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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Founders Financial Alliance
Raleigh,
North Carolina
| $249M | +$34.7M | +16% | 10.6% | 84.9% | 491 | 9.16% | 1 |
|
| 4427 |
4427
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $249M | +$11.5M | +5% | 3.42% | 52.9% | 223 | 34.98% | 1.9 |
|
| 4428 |
4428
Freedom Day Solutions
Houston,
Texas
| $248M | +$34.4M | +16% | 13.4% | 86.6% | 127 | 14.96% | 2 |
|
| 4429 |
4429
Camelot Portfolios
Maumee,
Ohio
| $248M | +$53.3M | +27% | 4.09% | 41.3% | 278 | 29.86% | 2.4 |
|
| 4430 |
4430
Humankind Investments
New York
| $248M | +$28.3M | +13% | 9.66% | 62.5% | 120 | 10% | 0.6 |
|
| 4431 |
4431
Pacific Center for Financial Services
San Ramon,
California
| $248M | +$18.9M | +8% | 9.33% | 60.1% | 436 | 13.76% | 3.4 |
|
| 4432 |
SCA
4432
Sander Capital Advisors
Seattle,
Washington
| $248M | +$20.5M | +9% | 14.2% | 113% | 18 | 22.22% | 1.9 |
|
| 4433 |
KLCM
4433
KG&L Capital Management
Saint Francisville,
Louisiana
| $248M | +$20.1M | +9% | 8.64% | 91.9% | 156 | 18.59% | 1.7 |
|
| 4434 |
4434
AMI Investment Management
Kendallville,
Indiana
| $248M | +$9.17M | +4% | 7.48% | 52% | 72 | 1.39% | 4.5 |
|
| 4435 |
4435
Recurrent Investment Advisors
Houston,
Texas
| $248M | +$20.2M | +9% | 3.94% | 99.7% | 42 | 2.38% | 1.7 |
|
| 4436 |
4436
Kayak Investment Partners
San Francisco,
California
| $248M | -$459M | -65% | 6.81% | 27% | 32 | 43.75% | 1.7 |
|
| 4437 |
4437
Vickerman Investment Advisors
Spokane,
Washington
| $248M | -$2.38M | -1% | 6.44% | 47.3% | 83 | 7.23% | 0.2 |
|
| 4438 |
4438
Excalibur Management
Waltham,
Massachusetts
| $248M | +$19.5M | +9% | 10.4% | 93% | 170 | 10.59% | 3.4 |
|
| 4439 |
CWM
4439
Cedar Wealth Management
Walnut Creek,
California
| $248M | +$22.7M | +10% | 6.35% | 68.1% | 376 | 30.59% | 1.7 |
|
| 4440 |
CPFP
4440
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| $247M | +$26.6M | +12% | 5.4% | – | 239 | 9.21% | 0.8 |
|
| 4441 |
4441
Lebenthal Global Advisors
Hauppauge,
New York
| $247M | +$88.1M | +55% | 7.45% | 57.2% | 187 | 43.85% | 0.5 |
|
| 4442 |
4442
Morton Capital Management
Calabasas,
California
| $247M | – | – | 6.74% | 75.4% | 92 | – | 0 |
|
| 4443 |
HRC
4443
Hoertkorn Richard Charles
| $247M | +$24.5M | +11% | 13.5% | 182% | 83 | 1.2% | 6 |
|
| 4444 |
4444
Secure Asset Management
Troy,
Michigan
| $247M | +$44.4M | +22% | 10.9% | 97.2% | 227 | 28.19% | 1.1 |
|
| 4445 |
4445
Silverarc Capital Management
Boston,
Massachusetts
| $247M | +$69.9M | +40% | 7.72% | 2,765% | 96 | 40.63% | 0.6 |
|
| 4446 |
DA
4446
DCF Advisers
Greenwich,
Connecticut
| $247M | +$20.1M | +9% | 13.2% | 379% | 90 | 27.78% | 1.3 |
|
| 4447 |
4447
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $247M | +$16.1M | +7% | 8.01% | 63.2% | 85 | 10.59% | 2 |
|
| 4448 |
4448
Keystone Wealth Services
Palm Desert,
California
| $246M | – | – | 8.4% | 91.1% | 171 | – | 0 |
|
| 4449 |
4449
Shorepoint Capital Partners
Norwood,
Massachusetts
| $246M | +$23.8M | +11% | 9.85% | – | 81 | 6.17% | 2.1 |
|
| 4450 |
4450
Harvey Partners
Tarrytown,
New York
| $246M | +$112M | +84% | 6.13% | 174% | 39 | 35.9% | 1.6 |
|