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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Monterey Private Wealth
Monterey,
California
| $125M | – | – | 5.47% | 29.8% | 81 | – | 0 |
|
| 4677 |
MC
4677
Miles Capital
West Des Moines,
Iowa
| $125M | +$3.32M | +3% | 7.54% | 15.4% | 204 | 22.06% | 1.7 |
|
| 4678 |
NCM
4678
Niemann Capital Management
Stateline,
Nevada
| $125M | -$13.4M | -10% | 3.88% | 103% | 66 | 86.36% | 0.1 |
|
| 4679 |
CCP
4679
Cunning Capital Partners
Morrisville,
North Carolina
| $124M | – | – | 8.55% | 268% | 1 | – | 0 |
|
| 4680 |
4680
Pin Oak Investment Advisors
Houston,
Texas
| $124M | +$2.45M | +2% | 6.35% | 62.7% | 424 | 11.08% | 1.6 |
|
| 4681 |
SSCM
4681
Summit Street Capital Management
New York
| $124M | -$18.3M | -13% | 17% | 217% | 31 | 12.9% | 2.2 |
|
| 4682 |
FRM
4682
Fox Run Management
Greenwich,
Connecticut
| $124M | +$14.4M | +13% | 9.22% | 64% | 601 | 83.36% | 0.1 |
|
| 4683 |
4683
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $124M | -$24.1M | -16% | 3.12% | 32% | 32 | 34.38% | 0.7 |
|
| 4684 |
4684
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $124M | -$2.11M | -2% | 2.42% | 53.1% | 23 | 30.43% | 0.8 |
|
| 4685 |
4685
Financial Strategies Group
Okemos,
Michigan
| $124M | – | – | 4.72% | 44.9% | 47 | – | 0 |
|
| 4686 |
4686
Old Well Partners
Charlotte,
North Carolina
| $124M | – | – | 20.4% | 97.8% | 31 | – | 0 |
|
| 4687 |
4687
Townsend Asset Management
Raleigh,
North Carolina
| $124M | – | – | 7.55% | 77% | 198 | – | 0 |
|
| 4688 |
4688
Stamos Capital Partners
Menlo Park,
California
| $124M | +$11.5M | +10% | 6.1% | 36.7% | 62 | 48.39% | 0.6 |
|
| 4689 |
4689
Legacy Financial Strategies
Overland Park,
Kansas
| $124M | +$11.6M | +10% | 7.49% | 76.7% | 67 | 10.45% | 1.4 |
|
| 4690 |
ABP
4690
Arthur B. Page
| $124M | +$4.83M | +4% | 7.7% | 40.4% | 61 | 3.28% | 4.6 |
|
| 4691 |
4691
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $124M | +$8.28M | +7% | 6.12% | 56.8% | 58 | 5.17% | 0.2 |
|
| 4692 |
4692
VeraBank
Henderson,
Texas
| $124M | +$12.7M | +11% | 7.63% | 60.6% | 102 | 13.73% | 0.8 |
|
| 4693 |
4693
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $124M | -$8.42M | -6% | 5.54% | 72.3% | 73 | 16.44% | 0.8 |
|
| 4694 |
4694
Seelaus Asset Management
Chatham,
New Jersey
| $124M | +$9.35M | +8% | 9.67% | 134% | 183 | 19.13% | 1.3 |
|
| 4695 |
4695
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $124M | +$6.5M | +6% | 6.95% | 53.5% | 43 | 18.6% | 2.3 |
|
| 4696 |
4696
Westhampton Capital
Winston-Salem,
North Carolina
| $123M | +$3.85M | +3% | 8.56% | 95.6% | 113 | 6.19% | 0.5 |
|
| 4697 |
4697
ICW Investment Advisors
Scottsdale,
Arizona
| $123M | – | – | 4.99% | 50.1% | 185 | – | 0 |
|
| 4698 |
4698
Ranch Capital Advisors
Sarasota,
Florida
| $123M | +$30M | +32% | 5.52% | 92.6% | 961 | 77.94% | 0.1 |
|
| 4699 |
4699
Peak Capital Management
Greenwood Village,
Colorado
| $123M | -$26.2M | -18% | 2.23% | 9.52% | 25 | 28% | 1.8 |
|
| 4700 |
4700
Altai Capital Management
West Hollywood,
California
| $123M | +$7.46M | +6% | 16.9% | 24.9% | 4 | 0% | 1 |
|