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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Cordasco Financial Network
Naples,
Florida
| $109M | +$18.8M | +21% | 19.3% | 31.1% | 532 | 12.41% | 2.5 |
|
| 4777 |
SA
4777
Sunesis Advisors
Overland Park,
Kansas
| $109M | +$9.24M | +9% | 16.4% | – | 31 | 3.23% | 1.7 |
|
| 4778 |
4778
Cook & Bynum Capital Management
Birmingham,
Alabama
| $109M | -$3.28M | -3% | 1.16% | 46.8% | 5 | 0% | 4.4 |
|
| 4779 |
4779
Washburn Capital Management
Vero Beach,
Florida
| $109M | +$35.5M | +49% | 27.3% | 123% | 54 | 29.63% | 0.3 |
|
| 4780 |
4780
Ennismore Fund Management
London,
United Kingdom
| $109M | -$34.1M | -24% | 28.8% | – | 14 | 57.14% | 0.3 |
|
| 4781 |
4781
Banyan Capital Management
Atlanta,
Georgia
| $109M | +$14.4M | +15% | 20.1% | 42.5% | 19 | 5.26% | 1.4 |
|
| 4782 |
4782
Little House Capital
Braintree,
Massachusetts
| $109M | +$16.7M | +18% | 19.5% | 108% | 101 | 35.64% | 0.9 |
|
| 4783 |
4783
Verity Asset Management
Durham,
North Carolina
| $108M | +$29.1M | +37% | 16.5% | 79.7% | 152 | 38.16% | 1.5 |
|
| 4784 |
4784
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $108M | +$60.7M | +127% | 34.5% | 34.5% | 58 | 22.41% | 0.4 |
|
| 4785 |
4785
Solas Capital Management
Darien,
Connecticut
| $108M | +$16M | +17% | 32.1% | 62.5% | 31 | 16.13% | 0.9 |
|
| 4786 |
4786
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $108M | +$18.9M | +21% | 18.1% | 36.4% | 100 | 7% | 2.2 |
|
| 4787 |
4787
Coyle Financial Counsel
Glenview,
Illinois
| $108M | +$28.2M | +35% | 20.2% | 62.4% | 51 | 17.65% | 1.8 |
|
| 4788 |
4788
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $108M | +$20.4M | +23% | 20.7% | 67.5% | 74 | 18.92% | 1 |
|
| 4789 |
SWM
4789
Strategic Wealth Management
Kirkland,
Washington
| $108M | +$32.6M | +43% | 15.5% | 52.8% | 66 | 80.3% | 0.2 |
|
| 4790 |
4790
Boyar Asset Management
New York
| $108M | +$18.7M | +21% | 21.1% | 75.5% | 68 | 16.18% | 4.7 |
|
| 4791 |
4791
Provenire Capital
Eden Prairie,
Minnesota
| $108M | +$27.5M | +34% | 28.6% | – | 50 | 64% | 0.2 |
|
| 4792 |
GA
4792
Greytown Advisors
Miami,
Florida
| $108M | +$6.95M | +7% | 19.2% | 14.1% | 78 | 23.08% | 2.4 |
|
| 4793 |
BCM
4793
Breiter Capital Management
Bradenton,
Florida
| $108M | +$23.1M | +27% | 23.1% | 109% | 121 | 23.97% | 1.2 |
|
| 4794 |
4794
McNaughton Wealth Management
San Diego,
California
| $108M | +$14.3M | +15% | 11.2% | 55.6% | 51 | 19.61% | 0.4 |
|
| 4795 |
4795
Pin Oak Investment Advisors
Houston,
Texas
| $108M | +$12.2M | +13% | 27% | 62.7% | 406 | 10.34% | 1.9 |
|
| 4796 |
4796
Genesee Capital Advisors
Auburn,
New York
| $108M | +$3.03M | +3% | 27.8% | 107% | 87 | 29.89% | 0.8 |
|
| 4797 |
4797
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $107M | +$18.2M | +20% | 14.9% | 58.8% | 125 | 21.6% | 1.8 |
|
| 4798 |
4798
Summit Rock Advisors
New York
| $107M | +$18.3M | +21% | 17.6% | – | 7 | 85.71% | 0.6 |
|
| 4799 |
4799
Loveless Wealth Management
Billings,
Montana
| $107M | +$22.4M | +26% | 18.6% | – | 114 | 16.67% | 0.4 |
|
| 4800 |
CWM
4800
CCG Wealth Management
San Diego,
California
| $107M | +$3.14M | +3% | 11.2% | 82.6% | 74 | 33.78% | 1 |
|