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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 |
PCA
4826
Prospect Capital Advisors
Sausalito,
California
| $237M | +$12.4M | +5% | 3.04% | 202% | 25 | 24% | 3.2 |
|
| 4827 |
4827
OLIO Financial Planning
Mclean,
Virginia
| $237M | -$551K | -0.2% | 0.45% | 52.9% | 52 | 0% | 2 |
|
| 4828 |
LI
4828
LHM Inc
Sandy,
Utah
| $237M | +$95.4M | +67% | 1.55% | – | 16 | 6.25% | 0.4 |
|
| 4829 |
4829
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $237M | -$16.3M | -6% | 1.06% | 39.8% | 5 | 0% | 6.8 |
|
| 4830 |
4830
Rockport Wealth
Fairview Park,
Ohio
| $237M | +$87.2M | +58% | 5.85% | – | 69 | 18.84% | 0.2 |
|
| 4831 |
4831
Ashburton (Jersey)
St Helier,
Jersey
| $237M | – | – | 6.64% | – | 39 | – | 4.2 |
|
| 4832 |
4832
DHJJ Financial Advisors
Naperville,
Illinois
| $237M | +$10.8M | +5% | 1.02% | 62.5% | 848 | 5.66% | 1.1 |
|
| 4833 |
4833
Brand Asset Management Group
Chesterfield,
Missouri
| $237M | +$4.27M | +2% | 1.34% | 70.2% | 83 | 9.64% | 4.6 |
|
| 4834 |
LWMM
4834
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $237M | +$14.9M | +7% | 5.51% | 89.1% | 76 | 11.84% | 3.4 |
|
| 4835 |
4835
Palumbo Wealth Management
Great Neck,
New York
| $237M | +$13.3M | +6% | 1.89% | 115% | 157 | 14.65% | 1.8 |
|
| 4836 |
4836
Hudson Value Partners
Palm Beach,
Florida
| $237M | +$1.13M | +0.5% | 2.21% | 124% | 100 | 15% | 2.5 |
|
| 4837 |
4837
Gold Investment Management
Edmonton,
Alberta, Canada
| $236M | -$11M | -4% | 0.31% | 117% | 216 | 0.93% | 0.5 |
|
| 4838 |
4838
INCA Investments
Miami,
Florida
| $236M | +$4.02M | +2% | 5.53% | 128% | 11 | 9.09% | 4.4 |
|
| 4839 |
4839
Ceera Investments
Bellaire,
Texas
| $236M | +$8.03M | +4% | 0.01% | 47.9% | 93 | 8.6% | 1.8 |
|
| 4840 |
4840
Omnia Family Wealth
Aventura,
Florida
| $236M | +$22.8M | +11% | 2.85% | 80.6% | 84 | 19.05% | 4 |
|
| 4841 |
4841
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $236M | -$22.6M | -9% | 1.42% | 58.7% | 32 | 18.75% | 4.8 |
|
| 4842 |
EFM
4842
Eley Financial Management
South Burlington,
Vermont
| $236M | +$3.71M | +2% | 2.97% | 69.7% | 69 | 2.9% | 1.3 |
|
| 4843 |
4843
Palogic Value Management
Dallas,
Texas
| $236M | +$4.77M | +2% | 0.99% | 31.3% | 170 | 10.59% | 1.3 |
|
| 4844 |
4844
Naman Capital
Sao Paulo,
Brazil
| $236M | -$20.6M | -8% | 3.93% | 89.9% | 10 | 10% | 3.2 |
|
| 4845 |
CAS
4845
CTC Alternative Strategies
Chicago,
Illinois
| $236M | +$75.3M | +47% | 2.14% | 111% | 297 | 95.96% | 0 |
|
| 4846 |
4846
Forge First Asset Management
Toronto, Ontario,
Canada
| $235M | -$83M | -26% | 1.4% | 112% | 65 | 66.15% | 0.4 |
|
| 4847 |
4847
New Century Financial Group
Princeton,
New Jersey
| $235M | +$91.1M | +63% | 2.42% | – | 307 | 52.44% | 0.2 |
|
| 4848 |
4848
GPM Growth Investors
Bloomfield Hills,
Michigan
| $235M | – | – | 4.96% | – | 43 | – | 2.7 |
|
| 4849 |
4849
Watershed Private Wealth
Oak Brook,
Illinois
| $235M | +$9.24M | +4% | 3.68% | 71.4% | 127 | 10.24% | 1 |
|
| 4850 |
4850
Raleigh Capital Management
Cary,
North Carolina
| $235M | +$3.12M | +1% | 2% | 71.8% | 1,032 | 11.43% | 1.3 |
|