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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
SA
4926
Silversage Advisors
Irvine,
California
| $96.4M | +$28M | +41% | 19.5% | – | 33 | 15.15% | 0.4 |
|
| 4927 |
AP
4927
Adero Partners
Pleasanton,
California
| $96.2M | +$35.8M | +59% | 32.7% | 27.7% | 87 | 34.48% | 0.4 |
|
| 4928 |
CWA
4928
Capital Wealth Alliance
Scottsdale,
Arizona
| $96.2M | +$622K | +0.7% | 17.1% | 108% | 99 | 30.3% | 0.4 |
|
| 4929 |
PFG
4929
Pacific Financial Group
Bellevue,
Washington
| $96M | -$890K | -0.9% | 15.6% | 61.1% | 50 | 0% | 4 |
|
| 4930 |
FCFC
4930
First Citizens Financial Corp
Mason City,
Iowa
| $95.9M | +$19.7M | +26% | 19.3% | 72.9% | 95 | 16.84% | 0.4 |
|
| 4931 |
BAM
4931
Beaumont Asset Management
Beaumont,
Texas
| $95.6M | +$12.2M | +15% | 21.1% | 64.3% | 63 | 33.33% | 0.4 |
|
| 4932 |
SIC
4932
Samalin Investment Counsel
Chappaqua,
New York
| $95.5M | +$20.7M | +28% | 20.5% | 62.8% | 176 | 21.02% | 0.4 |
|
| 4933 |
JA
4933
JVL Associates
Wyoming,
Michigan
| $95.4M | +$12.6M | +15% | 22.8% | 81% | 46 | 26.09% | 1.8 |
|
| 4934 |
ACM
4934
Altai Capital Management
West Hollywood,
California
| $95.3M | +$37.6M | +65% | 6.5% | 24.9% | 5 | 0% | 1.3 |
|
| 4935 |
SWM
4935
Sanctuary Wealth Management
Pocatello,
Idaho
| $95.3M | +$19.8M | +26% | 22.4% | – | 35 | 34.29% | 1.2 |
|
| 4936 |
WA
4936
Wilshire Advisors
Santa Monica,
California
| $95.1M | +$3.33M | +4% | 13.3% | 118% | 27 | 14.81% | 3.4 |
|
| 4937 |
SVP
4937
Strategic Value Partners
Greenwich,
Connecticut
| $95.1M | -$222M | -70% | 8.84% | – | 7 | 57.14% | 1.7 |
|
| 4938 |
DG
4938
DigitalBridge Group
Boca Raton,
Florida
| $95M | +$8.88M | +10% | 9.82% | 161% | 39 | 46.15% | 0.2 |
|
| 4939 |
DAM
4939
Diamant Asset Management
Ridgefield,
Connecticut
| $95M | +$17.5M | +23% | 21.2% | 66.9% | 64 | 4.69% | 2.2 |
|
| 4940 |
SAM
4940
S.A. Mason
Holland,
Michigan
| $94.9M | +$12.5M | +15% | 20.1% | 116% | 399 | 33.58% | 0.5 |
|
| 4941 |
KI
4941
Koch Industries
Wichita,
Kansas
| $94.8M | +$13.7M | +17% | 17.7% | 56.9% | 3 | 33.33% | 3.5 |
|
| 4942 |
JI
4942
Jeereddi Investments
Los Angeles,
California
| $94.8M | +$20.6M | +28% | 37.9% | 37.7% | 51 | 21.57% | 0.4 |
|
| 4943 |
CC
4943
Caxton Corporation
Princeton,
New Jersey
| $94.7M | +$3.27M | +4% | 72.3% | 512% | 20 | 40% | 1.6 |
|
| 4944 |
RIG
4944
Ramiah Investment Group
Brookfield,
Wisconsin
| $94.7M | +$38.4M | +68% | 21.5% | 55.3% | 95 | 41.05% | 0.3 |
|
| 4945 |
LFASL
4945
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $94.7M | -$16.5M | -15% | 14.3% | 44.9% | 138 | 29.71% | 1.4 |
|
| 4946 |
CA
4946
CastleArk Alternatives
Chicago,
Illinois
| $94.5M | +$79.7M | +538% | 44.5% | – | 35 | 22.86% | 1.2 |
|
| 4947 |
PC
4947
Plaisance Capital
Denver,
Colorado
| $94.3M | -$29.9M | -24% | 17.8% | – | 76 | 69.74% | 0.2 |
|
| 4948 |
HA
4948
H2O AM
London,
United Kingdom
| $94.3M | -$31.8M | -25% | 22.1% | – | 181 | 29.83% | 0.6 |
|
| 4949 |
SV
4949
Stilwell Value
New York
| $94.3M | +$11.6M | +14% | 14.4% | 87.9% | 41 | 9.76% | 2.5 |
|
| 4950 |
VC
4950
Voit & Company
Brookfield,
Wisconsin
| $94M | -$2.97M | -3% | 25.2% | – | 61 | 21.31% | 1.1 |
|