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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
RCM
4401
Red Cedar Management
Park City,
Utah
| $99.2M | -$26.7M | -21% | 2.44% | – | 18 | 33.33% | 0.5 |
|
| 4402 |
4402
Guild Investment Management
Los Angeles,
California
| $99.2M | +$47.3M | +91% | 7.38% | 101% | 45 | 55.56% | 0.5 |
|
| 4403 |
SA
4403
Sunesis Advisors
Overland Park,
Kansas
| $99.1M | +$17.6M | +22% | 2.4% | – | 28 | 39.29% | 0.2 |
|
| 4404 |
4404
Timber Hill
Greenwich,
Connecticut
| $99.1M | -$2.53M | -2% | 5.24% | 59.2% | 85 | 63.53% | 1.1 |
|
| 4405 |
4405
Independence Wealth Advisors
Mclean,
Virginia
| $98.7M | +$2.48M | +3% | 2.6% | 34.1% | 20 | 5% | 0.8 |
|
| 4406 |
4406
Siena Capital Partners
Chicago,
Illinois
| $98.6M | -$7.64M | -7% | 4.36% | 44.2% | 26 | 11.54% | 1.4 |
|
| 4407 |
4407
Harborview Advisors
Portland,
Maine
| $98.3M | -$10.2M | -9% | 3.67% | 27.1% | 78 | 21.79% | 0.6 |
|
| 4408 |
4408
Legacy Financial Strategies
Overland Park,
Kansas
| $98.3M | -$13.4M | -12% | 4.54% | 76.7% | 99 | 51.52% | 0.6 |
|
| 4409 |
4409
AWH Capital
Dallas,
Texas
| $97.9M | +$4.46M | +5% | 1.5% | 183% | 19 | 26.32% | 0.6 |
|
| 4410 |
4410
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $97.9M | +$5.7M | +6% | 4.68% | 42% | 215 | 38.6% | 1.5 |
|
| 4411 |
4411
Triarii Capital Management
Boston,
Massachusetts
| $97.9M | -$9.19M | -9% | 1.12% | – | 21 | 4.76% | 0.6 |
|
| 4412 |
4412
Portland Investment Counsel
Burlington,
Ontario, Canada
| $97.8M | +$4.63M | +5% | 6.54% | 108% | 37 | 0% | 3.6 |
|
| 4413 |
4413
Sanchez Wealth Management Group
Jacksonville,
Florida
| $97.6M | -$8.09M | -8% | 7.7% | 56.9% | 26 | 26.92% | 0.6 |
|
| 4414 |
4414
Kessler Investment Group
Columbus,
Indiana
| $97.4M | +$13.9M | +17% | 7.35% | 251% | 201 | 42.29% | 1.6 |
|
| 4415 |
4415
Trust Investment Advisors
Indianapolis,
Indiana
| $97.4M | +$6.4M | +7% | 7.47% | 178% | 88 | 13.64% | 2.5 |
|
| 4416 |
4416
Private Wealth Group
Tampa,
Florida
| $97.1M | -$7.84M | -7% | 4.94% | 52.9% | 30 | 30% | 0.5 |
|
| 4417 |
4417
PATRIZIA Pty Ltd
Barton,
Australia
| $96.6M | -$12M | -11% | 4.49% | – | 19 | 0% | 0.7 |
|
| 4418 |
4418
New Vernon Capital Holdings II
Morristown,
New Jersey
| $96.4M | +$5.66M | +6% | 2.83% | 114% | 55 | 32.73% | 0.6 |
|
| 4419 |
4419
Numen Capital
London,
United Kingdom
| $96.1M | -$270M | -74% | 5.8% | 146% | 20 | 65% | 0.3 |
|
| 4420 |
LM
4420
Litespeed Management
New York
| $96M | +$9.8M | +11% | 6.1% | 73.7% | 16 | 56.25% | 0.3 |
|
| 4421 |
TCM
4421
TAM Capital Management
Stamford,
Connecticut
| $95.9M | -$1.85M | -2% | 1.2% | 4.15% | 13 | 61.54% | 0.4 |
|
| 4422 |
4422
Gator Capital Management
Tampa,
Florida
| $95.9M | +$8.46M | +10% | 3.27% | 245% | 94 | 17.02% | 1.1 |
|
| 4423 |
4423
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $95.6M | +$4.87M | +5% | 7.2% | 85.6% | 94 | 2.13% | 3.3 |
|
| 4424 |
4424
Financial Gravity Asset Management
Lakeway,
Texas
| $95.5M | -$11.1M | -10% | 4.08% | – | 1,761 | 14.59% | 0.4 |
|
| 4425 |
4425
Cypress Wealth Advisors
San Francisco,
California
| $95.1M | +$2.74M | +3% | 4.38% | 29.3% | 87 | 12.64% | 2 |
|