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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Firestone Capital Management
Coral Gables,
Florida
| $277M | -$4.26M | -2% | 5.61% | 51.6% | 508 | 10.04% | 1.2 |
|
| 3952 |
3952
Burt Wealth Advisors
North Bethesda,
Maryland
| $277M | +$5.57M | +2% | 4.8% | 57.3% | 96 | 7.29% | 5.2 |
|
| 3953 |
3953
M. Kulyk & Associates
Decatur,
Georgia
| $277M | +$8.8M | +3% | 6.66% | 63.3% | 74 | 17.57% | 0.4 |
|
| 3954 |
3954
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $277M | +$10.9M | +4% | 6.17% | 74% | 75 | 10.67% | 4.2 |
|
| 3955 |
3955
Schoolcraft Capital
Boulder,
Colorado
| $277M | +$26.3M | +11% | 6.08% | 58.7% | 54 | 7.41% | 1.7 |
|
| 3956 |
3956
AtonRa Partners
Geneva,
Switzerland
| $277M | +$52.4M | +23% | 13.5% | 49% | 121 | 18.18% | 0.4 |
|
| 3957 |
3957
Canaan Partners IX
Menlo Park,
California
| $276M | -$54.7M | -17% | 16.5% | – | 2 | 50% | 1.5 |
|
| 3958 |
3958
Founders Circle Capital
Campbell,
California
| $276M | +$144M | +109% | 9.39% | 28% | 8 | 37.5% | 0.3 |
|
| 3959 |
3959
KPCB DGF II Associates
Menlo Park,
California
| $276M | -$412M | -60% | 5.22% | 2.08% | 3 | 0% | 0.8 |
|
| 3960 |
3960
Eldridge Investment Advisors
Manchester,
New Hampshire
| $276M | +$17.1M | +7% | 5.45% | 50.9% | 118 | 8.47% | 2.2 |
|
| 3961 |
3961
Keystone Financial Planning
Cleveland,
Ohio
| $276M | +$7.8M | +3% | 4.38% | 46% | 48 | 14.58% | 4.4 |
|
| 3962 |
3962
Moon Capital Management
New York
| $276M | -$23M | -8% | 3.45% | 76.3% | 33 | 42.42% | 1.3 |
|
| 3963 |
3963
Gleason Group
Prospect,
Kentucky
| $276M | +$22M | +9% | 6.88% | 69.1% | 217 | 13.36% | 1.3 |
|
| 3964 |
3964
Cowen Prime Advisors
New York
| $276M | +$11.3M | +4% | 7.81% | 116% | 177 | 7.91% | 4.6 |
|
| 3965 |
CAGAS
3965
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $275M | +$18.2M | +7% | 6.22% | 54.8% | 569 | 11.78% | 1.4 |
|
| 3966 |
3966
High Note Wealth
Deephaven,
Minnesota
| $275M | +$18.1M | +7% | 6.75% | 73% | 87 | 12.64% | 0.5 |
|
| 3967 |
ICM
3967
ISZO Capital Management
New York
| $275M | +$63.2M | +30% | 75% | 68.2% | 8 | 37.5% | 1 |
|
| 3968 |
3968
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $275M | +$33M | +14% | 6.44% | 74% | 134 | 7.46% | 1.5 |
|
| 3969 |
3969
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $275M | +$43.9M | +19% | 5.26% | 51.1% | 438 | 21% | 2.3 |
|
| 3970 |
3970
Janiczek Wealth Management
Denver,
Colorado
| $275M | +$24.6M | +10% | 5.36% | 16.4% | 949 | 11.38% | 1 |
|
| 3971 |
3971
Stonebridge Capital Management
Los Angeles,
California
| $275M | +$13M | +5% | 5.98% | – | 104 | 4.81% | 5.5 |
|
| 3972 |
3972
Selkirk Management
Chatham,
New Jersey
| $275M | -$61.1M | -18% | 7.14% | 245% | 21 | 19.05% | 4.4 |
|
| 3973 |
3973
WealthBridge Capital Management
Westerville,
Ohio
| $275M | +$29.5M | +12% | 7.34% | 89.4% | 167 | 8.38% | 1.6 |
|
| 3974 |
3974
Wind River Trust Company
Jackson,
Wyoming
| $275M | -$3.32M | -1% | 6.49% | 62.1% | 10 | 0% | 6 |
|
| 3975 |
WA
3975
Wealth Advisors
Rancho Santa Fe,
California
| $275M | +$23.1M | +9% | 11.4% | 40% | 110 | 16.36% | 0.9 |
|