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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
TSA Wealth Management
Houston,
Texas
| $235M | +$5.23M | +2% | 2.53% | 62.4% | 69 | 21.74% | 0.4 |
|
| 4852 |
4852
Scholtz & Company
Stamford,
Connecticut
| $235M | +$8.28M | +4% | 5.09% | 89.2% | 56 | 21.43% | 2 |
|
| 4853 |
IAMH
4853
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $235M | +$19.7M | +9% | 9.53% | 76% | 24 | 29.17% | 1 |
|
| 4854 |
PCR
4854
Potrero Capital Research
San Francisco,
California
| $235M | +$59.2M | +34% | 11.6% | 226% | 34 | 41.18% | 0.9 |
|
| 4855 |
4855
Sweeney & Michel
Chico,
California
| $235M | +$8.73M | +4% | 3.63% | – | 115 | 6.96% | 1.1 |
|
| 4856 |
4856
Jessup Wealth Management
Dayton,
Ohio
| $235M | +$1.01M | +0.4% | 8.21% | 181% | 70 | 34.29% | 0.9 |
|
| 4857 |
4857
Visa Foundation
San Francisco,
California
| $235M | +$69.3M | +42% | 0.27% | 58.1% | 2 | 50% | 1.3 |
|
| 4858 |
4858
Stonebridge Capital Management
Los Angeles,
California
| $234M | +$10.7M | +5% | 2.78% | – | 86 | 6.98% | 8 |
|
| 4859 |
4859
Aragon Global Management
Miami,
Florida
| $234M | +$11.6M | +5% | 10.5% | – | 21 | 33.33% | 0.4 |
|
| 4860 |
CVA
4860
Central Valley Advisors
Sacramento,
California
| $234M | +$40.7M | +21% | 3.07% | – | 196 | 50% | 0.3 |
|
| 4861 |
4861
Lynch Asset Management
Yardley,
Pennsylvania
| $234M | +$21.7M | +10% | 13.5% | 190% | 43 | 2.33% | 2.4 |
|
| 4862 |
4862
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $234M | +$7.57M | +3% | 1.03% | 61.6% | 76 | 5.26% | 1.7 |
|
| 4863 |
4863
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $234M | +$2.21M | +1% | 2.95% | 80.3% | 105 | 4.76% | 3.3 |
|
| 4864 |
4864
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $234M | +$2.62M | +1% | 1.84% | 103% | 64 | 15.63% | 3.5 |
|
| 4865 |
4865
Clear Rock Advisors
Kerrville,
Texas
| $234M | +$3.71M | +2% | 0.5% | – | 74 | 12.16% | 0.5 |
|
| 4866 |
CAGAS
4866
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $234M | +$23.1M | +11% | 3.3% | 54.8% | 159 | 15.09% | 2.1 |
|
| 4867 |
4867
Pinnacle Financial Group
Western Springs,
Illinois
| $234M | +$6.15M | +3% | 0.41% | 54.3% | 72 | 9.72% | 1.9 |
|
| 4868 |
4868
Weik Capital Management
Wyomissing,
Pennsylvania
| $234M | -$1.6M | -0.7% | 1.82% | 66.9% | 99 | 9.09% | 7.4 |
|
| 4869 |
4869
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $234M | +$16.3M | +7% | 1.32% | 60.3% | 26 | 7.69% | 1.8 |
|
| 4870 |
4870
Rivermont Capital Management
New York
| $234M | -$39.2M | -14% | 0.35% | 555% | 23 | 34.78% | 0.9 |
|
| 4871 |
4871
Northeast Financial Group
Tannersville,
Pennsylvania
| $234M | +$7.39M | +3% | 0.74% | 31.6% | 80 | 10% | 1.7 |
|
| 4872 |
4872
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $234M | +$4.89M | +2% | 2.68% | 82% | 87 | 19.54% | 2.6 |
|
| 4873 |
4873
Stonehearth Capital Management
Danvers,
Massachusetts
| $234M | +$12.6M | +6% | 0.7% | 87.5% | 85 | 15.29% | 2.8 |
|
| 4874 |
4874
Forager Capital Management
Birmingham,
Alabama
| $234M | -$25.5M | -10% | 8.47% | 52.6% | 14 | 14.29% | 1.9 |
|
| 4875 |
4875
Siguler Guff Advisers
New York
| $233M | -$17.5M | -7% | 4.55% | 37.7% | 6 | 16.67% | 2.9 |
|