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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Advantage Alpha Capital Partners
San Francisco,
California
| $371M | -$37.3M | -9% | 11% | 79.2% | 167 | 41.32% | 1.5 |
|
| 4052 |
4052
L.M. Kohn & Company
Cincinnati,
Ohio
| $371M | -$11.8M | -3% | 10.1% | 97.9% | 310 | 20.97% | 2.1 |
|
| 4053 |
SFA
4053
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $371M | +$63.3M | +21% | 17.2% | 185% | 24 | 20.83% | 2.9 |
|
| 4054 |
4054
Brave Asset Management
Summit,
New Jersey
| $371M | +$50.2M | +16% | 8.64% | 76.3% | 184 | 17.39% | 4.8 |
|
| 4055 |
4055
Mattson Financial Services
Kentwood,
Michigan
| $371M | +$38.2M | +11% | 12.5% | – | 354 | 60.45% | 0.7 |
|
| 4056 |
4056
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $371M | +$56.2M | +18% | 14.4% | 239% | 387 | 46.51% | 1 |
|
| 4057 |
4057
Prudent Investors Network
Lake Forest,
California
| $371M | +$19.6M | +6% | 5.53% | – | 69 | 24.64% | 2.1 |
|
| 4058 |
4058
SWS Partners
Columbus,
Ohio
| $371M | +$65.9M | +22% | 14.7% | 127% | 121 | 12.4% | 2.7 |
|
| 4059 |
4059
JPL Wealth Management
Highlands Ranch,
Colorado
| $371M | +$20M | +6% | 7.54% | – | 117 | 6.84% | 1.2 |
|
| 4060 |
4060
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $370M | +$63.9M | +21% | 9.37% | 73.9% | 696 | 29.31% | 2.5 |
|
| 4061 |
4061
Advanced Asset Management Advisors
Dublin,
Ohio
| $370M | +$6.64M | +2% | 7.55% | 93.6% | 89 | 7.87% | 4.8 |
|
| 4062 |
4062
RDA Financial Network
Akron,
Iowa
| $370M | +$34.8M | +10% | 11.1% | 93.4% | 268 | 13.81% | 3.5 |
|
| 4063 |
4063
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $370M | +$20.4M | +6% | 7.19% | 64.7% | 269 | 15.99% | 2.4 |
|
| 4064 |
4064
Astoria Strategic Wealth
Conroe,
Texas
| $370M | +$29.9M | +9% | 6.82% | 42.1% | 35 | 5.71% | 3.7 |
|
| 4065 |
4065
Cache Advisors
San Francisco,
California
| $370M | +$109M | +42% | 29.1% | – | 97 | 19.59% | 0.4 |
|
| 4066 |
4066
Sandler Capital Management
New York
| $370M | -$29.9M | -7% | 24.7% | 325% | 180 | 53.33% | 0.7 |
|
| 4067 |
4067
Scott Capital Advisors
Portland,
Oregon
| $369M | +$33.9M | +10% | 7.45% | 50.9% | 52 | 5.77% | 2.5 |
|
| 4068 |
4068
FCPM III Services
Naarden,
Netherlands
| $369M | -$44.6M | -11% | 10.6% | – | 8 | 12.5% | 1.1 |
|
| 4069 |
4069
VELA Investment Management
New Albany,
Ohio
| $369M | +$50M | +16% | 4.33% | 56.8% | 178 | 23.6% | 1.8 |
|
| 4070 |
4070
Radcliff Management
New York
| $369M | +$38.8M | +12% | 29.9% | 47.6% | 1 | 0% | 3.5 |
|
| 4071 |
4071
Pacific Center for Financial Services
San Ramon,
California
| $369M | -$8.45M | -2% | 7.51% | 60.1% | 476 | 3.36% | 5.2 |
|
| 4072 |
4072
Stevens Capital Management
Radnor,
Pennsylvania
| $368M | -$34.8M | -9% | 17.9% | 108% | 351 | 68.66% | 0.4 |
|
| 4073 |
4073
Fruth Investment Management
Houston,
Texas
| $368M | +$7.78M | +2% | 5.07% | 79.4% | 220 | 3.18% | 8.5 |
|
| 4074 |
4074
Alta Fox Capital Management
Fort Worth,
Texas
| $368M | +$116M | +46% | 25.6% | 261% | 22 | 45.45% | 0.6 |
|
| 4075 |
SGH
4075
Sivik Global Healthcare
Greenwich,
Connecticut
| $368M | +$183M | +99% | 2.91% | 83.8% | 49 | 42.86% | 1.8 |
|