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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
Meridian Investment Counsel
Lafayette,
California
| $367M | +$27.8M | +8% | 9.78% | 116% | 227 | 8.37% | 6.4 |
|
| 4077 |
4077
Frontier Asset Management
Sheridan,
Wyoming
| $367M | +$22.8M | +7% | 7.75% | 51.8% | 75 | 16% | 1.8 |
|
| 4078 |
4078
Hidden Lake Asset Management
New York
| $367M | +$213M | +138% | 47.9% | 849% | 51 | 72.55% | 0.3 |
|
| 4079 |
4079
First Wilshire Securities Management
Pasadena,
California
| $367M | +$18.5M | +5% | 8.72% | 135% | 84 | 8.33% | 5 |
|
| 4080 |
4080
Hunting Hill Global Capital
New York
| $367M | +$202M | +123% | 21% | 132% | 154 | 55.84% | 0.7 |
|
| 4081 |
4081
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $367M | +$37.5M | +11% | 9.36% | 67.5% | 381 | 14.17% | 1 |
|
| 4082 |
4082
World Equity Group
Schaumburg,
Illinois
| $367M | +$16.6M | +5% | 12.8% | 117% | 362 | 29.56% | 1.5 |
|
| 4083 |
4083
Old Port Advisors
Portland,
Maine
| $367M | +$28.6M | +8% | 8.57% | 114% | 240 | 9.58% | 4.4 |
|
| 4084 |
4084
ADW Capital Management
Miami Beach,
Florida
| $366M | +$58.1M | +19% | 14.4% | 78.2% | 7 | 14.29% | 3.8 |
|
| 4085 |
IFS
4085
Ifrah Financial Services
Little Rock,
Arkansas
| $366M | +$18.2M | +5% | 6.77% | 64.1% | 205 | 8.29% | 5.2 |
|
| 4086 |
4086
Old Mission Investment Co
Traverse City,
Michigan
| $366M | +$32.7M | +10% | 8.61% | 82% | 129 | 8.53% | 3.9 |
|
| 4087 |
4087
Seafarer Capital Partners
Larkspur,
California
| $366M | +$57.5M | +19% | 21.8% | 43% | 7 | 0% | 3.5 |
|
| 4088 |
4088
Buska Wealth Management
Wausau,
Wisconsin
| $366M | +$46.8M | +15% | 8.24% | – | 69 | 10.14% | 1 |
|
| 4089 |
4089
Untitled Investments
New York
| $366M | +$12.8M | +4% | 18.1% | 79.6% | 18 | 38.89% | 1.3 |
|
| 4090 |
MM
4090
Meridian Management
Little Rock,
Arkansas
| $366M | +$42.9M | +13% | 7.52% | 57.8% | 78 | 11.54% | 6.3 |
|
| 4091 |
4091
Hartford Financial Management
Hartford,
Connecticut
| $366M | -$119M | -24% | 9.33% | 87.9% | 371 | 9.7% | 6.6 |
|
| 4092 |
4092
Core Alternative Capital
Peachtree Corners,
Georgia
| $366M | -$50.4M | -12% | 5.22% | 74.5% | 355 | 5.63% | 3.5 |
|
| 4093 |
4093
Medina Value Partners
Los Angeles,
California
| $365M | +$15.7M | +4% | 11.2% | 80% | 28 | 50% | 0.5 |
|
| 4094 |
4094
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| $365M | +$22.8M | +7% | 6.93% | – | 134 | 11.19% | 1 |
|
| 4095 |
CA
4095
Clune & Associates
Chicago,
Illinois
| $365M | +$39.7M | +12% | 5.78% | – | 157 | 10.83% | 0.4 |
|
| 4096 |
4096
Nikulski Financial
Bettendorf,
Iowa
| $365M | +$34.4M | +10% | 11.4% | 95.8% | 152 | 15.13% | 3.9 |
|
| 4097 |
4097
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $365M | -$40M | -10% | 5.92% | 110% | 48 | 35.42% | 1 |
|
| 4098 |
4098
Doliver Advisors
Houston,
Texas
| $365M | +$9.17M | +3% | 5.48% | 92.3% | 174 | 10.34% | 3.7 |
|
| 4099 |
4099
Peterson Wealth Services
South Ogden,
Utah
| $365M | +$42.2M | +13% | 17.5% | 160% | 226 | 13.72% | 1.3 |
|
| 4100 |
4100
Globe Life
Mckinney,
Texas
| $365M | +$24.8M | +7% | 9.49% | 60.1% | 2 | 0% | 5.1 |
|