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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
Rempart Asset Management
Montreal,
Canada
| $475M | -$53.6M | -10% | 3.43% | 70.5% | 37 | 8.11% | 4.3 |
|
| 3727 |
3727
Accel Leaders 4 Associates
Palo Alto,
California
| $475M | +$91.9M | +24% | 24% | – | 1 | 0% | 1.3 |
|
| 3728 |
3728
Leading Edge Financial Planning
Knoxville,
Tennessee
| $475M | +$36.4M | +8% | 0.27% | 48.6% | 75 | 16% | 2 |
|
| 3729 |
3729
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $475M | -$4.8M | -1% | 0.29% | 82.6% | 198 | 8.08% | 5.9 |
|
| 3730 |
3730
Kickstand Ventures
Pittsford,
New York
| $475M | +$396K | +0.1% | 1.14% | 51.4% | 136 | 14.71% | 1.4 |
|
| 3731 |
3731
Poehling Capital Management
Madison,
Wisconsin
| $475M | -$13.8M | -3% | 2.14% | 83% | 160 | 16.25% | 3.7 |
|
| 3732 |
3732
Rivermont Capital Management
New York
| $475M | +$53.7M | +13% | 17.3% | 555% | 30 | 60% | 0.5 |
|
| 3733 |
3733
Teramo Advisors
Naples,
Florida
| $474M | +$86M | +22% | 4.61% | 72.1% | 11 | 63.64% | 4.1 |
|
| 3734 |
3734
Reverence Capital Partners
New York
| $474M | +$20.9M | +5% | 4.61% | 17.1% | 1 | 0% | 2 |
|
| 3735 |
KC
3735
Keenan Capital
Burlingame,
California
| $474M | -$75.1M | -14% | 28.1% | 110% | 10 | 20% | 3.4 |
|
| 3736 |
3736
Drive Wealth Management
Lehi,
Utah
| $474M | -$38.5M | -8% | 0.19% | 94.4% | 417 | 18.71% | 1.7 |
|
| 3737 |
3737
Hedeker Wealth
Lincolnshire,
Illinois
| $474M | -$2.78M | -0.6% | 2.61% | 161% | 93 | 12.9% | 3.3 |
|
| 3738 |
FVCM
3738
F&V Capital Management
Boca Raton,
Florida
| $473M | +$2.96M | +0.6% | 6.23% | 123% | 64 | 14.06% | 5.4 |
|
| 3739 |
3739
Pamplona Capital Management
New York
| $473M | -$76.2M | -14% | 13.7% | – | 5 | 0% | 1.1 |
|
| 3740 |
3740
Coyle Financial Counsel
Glenview,
Illinois
| $473M | +$4.94M | +1% | 0.72% | 67.3% | 121 | 12.4% | 2.9 |
|
| 3741 |
3741
CoreView Capital Management
Hong Kong
| $473M | -$320M | -40% | 8.55% | 50.9% | 7 | 28.57% | 3.9 |
|
| 3742 |
3742
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $473M | -$885K | -0.2% | 0.52% | 38.9% | 605 | 6.94% | 2.3 |
|
| 3743 |
3743
MSH Capital Advisors
Scottsdale,
Arizona
| $472M | +$4.45M | +1% | 0.41% | 77.4% | 294 | 13.95% | 2.6 |
|
| 3744 |
3744
Bregal Sagemount IV
St. Helier,
| $472M | -$97.1M | -17% | 17% | – | 1 | 0% | 0.3 |
|
| 3745 |
3745
Sovereign Investment Advisors
Phoenix,
Arizona
| $472M | +$72.3M | +18% | 2.56% | 43.7% | 106 | 63.21% | 1.4 |
|
| 3746 |
3746
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $471M | -$38.6M | -8% | 1.31% | 70.2% | 284 | 13.38% | 4.4 |
|
| 3747 |
3747
Shulman DeMeo Asset Management
Lake Success,
New York
| $471M | +$30M | +7% | 2.77% | 79.3% | 148 | 25% | 3.1 |
|
| 3748 |
3748
RB Capital Management
Reno,
Nevada
| $471M | -$32.7M | -6% | 2.21% | 79.4% | 204 | 11.76% | 5.4 |
|
| 3749 |
3749
WESPAC Advisors SoCal
Pasadena,
California
| $470M | -$25.6M | -5% | 0.3% | 135% | 132 | 26.52% | 2.5 |
|
| 3750 |
3750
Intel Corp
Santa Clara,
California
| $470M | -$254M | -35% | 35.1% | 9.79% | 2 | 0% | 2.5 |
|