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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $319M | +$2.62M | +0.8% | 4.92% | 52.1% | 113 | 43.36% | 4.1 |
|
| 3677 |
WA
3677
Wealthstar Advisors
Plano,
Texas
| $319M | – | – | 7.41% | – | 108 | – | 1.4 |
|
| 3678 |
3678
Insight Advisors
Newtown,
Pennsylvania
| $319M | +$2.92M | +0.9% | 8.32% | 74% | 353 | 19.55% | 0.4 |
|
| 3679 |
3679
Atlantic Investment Management
New York
| $318M | -$4.76M | -1% | 2.81% | 28.8% | 11 | 27.27% | 2.1 |
|
| 3680 |
3680
Summit Asset Management
Memphis,
Tennessee
| $318M | +$23.7M | +8% | 6.78% | 48.9% | 147 | 2.72% | 4.3 |
|
| 3681 |
3681
Wellspring Financial Advisors
Cleveland,
Ohio
| $318M | +$111M | +53% | 6.59% | 77.2% | 123 | 45.53% | 0.8 |
|
| 3682 |
AFT
3682
Alpha Family Trust
Los Angeles,
California
| $318M | +$102M | +47% | 6.96% | 198% | 24 | 29.17% | 0.3 |
|
| 3683 |
3683
Frisch Financial Group
Melville,
New York
| $318M | +$20.3M | +7% | 5.44% | 66.6% | 163 | 14.72% | 1.4 |
|
| 3684 |
3684
Rice Partnership
Honolulu,
Hawaii
| $318M | +$35.8M | +13% | 9.25% | 123% | 137 | 24.82% | 1.6 |
|
| 3685 |
TCPWM
3685
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $317M | +$21M | +7% | 4.49% | 16.4% | 107 | 0% | 2.1 |
|
| 3686 |
3686
Financial Sense Advisors
San Diego,
California
| $317M | +$20M | +7% | 5.07% | 152% | 133 | 30.08% | 1.3 |
|
| 3687 |
3687
First Sabrepoint Capital Management
Dallas,
Texas
| $317M | +$9.22M | +3% | 7.98% | 218% | 38 | 36.84% | 1.1 |
|
| 3688 |
3688
Gemsstock Ltd
London,
United Kingdom
| $317M | +$137M | +76% | 11.7% | 149% | 21 | 57.14% | 0.5 |
|
| 3689 |
3689
InterWest Venture Management
San Francisco,
California
| $317M | -$63.2M | -17% | 1.04% | 57.6% | 12 | 8.33% | 3.2 |
|
| 3690 |
3690
CGN Advisors
Manhattan,
Kansas
| $317M | +$38.6M | +14% | 4.18% | 48.9% | 210 | 7.14% | 0.5 |
|
| 3691 |
3691
REDW Wealth
Albuquerque,
New Mexico
| $316M | +$18.4M | +6% | 5.69% | 54.1% | 118 | 7.63% | 2.5 |
|
| 3692 |
3692
Matisse Capital
Portland,
Oregon
| $316M | -$30.9M | -9% | 9.73% | 66.9% | 171 | 16.96% | 2 |
|
| 3693 |
3693
Brandywine Trust
Hockessin,
Delaware
| $316M | -$2.58M | -0.8% | 3.56% | 32.7% | 32 | 3.13% | 5.2 |
|
| 3694 |
3694
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $316M | +$23.5M | +8% | 5.34% | 69.7% | 59 | 1.69% | 6.2 |
|
| 3695 |
3695
One Wealth Advisors
San Francisco,
California
| $316M | +$55M | +21% | 6.27% | 66% | 189 | 23.28% | 0.9 |
|
| 3696 |
3696
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $316M | +$6.26M | +2% | 2.05% | 13.4% | 3 | 0% | 6.5 |
|
| 3697 |
3697
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $316M | +$13.7M | +5% | 2.05% | 43.7% | 10 | 60% | 1.1 |
|
| 3698 |
3698
Nepsis Inc
Minneapolis,
Minnesota
| $316M | -$165K | -0.1% | 6.17% | 131% | 30 | 6.67% | 3.3 |
|
| 3699 |
3699
O'Dell Group
Cincinnati,
Ohio
| $316M | +$30.1M | +11% | 6.11% | 72.2% | 85 | 18.82% | 1.1 |
|
| 3700 |
3700
Nellore Capital Management
Redwood City,
California
| $315M | +$110M | +54% | 9.26% | 73.8% | 28 | 21.43% | 0.4 |
|