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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
Monte Financial Group
Guilford,
Connecticut
| $198M | -$7.48M | -4% | 2.19% | 57.9% | 84 | 3.57% | 3 |
|
| 4677 |
KA
4677
Kooman & Associates
Altoona,
Pennsylvania
| $198M | -$4.33M | -2% | 2.96% | 66% | 43 | 9.3% | 0.7 |
|
| 4678 |
4678
Evexia Wealth
Stevens Point,
Wisconsin
| $197M | -$10.7M | -5% | 1.67% | 92.5% | 52 | 17.31% | 0.4 |
|
| 4679 |
4679
Strategic Value Partners
Greenwich,
Connecticut
| $197M | -$121M | -38% | 12% | – | 6 | 50% | 2.8 |
|
| 4680 |
4680
JCIC Asset Management
Toronto,
Ontario, Canada
| $197M | -$22.8M | -10% | 2.26% | – | 111 | 7.21% | 3.8 |
|
| 4681 |
4681
Vert Asset Management
Sausalito,
California
| $197M | +$2M | +1% | 6.16% | 43.1% | 42 | 4.76% | 1.5 |
|
| 4682 |
4682
Sara-Bay Financial
Sarasota,
Florida
| $197M | -$8.44M | -4% | 2.86% | 233% | 80 | 12.5% | 2.4 |
|
| 4683 |
4683
Oldfather Financial Services
Kearney,
Nebraska
| $197M | -$7.54M | -4% | 4.18% | 60.8% | 64 | 3.13% | 2.9 |
|
| 4684 |
4684
DHJJ Financial Advisors
Naperville,
Illinois
| $197M | +$4.81M | +3% | 3.57% | 62.5% | 804 | 83.08% | 0.4 |
|
| 4685 |
4685
Affiance Financial
St. Louis Park,
Minnesota
| $197M | -$8.33M | -4% | 4.85% | 57.8% | 100 | 9% | 5.1 |
|
| 4686 |
4686
Seaside Wealth Management
Carlsbad,
California
| $197M | +$3.58M | +2% | 3.32% | 53.4% | 52 | 9.62% | 1 |
|
| 4687 |
4687
McElhenny Sheffield Capital Management
Dallas,
Texas
| $197M | -$37.4M | -16% | 2.08% | 86.3% | 106 | 27.36% | 1.3 |
|
| 4688 |
4688
Eclectic Associates
Fullerton,
California
| $197M | -$6.81M | -3% | 3.81% | 53.8% | 87 | 10.34% | 2 |
|
| 4689 |
4689
BCK Capital Management
Stamford,
Connecticut
| $197M | +$65.5M | +50% | 8.73% | 161% | 109 | 64.22% | 0.5 |
|
| 4690 |
CPA
4690
Capital Performance Advisors
Walnut Creek,
California
| $196M | -$6.16M | -3% | 2.81% | 71% | 61 | 11.48% | 1.3 |
|
| 4691 |
4691
Psagot Value Holdings
Tel Aviv,
Israel
| $196M | -$1.42M | -0.7% | 3.53% | 45.9% | 644 | 27.95% | 1.7 |
|
| 4692 |
EFM
4692
Eley Financial Management
South Burlington,
Vermont
| $196M | -$9.05M | -4% | 2.72% | 69.7% | 71 | 7.04% | 0.7 |
|
| 4693 |
4693
G&S Capital
Denver,
Colorado
| $196M | -$11.9M | -6% | 2.52% | 85.6% | 125 | 14.4% | 2.1 |
|
| 4694 |
4694
Raleigh Capital Management
Cary,
North Carolina
| $196M | -$4.37M | -2% | 3.31% | 79.9% | 1,023 | 24.83% | 1 |
|
| 4695 |
4695
TriaGen Wealth Management
Calabasas,
California
| $196M | -$22.6M | -10% | 2.99% | 132% | 176 | 19.32% | 1.7 |
|
| 4696 |
4696
Avalon Capital Management
Port Of Redwood City,
California
| $196M | -$17.7M | -8% | 1.74% | 151% | 73 | 31.51% | 1.7 |
|
| 4697 |
4697
Algebris (UK)
London,
United Kingdom
| $196M | -$7.65M | -4% | 0.04% | 24.5% | 50 | 42% | 0.8 |
|
| 4698 |
4698
Peachtree Investment Partners
Indian River Shores,,
Florida
| $196M | -$23.1M | -11% | 2.66% | 92.2% | 113 | 15.04% | 2.8 |
|
| 4699 |
4699
Joule Financial
Lexington,
Kentucky
| $196M | +$1.77M | +0.9% | 3.95% | 55.5% | 111 | 18.02% | 0.9 |
|
| 4700 |
4700
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $196M | -$3.05M | -2% | 1.84% | 80.3% | 106 | 5.66% | 2.9 |
|