11% | 9.01% | – | 30 | 3.33% | 0.5 |
|
| 8174 |
SNPAM
8174
St. Nicholas Private Asset Management
Jacksonville,
Florida
| $115M | +$7.82M | +7% | 9.72% | – | 38 | 13.16% | 1.4 |
|
| 8175 |
8175
Cedrus Wealth Group LLC
Andover,
Minnesota
| $115M | +$24.7M | +27% | 4.13% | – | 66 | 50% | 0.3 |
|