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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Kaye Capital Management
El Segundo,
California
| $218M | +$12.4M | +6% | 2.84% | – | 36 | 16.67% | 0.6 |
|
| 4452 |
4452
Wynnefield Capital
New York
| $218M | +$17.9M | +9% | 6.29% | 52.1% | 24 | 29.17% | 3.5 |
|
| 4453 |
4453
Kelly Financial Services
Braintree,
Massachusetts
| $218M | +$6.78M | +3% | 3.76% | 64.3% | 788 | 11.04% | 2.9 |
|
| 4454 |
4454
Deepwater Asset Management
Minneapolis,
Minnesota
| $218M | -$17.4M | -7% | 8.02% | 142% | 35 | 22.86% | 0.5 |
|
| 4455 |
4455
Caligan Partners
New York
| $218M | +$39.9M | +22% | 1.33% | 2,628% | 15 | 26.67% | 0.6 |
|
| 4456 |
4456
BCGM Wealth Management
Lafayette,
Indiana
| $218M | -$9.4M | -4% | 2.48% | 54.9% | 124 | 9.68% | 1.7 |
|
| 4457 |
4457
Prosperity Consulting Group
Owings Mills,
Maryland
| $218M | +$54.8M | +34% | 3.25% | 66.8% | 152 | 34.21% | 1 |
|
| 4458 |
4458
Rench Wealth Management
Denton,
Texas
| $218M | -$10.5M | -5% | 4.66% | 106% | 44 | 2.27% | 7.1 |
|
| 4459 |
4459
Portland Investment Counsel
Burlington,
Ontario, Canada
| $218M | +$15.3M | +8% | 5.59% | 108% | 41 | 19.51% | 3.4 |
|
| 4460 |
4460
Westbourne Investment Advisors
Annapolis,
Maryland
| $218M | -$5.82M | -3% | 0.78% | 107% | 92 | 8.7% | 3.3 |
|
| 4461 |
4461
Financial Security Advisor
Virginia Beach,
Virginia
| $218M | – | – | 2.7% | 76.3% | 95 | – | 0 |
|
| 4462 |
4462
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $217M | -$36.8M | -14% | 3.51% | 94% | 256 | 21.09% | 0.6 |
|
| 4463 |
4463
BHK Investment Advisors
Birmingham,
Alabama
| $217M | -$16.1M | -7% | 3.79% | 54.6% | 61 | 16.39% | 4.3 |
|
| 4464 |
CHA
4464
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $217M | -$6.4M | -3% | 3.86% | 39.7% | 810 | 3.83% | 2.9 |
|
| 4465 |
4465
Selway Asset Management
| $217M | -$10.5M | -5% | 2.55% | 36.5% | 79 | 6.33% | 5 |
|
| 4466 |
4466
Princeton Capital Management
Red Bank,
New Jersey
| $217M | -$23.7M | -10% | 1.9% | 206% | 99 | 17.17% | 5 |
|
| 4467 |
4467
Stableford Capital II
Scottsdale,
Arizona
| $217M | -$8.73M | -4% | 0.3% | 66.9% | 111 | 5.41% | 0.5 |
|
| 4468 |
4468
AMJ Financial Wealth Management
Leesburg,
Virginia
| $217M | -$10.6M | -5% | 0.67% | 167% | 77 | 23.38% | 1 |
|
| 4469 |
4469
Front Row Advisors
Tiburon,
California
| $217M | -$7.82M | -3% | 3.5% | 142% | 944 | 3.18% | 4 |
|
| 4470 |
4470
Peloton Wealth Strategists
Indianapolis,
Indiana
| $217M | -$9.16M | -4% | 2.45% | 51.3% | 94 | 12.77% | 3.2 |
|
| 4471 |
4471
Rovin Capital
Mesa,
Arizona
| $217M | -$6.76M | -3% | 3.03% | 63.8% | 143 | 16.08% | 1.5 |
|
| 4472 |
4472
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $217M | -$19.3M | -8% | 1.15% | 164% | 78 | 25.64% | 2.4 |
|
| 4473 |
4473
Asset Allocation Strategies
Farmington,
Michigan
| $217M | +$4.89M | +2% | 3.39% | 58.1% | 66 | 9.09% | 0.5 |
|
| 4474 |
4474
Malaga Cove Capital
Pv Estates,
California
| $217M | +$167K | +0.1% | 2.7% | 97.3% | 176 | 15.91% | 2.3 |
|
| 4475 |
4475
Augustine Asset Management
Jacksonville,
Florida
| $217M | +$78.4K | +0% | 4.85% | 316% | 109 | 7.34% | 3.5 |
|