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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
All-Stars Investment
Hong Kong
| $298M | -$26.4M | -8% | 3.66% | 41.7% | 3 | 0% | 2.3 |
|
| 4627 |
4627
Sterling Financial Group
Pasadena,
California
| $298M | +$20.5M | +7% | 6.3% | 49.6% | 73 | 16.44% | 1.7 |
|
| 4628 |
SC
4628
Sawyer & Company
Boston,
Massachusetts
| $298M | +$50.3M | +20% | 12.4% | 111% | 218 | 27.06% | 3.8 |
|
| 4629 |
4629
Joseph Group Capital Management
Columbus,
Ohio
| $298M | +$36.2M | +14% | 6.42% | 58.4% | 115 | 25.22% | 2 |
|
| 4630 |
4630
MTM Investment Management
Spartanburg,
South Carolina
| $298M | +$39M | +15% | 8.06% | 80.5% | 738 | 62.87% | 1.3 |
|
| 4631 |
4631
Corbyn Investment Management
Lutherville,
Maryland
| $298M | +$29.1M | +11% | 8.19% | 71.9% | 65 | 4.62% | 5.2 |
|
| 4632 |
4632
Olympus Wealth Management
Cottonwood Heights,
Utah
| $298M | +$69.9M | +31% | 8.89% | 43.1% | 21 | 4.76% | 2 |
|
| 4633 |
4633
Westwood Wealth Management
Los Angeles,
California
| $298M | +$65.7M | +28% | 36.5% | 425% | 49 | 10.2% | 2.1 |
|
| 4634 |
4634
Farringdon Capital
London,
United Kingdom
| $298M | +$99.2M | +50% | 6.13% | – | 621 | 79.55% | 0.1 |
|
| 4635 |
4635
SWMG LLC
Fort Worth,
Texas
| $297M | +$45.3M | +18% | 9.4% | 68.7% | 139 | 32.37% | 1.5 |
|
| 4636 |
4636
Wambolt & Associates
Littleton,
Colorado
| $297M | +$2.75M | +0.9% | 9.71% | 62.2% | 176 | 6.25% | 4.4 |
|
| 4637 |
AFS
4637
Aft Forsyth & Sober
Valrico,
Florida
| $297M | +$10M | +3% | 16.2% | 94.6% | 73 | 19.18% | 4.4 |
|
| 4638 |
4638
Ferguson Shapiro
Decatur,
Georgia
| $297M | +$28M | +10% | 7.43% | 42.7% | 78 | 21.79% | 1.4 |
|
| 4639 |
4639
Carmel Capital Management
Carmel,
California
| $297M | +$50.2M | +20% | 27.2% | 265% | 25 | 0% | 3.4 |
|
| 4640 |
4640
Vance Wealth
Santa Clarita,
California
| $296M | +$30.4M | +11% | 9.76% | 66.4% | 120 | 15% | 2.1 |
|
| 4641 |
4641
Bare Financial Services
Gap,
Pennsylvania
| $296M | +$36.2M | +14% | 7.12% | – | 1,322 | 37.97% | 0.3 |
|
| 4642 |
4642
Promethos Capital
Boston,
Massachusetts
| $296M | +$23.8M | +9% | 12.2% | – | 85 | 54.12% | 1.2 |
|
| 4643 |
4643
Altrafin AG
Zurich,
| $296M | +$38.9M | +15% | 17% | 97.6% | 52 | 17.31% | 2.3 |
|
| 4644 |
4644
CGC Financial Services
Lake Oswego,
Oregon
| $296M | +$43.2M | +17% | 4.28% | 46% | 353 | 10.76% | 1.7 |
|
| 4645 |
KA
4645
Kooman & Associates
Altoona,
Pennsylvania
| $296M | +$23.2M | +9% | 9.34% | 66% | 51 | 11.76% | 1.7 |
|
| 4646 |
OFCM
4646
One Fin Capital Management
San Francisco,
California
| $296M | +$91M | +44% | 18.2% | 92% | 24 | 66.67% | 0.3 |
|
| 4647 |
4647
Virtus Investment Advisers
Hartford,
Connecticut
| $296M | -$72M | -20% | 9.26% | 172% | 509 | 21.41% | 0.3 |
|
| 4648 |
4648
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $296M | +$29.7M | +11% | 25.1% | 199% | 99 | 48.48% | 2.3 |
|
| 4649 |
4649
LOM Asset Management
Hamilton,
| $296M | – | – | 11.8% | – | 252 | – | 0 |
|
| 4650 |
HA
4650
Hamel Associates
Chatham,
New Jersey
| $295M | +$1.04M | +0.4% | 1.52% | 50.6% | 82 | 14.63% | 6.2 |
|