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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Platinum Equity
Beverly Hills,
California
| $186M | +$15.3M | +9% | 8.19% | 52.7% | 8 | 12.5% | 1.1 |
|
| 4902 |
4902
Ategra Capital Management
Vienna,
Virginia
| $186M | +$3.77M | +2% | 0.99% | 114% | 100 | 14% | 2.6 |
|
| 4903 |
4903
MBE Wealth Management
Tomah,
Wisconsin
| $186M | +$16.2M | +10% | 5.45% | 66.5% | 87 | 14.94% | 1.8 |
|
| 4904 |
4904
Capasso Planning Partners
Charleston,
South Carolina
| $186M | +$15.5M | +9% | 5.19% | 51.6% | 106 | 15.09% | 1.1 |
|
| 4905 |
4905
Highview Capital Management
Buffalo Grove,
Illinois
| $186M | +$12.6M | +7% | 6.08% | 123% | 103 | 13.59% | 1.1 |
|
| 4906 |
4906
Red Spruce Capital
Berwyn,
Pennsylvania
| $186M | +$14.8M | +9% | 8.12% | 98.4% | 94 | 8.51% | 2.8 |
|
| 4907 |
4907
Watchtower Advisors
Old Greenwich,
Connecticut
| $186M | +$31.6M | +21% | 12.6% | 384% | 18 | 55.56% | 0.5 |
|
| 4908 |
4908
Olympus Wealth Management
Cottonwood Heights,
Utah
| $186M | +$3.6M | +2% | 3.5% | 43.1% | 12 | 0% | 1.5 |
|
| 4909 |
4909
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $186M | +$10.4M | +6% | 5.49% | 36.2% | 118 | 12.71% | 2.1 |
|
| 4910 |
4910
Heron Financial Group
New York
| $186M | +$4.19M | +2% | 5.03% | 47.5% | 147 | 5.44% | 2.6 |
|
| 4911 |
4911
City State Bank
Norwalk,
Iowa
| $185M | +$10.5M | +6% | 4.72% | 79.1% | 725 | 8.69% | 1.3 |
|
| 4912 |
4912
Foresight Global Investors
Purchase,
New York
| $185M | +$45.8M | +33% | 2.68% | 69.9% | 44 | 31.82% | 0.2 |
|
| 4913 |
4913
Pinnacle Family Advisors
Springfield,
Missouri
| $185M | +$21M | +13% | 9.91% | 85.8% | 118 | 33.9% | 1.6 |
|
| 4914 |
4914
Brown Miller Wealth Management
Mclean,
Virginia
| $185M | +$16.3M | +10% | 9.3% | 102% | 128 | 13.28% | 1.8 |
|
| 4915 |
4915
FSA Wealth Management
Needham,
Massachusetts
| $185M | +$13M | +8% | 6.74% | – | 50 | 16% | 1.6 |
|
| 4916 |
4916
Lunt Capital Management
Holladay,
Utah
| $185M | – | – | 0.79% | 42% | 79 | – | 0 |
|
| 4917 |
4917
Sterling Investment Counsel
Buffalo,
New York
| $185M | +$16.9M | +10% | 7.91% | 93.8% | 165 | 11.52% | 1.2 |
|
| 4918 |
4918
Francis Financial
| $185M | +$37.5M | +25% | 5.2% | 56.2% | 49 | 20.41% | 1.9 |
|
| 4919 |
4919
Samalin Investment Counsel
Chappaqua,
New York
| $185M | +$19.2M | +12% | 5.01% | 68.3% | 296 | 18.24% | 2 |
|
| 4920 |
4920
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| $185M | -$6.96M | -4% | 7.15% | – | 53 | 15.09% | 1.5 |
|
| 4921 |
4921
CCMP Capital
New York
| $185M | -$356M | -66% | 9.64% | 12.3% | 2 | 50% | 2.3 |
|
| 4922 |
RM
4922
Rudius Management
New York
| $185M | +$22.1M | +14% | 15.4% | 8.92% | 5 | 0% | 2 |
|
| 4923 |
4923
Bridgefront Capital
Austin,
Texas
| $185M | +$20.9M | +13% | 4.65% | 52.1% | 721 | 84.74% | 0.1 |
|
| 4924 |
4924
Mill Road Capital Management
Greenwich,
Connecticut
| $185M | -$9.5M | -5% | 4.19% | 85.1% | 27 | 11.11% | 2.4 |
|
| 4925 |
4925
Union Heritage Capital
Bloomfield Hills,
Michigan
| $185M | +$20.1M | +12% | 10% | 82.1% | 52 | 5.77% | 2.1 |
|