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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Westbourne Investment Advisors
Annapolis,
Maryland
| $281M | -$10.7M | -4% | 2.42% | 107% | 85 | 2.35% | 4.5 |
|
| 4552 |
4552
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $281M | +$6.48M | +2% | 0.71% | 78% | 186 | 16.67% | 2.2 |
|
| 4553 |
4553
JAT Capital Management
Greenwich,
Connecticut
| $281M | -$351M | -55% | 24.8% | 734% | 50 | 80% | 0.2 |
|
| 4554 |
NC
4554
Nokomis Capital
Dallas,
Texas
| $281M | +$643K | +0.2% | 0.95% | 145% | 67 | 29.85% | 1.9 |
|
| 4555 |
CWM
4555
Cedar Wealth Management
Walnut Creek,
California
| $281M | +$4.54M | +2% | 0.78% | 68.1% | 204 | 10.78% | 4.2 |
|
| 4556 |
4556
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $281M | -$10.3M | -4% | 2.34% | 67.9% | 90 | 10% | 3.1 |
|
| 4557 |
4557
HGC Investment Management
Toronto,
Ontario, Canada
| $281M | +$47.4M | +20% | 3.77% | 33.2% | 95 | 44.21% | 0.7 |
|
| 4558 |
4558
Harber Asset Management
Asheville,
North Carolina
| $281M | -$52.9M | -16% | 0.64% | 63.6% | 42 | 47.62% | 1.2 |
|
| 4559 |
4559
Somerset Trust
Somerset,
Pennsylvania
| $281M | +$15.1M | +6% | 0.91% | 80.5% | 174 | 13.79% | 5.5 |
|
| 4560 |
4560
Fortitude Family Office
Scottsdale,
Arizona
| $281M | +$533K | +0.2% | 2.2% | 81.1% | 1,303 | 13.12% | 1 |
|
| 4561 |
4561
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $281M | +$3.39M | +1% | 1.48% | 81.9% | 104 | 7.69% | 3.4 |
|
| 4562 |
4562
Cadent Capital Advisors
Tulsa,
Oklahoma
| $281M | -$8.12M | -3% | 0.99% | 106% | 167 | 20.96% | 2.2 |
|
| 4563 |
4563
Seven Springs Wealth Group
Brentwood,
Tennessee
| $281M | +$12M | +4% | 3.47% | 59.2% | 83 | 9.64% | 3 |
|
| 4564 |
4564
Seaside Wealth Management
Carlsbad,
California
| $280M | +$7.1M | +3% | 0.95% | 53.4% | 61 | 4.92% | 2.2 |
|
| 4565 |
4565
Chesapeake Wealth Management
Williamsburg,
Virginia
| $280M | -$11.2M | -4% | 1.2% | 65.9% | 160 | 3.75% | 5.4 |
|
| 4566 |
LJHT
4566
Laurie J. Hall Trustee
| $280M | -$24.4M | -8% | 0.34% | 105% | 251 | 56.18% | 8.8 |
|
| 4567 |
4567
Cypress Financial Planning
Haddon Heights,
New Jersey
| $280M | +$7.63M | +3% | 0.13% | 41.2% | 86 | 9.3% | 1.5 |
|
| 4568 |
4568
Plan Group Financial
Oklahoma City,
Oklahoma
| $280M | +$90.8M | +48% | 1.15% | 63.4% | 161 | 36.65% | 1 |
|
| 4569 |
4569
Bill Few Associates
Pittsburgh,
Pennsylvania
| $280M | -$4.63M | -2% | 1.15% | 91.5% | 180 | 6.67% | 2.4 |
|
| 4570 |
4570
Newton One Investments
Newark,
Delaware
| $280M | +$20.2M | +8% | 1.35% | 42% | 122 | 3.28% | 1.6 |
|
| 4571 |
4571
Highland Financial Advisors
Wayne,
New Jersey
| $280M | -$9.08M | -3% | 3.48% | 70% | 60 | 16.67% | 1.9 |
|
| 4572 |
LCM
4572
Lynx1 Capital Management
San Juan,
Puerto Rico
| $279M | +$12.5M | +5% | 4.47% | 883% | 20 | 40% | 1.2 |
|
| 4573 |
4573
SMART Wealth
Omaha,
Nebraska
| $279M | -$1.91M | -0.7% | 1.05% | 83.6% | 174 | 28.16% | 0.9 |
|
| 4574 |
4574
Redwood Grove Capital
Palo Alto,
California
| $279M | -$44M | -14% | 9.39% | 79.8% | 25 | 16% | 2.4 |
|
| 4575 |
FCT
4575
Family Capital Trust
Peabody,
Massachusetts
| $279M | -$16.2M | -5% | 2.99% | 39.1% | 65 | 13.85% | 6.7 |
|