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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $107M | +$42.4M | +66% | 58.8% | 81.3% | 1 | 0% | 2.5 |
|
| 4802 |
4802
Planning Directions
Glen Mills,
Pennsylvania
| $107M | +$35.9M | +50% | 11.3% | 46.3% | 106 | 87.74% | 0.4 |
|
| 4803 |
4803
Piper Sandler & Co
Minneapolis,
Minnesota
| $107M | -$11.3M | -10% | 1.76% | 0.05% | 24 | 33.33% | 0.3 |
|
| 4804 |
4804
Lederer & Associates Investment Counsel
Long Beach,
California
| $107M | +$18.6M | +21% | 18.6% | 92.7% | 88 | 21.59% | 3.1 |
|
| 4805 |
4805
Brooks Moore & Associates
Chattanooga,
Tennessee
| $107M | +$12.7M | +13% | 17% | 63.7% | 90 | 15.56% | 1.3 |
|
| 4806 |
4806
Birch Capital Management
Dallas,
Texas
| $107M | +$19.9M | +23% | 21.8% | 62% | 106 | 23.58% | 0.4 |
|
| 4807 |
4807
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $107M | +$14.8M | +16% | 19.6% | 61.1% | 101 | 6.93% | 4.5 |
|
| 4808 |
CA
4808
Crumly & Associates
Springfield,
Illinois
| $107M | +$25.3M | +31% | 22.5% | 58.1% | 57 | 28.07% | 0.3 |
|
| 4809 |
4809
CoreCommodity Management
Stamford,
Connecticut
| $107M | +$20.1M | +23% | 45.6% | 65.8% | 168 | 27.98% | 3.1 |
|
| 4810 |
4810
Mine & Arao Wealth Creation & Management
Campbell,
California
| $107M | +$20.4M | +24% | 22.1% | 105% | 241 | 6.22% | 0.5 |
|
| 4811 |
4811
CAZ Investments
Houston,
Texas
| $107M | +$67.5M | +173% | 28.6% | 263% | 61 | 52.46% | 0.7 |
|
| 4812 |
4812
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $106M | +$61M | +134% | 16.9% | 38.4% | 10 | 20% | 0.8 |
|
| 4813 |
4813
Brooktree Capital Management
Gand Rapids,
Michigan
| $106M | +$20M | +23% | 34.3% | 82.9% | 104 | 54.81% | 0.5 |
|
| 4814 |
4814
United Bank (Georgia)
Zebulon,
Georgia
| $106M | +$9.4M | +10% | 17.9% | 81.2% | 79 | 16.46% | 2.6 |
|
| 4815 |
4815
PFG Private Wealth Management
Lutz,
Florida
| $106M | +$13.3M | +14% | 13.3% | 52.6% | 48 | 22.92% | 0.4 |
|
| 4816 |
4816
Recurrent Investment Advisors
Houston,
Texas
| $106M | +$52.9M | +99% | 40.5% | 99.7% | 41 | 21.95% | 0.4 |
|
| 4817 |
4817
Tranquility Partners
Brentwood,
Tennessee
| $106M | +$19.3M | +22% | 21.4% | 77.3% | 154 | 22.73% | 0.7 |
|
| 4818 |
4818
Sterneck Capital Management
Kansas City,
Missouri
| $106M | +$6.9M | +7% | 21.8% | 61.5% | 84 | 17.86% | 3.8 |
|
| 4819 |
AIFAIM
4819
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $106M | +$13.8M | +15% | 14.9% | 72.8% | 100 | 18% | 0.4 |
|
| 4820 |
4820
Cascade Investment Advisors
Oregon City,
Oregon
| $106M | +$15.2M | +17% | 22.6% | 71.4% | 262 | 11.83% | 2.3 |
|
| 4821 |
4821
Heronetta Management
New York
| $106M | +$22.1M | +26% | 36.3% | 59.7% | 25 | 12% | 4.5 |
|
| 4822 |
4822
Doheny Asset Management
Los Angeles,
California
| $106M | -$20.4M | -16% | 27.6% | 135% | 104 | 25.96% | 4.7 |
|
| 4823 |
4823
Norris Financial Group
Greenville,
South Carolina
| $106M | +$15.8M | +18% | 20.7% | 142% | 85 | 52.94% | 0.2 |
|
| 4824 |
4824
Blue Chip Wealth Management
Miami Beach,
Florida
| $106M | +$25.3M | +32% | 29.2% | – | 104 | 19.23% | 1.7 |
|
| 4825 |
LAM
4825
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $106M | – | – | 11.1% | 144% | 70 | – | 0 |
|