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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Puissance Capital Management
New York
| $102M | -$20.8M | -17% | 4.68% | 116% | 7 | 14.29% | 1.1 |
|
| 4602 |
4602
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $102M | +$5.09M | +5% | 1.39% | 46.3% | 48 | 12.5% | 0.9 |
|
| 4603 |
KSCM
4603
Kamunting Street Capital Management
Miami Beach,
Florida
| $102M | +$19.1M | +23% | 0.68% | 7.47% | 64 | 65.63% | 0.6 |
|
| 4604 |
4604
Xcel Wealth Management
Holly Hill,
Florida
| $102M | +$5.06M | +5% | 3.54% | 93.7% | 82 | 12.2% | 0.4 |
|
| 4605 |
4605
Lingohr Asset Management
Duesseldorf,
Germany
| $102M | +$5.18M | +5% | 0.61% | 141% | 146 | 48.63% | 1 |
|
| 4606 |
4606
VERITY Wealth Advisors
Sausalito,
United States
| $102M | +$3.81M | +4% | 2.87% | 59.9% | 50 | 2% | 0.5 |
|
| 4607 |
GIC
4607
Gantzert Investment Company
Joliet,
Illinois
| $101M | +$2.67M | +3% | 2.34% | – | 68 | 4.41% | 0.5 |
|
| 4608 |
4608
Independence Wealth Advisors
Mclean,
Virginia
| $101M | +$8.69M | +9% | 1.95% | 34.1% | 25 | 16% | 1.2 |
|
| 4609 |
4609
Titus Wealth Management
Larskpur,
California
| $101M | -$12.1M | -11% | 3.04% | 26.6% | 106 | 19.81% | 1 |
|
| 4610 |
4610
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $101M | +$92.6M | +1,062% | 2.54% | 32% | 23 | 13.04% | 0.6 |
|
| 4611 |
4611
FFL Partners
San Francisco,
California
| $101M | +$9.35M | +10% | 10.2% | 36.1% | 1 | 0% | 1.5 |
|
| 4612 |
4612
Gunma Bank
Gunma,
Japan
| $101M | +$1.88M | +2% | 1.93% | 24.5% | 9 | 0% | 3.3 |
|
| 4613 |
4613
Diamant Asset Management
Ridgefield,
Connecticut
| $101M | +$1.51M | +2% | 5.35% | 66.9% | 79 | 11.39% | 1.3 |
|
| 4614 |
CHA
4614
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $101M | +$4.23M | +4% | 3.48% | 39.7% | 112 | 5.36% | 1.3 |
|
| 4615 |
4615
Naman Capital
Sao Paulo,
Brazil
| $101M | +$21.2M | +27% | 2.83% | 89.9% | 18 | 27.78% | 0.4 |
|
| 4616 |
4616
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $100M | +$194K | +0.2% | 5.8% | 70.6% | 483 | 39.34% | 1 |
|
| 4617 |
WMA
4617
Wealth Management Associates
Cherry Hill,
New Jersey
| $100M | +$8.66M | +9% | 2.82% | 111% | 103 | 12.62% | 0.4 |
|
| 4618 |
4618
Holistic Financial Partners
Indianapolis,
Indiana
| $100M | -$137M | -58% | 2.27% | 95.7% | 168 | 54.76% | 0.8 |
|
| 4619 |
4619
Jacobsen Capital Management
Salt Lake City,
Utah
| $100M | – | – | 3.87% | 86.7% | 61 | – | 0 |
|
| 4620 |
CWM
4620
Capital Wealth Management
W. Warwick,
Rhode Island
| $100M | +$212K | +0.2% | 2.42% | 46.7% | 38 | 15.79% | 1.2 |
|
| 4621 |
4621
HC Financial Advisors
Lafayette,
California
| $100M | +$4.86M | +5% | 4.33% | 31.2% | 45 | 2.22% | 0.8 |
|
| 4622 |
4622
Vishria Bird Financial Group
Memphis,
Tennessee
| $100M | +$1.3M | +1% | 2.47% | 74.3% | 53 | 9.43% | 0.8 |
|
| 4623 |
4623
Mizuho Trust & Banking
Tokyo,
Japan
| $100M | +$19.5M | +24% | 4.62% | 36.1% | 9 | 100% | 0 |
|
| 4624 |
4624
Stamos Capital Partners
Menlo Park,
California
| $100M | +$21.9M | +28% | 2.52% | 36.7% | 89 | 55.06% | 0.4 |
|
| 4625 |
4625
Garrison Point Advisors
Walnut Creek,
California
| $100M | +$3.76M | +4% | 3.69% | 81.5% | 133 | 6.02% | 0.5 |
|