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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Performa Ltd (US)
Charleston,
South Carolina
| $377M | +$45.4M | +14% | 6.16% | 55.8% | 62 | 29.03% | 2.5 |
|
| 4202 |
4202
Kelly Financial Group
Wethersfield,
Connecticut
| $377M | +$31.4M | +9% | 5.34% | – | 96 | 12.5% | 0.6 |
|
| 4203 |
RI
4203
Rinkey Investments
San Diego,
California
| $377M | +$44.1M | +13% | 5.18% | 42.1% | 130 | 26.15% | 1.3 |
|
| 4204 |
4204
Lansing Street Advisors
Ambler,
Pennsylvania
| $377M | +$41.1M | +12% | 6.88% | – | 149 | 14.77% | 1.8 |
|
| 4205 |
4205
Bard Associates
Chicago,
Illinois
| $377M | +$65.7M | +21% | 23.3% | 241% | 176 | 10.8% | 5.9 |
|
| 4206 |
4206
St. Clair Advisors
Mayfield Hts,
Ohio
| $377M | -$5.61M | -1% | 7.11% | 77.5% | 81 | 3.7% | 3.2 |
|
| 4207 |
HCM
4207
Hudson Capital Management
Ramsey,
New Jersey
| $377M | +$24.2M | +7% | 6.05% | 66.8% | 74 | 9.46% | 4.4 |
|
| 4208 |
4208
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $376M | +$36.5M | +11% | 10.7% | 80% | 84 | 5.95% | 5.1 |
|
| 4209 |
4209
Total Clarity Wealth Management
St. Charles,
Illinois
| $376M | +$27M | +8% | 8.08% | 73.2% | 330 | 26.36% | 1.9 |
|
| 4210 |
4210
Shilanski & Associates
Anchorage,
Alaska
| $376M | +$26.3M | +8% | 6.36% | 84.2% | 137 | 41.61% | 1.9 |
|
| 4211 |
4211
Divergent Planning
Bethesda,
Maryland
| $376M | +$37.8M | +11% | 6.11% | 43.3% | 36 | 5.56% | 2.6 |
|
| 4212 |
4212
Roberts Wealth Advisors
Palo Alto,
California
| $376M | +$28.2M | +8% | 7.34% | 81.1% | 101 | 9.9% | 2.4 |
|
| 4213 |
4213
ETF Portfolio Partners
Leawood,
Kansas
| $376M | +$15M | +4% | 5.73% | 50.2% | 69 | 7.25% | 4.2 |
|
| 4214 |
4214
First Wilshire Securities Management
Pasadena,
California
| $376M | +$8.63M | +2% | 14% | 135% | 88 | 10.23% | 5.2 |
|
| 4215 |
NC
4215
Nokomis Capital
Dallas,
Texas
| $376M | +$74.4M | +25% | 30.8% | 145% | 66 | 34.85% | 1.6 |
|
| 4216 |
4216
Boltwood Capital Management
Walnut Creek,
California
| $376M | +$23.9M | +7% | 6.15% | 63% | 178 | 3.37% | 6.3 |
|
| 4217 |
4217
LPWM LLC
Minneapolis,
Minnesota
| $375M | +$32M | +9% | 6.76% | 59.4% | 86 | 5.81% | 3.6 |
|
| 4218 |
4218
Millstreet Capital Management
Boston,
Massachusetts
| $375M | +$20.8M | +6% | 9.26% | – | 2 | 0% | 1.8 |
|
| 4219 |
4219
Bridge City Capital
Lake Oswego,
Oregon
| $374M | +$18M | +5% | 8.33% | 120% | 113 | 9.73% | 4.3 |
|
| 4220 |
4220
Magnitude Capital
New York
| $374M | +$48M | +15% | 14.7% | – | 1 | 0% | 1.8 |
|
| 4221 |
4221
Premier Financial Group
Eureka,
California
| $374M | +$14.5M | +4% | 7.21% | – | 63 | 42.86% | 0.1 |
|
| 4222 |
NELSF
4222
NewGen Equity Long/Short Fund
Grand Cayman,
Cayman Islands
| $374M | +$203M | +119% | 45.6% | – | 41 | 73.17% | 0.1 |
|
| 4223 |
4223
NewGen Asset Management
Toronto,
Ontario, Canada
| $374M | +$196M | +110% | 45.6% | 402% | 41 | 70.73% | 0.4 |
|
| 4224 |
4224
Advanced Asset Management Advisors
Dublin,
Ohio
| $374M | +$3.68M | +1% | 7.52% | 93.6% | 87 | 3.45% | 5 |
|
| 4225 |
4225
Channel Wealth
Santa Barbara,
California
| $374M | +$20.2M | +6% | 6.83% | 59.3% | 191 | 17.28% | 1.7 |
|