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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Financial Sense Advisors
San Diego,
California
| $291M | -$7.26M | -2% | 9.26% | 152% | 124 | 32.26% | 1.5 |
|
| 4077 |
4077
New Harbor Financial Group
Worcester,
Massachusetts
| $291M | +$47.9M | +20% | 1.73% | 94.6% | 29 | 34.48% | 2.1 |
|
| 4078 |
4078
Scarborough Advisors
Annapolis,
Maryland
| $291M | – | – | 5.98% | 63.3% | 62 | – | 0 |
|
| 4079 |
4079
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $291M | – | – | 11.2% | 73.9% | 234 | – | 0 |
|
| 4080 |
4080
Hillman Capital Management
Bethesda,
Maryland
| $291M | +$6.09M | +2% | 2.55% | 20.2% | 58 | 18.97% | 2 |
|
| 4081 |
4081
Anfield Capital Management
Irvine,
California
| $290M | -$30.6M | -10% | 6.71% | 65.3% | 137 | 35.77% | 0.9 |
|
| 4082 |
H2CM
4082
H/2 Credit Manager
Stamford,
Connecticut
| $290M | -$68M | -19% | 0.31% | 97.4% | 12 | 16.67% | 0.8 |
|
| 4083 |
4083
Wakefield Asset Management
Englewood,
Colorado
| $290M | +$24.3M | +9% | 7.87% | 147% | 184 | 26.63% | 1.1 |
|
| 4084 |
4084
Beaconlight Capital
New York
| $290M | +$60.9M | +27% | 13.3% | 282% | 54 | 51.85% | 0.8 |
|
| 4085 |
4085
WealthOne
Albany,
New York
| $290M | +$23M | +9% | 8.17% | 23.4% | 140 | 25.71% | 1.8 |
|
| 4086 |
4086
Private Capital Management (Colorado)
Denver,
Colorado
| $290M | +$45.4M | +19% | 9.1% | 20% | 149 | 16.11% | 1.6 |
|
| 4087 |
4087
Aryeh Capital Management
Toronto,
Ontario, Canada
| $290M | +$32.8M | +13% | 6.15% | 87.7% | 12 | 16.67% | 0.7 |
|
| 4088 |
4088
Kanen Wealth Management
Coconut Creek,
Florida
| $290M | +$10.3M | +4% | 3.67% | 328% | 29 | 20.69% | 0.6 |
|
| 4089 |
4089
Enstar Group
Hamilton,
Bermuda
| $289M | +$69.4M | +32% | 8.76% | 29.5% | 12 | 25% | 1.3 |
|
| 4090 |
PFMOSF
4090
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $289M | -$25.1M | -8% | 9.57% | 209% | 51 | 68.63% | 0.4 |
|
| 4091 |
4091
Fractal Investments
Glastonbury,
Connecticut
| $289M | – | – | 1.71% | 74.2% | 126 | – | 0 |
|
| 4092 |
MWM
4092
Mascoma Wealth Management
Hanover,
New Hampshire
| $289M | +$31.3M | +12% | 6.34% | 43.7% | 573 | 24.26% | 0.7 |
|
| 4093 |
4093
Bornite Capital Management
New York
| $289M | +$102M | +55% | 14.1% | 208% | 30 | 80% | 0.1 |
|
| 4094 |
4094
Infusive Asset Management
New York
| $289M | -$181M | -39% | 9.13% | 33.8% | 54 | 22.22% | 0.8 |
|
| 4095 |
4095
Financial Consulate
Hunt Valley,
Maryland
| $288M | +$12.4M | +4% | 7.36% | 61.4% | 141 | 9.22% | 2.9 |
|
| 4096 |
4096
Krensavage Asset Management
New York
| $288M | -$30.5M | -10% | 3.57% | 124% | 13 | 23.08% | 2.8 |
|
| 4097 |
WA
4097
Wealth Advisors
Rancho Santa Fe,
California
| $288M | +$32.3M | +13% | 13.8% | 40% | 96 | 33.33% | 1.5 |
|
| 4098 |
4098
O'Brien Wealth Partners
Waltham,
Massachusetts
| $288M | +$1.98M | +0.7% | 6.65% | 56.7% | 56 | 19.64% | 1.9 |
|
| 4099 |
4099
44 Wealth Management
Eugene,
Oregon
| $288M | +$26.9M | +10% | 11% | – | 191 | 14.14% | 0.8 |
|
| 4100 |
HIM
4100
Hotaling Investment Management
Wayne,
Pennsylvania
| $288M | +$47.3M | +20% | 12.9% | 52.6% | 138 | 16.67% | 1.8 |
|