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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Berkeley Capital Partners
Milton,
Georgia
| $195M | +$5.75M | +3% | 7.57% | 62.8% | 140 | 15.71% | 2.2 |
|
| 3827 |
3827
Sutton Wealth Advisors
Tampa,
Florida
| $195M | +$16M | +9% | 7.98% | 40.9% | 1,215 | 7.41% | 2.8 |
|
| 3828 |
3828
Solus Alternative Asset Management
Summit,
New Jersey
| $195M | -$103M | -35% | 9.97% | 79.3% | 9 | 11.11% | 1.8 |
|
| 3829 |
3829
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $195M | -$2.49M | -1% | 7.34% | 39.8% | 6 | 0% | 3 |
|
| 3830 |
3830
Bellecapital
Zurich,
Switzerland
| $195M | +$28.3M | +17% | 9.49% | 152% | 158 | 22.78% | 1.6 |
|
| 3831 |
3831
Robertson Opportunity Capital
Dallas,
Texas
| $195M | +$14.4M | +8% | 10.8% | 93.4% | 26 | 0% | 3.8 |
|
| 3832 |
3832
CMH Wealth Management
Portsmouth,
New Hampshire
| $195M | +$18.1M | +10% | 9.21% | 88% | 52 | 1.92% | 1.9 |
|
| 3833 |
3833
Ionic Capital Management
New York
| $195M | -$434M | -69% | 6.28% | 163% | 186 | 50% | 0.5 |
|
| 3834 |
AC
3834
Aperimus Capital
Marina Del Rey,
California
| $195M | +$17.1M | +10% | 8.15% | 44% | 3 | 0% | 6.5 |
|
| 3835 |
CH
3835
Canton Hathaway
Providence,
Rhode Island
| $195M | +$14.2M | +8% | 8.77% | 87.8% | 214 | 12.62% | 0.9 |
|
| 3836 |
3836
Courage Miller Partners
Norfolk,
Virginia
| $195M | +$13.2M | +7% | 4.94% | 43.5% | 73 | 6.85% | 4.7 |
|
| 3837 |
3837
Quantamental Technologies
White Plains,
New York
| $194M | -$112M | -37% | 6.84% | 24.2% | 1,706 | 85.81% | 0.3 |
|
| 3838 |
3838
Syquant Capital SAS
Paris,
France
| $194M | -$171M | -47% | 63.3% | 160% | 30 | 90% | 0 |
|
| 3839 |
LWA
3839
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $194M | – | – | 4.83% | 8.87% | 79 | – | 0 |
|
| 3840 |
3840
Link Fund Solutions
London,
United Kingdom
| $194M | – | – | 29.7% | – | 2 | – | 0 |
|
| 3841 |
3841
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $194M | +$16M | +9% | 10% | – | 82 | 2.44% | 4 |
|
| 3842 |
3842
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $194M | – | – | 4.7% | 75.6% | 54 | – | 0 |
|
| 3843 |
3843
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $194M | +$9M | +5% | 5.94% | 51.1% | 298 | 11.41% | 2.3 |
|
| 3844 |
3844
Jackson Financial Management
Costa Mesa,
California
| $194M | +$27.9M | +17% | 5.65% | – | 46 | 32.61% | 1 |
|
| 3845 |
3845
Rezny Wealth Management
Fort Myers,
Florida
| $194M | +$20.3M | +12% | 7.9% | 99.6% | 13 | 7.69% | 2 |
|
| 3846 |
3846
Lumbard & Kellner
Hollis,
New Hampshire
| $194M | +$11.1M | +6% | 5.66% | 137% | 81 | 3.7% | 3.6 |
|
| 3847 |
3847
Baymount Management
Miami,
Florida
| $193M | – | – | 7.46% | – | 14 | – | 0 |
|
| 3848 |
RI
3848
Rudd International
Sarasota,
Florida
| $193M | +$6.7M | +4% | 5.44% | – | 76 | 3.95% | 0.9 |
|
| 3849 |
AGC
3849
Alden Global Capital
Brandon,
Florida
| $193M | +$140M | +265% | 39.1% | 99.8% | 6 | 66.67% | 0.1 |
|
| 3850 |
3850
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $193M | -$781K | -0.4% | 3.41% | 59.6% | 89 | 40.45% | 0.7 |
|