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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
LBIM
3551
Land & Buildings Investment Management
Stamford,
Connecticut
| $583M | -$7.92M | -1% | 12.2% | 53.9% | 24 | 37.5% | 1.7 |
|
| 3552 |
DCPAL
3552
Div Capital Phoenix Assets Ltd
Georgetown,
| $583M | +$149M | +34% | 17.6% | – | 12 | 33.33% | 0.4 |
|
| 3553 |
HPC
3553
Hobart Private Capital
Charlotte,
North Carolina
| $583M | +$74.1M | +15% | 15% | 52.5% | 151 | 21.85% | 1.7 |
|
| 3554 |
FFG
3554
Frisch Financial Group
Melville,
New York
| $583M | +$105M | +22% | 13.4% | 66.6% | 196 | 19.39% | 3 |
|
| 3555 |
MCA
3555
Magnolia Capital Advisors
Jackson,
Mississippi
| $583M | +$74M | +15% | 14.7% | 78.7% | 313 | 15.97% | 1.5 |
|
| 3556 |
1C
3556
111 Capital
Paris,
France
| $582M | +$176M | +43% | 28.3% | – | 627 | 69.86% | 0.3 |
|
| 3557 |
GDP
3557
Great Diamond Partners
Portland,
Maine
| $582M | +$62.2M | +12% | 15% | 86.1% | 250 | 13.6% | 2.9 |
|
| 3558 |
LCM
3558
Liberty Capital Management
Birmingham,
Michigan
| $582M | – | – | 13.8% | – | 184 | – | 6.2 |
|
| 3559 |
MIP
3559
Marietta Investment Partners
Milwaukee,
Wisconsin
| $582M | +$82.2M | +16% | 25.9% | 160% | 177 | 12.99% | 4.8 |
|
| 3560 |
CA
3560
Cambridge Advisors
Omaha,
Nebraska
| $582M | +$66.4M | +13% | 11.4% | 52.9% | 185 | 4.86% | 6.8 |
|
| 3561 |
GFI
3561
Global Frontier Investments
Charleston,
South Carolina
| $581M | -$151M | -21% | 7.87% | – | 21 | 0% | 4 |
|
| 3562 |
RIS
3562
Retirement Income Solutions
Ann Arbor,
Michigan
| $581M | -$4.26M | -0.7% | 11.9% | 60.8% | 173 | 0.58% | 4.1 |
|
| 3563 |
CMA
3563
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $581M | +$69.3M | +14% | 12.5% | 57.7% | 1,227 | 10.35% | 1.6 |
|
| 3564 |
SC
3564
Stempoint Capital
New York
| $581M | +$58.2M | +11% | 35.1% | – | 116 | 56.9% | 0.4 |
|
| 3565 |
PM
3565
Prosight Management
Dallas,
Texas
| $580M | -$29.5M | -5% | 1.98% | 39.5% | 51 | 39.22% | 1.2 |
|
| 3566 |
CCWM
3566
Correct Capital Wealth Management
Clayton,
Missouri
| $580M | +$44.3M | +8% | 11.8% | – | 113 | 7.96% | 2.1 |
|
| 3567 |
MFS
3567
McNamara Financial Services
Marshfield,
Massachusetts
| $580M | +$51.3M | +10% | 10.3% | 42.6% | 105 | 6.67% | 4.4 |
|
| 3568 |
PWM
3568
Praetorian Wealth Management
Carmel,
California
| $580M | +$53.4M | +10% | 13.2% | 53.8% | 85 | 10.59% | 2.1 |
|
| 3569 |
CA
3569
COFG Advisors
Oak Brook,
Illinois
| $579M | +$175M | +43% | 15.3% | – | 322 | 26.09% | 0.4 |
|
| 3570 |
SSP
3570
Sixth Street Partners
Dallas,
Texas
| $579M | -$132M | -19% | 2.29% | 5.31% | 7 | 0% | 2.8 |
|
| 3571 |
CTAF
3571
Call To Action Foundation
Salt Lake City,
Utah
| $579M | +$67.9M | +13% | 14.9% | – | 1 | 0% | 2.5 |
|
| 3572 |
AHL
3572
Abel Hall LLC
Baton Rouge,
Louisiana
| $579M | +$109M | +23% | 26.1% | – | 1,093 | 38.43% | 0.6 |
|
| 3573 |
RWM
3573
Rezny Wealth Management
Fort Myers,
Florida
| $579M | +$114M | +25% | 27% | 99.6% | 41 | 17.07% | 2.1 |
|
| 3574 |
PFA
3574
Professional Financial Advisors
North Platte,
Nebraska
| $578M | +$87M | +18% | 12% | 59.2% | 157 | 19.75% | 2.5 |
|
| 3575 |
IP
3575
Intellectus Partners
San Francisco,
California
| $578M | +$88.2M | +18% | 31.8% | 157% | 332 | 15.36% | 3.7 |
|