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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
Consonance Capital Management
New York
| $183M | -$648M | -78% | 2.5% | 314% | 36 | 63.89% | 0.4 |
|
| 4777 |
4777
Salem Capital Management
Woburn,
Massachusetts
| $183M | +$85K | +0% | 0.62% | 32.3% | 76 | 7.89% | 5.5 |
|
| 4778 |
4778
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $182M | -$12M | -6% | 0.34% | 44.1% | 35 | 20% | 2.3 |
|
| 4779 |
PCM
4779
Perritt Capital Management
Chicago,
Illinois
| $182M | -$9.34M | -5% | 2.02% | 80.9% | 207 | 7.73% | 3.8 |
|
| 4780 |
4780
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| $182M | +$8.26M | +5% | 0.29% | 21.1% | 72 | 11.11% | 0.7 |
|
| 4781 |
4781
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $182M | +$7.12M | +4% | 0.16% | 36.2% | 97 | 15.46% | 1.3 |
|
| 4782 |
4782
Ceera Investments
Bellaire,
Texas
| $182M | +$50.1M | +38% | 1.11% | 47.9% | 71 | 26.76% | 0.4 |
|
| 4783 |
4783
G&S Capital
Denver,
Colorado
| $182M | -$8.9M | -5% | 0.71% | 85.6% | 118 | 27.12% | 1.4 |
|
| 4784 |
4784
New Capital Management
Houston,
Texas
| $182M | – | – | 0.65% | 55.4% | 42 | – | 3 |
|
| 4785 |
4785
Prosight Management
Dallas,
Texas
| $182M | +$21.8M | +14% | 3.33% | 39.5% | 60 | 51.67% | 0.7 |
|
| 4786 |
4786
Insight Folios
Charlotte,
North Carolina
| $182M | +$11.5M | +7% | 4.49% | 32.9% | 124 | 40.32% | 0.6 |
|
| 4787 |
4787
Hudson Value Partners
Palm Beach,
Florida
| $182M | +$619K | +0.3% | 0.16% | 124% | 117 | 5.98% | 0.7 |
|
| 4788 |
4788
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $182M | -$4.9M | -3% | 0.67% | 92.4% | 440 | 14.09% | 3.8 |
|
| 4789 |
4789
St. Johns Investment Management
Jacksonville,
Florida
| $182M | -$2.48M | -1% | 0.36% | 91.9% | 221 | 22.17% | 4.5 |
|
| 4790 |
4790
Keystone Wealth Partners
Chandler,
Arizona
| $181M | +$13.8M | +8% | 0.68% | – | 30 | 30% | 0.6 |
|
| 4791 |
4791
Orser Capital Management
Southlake,
Texas
| $181M | -$13.1M | -7% | 1.45% | 128% | 101 | 18.81% | 1.7 |
|
| 4792 |
4792
Truvestments Capital
Sarasota,
Florida
| $181M | -$925K | -0.5% | 2.98% | 131% | 669 | 13.3% | 1.1 |
|
| 4793 |
AFP
4793
Advus Financial Partners
Winter Park,
Florida
| $181M | – | – | 0.22% | 56.5% | 108 | – | 0 |
|
| 4794 |
4794
JLP Asset Management
New York
| $181M | -$5.05M | -3% | 0.35% | 16.1% | 33 | 9.09% | 1.8 |
|
| 4795 |
SL
4795
SIB LLC
New York,
New York
| $181M | +$2.29M | +1% | 2.77% | 29.2% | 21 | 4.76% | 5.9 |
|
| 4796 |
4796
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $181M | +$1.35M | +0.8% | 0.17% | 86.2% | 83 | 4.82% | 2.4 |
|
| 4797 |
4797
Adalta Capital Management
New York
| $181M | -$2.97M | -2% | 0.69% | 80.4% | 99 | 8.08% | 2.2 |
|
| 4798 |
4798
Altman Advisors
Chicago,
Illinois
| $181M | +$3.61M | +2% | 2.51% | 127% | 84 | 13.1% | 1.7 |
|
| 4799 |
4799
Gunma Bank
Gunma,
Japan
| $180M | +$29.1M | +19% | 0.75% | 24.5% | 52 | 32.69% | 1.1 |
|
| 4800 |
4800
EVR Research
Richmond,
Virginia
| $180M | +$8.11M | +5% | 0.02% | 165% | 38 | 52.63% | 0.3 |
|