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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
SC
4826
Serenity Capital
Palo Alto,
California
| $213M | -$22.7M | -10% | 8.48% | – | 3 | 33.33% | 2.6 |
|
| 4827 |
4827
O'Keefe Stevens Advisory
Rochester,
New York
| $213M | +$29.9M | +16% | 19.7% | 208% | 44 | 6.82% | 3.2 |
|
| 4828 |
4828
Sitrin Capital Management
Century City,
California
| $213M | +$3.74M | +2% | 7.43% | 139% | 37 | 21.62% | 2.9 |
|
| 4829 |
HWC
4829
Hill Winds Capital
High Falls,
New York
| $213M | +$298K | +0.1% | 14.1% | 8.52% | 63 | 47.62% | 0.4 |
|
| 4830 |
4830
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $212M | -$3.79M | -2% | 6.46% | 27.4% | 42 | 21.43% | 1.8 |
|
| 4831 |
4831
Prudent Investors Network
Lake Forest,
California
| $212M | +$12.5M | +6% | 4.36% | – | 34 | 14.71% | 1.3 |
|
| 4832 |
4832
Arthedge Capital Management
Jericho,
New York
| $212M | -$7.05M | -3% | 0.32% | 80.7% | 18 | 0% | 0.9 |
|
| 4833 |
4833
Martin Capital Partners
Eugene,
Oregon
| $212M | +$13.8M | +7% | 7.49% | 42.3% | 70 | 4.29% | 2.5 |
|
| 4834 |
4834
Newbridge Financial Services Group
Boca Raton,
Florida
| $212M | +$51.8M | +32% | 9.04% | 189% | 1,598 | 23.53% | 0.8 |
|
| 4835 |
4835
Prentiss Smith & Co
Brattleboro,
Vermont
| $212M | +$14.7M | +7% | 6.69% | 67.4% | 83 | 14.46% | 4.3 |
|
| 4836 |
4836
RBA Wealth Management
Newport Beach,
California
| $212M | +$170M | +410% | 12.1% | 91% | 111 | 82.88% | 0.4 |
|
| 4837 |
MAM
4837
Mystic Asset Management
Warwick,
Rhode Island
| $212M | – | – | 10.4% | 114% | 437 | – | 0 |
|
| 4838 |
MFC
4838
Mechanics Financial Corp
Mansfield,
Ohio
| $211M | – | – | 12.3% | 82.7% | 220 | – | 0 |
|
| 4839 |
FP
4839
Financial Perspectives
Minneapolis,
Minnesota
| $211M | +$13M | +7% | 6.47% | 104% | 684 | 11.26% | 1.6 |
|
| 4840 |
4840
New Vernon Capital Holdings II
Morristown,
New Jersey
| $211M | -$12.1M | -5% | 6.86% | 114% | 20 | 30% | 1.7 |
|
| 4841 |
4841
Lipe & Dalton
Syracuse,
New York
| $211M | +$16.8M | +9% | 9.2% | 101% | 110 | 5.45% | 4 |
|
| 4842 |
4842
Jacobsen Capital Management
Salt Lake City,
Utah
| $211M | +$13.3M | +7% | 6.89% | 97.3% | 54 | 3.7% | 2.1 |
|
| 4843 |
4843
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $211M | +$13M | +7% | 4.04% | 110% | 46 | 32.61% | 0.6 |
|
| 4844 |
4844
BNC Wealth Management
Beaverton,
Oregon
| $211M | +$42.7M | +25% | 12% | 204% | 132 | 36.36% | 0.7 |
|
| 4845 |
4845
Towerpoint Wealth
Sacramento,
California
| $211M | +$10.5M | +5% | 4.39% | 67.7% | 87 | 12.64% | 2.3 |
|
| 4846 |
4846
Matrix Private Capital Group
New York
| $211M | +$20.9M | +11% | 6.75% | 62.5% | 273 | 14.29% | 1.4 |
|
| 4847 |
4847
Trellis Advisors
Ellensburg,
Washington
| $211M | +$16.5M | +8% | 7.57% | 23.3% | 87 | 10.34% | 2.3 |
|
| 4848 |
4848
Northwest Capital Management
Lake Oswego,
Oregon
| $211M | +$18.9M | +10% | 4.66% | 57% | 105 | 20% | 1.9 |
|
| 4849 |
4849
Marion Wealth Management
Monroeville,
Pennsylvania
| $211M | – | – | 4.47% | 51.7% | 99 | – | 0 |
|
| 4850 |
4850
Selway Asset Management
| $211M | +$27.9M | +15% | 13.8% | 36.5% | 77 | 11.69% | 3.9 |
|