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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Interactive Financial Advisors
New Lenox,
Illinois
| $229M | -$16.9M | -7% | 0.78% | 47.6% | 174 | 5.75% | 4 |
|
| 4277 |
ACM
4277
Aljian Capital Management
Carson City,
Nevada
| $229M | -$4.46M | -2% | 2.6% | 162% | 54 | 3.7% | 2.1 |
|
| 4278 |
4278
Stadium Capital Management
New Canaan,
Connecticut
| $229M | +$21.8M | +11% | 14% | 10.9% | 14 | 42.86% | 1.2 |
|
| 4279 |
4279
Element Capital Management
New York
| $229M | -$404M | -64% | 8.25% | 49.4% | 85 | 81.18% | 0.4 |
|
| 4280 |
4280
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $229M | +$9.9M | +5% | 0.44% | 71.1% | 95 | 14.74% | 2.4 |
|
| 4281 |
4281
Bronson Point Management
Fairfield,
Connecticut
| $229M | +$43.4M | +23% | 2.3% | 7.56% | 57 | 54.39% | 0.6 |
|
| 4282 |
4282
Excalibur Management
Waltham,
Massachusetts
| $228M | +$7.44M | +3% | 0.5% | 81.7% | 168 | 11.31% | 3 |
|
| 4283 |
4283
Campbell Capital Management
Miami,
Florida
| $228M | +$6.92M | +3% | 0.58% | – | 59 | 23.73% | 1.4 |
|
| 4284 |
4284
Kiley Juergens Wealth Management
Olympia,
Washington
| $228M | +$9.9M | +5% | 0.58% | 106% | 69 | 13.04% | 2.1 |
|
| 4285 |
LWA
4285
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $228M | +$2.99M | +1% | 1.2% | 8.87% | 59 | 6.78% | 1.5 |
|
| 4286 |
KLCM
4286
KG&L Capital Management
Saint Francisville,
Louisiana
| $228M | +$8.62M | +4% | 0.74% | 91.9% | 149 | 14.77% | 1.6 |
|
| 4287 |
PH
4287
Pinnacle Holdings
Tulsa,
Oklahoma
| $228M | +$10.4M | +5% | 1.63% | 79.6% | 267 | 31.46% | 3.4 |
|
| 4288 |
4288
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $228M | -$1.91M | -0.8% | 0.51% | 73.9% | 473 | 29.81% | 1.1 |
|
| 4289 |
4289
Recurrent Investment Advisors
Houston,
Texas
| $228M | +$29.3M | +15% | 1.43% | 99.7% | 44 | 9.09% | 1.5 |
|
| 4290 |
4290
Tri-Star Advisors
Houston,
Texas
| $228M | +$5.41M | +2% | 0.47% | 3.07% | 54 | 24.07% | 0.8 |
|
| 4291 |
SCA
4291
Sander Capital Advisors
Seattle,
Washington
| $228M | +$4.74M | +2% | 3.22% | 113% | 17 | 11.76% | 1.9 |
|
| 4292 |
4292
Cambridge Financial Group
Columbus,
Ohio
| $227M | -$6.54M | -3% | 0.45% | – | 33 | 12.12% | 4.2 |
|
| 4293 |
4293
Long Road Investment Counsel
Kalamazoo,
Michigan
| $227M | -$1.69M | -0.7% | 0.04% | 53.8% | 74 | 0% | 5.3 |
|
| 4294 |
4294
Virtus ETF Advisers
New York
| $227M | -$15.9M | -7% | 0.88% | 177% | 407 | 4.42% | 1.7 |
|
| 4295 |
SL
4295
SOF Ltd
George Town,
Cayman Islands
| $227M | -$11M | -5% | 4.6% | 42.3% | 1 | 0% | 4.8 |
|
| 4296 |
4296
RDA Financial Network
Akron,
Iowa
| $227M | +$558K | +0.2% | 0.51% | 93.4% | 227 | 7.93% | 1.9 |
|
| 4297 |
4297
Oxler Private Wealth
Rye Brook,
New York
| $227M | -$2.45M | -1% | 0.24% | 119% | 135 | 11.11% | 0.6 |
|
| 4298 |
4298
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $227M | +$16M | +8% | 8.76% | – | 64 | 37.5% | 0.5 |
|
| 4299 |
4299
Kelleher Financial Advisors
New York
| $227M | +$49.1M | +28% | 0.09% | 80.3% | 158 | 27.22% | 2.3 |
|
| 4300 |
ICM
4300
ISZO Capital Management
New York
| $227M | -$48.7M | -18% | 14.3% | 68.2% | 11 | 63.64% | 1.2 |
|