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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
Global Wealth Strategies & Associates
Denver,
Colorado
| $213M | +$19.4M | +10% | 4.39% | 68.7% | 363 | 12.67% | 0.5 |
|
| 4577 |
CC
4577
Corton Capital
Carrying Place,
Ontario, Canada
| $213M | +$68.7M | +48% | 15.1% | 225% | 538 | 63.01% | 0.3 |
|
| 4578 |
4578
Palogic Value Management
Dallas,
Texas
| $213M | +$8.66M | +4% | 5.58% | 31.3% | 171 | 12.87% | 0.4 |
|
| 4579 |
4579
Flagstone Financial Management
Lincoln,
Nebraska
| $213M | +$12.6M | +6% | 3.35% | 43.9% | 41 | 7.32% | 0.5 |
|
| 4580 |
4580
Cutler Capital Management
Worcester,
Massachusetts
| $213M | -$11.3M | -5% | 0.94% | 39.7% | 103 | 6.8% | 2.9 |
|
| 4581 |
4581
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $212M | -$1.28M | -0.6% | 13.4% | 22.2% | 4 | 0% | 1.1 |
|
| 4582 |
4582
Platform Technology Partners
New York
| $212M | +$10M | +5% | 9.18% | – | 224 | 11.16% | 2.3 |
|
| 4583 |
4583
University of Massachusetts Foundation
Newton,
Massachusetts
| $212M | +$41.2M | +24% | 6.11% | 53.6% | 4 | 0% | 3.1 |
|
| 4584 |
4584
OneAscent Wealth Management
Birmingham,
Alabama
| $212M | -$44.4M | -17% | 1.39% | 50.6% | 190 | 54.74% | 0.8 |
|
| 4585 |
SSCM
4585
Summit Street Capital Management
New York
| $212M | +$24.1M | +13% | 4.26% | 217% | 32 | 9.38% | 4.7 |
|
| 4586 |
4586
Prudent Investors Network
Lake Forest,
California
| $212M | +$1.32M | +0.6% | 2.73% | – | 34 | 5.88% | 2 |
|
| 4587 |
4587
Veery Capital
Wilmington,
Delaware
| $212M | +$24.5M | +13% | 4.67% | 63.4% | 88 | 9.09% | 1.8 |
|
| 4588 |
4588
Asset Allocation Strategies
Farmington,
Michigan
| $212M | +$177M | +510% | 4.15% | 58.1% | 62 | 46.77% | 0.3 |
|
| 4589 |
4589
Rye Brook Capital
Greenwich,
Connecticut
| $212M | +$48.2M | +29% | 5.51% | 77.2% | 33 | 39.39% | 1.1 |
|
| 4590 |
4590
Weik Capital Management
Wyomissing,
Pennsylvania
| $212M | -$6.88M | -3% | 7.06% | 66.9% | 101 | 5.94% | 6.9 |
|
| 4591 |
4591
SimpliFi Inc
San Diego,
California
| $212M | +$8.07M | +4% | 1.41% | 26.7% | 39 | 23.08% | 2.1 |
|
| 4592 |
4592
WJ Wealth Management
Glendale,
Arizona
| $211M | +$63.6M | +43% | 7.57% | 90.6% | 70 | 42.86% | 1.3 |
|
| 4593 |
4593
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $211M | -$36.2M | -15% | 5.08% | 71.1% | 165 | 9.7% | 2 |
|
| 4594 |
4594
Bridge City Capital
Lake Oswego,
Oregon
| $211M | +$11.9M | +6% | 7.3% | 120% | 95 | 3.16% | 4.1 |
|
| 4595 |
4595
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $211M | +$1.17M | +0.6% | 4.59% | 59.6% | 123 | 23.58% | 2.2 |
|
| 4596 |
4596
Oak Family Advisors
Chicago,
Illinois
| $211M | +$8.2M | +4% | 5.71% | 81.9% | 119 | 10.08% | 1.7 |
|
| 4597 |
4597
Kelly Financial Services
Braintree,
Massachusetts
| $211M | +$13M | +7% | 5.61% | 64.3% | 752 | 9.84% | 2.8 |
|
| 4598 |
4598
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $211M | +$21.3M | +11% | 11.9% | 155% | 93 | 7.53% | 1.5 |
|
| 4599 |
4599
Seascape Capital Management
Portsmouth,
New Hampshire
| $211M | +$15M | +8% | 4.44% | 111% | 99 | 9.09% | 2.1 |
|
| 4600 |
4600
OLIO Financial Planning
Mclean,
Virginia
| $211M | +$17.6M | +9% | 3.48% | 52.9% | 48 | 14.58% | 1.2 |
|