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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
Biltmore Wealth Management
Tempe,
Arizona
| $266M | +$15.9M | +6% | 7.9% | 59.8% | 54 | 7.41% | 2.1 |
|
| 4277 |
4277
West Wealth Group
Irvine,
California
| $266M | – | – | 5.73% | 79.8% | 61 | – | 0 |
|
| 4278 |
EVCM
4278
Emerging Variant Capital Management
New York
| $266M | – | – | 6.53% | – | 12 | – | 0 |
|
| 4279 |
4279
Fourthstone LLC
St Louis,
Missouri
| $266M | +$13.9M | +6% | 5.07% | 104% | 61 | 31.15% | 0.8 |
|
| 4280 |
4280
D. Scott Neal
Lexington,
Kentucky
| $265M | +$28.8M | +12% | 3.74% | 105% | 63 | 28.57% | 2.5 |
|
| 4281 |
4281
Cartenna Capital
Stamford,
Connecticut
| $265M | -$4.99M | -2% | 10.2% | 162% | 46 | 67.39% | 0.2 |
|
| 4282 |
4282
SG Capital Management
Chicago,
Illinois
| $265M | +$16.1M | +6% | 14.6% | 175% | 73 | 53.42% | 0.3 |
|
| 4283 |
4283
Lumbard & Kellner
Hollis,
New Hampshire
| $265M | +$10.3M | +4% | 6.06% | 137% | 111 | 21.62% | 3.1 |
|
| 4284 |
4284
Cooper Financial Group
Irvine,
California
| $265M | -$217M | -45% | 9.97% | 87.2% | 282 | 29.08% | 1.5 |
|
| 4285 |
GFI
4285
Global Frontier Investments
Charleston,
South Carolina
| $265M | +$128M | +93% | 2.58% | – | 22 | 18.18% | 1.1 |
|
| 4286 |
4286
Independent Family Office
Albany,
New York
| $265M | +$21.4M | +9% | 6.84% | 68.4% | 59 | 15.25% | 1.5 |
|
| 4287 |
4287
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| $265M | -$1.05B | -80% | 10.7% | 15.7% | 2 | 50% | 0.3 |
|
| 4288 |
4288
Virtus ETF Advisers
New York
| $265M | +$37.5M | +17% | 4.9% | 177% | 421 | 16.39% | 1.9 |
|
| 4289 |
4289
Courage Miller Partners
Norfolk,
Virginia
| $264M | +$15.5M | +6% | 4.19% | 43.5% | 87 | 5.75% | 5.6 |
|
| 4290 |
4290
Wolff Financial Management
Kalamazoo,
Michigan
| $264M | +$149M | +130% | 7.23% | 56.7% | 108 | 66.67% | 0.8 |
|
| 4291 |
4291
Garrison Point Capital
Walnut Creek,
California
| $264M | -$51.5M | -16% | 4.32% | – | 20 | 10% | 1.5 |
|
| 4292 |
MHP
4292
Manatuck Hill Partners
Westport,
Connecticut
| $264M | -$22.2M | -8% | 11.2% | 556% | 149 | 54.36% | 0.7 |
|
| 4293 |
4293
Kaydan Wealth Management
Fenton,
Michigan
| $264M | – | – | 8.26% | 58% | 106 | – | 0 |
|
| 4294 |
4294
Blankinship & Foster
Solana Beach,
California
| $264M | +$17.7M | +7% | 6.62% | 67.1% | 53 | 1.89% | 3.3 |
|
| 4295 |
4295
Weik Capital Management
Wyomissing,
Pennsylvania
| $264M | +$21.8M | +9% | 10% | 66.9% | 114 | 10.53% | 5.5 |
|
| 4296 |
ACM
4296
Aljian Capital Management
Carson City,
Nevada
| $264M | +$35M | +15% | 11.3% | 162% | 60 | 13.33% | 2 |
|
| 4297 |
4297
Quantum Private Wealth
Tampa,
Florida
| $264M | – | – | 7.62% | 240% | 205 | – | 0 |
|
| 4298 |
SM
4298
Salzhauer Michael
| $264M | +$20.1M | +8% | 4.2% | 98% | 149 | 36.24% | 3.1 |
|
| 4299 |
4299
Kiley Juergens Wealth Management
Olympia,
Washington
| $264M | +$35.5M | +16% | 12.2% | 106% | 72 | 9.72% | 2.2 |
|
| 4300 |
4300
Sage Capital Advisors
Sioux Falls,
South Dakota
| $264M | +$28.5M | +12% | 9.36% | 105% | 119 | 21.01% | 2.3 |
|