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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 |
HM
4601
HCEP Management
Hong Kong
| $274M | -$98.5M | -26% | 20.3% | 182% | 10 | 40% | 1.1 |
|
| 4602 |
4602
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $274M | +$18.7M | +7% | 6.97% | 78% | 172 | 11.63% | 2 |
|
| 4603 |
4603
StepStone Group
La Jolla,
California
| $274M | -$219M | -44% | 19.9% | 107% | 18 | 33.33% | 2.4 |
|
| 4604 |
4604
Two Point Capital Management
Pittsford,
New York
| $274M | +$25.5M | +10% | 11.9% | – | 25 | 0% | 1.6 |
|
| 4605 |
WA
4605
WP Advisors
San Francisco,
California
| $274M | -$39.5M | -13% | 7.84% | 113% | 109 | 12.84% | 4.3 |
|
| 4606 |
4606
Equita Financial Network
Fort Washington,
Pennsylvania
| $274M | +$34.3M | +14% | 6.07% | 50.5% | 88 | 21.59% | 0.7 |
|
| 4607 |
4607
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $273M | +$27.2M | +11% | 6.93% | 21.8% | 484 | 7.85% | 1.6 |
|
| 4608 |
SL
4608
SOF Ltd
George Town,
Cayman Islands
| $273M | -$4.3M | -2% | 1.55% | 42.3% | 1 | 0% | 7.8 |
|
| 4609 |
4609
Umpqua Bank
Lake Oswego,
Oregon
| $273M | +$14.9M | +6% | 5.88% | – | 158 | 8.86% | 0.5 |
|
| 4610 |
4610
Snider Financial Group
Bellevue,
Washington
| $273M | +$14.2M | +5% | 5.07% | 87% | 63 | 6.35% | 1.8 |
|
| 4611 |
4611
Greenfield Seitz Capital Management
Dallas,
Texas
| $273M | +$3.08M | +1% | 2.01% | 88.5% | 103 | 5.83% | 0.7 |
|
| 4612 |
4612
Tempus Wealth Planning
Irvine,
California
| $273M | +$33.6M | +14% | 6.79% | 95% | 229 | 13.97% | 2.2 |
|
| 4613 |
MHP
4613
Manatuck Hill Partners
Westport,
Connecticut
| $273M | +$32.9M | +14% | 16.3% | 556% | 153 | 50.98% | 1.1 |
|
| 4614 |
4614
Quaker Wealth Management
Moorestown,
New Jersey
| $273M | – | – | 4.9% | – | 64 | – | 1.5 |
|
| 4615 |
4615
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $273M | +$20.6M | +8% | 8.75% | 71.1% | 97 | 17.53% | 4 |
|
| 4616 |
4616
New Century Financial Group
Princeton,
New Jersey
| $273M | +$37.4M | +16% | 5.51% | – | 343 | 28.86% | 0.4 |
|
| 4617 |
4617
Kelly Financial Services
Braintree,
Massachusetts
| $273M | -$7.03M | -3% | 5.34% | 64.3% | 793 | 86.25% | 3.8 |
|
| 4618 |
SA
4618
SAM Advisors
Oakhurst,
California
| $272M | -$3.85M | -1% | 5.75% | 57.5% | 47 | 36.17% | 1.5 |
|
| 4619 |
4619
Moerus Capital Management
New York
| $272M | -$4.68M | -2% | 11.1% | 220% | 18 | 5.56% | 3.8 |
|
| 4620 |
LWMM
4620
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $272M | +$35.5M | +15% | 6.03% | 105% | 97 | 26.8% | 2.7 |
|
| 4621 |
4621
Harmony Asset Management
Scottsdale,
Arizona
| $272M | +$33.4M | +14% | 5.33% | 138% | 166 | 13.25% | 0.6 |
|
| 4622 |
4622
Lansing Street Advisors
Ambler,
Pennsylvania
| $272M | +$31.7M | +13% | 6.21% | – | 124 | 19.35% | 1.4 |
|
| 4623 |
4623
BOS Asset Management
Springfield,
Illinois
| $272M | +$54.7M | +25% | 5.33% | 70.3% | 170 | 12.94% | 1.2 |
|
| 4624 |
SCI
4624
Silver Coast Investments
San Diego,
United States
| $272M | +$27.2M | +11% | 7.31% | – | 102 | 13.73% | 0.6 |
|
| 4625 |
SAMT
4625
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $272M | +$20.7M | +8% | 7.8% | 68.4% | 70 | 8.57% | 3.9 |
|