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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Capital Planning
Bellevue,
Washington
| $185M | -$71.4M | -28% | 15% | 81.2% | 68 | 20.59% | 1.2 |
|
| 4527 |
KLCM
4527
KG&L Capital Management
Saint Francisville,
Louisiana
| $185M | -$54.6M | -23% | 15.3% | 91.9% | 147 | 18.37% | 2.2 |
|
| 4528 |
4528
MTM Investment Management
Spartanburg,
South Carolina
| $185M | -$21.5M | -10% | 11.5% | 80.5% | 294 | 13.61% | 1.2 |
|
| 4529 |
4529
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $185M | -$43.1M | -19% | 18.1% | 70.9% | 20 | 5% | 6.3 |
|
| 4530 |
4530
Key Financial Inc
West Chester,
Pennsylvania
| $185M | -$16.5M | -8% | 13.3% | 55.5% | 1,187 | 8.59% | 1.2 |
|
| 4531 |
4531
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $185M | -$15M | -8% | 9.55% | 60.9% | 68 | 29.41% | 1.2 |
|
| 4532 |
4532
Fountainhead AM
Warren,
New Jersey
| $184M | -$40.9M | -18% | 14.9% | 65.6% | 80 | 23.75% | 1.2 |
|
| 4533 |
4533
Black Diamond Capital Management
Stamford,
Connecticut
| $184M | -$14.1M | -7% | 8.47% | 28.3% | 20 | 50% | 2 |
|
| 4534 |
4534
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $184M | -$11.2M | -6% | 16.8% | 155% | 108 | 7.41% | 0.7 |
|
| 4535 |
RS
4535
Retirement Solution
Redmond,
Washington
| $184M | -$42M | -19% | 16.5% | 74.8% | 47 | 36.17% | 1.2 |
|
| 4536 |
4536
Compass Advisory Group
Melville,
New York
| $184M | -$8.22M | -4% | 11% | 49.2% | 72 | 22.22% | 1 |
|
| 4537 |
4537
Blue Water Life Science Advisors
Larkspur,
California
| $184M | -$26.6M | -13% | 17.1% | 503% | 14 | 64.29% | 0.6 |
|
| 4538 |
4538
Analog Century Management
New York
| $184M | -$110M | -37% | 24.8% | 785% | 19 | 10.53% | 1.3 |
|
| 4539 |
4539
Stadium Capital Management
New Canaan,
Connecticut
| $184M | -$27.2M | -13% | 16.7% | 10.9% | 11 | 18.18% | 1.3 |
|
| 4540 |
4540
Accurate Wealth Management
Wesley Chapel,
Florida
| $184M | -$39.2M | -18% | 8.34% | 101% | 199 | 32.66% | 0.7 |
|
| 4541 |
4541
Redwood Grove Capital
Palo Alto,
California
| $184M | -$17.2M | -9% | 12.9% | 79.8% | 26 | 7.69% | 1.2 |
|
| 4542 |
PAM
4542
Pegasus Asset Management
Montebello,
New York
| $184M | -$46.5M | -20% | 15.8% | 89% | 80 | 13.75% | 3.5 |
|
| 4543 |
4543
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $184M | +$10.3M | +6% | 12.9% | 66% | 83 | 13.25% | 0.4 |
|
| 4544 |
4544
Garrett Wealth Advisory Group
Weatherford,
Texas
| $184M | -$11.1M | -6% | 13.7% | 74.6% | 61 | 19.67% | 2.4 |
|
| 4545 |
4545
Snider Financial Group
Bellevue,
Washington
| $184M | -$36.2M | -16% | 12.3% | 87% | 70 | 20% | 0.9 |
|
| 4546 |
4546
Kanen Wealth Management
Coconut Creek,
Florida
| $183M | -$375M | -67% | 22.4% | 328% | 29 | 37.93% | 0.8 |
|
| 4547 |
4547
HoldCo Asset Management
Fort Lauderdale,
Florida
| $183M | +$46.2M | +34% | 13.7% | – | 24 | 20.83% | 1.3 |
|
| 4548 |
SLA
4548
Silver Lake Advisory
Cottonwood Heights,
Utah
| $183M | -$27.3M | -13% | 10.4% | 76.7% | 105 | 8.57% | 5 |
|
| 4549 |
4549
Lowe Wealth Advisors
Columbia,
Maryland
| $183M | -$37.8M | -17% | 11.6% | 63.3% | 345 | 4.93% | 4.1 |
|
| 4550 |
4550
Platform Technology Partners
New York
| $183M | -$24.8M | -12% | 13.8% | – | 226 | 15.04% | 1.8 |
|