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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $168M | -$100M | -37% | 13.1% | 103% | 42 | 7.14% | 3.9 |
|
| 4752 |
4752
Parus Finance (UK)
London,
United Kingdom
| $168M | -$112M | -40% | 12.6% | 199% | 28 | 0% | 3.2 |
|
| 4753 |
4753
Client 1st Advisory Group
Dunedin,
Florida
| $168M | -$36.6M | -18% | 11.4% | 64.5% | 81 | 9.88% | 1.7 |
|
| 4754 |
4754
Silverleafe Capital Partners
Germantown,
Tennessee
| $168M | -$55.2M | -25% | 13.6% | 87.7% | 85 | 42.35% | 1.8 |
|
| 4755 |
DA
4755
DCF Advisers
Greenwich,
Connecticut
| $168M | -$60.4M | -26% | 7.16% | 372% | 90 | 40% | 1.2 |
|
| 4756 |
4756
Mendel Money Management
Northbrook,
Illinois
| $168M | -$36.9M | -18% | 12.7% | 75.4% | 126 | 11.11% | 2.7 |
|
| 4757 |
4757
Benefit Street Partners
New York
| $168M | -$372M | -69% | 24.8% | – | 32 | 59.38% | 1.7 |
|
| 4758 |
4758
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $168M | -$66.7M | -28% | 13.4% | 117% | 350 | 77.71% | 3.5 |
|
| 4759 |
CAGAS
4759
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $168M | -$47.9M | -22% | 13.3% | 54.8% | 522 | 61.3% | 2.1 |
|
| 4760 |
4760
Solas Capital Management
Darien,
Connecticut
| $168M | +$2.48M | +2% | 17.5% | 62.5% | 26 | 30.77% | 1.2 |
|
| 4761 |
4761
Stone Summit Wealth
Miami,
Florida
| $168M | -$10.9M | -6% | 13.4% | 67% | 137 | 11.68% | 0.4 |
|
| 4762 |
4762
Glassy Mountain Advisors
Bethesda,
Maryland
| $167M | -$27.4M | -14% | 16.6% | 91.5% | 80 | 18.75% | 0.5 |
|
| 4763 |
4763
Towerpoint Wealth
Sacramento,
California
| $167M | -$34.1M | -17% | 11.7% | 67.7% | 96 | 15.63% | 2.5 |
|
| 4764 |
4764
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $167M | -$16.9M | -9% | 7.65% | 53.1% | 25 | 24% | 2.2 |
|
| 4765 |
WAM
4765
Westport Asset Management
Southport,
Connecticut
| $167M | -$53.8M | -24% | 13.6% | 64.2% | 76 | 2.63% | 5.1 |
|
| 4766 |
FNWM
4766
Financial Network Wealth Management
Draper,
Utah
| $167M | -$24.7M | -13% | 13.9% | – | 115 | 22.61% | 1.3 |
|
| 4767 |
4767
Yorktown Energy Partners XI
New York
| $167M | -$134M | -44% | 12.2% | 105% | 3 | 0% | 2.4 |
|
| 4768 |
4768
White Mountains Insurance Group
Hanover,
New Hampshire
| $167M | -$113M | -40% | 40.5% | 105% | 1 | 0% | 1.5 |
|
| 4769 |
4769
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $167M | -$58.5M | -26% | 13.2% | 57.8% | 148 | 22.3% | 1.5 |
|
| 4770 |
CCM
4770
Consolidated Capital Management
Burbank,
California
| $167M | -$54.3M | -25% | 20.3% | 166% | 57 | 22.81% | 2.2 |
|
| 4771 |
SM
4771
Salzhauer Michael
| $167M | -$59.8M | -26% | 15.7% | 107% | 133 | 27.82% | 2.9 |
|
| 4772 |
4772
NIA Impact Advisors
Berkeley,
California
| $167M | -$39.6M | -19% | 13.9% | – | 71 | 22.54% | 1.1 |
|
| 4773 |
4773
Burton Enright Welch
Walnut Creek,
California
| $166M | -$14.8M | -8% | 14.3% | 62.8% | 65 | 10.77% | 0.4 |
|
| 4774 |
4774
Camelot Portfolios
Maumee,
Ohio
| $166M | -$34.8M | -17% | 11.6% | 41.3% | 251 | 22.71% | 3.1 |
|
| 4775 |
MFC
4775
Mechanics Financial Corp
Mansfield,
Ohio
| $166M | -$28.4M | -15% | 14% | 81.6% | 237 | 8.44% | 0.5 |
|