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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
SMI Advisory Services
Columbus,
Indiana
| $356M | -$39M | -10% | 6.39% | 80.7% | 91 | 76.92% | 0.6 |
|
| 3802 |
3802
Corsair Capital Management
New York
| $356M | +$45.1M | +14% | 18.4% | 435% | 107 | 32.71% | 2 |
|
| 3803 |
SEP
3803
Southland Equity Partners
Wildwood,
Missouri
| $356M | +$36.2M | +11% | 5.45% | 66.1% | 217 | 11.52% | 2.1 |
|
| 3804 |
3804
Spinnaker Investment Group
Newport Beach,
California
| $356M | +$26.6M | +8% | 6.34% | 56.9% | 92 | 14.13% | 1.6 |
|
| 3805 |
3805
L.M. Kohn & Company
Cincinnati,
Ohio
| $356M | +$42.6M | +14% | 9.82% | 97.9% | 282 | 15.96% | 1.4 |
|
| 3806 |
3806
Turiya Advisors Asia
Hong Kong
| $356M | -$6.76M | -2% | 11.6% | 247% | 6 | 50% | 0.8 |
|
| 3807 |
3807
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $356M | +$34.6M | +11% | 8.21% | 111% | 146 | 11.64% | 4.7 |
|
| 3808 |
3808
Financial Gravity Asset Management
Lakeway,
Texas
| $355M | -$494K | -0.1% | 4.29% | – | 1,385 | 18.99% | 1.8 |
|
| 3809 |
GWM
3809
GSB Wealth Management
Guilford,
Connecticut
| $355M | +$30.1M | +9% | 7.38% | 69.8% | 218 | 6.88% | 2.5 |
|
| 3810 |
3810
Univest Financial
Souderton,
Pennsylvania
| $355M | +$17.2M | +5% | 6.76% | 96.9% | 140 | 22.14% | 4.1 |
|
| 3811 |
3811
Doliver Advisors
Houston,
Texas
| $355M | +$29.4M | +9% | 13.1% | 92.3% | 148 | 8.78% | 3.5 |
|
| 3812 |
3812
Whitegate Investment Counselors
Concord,
New Hampshire
| $355M | +$27.1M | +8% | 7.23% | 51% | 64 | 7.81% | 6.4 |
|
| 3813 |
3813
Sector Gamma AS
Oslo,
Norway
| $355M | -$57.3M | -14% | 4.85% | 35.3% | 33 | 24.24% | 2.7 |
|
| 3814 |
3814
Monarch Capital Management
Fort Wayne,
Indiana
| $354M | +$24.2M | +7% | 8.71% | 77% | 116 | 3.45% | 7.6 |
|
| 3815 |
3815
Unique Wealth
Clearwater,
Florida
| $354M | +$45.4M | +15% | 8.64% | 68.5% | 89 | 12.36% | 0.9 |
|
| 3816 |
3816
Vectors Research Management
New York
| $354M | -$911K | -0.3% | 6.54% | 67.3% | 144 | 11.11% | 3.9 |
|
| 3817 |
3817
Knightsbridge Asset Management
Newport Beach,
California
| $354M | $0 | 0% | 11.2% | 150% | 120 | 0% | 2.4 |
|
| 3818 |
3818
Sunburst Financial Group
Vestavia Hills,
Alabama
| $354M | +$30.5M | +9% | 6.86% | 55.7% | 115 | 14.78% | 2.5 |
|
| 3819 |
3819
Aspen Grove Capital
Avon,
Colorado
| $354M | +$25.2M | +8% | 7.33% | 90% | 215 | 15.81% | 0.8 |
|
| 3820 |
3820
Kickstand Ventures
Pittsford,
New York
| $353M | +$5.93M | +2% | 5.63% | 51.4% | 106 | 31.13% | 0.4 |
|
| 3821 |
3821
New York Life Insurance Company
New York
| $353M | +$174M | +97% | 10% | 71% | 3 | 0% | 4.8 |
|
| 3822 |
3822
Rosenblum Silverman Sutton
San Francisco,
California
| $353M | +$38.8M | +12% | 16.6% | 90.1% | 76 | 6.58% | 5.2 |
|
| 3823 |
3823
Greenlea Lane Capital Management
Weston,
Connecticut
| $353M | +$30.2M | +9% | 10.8% | 99.7% | 10 | 0% | 2.8 |
|
| 3824 |
3824
Alphadyne Asset Management
New York
| $353M | +$79.1M | +29% | 8.04% | 159% | 42 | 83.33% | 0.1 |
|
| 3825 |
3825
Arjuna Capital
Durham,
North Carolina
| $353M | +$33.2M | +10% | 11.3% | 118% | 115 | 28.7% | 2.4 |
|