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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $172M | -$11.7M | -6% | 6.46% | 66% | 85 | 11.76% | 0.7 |
|
| 4577 |
4577
Kendall Capital Management
Rockville,
Maryland
| $172M | -$9.7M | -5% | 5.42% | 130% | 176 | 8.52% | 2.6 |
|
| 4578 |
4578
Value Star Asset Management
Hong Kong
| $172M | +$34.9M | +26% | – | – | 35 | 25.71% | 0.7 |
|
| 4579 |
4579
Wealth Management Solutions
Exton,
Pennsylvania
| $172M | -$6.04M | -3% | 5.58% | – | 99 | 20.2% | 0.7 |
|
| 4580 |
CLCM
4580
Crawford Lake Capital Management
Lakewood,
New Jersey
| $172M | -$339M | -66% | 34.5% | 571% | 63 | 98.41% | 0 |
|
| 4581 |
4581
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $172M | +$8.97M | +6% | 6.08% | 59.7% | 241 | 15.77% | 1.5 |
|
| 4582 |
4582
Hurlow Wealth Management Group
Bloomington,
Indiana
| $171M | -$2.13M | -1% | 5.9% | 55.8% | 95 | 4.21% | 3.1 |
|
| 4583 |
4583
Selway Asset Management
| $171M | -$9M | -5% | 4.15% | 36.5% | 160 | 55.63% | 2 |
|
| 4584 |
WHAM
4584
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $171M | -$22.3M | -12% | 4.15% | 97% | 23 | 21.74% | 0.6 |
|
| 4585 |
4585
Argent Advisors
Monroe,
Louisiana
| $171M | -$6.45M | -4% | 6% | 63.1% | 136 | 12.5% | 2 |
|
| 4586 |
4586
DHJJ Financial Advisors
Naperville,
Illinois
| $171M | -$7.68M | -4% | 4.12% | 62.5% | 132 | 6.06% | 1.5 |
|
| 4587 |
4587
Brown, Lisle/Cummings
Providence,
Rhode Island
| $171M | -$9.41M | -5% | 5.86% | 82.3% | 518 | 9.27% | 0.6 |
|
| 4588 |
4588
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $171M | -$14.5M | -8% | 3.54% | 39.9% | 48 | 10.42% | 1.6 |
|
| 4589 |
4589
Crabel Capital Management
Los Angeles,
California
| $171M | -$19.3M | -10% | 30.2% | 13.9% | 93 | 77.42% | 0.4 |
|
| 4590 |
4590
Kelly Financial Services
Braintree,
Massachusetts
| $171M | -$19.6M | -10% | 6.16% | 64.3% | 723 | 7.88% | 2.4 |
|
| 4591 |
4591
Vantage Consulting Group
Virginia Beach,
Virginia
| $171M | -$7.17M | -4% | 4.31% | 261% | 224 | 9.82% | 1.3 |
|
| 4592 |
4592
TRV GP IV
Boston,
Massachusetts
| $171M | +$19.1M | +13% | 42% | 1,102% | 5 | 0% | 2.5 |
|
| 4593 |
KCM
4593
Knoll Capital Management
Miami,
Florida
| $171M | -$4.07M | -2% | 4.14% | 258% | 41 | 19.51% | 2.6 |
|
| 4594 |
4594
FSB Premier Wealth Management
Waterloo,
Iowa
| $171M | -$9.35M | -5% | 5.33% | 53.9% | 138 | 11.59% | 1.3 |
|
| 4595 |
4595
Raleigh Capital Management
Cary,
North Carolina
| $171M | -$4.66M | -3% | 7.78% | 71.8% | 860 | 27.56% | 0.4 |
|
| 4596 |
4596
NewGen Asset Management
Toronto,
Ontario, Canada
| $171M | +$13.2M | +8% | 8.43% | 402% | 33 | 51.52% | 0.6 |
|
| 4597 |
4597
Genworth Financial
Glen Allen,
Virginia
| $171M | +$32.7M | +24% | 5.6% | 73.6% | 2 | 0% | 1.4 |
|
| 4598 |
SLA
4598
Silver Lake Advisory
Cottonwood Heights,
Utah
| $171M | -$12.4M | -7% | 3.33% | 76.7% | 100 | 9% | 5.1 |
|
| 4599 |
4599
Kanen Wealth Management
Coconut Creek,
Florida
| $171M | -$12.8M | -7% | 7.67% | 328% | 31 | 32.26% | 0.8 |
|
| 4600 |
4600
ForthRight Wealth Management
Alpharetta,
Georgia
| $170M | -$9.4M | -5% | 4.99% | 44.6% | 48 | 10.42% | 1.2 |
|