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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Steginsky Capital
Port Washington,
New York
| $266M | +$16.3M | +7% | 3.81% | 99.4% | 8 | 0% | 4.7 |
|
| 4002 |
AFS
4002
Aft Forsyth & Sober
Valrico,
Florida
| $266M | +$324K | +0.1% | 0.81% | 94.6% | 89 | 13.48% | 1.9 |
|
| 4003 |
4003
RB Capital Management
Reno,
Nevada
| $266M | +$1.21M | +0.5% | 0.6% | 79.4% | 176 | 6.82% | 2.7 |
|
| 4004 |
4004
Wakefield Asset Management
Englewood,
Colorado
| $266M | +$1.6M | +0.6% | 0.04% | 139% | 171 | 18.71% | 1 |
|
| 4005 |
4005
Callodine Capital Management
Boston,
Massachusetts
| $265M | +$429K | +0.2% | 1% | 53.8% | 53 | 37.74% | 0.9 |
|
| 4006 |
4006
Nine Masts Capital
Central,
Hong Kong
| $265M | +$124M | +88% | 1.94% | 88.1% | 54 | 48.15% | 0.2 |
|
| 4007 |
4007
Cutler Capital Management
Worcester,
Massachusetts
| $265M | +$4M | +2% | 1.17% | 39.7% | 115 | 13.91% | 2.2 |
|
| 4008 |
GCMG
4008
Gyroscope Capital Management Group
Naples,
Florida
| $265M | -$19.6M | -7% | 0.9% | 24.8% | 126 | 14.29% | 2.1 |
|
| 4009 |
4009
Adams Wealth Management
Logan,
Utah
| $265M | +$30.2M | +13% | 0.77% | 105% | 89 | 22.47% | 1.1 |
|
| 4010 |
4010
Benefit Street Partners
New York
| $265M | +$2.06M | +0.8% | 1.33% | – | 48 | 29.17% | 1 |
|
| 4011 |
4011
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $264M | -$1.92M | -0.7% | 2.13% | 19.4% | 87 | 9.2% | 0.7 |
|
| 4012 |
4012
Allied Investment Advisors
Billings,
Montana
| $264M | -$1.14M | -0.4% | 0.11% | 68.4% | 56 | 0% | 2.8 |
|
| 4013 |
4013
Prudent Man Advisors
Naperville,
Illinois
| $264M | +$5.22M | +2% | 0.25% | 82.8% | 229 | 18.34% | 0.9 |
|
| 4014 |
4014
DFPG Investments
Sandy,
Utah
| $264M | -$100K | -0% | 0.66% | 38.2% | 194 | 17.01% | 1.5 |
|
| 4015 |
4015
Stewardship Advisors
Mount Joy,
Pennsylvania
| $264M | -$2.69M | -1% | 0.88% | 46.1% | 54 | 9.26% | 1.1 |
|
| 4016 |
4016
Patton Fund Management
Dallas,
Texas
| $263M | +$74.4M | +39% | 1.57% | 211% | 81 | 40.74% | 0.8 |
|
| 4017 |
MPEM
4017
Marathon Partners Equity Management
New York
| $263M | -$5.55M | -2% | 13.3% | – | 14 | 21.43% | 2.9 |
|
| 4018 |
4018
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $263M | +$52.2M | +25% | 0.72% | 65.7% | 93 | 69.89% | 0.6 |
|
| 4019 |
4019
TLWM Financial
San Antonio,
Texas
| $263M | -$15.8M | -6% | 0.31% | 53.9% | 72 | 11.11% | 1.9 |
|
| 4020 |
4020
Falcon Wealth Planning
Ontario,
California
| $263M | +$29M | +12% | 0.86% | 52.7% | 74 | 21.62% | 0.6 |
|
| 4021 |
HCM
4021
Horrell Capital Management
Little Rock,
Arkansas
| $262M | -$8.56M | -3% | 1.67% | 55.6% | 207 | 9.66% | 4.6 |
|
| 4022 |
4022
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $262M | -$78.1M | -23% | 3.96% | 61.4% | 18 | 44.44% | 0.3 |
|
| 4023 |
4023
Red Door Wealth Management
Memphis,
Tennessee
| $261M | +$4.24M | +2% | 0.12% | 100% | 666 | 76.88% | 1.2 |
|
| 4024 |
4024
44 Wealth Management
Eugene,
Oregon
| $261M | +$1.36M | +0.5% | 0.09% | – | 184 | 9.78% | 0.6 |
|
| 4025 |
4025
Manchester Financial
Westlake Village,
California
| $261M | +$8.31M | +3% | 1.05% | 73% | 93 | 19.35% | 1.8 |
|