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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Kalos Management
Alpharetta,
Georgia
| $124M | +$6.5M | +6% | 2.57% | 48.5% | 160 | 35.63% | 0.7 |
|
| 3727 |
HIH
3727
HRS Investment Holdings
New York
| $124M | +$15.2M | +14% | 5.75% | 21.5% | 91 | 27.47% | 0.7 |
|
| 3728 |
3728
Canal Capital Management
Richmond,
Virginia
| $124M | +$16.1M | +15% | 3.27% | 67.8% | 86 | 20.93% | 1.2 |
|
| 3729 |
3729
Cue Advisory Services
Phoenix,
Arizona
| $124M | +$4.89M | +4% | 0.68% | 52.3% | 168 | 22.02% | 1.3 |
|
| 3730 |
SH
3730
Scepter Holdings
Fort Worth,
Texas
| $124M | -$254M | -67% | 4.32% | – | 18 | 38.89% | 0.6 |
|
| 3731 |
3731
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $124M | +$9.33M | +8% | 4.15% | 90.7% | 168 | 5.36% | 1.7 |
|
| 3732 |
3732
Peninsula Asset Management
Bradenton,
Florida
| $123M | -$6.82M | -5% | 1.42% | 44.1% | 45 | 2.22% | 3.1 |
|
| 3733 |
3733
Omega Fund Management
Boston,
Massachusetts
| $123M | -$7.76M | -6% | 2.88% | 106% | 12 | 16.67% | 1.4 |
|
| 3734 |
3734
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $123M | – | – | 1.44% | 53.6% | 41 | – | 0 |
|
| 3735 |
CWM
3735
Catamount Wealth Management
Westport,
Connecticut
| $123M | +$6.55M | +6% | 2.6% | 70.7% | 190 | 26.32% | 1.1 |
|
| 3736 |
RWG
3736
Regal Wealth Group
Seal Beach,
California
| $123M | +$12.9M | +12% | 2.87% | 17% | 216 | 27.31% | 0.9 |
|
| 3737 |
SI
3737
Stanhope Investments
Grand Cayman,
Cayman Islands
| $123M | – | – | 8.94% | – | 1 | – | 0 |
|
| 3738 |
3738
Wills Financial Group
Richmond,
Virginia
| $123M | +$8.51M | +7% | 2.79% | 57.5% | 72 | 12.5% | 2.1 |
|
| 3739 |
WCM
3739
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $123M | -$2.55M | -2% | 1.72% | 33.6% | 98 | 14.29% | 1.9 |
|
| 3740 |
I2I
3740
Insight 2811 Inc
Chicago,
Illinois
| $123M | -$37.8M | -24% | 1.3% | 30.8% | 95 | 34.74% | 2.1 |
|
| 3741 |
3741
Reliant Investment Management
Memphis,
Tennessee
| $123M | +$8.04M | +7% | 5.6% | 129% | 66 | 28.79% | 1.9 |
|
| 3742 |
3742
Lattice Strategies
Wayne,
Pennsylvania
| $123M | -$8.4M | -6% | 2% | 19.9% | 67 | 2.99% | 2.8 |
|
| 3743 |
3743
Creative Financial Designs
Kokomo,
Indiana
| $123M | – | – | 1.61% | 56.2% | 789 | – | 0 |
|
| 3744 |
3744
Peloton Wealth Strategists
Indianapolis,
Indiana
| $122M | +$2.15M | +2% | 2.94% | 51.3% | 77 | 9.09% | 2 |
|
| 3745 |
BOCM
3745
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $122M | +$2.91M | +2% | 1.15% | 49.6% | 31 | 6.45% | 1.4 |
|
| 3746 |
3746
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $122M | -$14.7M | -11% | 2.11% | 1.64% | 27 | 14.81% | 1.6 |
|
| 3747 |
KSCM
3747
Kamunting Street Capital Management
Miami Beach,
Florida
| $122M | +$72.7M | +147% | 7.18% | 7.47% | 20 | 40% | 0.5 |
|
| 3748 |
3748
Physicians Financial Services
Raleigh,
North Carolina
| $122M | +$1.9M | +2% | 2.22% | 100% | 319 | 8.15% | 0.9 |
|
| 3749 |
3749
Avalon Global Asset Management
San Francisco,
California
| $122M | -$45.5M | -27% | 3.06% | 278% | 48 | 50% | 1.4 |
|
| 3750 |
3750
Stellar Capital Management
Phoenix,
Arizona
| $122M | – | – | 2.55% | 23.4% | 72 | – | 2.1 |
|