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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
Coalescence Partners Investment Management
New York
| $387M | +$84.7M | +28% | 15.5% | – | 17 | 17.65% | 1 |
|
| 3952 |
3952
AMI Investment Management
Kendallville,
Indiana
| $387M | +$77.2M | +25% | 6.49% | 47.9% | 73 | 8.22% | 5.6 |
|
| 3953 |
3953
Coleford Investment Management
Toronto, Ontario,
Canada
| $387M | +$30.8M | +9% | 12.3% | – | 20 | 0% | 0.5 |
|
| 3954 |
3954
Wolff Financial Management
Kalamazoo,
Michigan
| $387M | +$26.1M | +7% | 6.7% | 56.7% | 102 | 8.82% | 2.3 |
|
| 3955 |
3955
Cornerstone Wealth Advisors
Edina,
Minnesota
| $387M | +$26.8M | +7% | 7.34% | 46.1% | 49 | 10.2% | 3.2 |
|
| 3956 |
3956
Colony Family Offices
Charlotte,
North Carolina
| $387M | +$66.2M | +21% | 8.18% | 53.9% | 71 | 9.86% | 2.5 |
|
| 3957 |
VM
3957
Venator Management
Pittsburgh,
Pennsylvania
| $387M | +$51.6M | +15% | 14.7% | 101% | 25 | 20% | 2.6 |
|
| 3958 |
3958
Beacon Financial Advisory
Cleveland,
Ohio
| $387M | +$56.7M | +17% | 8.51% | 76.8% | 371 | 16.17% | 2.3 |
|
| 3959 |
3959
Natural Investments
Windsor,
California
| $387M | +$33.9M | +10% | 11.3% | – | 272 | 15.81% | 0.4 |
|
| 3960 |
3960
Paulson Wealth Management
Wheaton,
Illinois
| $386M | +$31M | +9% | 7.65% | 57.1% | 147 | 13.61% | 3.4 |
|
| 3961 |
3961
Harraden Circle Investments
New York
| $386M | +$166M | +75% | 13.2% | – | 159 | 52.2% | 0.3 |
|
| 3962 |
3962
Coston McIsaac & Partners
Bar Harbor,
Maine
| $386M | +$43.4M | +13% | 1.43% | 34.3% | 900 | 20.78% | 2.1 |
|
| 3963 |
3963
EAM Global Investors
Solana Beach,
California
| $386M | +$18.6M | +5% | 42.2% | 2,399% | 121 | 67.77% | 0.2 |
|
| 3964 |
EGA
3964
E&G Advisors
Houston,
Texas
| $386M | +$31.3M | +9% | 11% | 97.7% | 216 | 6.94% | 3 |
|
| 3965 |
3965
AMANSA Capital
Raffles City Tower,
Singapore
| $386M | +$14.5M | +4% | 4% | 115% | 2 | 0% | 2 |
|
| 3966 |
3966
Capital City Trust
Tallahassee,
Florida
| $386M | +$20.7M | +6% | 11% | 98.5% | 120 | 10% | 7.2 |
|
| 3967 |
3967
WBI Investments
Red Bank,
New Jersey
| $385M | +$5.51M | +1% | 4.94% | 97.3% | 336 | 52.98% | 0.7 |
|
| 3968 |
3968
Wick Capital Partners
Wayne,
Pennsylvania
| $385M | +$49.9M | +15% | 9.69% | 60% | 116 | 19.83% | 1.1 |
|
| 3969 |
3969
Compton Financial Group
Towson,
Maryland
| $385M | +$37.3M | +11% | 6.71% | 37.7% | 53 | 18.87% | 2.4 |
|
| 3970 |
3970
Warther Private Wealth
Akron,
Ohio
| $384M | +$80.3M | +26% | 13% | 94.1% | 73 | 31.51% | 1.7 |
|
| 3971 |
3971
Luminus Management
Houston,
Texas
| $384M | +$81.5M | +27% | 38.8% | 8.7% | 25 | 52% | 1 |
|
| 3972 |
3972
Standard General
New York
| $384M | -$99M | -20% | 20.1% | 259% | 3 | 0% | 6.8 |
|
| 3973 |
3973
Maridea Wealth Management
Brooklyn,
New York
| $384M | +$77.3M | +25% | 14% | – | 320 | 43.44% | 0.3 |
|
| 3974 |
3974
Tree Line Advisors
Central,
Hong Kong
| $384M | -$16.7M | -4% | 47.1% | 670% | 8 | 62.5% | 0.9 |
|
| 3975 |
3975
Sollinda Capital Management
Miami,
Florida
| $384M | +$24.5M | +7% | 7.58% | – | 97 | 36.08% | 0.8 |
|