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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
Jacobsen Capital Management
Salt Lake City,
Utah
| $218M | +$6.59M | +3% | 6.81% | 97.3% | 54 | 1.85% | 2.3 |
|
| 4602 |
4602
Forager Capital Management
Birmingham,
Alabama
| $218M | +$11.8M | +6% | 9.47% | 52.6% | 14 | 14.29% | 0.2 |
|
| 4603 |
4603
Peachtree Investment Partners
Indian River Shores,,
Florida
| $218M | -$20.7M | -9% | 5.73% | 92.2% | 118 | 21.19% | 1.9 |
|
| 4604 |
4604
Bullseye Asset Management
Denver,
Colorado
| $217M | -$34.6M | -14% | 6.58% | 81% | 94 | 4.26% | 1.7 |
|
| 4605 |
4605
Castle Rock Wealth Management
Walnut Creek,
California
| $217M | -$27.9M | -11% | 0.58% | 115% | 263 | 16.35% | 1.3 |
|
| 4606 |
BE
4606
Bonness Enterprises
Washington,
District of Columbia
| $217M | +$815K | +0.4% | 2.33% | 98.6% | 41 | 2.44% | 8 |
|
| 4607 |
4607
Townsend & Associates
Westminster,
Colorado
| $217M | +$34.6M | +19% | 1.9% | 58% | 83 | 21.69% | 2.2 |
|
| 4608 |
CHA
4608
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $217M | -$5.66M | -3% | 2.48% | 39.7% | 858 | 9.09% | 2 |
|
| 4609 |
4609
Q3 Asset Management
Birmingham,
Michigan
| $217M | -$18.1M | -8% | 1.97% | 96.2% | 70 | 84.29% | 0.3 |
|
| 4610 |
4610
Riverview Capital Advisers
Boston,
Massachusetts
| $217M | -$7.59M | -3% | 2.79% | 84.8% | 108 | 13.89% | 0.2 |
|
| 4611 |
GA
4611
Gagnon Advisors
New York
| $217M | -$34.7M | -14% | 7.19% | 129% | 35 | 8.57% | 3.6 |
|
| 4612 |
4612
Tri-Star Advisors
Houston,
Texas
| $217M | -$21.5M | -9% | 3.71% | 3.07% | 59 | 22.03% | 1.1 |
|
| 4613 |
4613
IRON Financial
Northbrook,
Illinois
| $217M | -$7.2M | -3% | 3.34% | 60.6% | 133 | 30.08% | 2.3 |
|
| 4614 |
GCM
4614
Gabalex Capital Management
New York
| $217M | -$18.5M | -8% | 2.05% | 24.9% | 18 | 16.67% | 4.5 |
|
| 4615 |
4615
Atlas FRM
Greenwich,
Connecticut
| $217M | -$8.37M | -4% | 3.18% | 38.9% | 8 | 37.5% | 0.2 |
|
| 4616 |
4616
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $217M | -$12.7M | -6% | 6.5% | 62.3% | 71 | 9.86% | 1.1 |
|
| 4617 |
4617
Sendero Wealth Management
San Antonio,
Texas
| $217M | -$8.33M | -4% | 4.78% | 99.2% | 87 | 17.24% | 0.2 |
|
| 4618 |
4618
Wiser Wealth Management
Marietta,
Georgia
| $217M | +$12.1M | +6% | 5.1% | 53% | 32 | 18.75% | 1.1 |
|
| 4619 |
4619
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $217M | -$16M | -7% | 2.44% | 83.4% | 69 | 17.39% | 1 |
|
| 4620 |
4620
Acima Private Wealth
Richmond,
Virginia
| $217M | -$15.9M | -7% | 3.33% | 51.1% | 247 | 7.29% | 2.7 |
|
| 4621 |
4621
Worth Venture Partners
Fort Lee,
New Jersey
| $217M | +$14.7M | +7% | 4.88% | 105% | 169 | 33.73% | 0.6 |
|
| 4622 |
SC
4622
Serenity Capital
Palo Alto,
California
| $216M | +$3.55M | +2% | 11.6% | – | 3 | 33.33% | 1.9 |
|
| 4623 |
4623
Tiemann Investment Advisors
Menlo Park,
California
| $216M | -$20.3M | -9% | 3.92% | 77% | 233 | 12.45% | 4.9 |
|
| 4624 |
4624
Colton Groome Financial Advisors
Asheville,
North Carolina
| $216M | -$29.8M | -12% | 4.61% | 65.8% | 140 | 45% | 1.1 |
|
| 4625 |
4625
KCS Wealth Advisory
Los Angeles,
California
| $216M | -$32.9M | -13% | 2.38% | 45.3% | 172 | 15.12% | 2.7 |
|