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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
James T. Borello
East Dundee,
Illinois
| $268M | +$22.2M | +9% | 0.2% | 71.2% | 204 | 11.27% | 0.8 |
|
| 4777 |
4777
Honeycomb Asset Management
New York
| $268M | -$15M | -5% | 13.5% | 49% | 36 | 83.33% | 0.2 |
|
| 4778 |
4778
Intergy Private Wealth
Colorado Springs,
Colorado
| $268M | +$5.43M | +2% | 0.48% | 73.8% | 96 | 12.5% | 1.9 |
|
| 4779 |
4779
Palumbo Wealth Management
Great Neck,
New York
| $268M | +$10.7M | +4% | 3.99% | 115% | 194 | 27.32% | 1.8 |
|
| 4780 |
4780
Corundum Group
Colorado Springs,
Colorado
| $268M | +$48.6M | +22% | 1.05% | 89.5% | 106 | 11.32% | 4.7 |
|
| 4781 |
4781
Patient Square Capital
Menlo Park,
California
| $267M | -$2.04M | -0.8% | 1.86% | 329% | 20 | 45% | 0.3 |
|
| 4782 |
4782
Beech Hill Advisors
New York
| $267M | +$3.39M | +1% | 3.05% | 117% | 104 | 10.58% | 4.5 |
|
| 4783 |
4783
Fi3 Financial Advisors
Indianapolis,
Indiana
| $267M | +$15.5M | +6% | 1.14% | 83.1% | 129 | 17.05% | 1.6 |
|
| 4784 |
4784
Yeomans Consulting Group
Marietta,
Georgia
| $267M | -$461K | -0.2% | 2.41% | – | 112 | 37.5% | 0.6 |
|
| 4785 |
4785
Peachtree Investment Partners
Indian River Shores,,
Florida
| $267M | +$1.02M | +0.4% | 3.36% | 111% | 122 | 13.93% | 3.3 |
|
| 4786 |
CMAI
4786
Capital Management Associates Inc
Minneapolis,
Minnesota
| $267M | +$22.1M | +9% | 0.08% | 75.6% | 115 | 15.65% | 0.7 |
|
| 4787 |
LCM
4787
Lynx1 Capital Management
San Juan,
Puerto Rico
| $267M | -$15.5M | -6% | 17.2% | 883% | 24 | 50% | 0.8 |
|
| 4788 |
4788
Global Financial Private Client
Sarasota,
Florida
| $267M | +$10.2M | +4% | 1.56% | 100% | 1,686 | 53.56% | 1.5 |
|
| 4789 |
MCS
4789
Mercuria Capital Strategies
Houston,
Texas
| $267M | – | – | 15.4% | – | 12 | – | 0 |
|
| 4790 |
4790
Ameliora Wealth Management
Zurich,
Switzerland
| $266M | +$26.6M | +11% | 2.21% | 73.9% | 246 | 36.99% | 1.2 |
|
| 4791 |
4791
BHK Investment Advisors
Birmingham,
Alabama
| $266M | -$1.58M | -0.6% | 0.45% | 54.6% | 63 | 6.35% | 4.6 |
|
| 4792 |
4792
EWA LLC
Pittsbugh,
Pennsylvania
| $266M | -$13.6M | -5% | 1.75% | 102% | 175 | 11.43% | 1.1 |
|
| 4793 |
4793
Financial Life Advisors
San Antonio,
Texas
| $266M | +$1.51M | +0.6% | 1.54% | 47% | 48 | 4.17% | 3.4 |
|
| 4794 |
4794
Camarda Financial Advisors
Fleming Island,
Florida
| $266M | -$777K | -0.3% | 4.61% | 196% | 110 | 38.18% | 1.4 |
|
| 4795 |
4795
Hobbs Group Advisors
Columbia,
South Carolina
| $266M | -$13.1M | -5% | 1.43% | – | 655 | 78.78% | 0.9 |
|
| 4796 |
4796
Claris Advisors
St. Louis,
Missouri
| $266M | +$35.3M | +15% | 1.46% | 65.7% | 1,237 | 94.42% | 1.7 |
|
| 4797 |
4797
Tranquility Partners
Brentwood,
Tennessee
| $266M | -$9.9M | -4% | 1.69% | 77.3% | 222 | 9.91% | 3.5 |
|
| 4798 |
4798
Providence First Trust
Scottsdale,
Arizona
| $266M | +$30.2M | +13% | 1.97% | 68.4% | 214 | 59.35% | 1.5 |
|
| 4799 |
4799
Gator Capital Management
Tampa,
Florida
| $266M | +$39.7M | +18% | 13.8% | 245% | 72 | 23.61% | 2.6 |
|
| 4800 |
4800
Somerset Trust
Somerset,
Pennsylvania
| $266M | -$1.57M | -0.6% | 1.1% | 80.5% | 163 | 9.2% | 5.7 |
|