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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Angelo Gordon & Co
New York
| $316M | +$56.5M | +22% | 13.4% | 90.1% | 94 | 43.62% | 0.7 |
|
| 3902 |
3902
Stokes Capital Advisors
Greenwood,
South Carolina
| $316M | +$29.3M | +10% | 10.9% | 61.3% | 79 | 7.59% | 3.9 |
|
| 3903 |
3903
Flagstar Advisors
New York
| $316M | +$52.9M | +20% | 10.2% | 81.9% | 183 | 17.49% | 1.6 |
|
| 3904 |
3904
Poehling Capital Management
Madison,
Wisconsin
| $316M | +$30M | +10% | 9.23% | 83% | 130 | 7.69% | 3.3 |
|
| 3905 |
3905
Wealth Dimensions Group
Cincinnati,
Ohio
| $316M | +$40.1M | +15% | 9.09% | 63.6% | 139 | 8.63% | 2.4 |
|
| 3906 |
3906
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| $316M | – | – | 10.3% | – | 23 | – | 0 |
|
| 3907 |
3907
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $316M | -$15.1M | -5% | 9.75% | 80.6% | 158 | 27.22% | 1.5 |
|
| 3908 |
3908
Scissortail Wealth Management
Tulsa,
Oklahoma
| $316M | +$189M | +149% | 7.89% | 71.9% | 162 | 73.46% | 0.3 |
|
| 3909 |
3909
CIC Wealth
Rockville,
Maryland
| $315M | +$36.4M | +13% | 11.3% | – | 167 | 14.97% | 0.8 |
|
| 3910 |
3910
Kozak & Associates
Highlands Ranch,
Colorado
| $315M | +$42.2M | +15% | 13.8% | 111% | 420 | 20.71% | 1.9 |
|
| 3911 |
3911
Solus Alternative Asset Management
Summit,
New Jersey
| $315M | +$2.91M | +0.9% | 4.47% | 79.3% | 10 | 0% | 1.9 |
|
| 3912 |
MI
3912
M3F Inc
Salt Lake City,
Utah
| $315M | +$15.7M | +5% | 17% | 139% | 43 | 16.28% | 3.7 |
|
| 3913 |
MJP
3913
Michael J. Puzo
| $315M | +$20M | +7% | 9.26% | 90.3% | 79 | 10.13% | 6.7 |
|
| 3914 |
3914
Riggs Asset Management
Dallas,
Pennsylvania
| $315M | +$33.8M | +12% | 13.8% | 207% | 472 | 22.88% | 2.7 |
|
| 3915 |
3915
FTV Management Company
San Francisco,
California
| $315M | +$23.7M | +8% | 8.14% | 15.1% | 1 | 0% | 2 |
|
| 3916 |
3916
Rosenblum Silverman Sutton
San Francisco,
California
| $314M | +$20.6M | +7% | 15.8% | 90.1% | 75 | 8% | 5.1 |
|
| 3917 |
3917
Alight Capital Management
New York
| $314M | +$122M | +63% | 20.9% | 466% | 74 | 56.76% | 0.5 |
|
| 3918 |
CC
3918
Corton Capital
Carrying Place,
Ontario, Canada
| $314M | +$116M | +59% | 22.2% | 225% | 668 | 54.34% | 0.4 |
|
| 3919 |
3919
Rezny Wealth Management
Fort Myers,
Florida
| $314M | +$30M | +11% | 9.81% | 99.6% | 27 | 37.04% | 2.5 |
|
| 3920 |
3920
RDST Capital
Seattle,
Washington
| $314M | +$49.1M | +19% | 15.8% | 43% | 18 | 11.11% | 1.3 |
|
| 3921 |
3921
L.M. Kohn & Company
Cincinnati,
Ohio
| $313M | +$39.3M | +14% | 11.3% | 97.9% | 259 | 13.13% | 1.4 |
|
| 3922 |
3922
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $313M | +$32.6M | +12% | 14.7% | 116% | 20 | 5% | 7.1 |
|
| 3923 |
3923
PFW Advisors
Atlanta,
Georgia
| $313M | +$29.8M | +11% | 9.65% | – | 128 | 13.28% | 3.6 |
|
| 3924 |
3924
Marion Wealth Management
Monroeville,
Pennsylvania
| $313M | +$28.8M | +10% | 7.64% | 51.7% | 131 | 26.72% | 1.4 |
|
| 3925 |
3925
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $313M | +$85.7M | +38% | 14.5% | 62.1% | 87 | 21.84% | 1.6 |
|