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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
Mason & Associates (Virginia)
Newport News,
Virginia
| $398M | +$4.44K | +0% | 5.06% | – | 41 | 0% | 1.1 |
|
| 4077 |
4077
Old Port Advisors
Portland,
Maine
| $398M | +$31.5M | +9% | 8.72% | 114% | 247 | 9.31% | 4.4 |
|
| 4078 |
4078
Nikulski Financial
Bettendorf,
Iowa
| $398M | +$32.7M | +9% | 8.71% | 95.8% | 158 | 12.03% | 3.7 |
|
| 4079 |
DI
4079
DAGCO Inc
Westlake,
Ohio
| $398M | +$39.2M | +11% | 7.39% | 75% | 367 | 4.36% | 1.1 |
|
| 4080 |
4080
Shikiar Asset Management
New York
| $397M | +$38M | +11% | 10.7% | 117% | 102 | 24.51% | 3.6 |
|
| 4081 |
4081
Forefront Wealth Partners
Austin,
Texas
| $397M | +$252M | +173% | 5.66% | – | 208 | 61.06% | 0.3 |
|
| 4082 |
4082
Triune Financial Partners
Overland Park,
Kansas
| $397M | +$33.7M | +9% | 7.08% | 61.6% | 47 | 10.64% | 2.3 |
|
| 4083 |
4083
Towle & Co
Denver,
Colorado
| $396M | -$28.9M | -7% | 19.9% | 172% | 63 | 36.51% | 1.8 |
|
| 4084 |
CCM
4084
Contrarian Capital Management
Greenwich,
Connecticut
| $396M | +$46.8M | +13% | 12.5% | 29.4% | 40 | 25% | 2.5 |
|
| 4085 |
4085
G2 Capital Management
Columbus,
Ohio
| $396M | +$40.3M | +11% | 6.96% | 55.1% | 70 | 8.57% | 2.4 |
|
| 4086 |
4086
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $396M | +$25.9M | +7% | 7.72% | 73.9% | 681 | 71.22% | 3.3 |
|
| 4087 |
4087
BNC Wealth Management
Beaverton,
Oregon
| $396M | +$59M | +18% | 15.7% | 204% | 113 | 18.58% | 2.5 |
|
| 4088 |
4088
Mudrick Capital Management
New York
| $396M | -$76.7M | -16% | 18.1% | 212% | 4 | 0% | 0.4 |
|
| 4089 |
4089
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $396M | +$12.8M | +3% | 5.21% | 49.3% | 53 | 3.77% | 7.5 |
|
| 4090 |
DI
4090
Diligent Investors
Redlands,
California
| $396M | -$26.5M | -6% | 6.89% | 82.2% | 355 | 12.11% | 4.4 |
|
| 4091 |
4091
Astoria Strategic Wealth
Conroe,
Texas
| $396M | +$25.4M | +7% | 5.75% | 42.1% | 36 | 5.56% | 3.9 |
|
| 4092 |
4092
Ayalon Insurance Company
Ramat Gan,
Israel
| $395M | +$49.1M | +14% | 8.11% | 99.6% | 58 | 1.72% | 5.5 |
|
| 4093 |
4093
Tiger Pacific Capital
New York
| $395M | +$94.1M | +31% | 12.3% | 84.5% | 15 | 53.33% | 1.4 |
|
| 4094 |
SL
4094
Sonnipe Ltd
Douglas,
Isle Of Man
| $395M | -$282M | -42% | 38.4% | 57.8% | 1 | 0% | 2.8 |
|
| 4095 |
4095
Arohi Asset Management
Singapore
| $395M | +$22.9M | +6% | 6.96% | – | 6 | 33.33% | 1.3 |
|
| 4096 |
4096
Sio Capital Management
New York
| $395M | +$133M | +51% | 50.3% | 564% | 66 | 43.94% | 0.9 |
|
| 4097 |
HH
4097
HWG Holdings
Houston,
Texas
| $395M | +$52.8M | +15% | 11.3% | – | 67 | 34.33% | 2.2 |
|
| 4098 |
4098
Fermata Advisors
Sonoma,
California
| $394M | +$20.2M | +5% | 6.7% | 58.3% | 236 | 17.37% | 1.9 |
|
| 4099 |
4099
Gator Capital Management
Tampa,
Florida
| $394M | +$71.3M | +22% | 27.9% | 245% | 78 | 8.97% | 2.8 |
|
| 4100 |
SCMS
4100
Serenity Capital Management (Singapore)
Singapore
| $394M | +$158M | +67% | 15.6% | 21% | 8 | 0% | 1.3 |
|