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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $165M | +$26.7M | +19% | 8.47% | 56.9% | 172 | 12.79% | 0.8 |
|
| 4152 |
4152
Peloton Wealth Strategists
Indianapolis,
Indiana
| $165M | +$8.41M | +5% | 7.06% | 51.3% | 81 | 20.99% | 2.4 |
|
| 4153 |
WR
4153
Watson Rebecca
| $165M | – | – | 4.16% | – | 84 | – | 0 |
|
| 4154 |
4154
Investors Asset Management of Georgia
Atlanta,
Georgia
| $165M | +$7.82M | +5% | 6.51% | 118% | 156 | 6.41% | 3.9 |
|
| 4155 |
4155
Barnett & Company
Chattanooga,
Tennessee
| $164M | -$6.48M | -4% | 6.07% | 65.9% | 524 | 23.09% | 1.9 |
|
| 4156 |
CCC
4156
Chelsea Counsel Company
Los Angeles,
California
| $164M | -$1.76M | -1% | 7.97% | 106% | 71 | 9.86% | 4.3 |
|
| 4157 |
PL
4157
Polianta Ltd
St Helier,
Jersey
| $164M | +$6.9M | +4% | 7.46% | 31.6% | 107 | 82.24% | 0.1 |
|
| 4158 |
4158
Pacific Edge Advisors
Corona Del Mar,
California
| $164M | +$11M | +7% | 5.81% | 31.3% | 49 | 14.29% | 1.4 |
|
| 4159 |
4159
Chartist Inc
Seal Beach,
California
| $164M | +$8.69M | +6% | 7.64% | – | 32 | 18.75% | 3.3 |
|
| 4160 |
4160
LCNB Corp
Lebanon,
Ohio
| $164M | +$7.77M | +5% | 7.13% | 75.2% | 151 | 5.96% | 2.1 |
|
| 4161 |
4161
Aries Wealth Management
Portland,
Maine
| $164M | +$13.5M | +9% | 7.58% | 87.7% | 166 | 7.83% | 1.5 |
|
| 4162 |
4162
Investment Security Group
Denver,
Colorado
| $164M | +$4.78M | +3% | – | – | 17 | 29.41% | 0.5 |
|
| 4163 |
4163
Procyon Advisors
Shelton,
Connecticut
| $164M | – | – | 8.12% | 92.3% | 1,111 | – | 0 |
|
| 4164 |
KSCM
4164
Kamunting Street Capital Management
Miami Beach,
Florida
| $164M | +$49.9M | +44% | 3.92% | 7.47% | 76 | 75% | 0.5 |
|
| 4165 |
CAN
4165
Claraphi Advisory Network
Aliso Viejo,
United States
| $163M | -$1.61M | -1% | 9.23% | 88.3% | 427 | 56.67% | 1.4 |
|
| 4166 |
4166
Miramar Capital
Northbrook,
Illinois
| $163M | +$15.4M | +10% | 6.07% | 47.3% | 64 | 26.56% | 0.8 |
|
| 4167 |
HPC
4167
Hobart Private Capital
Charlotte,
North Carolina
| $163M | +$16.6M | +11% | 5.68% | 60% | 163 | 18.4% | 1.2 |
|
| 4168 |
4168
Medicxi Ventures Management
St. Helier,
Jersey
| $163M | – | – | 147% | 505% | 4 | – | 0 |
|
| 4169 |
4169
Opes Wealth Management
Menlo Park,
California
| $163M | +$11.6M | +8% | 7.61% | 54.1% | 53 | 7.55% | 0.6 |
|
| 4170 |
4170
Xponance
Philadelphia,
Pennsylvania
| $163M | -$18.2M | -10% | 8.55% | 144% | 87 | 34.48% | 1.1 |
|
| 4171 |
PCA
4171
Prospect Capital Advisors
Sausalito,
California
| $163M | -$34.6M | -17% | 12.5% | 202% | 32 | 46.88% | 1.8 |
|
| 4172 |
AP
4172
Arlington Partners
Birmingham,
Alabama
| $163M | +$5.52M | +4% | 2.91% | 46.4% | 266 | 35.34% | 0.8 |
|
| 4173 |
4173
Campbell Capital Management
Miami,
Florida
| $163M | +$28.7M | +21% | 12.9% | – | 59 | 25.42% | 0.6 |
|
| 4174 |
4174
Cape Ann Asset Management
London,
United Kingdom
| $163M | – | – | 15.4% | 199% | 8 | – | 0 |
|
| 4175 |
4175
First Ascent Asset Management
Denver,
Colorado
| $163M | – | – | 4.7% | 4.15% | 32 | – | 0 |
|