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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Hanseatic Management Services
Albuquerque,
New Mexico
| $104M | +$4.95M | +5% | 9.84% | – | 510 | 30.39% | 0.8 |
|
| 4327 |
4327
Burford Capital Investment Management
Chicago,
Illinois
| $104M | +$5.3M | +5% | 2.31% | 46.3% | 4 | 0% | 0.3 |
|
| 4328 |
4328
Titus Wealth Management
Larskpur,
California
| $104M | +$15.4M | +17% | 1.5% | 26.6% | 100 | 42% | 0.2 |
|
| 4329 |
4329
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $104M | +$46.4M | +81% | 0.94% | 52.3% | 35 | 20% | 0.9 |
|
| 4330 |
LFGH
4330
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $104M | -$3.85M | -4% | 0.3% | 12.9% | 37 | 24.32% | 0.2 |
|
| 4331 |
4331
Mad River Investors
Boston,
Massachusetts
| $104M | +$12.4M | +14% | 7.08% | 225% | 29 | 20.69% | 2.2 |
|
| 4332 |
4332
Gator Capital Management
Tampa,
Florida
| $104M | -$562K | -0.5% | 0.76% | 245% | 126 | 44.44% | 0.8 |
|
| 4333 |
4333
Sand Hill Global Advisors
Palo Alto,
California
| $104M | -$902M | -90% | 1.05% | 58.6% | 112 | 33.04% | 2.6 |
|
| 4334 |
4334
Sequoia Wealth Management
Hoffman Estates,
Illinois
| $104M | -$7.2M | -7% | 1.48% | – | 65 | 23.08% | 0.2 |
|
| 4335 |
4335
Lucas Capital Management
Red Bank,
New Jersey
| $103M | -$12.1M | -10% | 2.85% | 44.5% | 115 | 20.87% | 3.1 |
|
| 4336 |
4336
Aries Wealth Management
Portland,
Maine
| $103M | -$5.38M | -5% | 2.12% | 75% | 139 | 12.95% | 0.2 |
|
| 4337 |
4337
Millrace Asset Group
Berwyn,
Pennsylvania
| $103M | -$950K | -0.9% | 13% | 113% | 83 | 49.4% | 0.8 |
|
| 4338 |
4338
Field & Main Bank
Henderson,
Kentucky
| $103M | -$1.72M | -2% | 0.98% | 107% | 244 | 11.48% | 2.4 |
|
| 4339 |
4339
Legacy Financial Strategies
Overland Park,
Kansas
| $102M | +$8.34M | +9% | 0.87% | 76.7% | 107 | 25.23% | 0.2 |
|
| 4340 |
SL
4340
SWF LLC
Omaha,
Nebraska
| $102M | -$1.87M | -2% | 0.77% | 87.4% | 2 | 0% | 0.3 |
|
| 4341 |
DIS
4341
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $102M | -$8.2M | -7% | 0.04% | 86% | 45 | 8.89% | 2.9 |
|
| 4342 |
4342
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $102M | -$13.2M | -11% | 1.83% | 84.8% | 253 | 18.58% | 0.2 |
|
| 4343 |
4343
Planning Directions
Glen Mills,
Pennsylvania
| $102M | – | – | 1.19% | 46.3% | 52 | – | 0 |
|
| 4344 |
4344
Crewe Advisors
Salt Lake City,
Utah
| $102M | -$148K | -0.1% | 2.94% | 96.1% | 302 | 15.23% | 0.2 |
|
| 4345 |
4345
Diamant Asset Management
Ridgefield,
Connecticut
| $102M | -$581M | -85% | 2.43% | 66.9% | 83 | 10.84% | 0.2 |
|
| 4346 |
4346
Luzich Partners
Las Vegas,
Nevada
| $102M | -$20.6M | -17% | 8.15% | – | 18 | 33.33% | 0.9 |
|
| 4347 |
4347
New Potomac Partners
Bethesda,
Maryland
| $102M | -$2.88M | -3% | 0.19% | 37.2% | 154 | 7.14% | 0.2 |
|
| 4348 |
4348
Omega Fund Management
Boston,
Massachusetts
| $102M | -$36.6M | -26% | 5.71% | 106% | 12 | 8.33% | 2.1 |
|
| 4349 |
4349
Avalon Capital Management
Port Of Redwood City,
California
| $102M | -$10.4M | -9% | 1.71% | 151% | 90 | 61.11% | 1 |
|
| 4350 |
4350
SC XII Management
Menlo Park,
California
| $102M | +$1.72M | +2% | 10.1% | 73.4% | 2 | 0% | 3.1 |
|