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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
DL
4651
DOHJ LLC
Seattle,
Washington
| $176M | -$32.1M | -15% | 13.8% | 51.5% | 93 | 13.98% | 1.9 |
|
| 4652 |
4652
Cowen Prime Advisors
New York
| $176M | -$62M | -26% | 21.4% | 116% | 186 | 8.6% | 5.2 |
|
| 4653 |
WAM
4653
WT Asset Management
Hong Kong
| $176M | -$98.6M | -36% | 17.3% | 2,788% | 11 | 45.45% | 0.6 |
|
| 4654 |
4654
Stonehearth Capital Management
Danvers,
Massachusetts
| $176M | -$17.2M | -9% | 10.8% | 87.5% | 86 | 33.72% | 2.2 |
|
| 4655 |
4655
Demars Financial Group
Spokane Valley,
Washington
| $176M | -$23.2M | -12% | 9.49% | 69.1% | 95 | 30.53% | 1.4 |
|
| 4656 |
4656
Altman Advisors
Chicago,
Illinois
| $176M | -$18.2M | -9% | 15% | 127% | 92 | 17.39% | 1.9 |
|
| 4657 |
CVV
4657
Curative Ventures V
Dallas,
Texas
| $175M | -$233M | -57% | 57% | 30.2% | 1 | 0% | 0.5 |
|
| 4658 |
DCM
4658
Difesa Capital Management
New York
| $175M | -$22.7M | -11% | 5.59% | – | 281 | 21.35% | 0.4 |
|
| 4659 |
4659
Matrix Private Capital Group
New York
| $175M | -$29.5M | -14% | 14.3% | 62.5% | 267 | 12.73% | 1.8 |
|
| 4660 |
4660
Oakwell Private Wealth Management
Austin,
Texas
| $175M | -$23.5M | -12% | 14.5% | 63% | 64 | 15.63% | 1.3 |
|
| 4661 |
4661
Oldfather Financial Services
Kearney,
Nebraska
| $175M | -$8.99M | -5% | 15.6% | 60.8% | 65 | 4.62% | 2.1 |
|
| 4662 |
KCM
4662
Knoll Capital Management
Miami,
Florida
| $175M | +$15.9M | +10% | 12.9% | 258% | 43 | 9.3% | 2.1 |
|
| 4663 |
4663
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $175M | -$29.4M | -14% | 14.8% | 80.3% | 122 | 9.02% | 1.8 |
|
| 4664 |
4664
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $175M | -$26.3M | -13% | 13.9% | 56.9% | 96 | 16.67% | 2.4 |
|
| 4665 |
4665
Monterey Private Wealth
Monterey,
California
| $175M | -$32M | -15% | 15% | 29.8% | 124 | 17.74% | 1.8 |
|
| 4666 |
4666
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $175M | -$27M | -13% | 13.4% | 21.9% | 2 | 0% | 3.4 |
|
| 4667 |
4667
Ceera Investments
Bellaire,
Texas
| $175M | -$25.8M | -13% | 10.4% | 47.9% | 77 | 18.18% | 1 |
|
| 4668 |
4668
Daily Journal Corp
Los Angeles,
California
| $175M | -$37.7M | -18% | 16.5% | 108% | 5 | 0% | 7.1 |
|
| 4669 |
4669
Clarity Wealth Advisors
San Jose,
California
| $175M | -$35.7M | -17% | 17.2% | 94.1% | 77 | 20.78% | 1.8 |
|
| 4670 |
4670
Access Financial Services
Minneapolis,
Minnesota
| $175M | -$35.6M | -17% | 11.1% | 44.8% | 120 | 26.67% | 2.5 |
|
| 4671 |
4671
VELA Investment Management
New Albany,
Ohio
| $175M | +$15.4M | +10% | 11.4% | 56.8% | 140 | 21.43% | 0.4 |
|
| 4672 |
4672
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $175M | -$38.2M | -18% | 31.1% | 61.4% | 16 | 37.5% | 0.6 |
|
| 4673 |
4673
GS Investments
Minneapolis,
Minnesota
| $174M | -$2.48M | -1% | 15.3% | 94.1% | 161 | 9.32% | 1.7 |
|
| 4674 |
4674
Burrus Financial Services
Salt Lake City,
Utah
| $174M | -$21.5M | -11% | 11.1% | 31.3% | 11 | 18.18% | 0.3 |
|
| 4675 |
4675
Bison Wealth
Atlanta,
Georgia
| $174M | -$21.9M | -11% | 11.9% | 37.4% | 382 | 19.63% | 3.3 |
|