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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
LPWM LLC
Minneapolis,
Minnesota
| $168M | +$1.83M | +1% | 0.82% | 59.4% | 63 | 3.17% | 1.4 |
|
| 4952 |
MAM
4952
Miria Asset Management
St. Julians,
Malta
| $168M | -$75.3M | -31% | 4.77% | 265% | 43 | 67.44% | 0.2 |
|
| 4953 |
4953
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $168M | -$12.6M | -7% | 0.72% | 95.3% | 106 | 16.98% | 1 |
|
| 4954 |
4954
Hurlow Wealth Management Group
Bloomington,
Indiana
| $168M | +$16.3M | +11% | 0.54% | 60.7% | 101 | 9.9% | 2.3 |
|
| 4955 |
4955
Marlowe Partners
New York
| $168M | +$14.2M | +9% | 2.44% | 16.3% | 7 | 0% | 1.9 |
|
| 4956 |
4956
Cheyne Capital Management (UK)
London,
United Kingdom
| $168M | -$51.7M | -24% | 2.7% | 35.6% | 123 | 17.07% | 0.6 |
|
| 4957 |
4957
Twin Securities
New York
| $168M | -$96.8M | -37% | 1.83% | 506% | 32 | 84.38% | 0.1 |
|
| 4958 |
4958
Cribstone Capital Management
Augusta,
Maine
| $168M | +$2.95M | +2% | 0.05% | 22.4% | 429 | 21.68% | 2.8 |
|
| 4959 |
4959
Game Plan Financial Advisors
Westlake,
Ohio
| $168M | -$249K | -0.1% | 1.76% | – | 116 | 16.38% | 0.9 |
|
| 4960 |
4960
Ramius Advisors
New York
| $168M | -$95.4M | -36% | 12.6% | 187% | 374 | 60.96% | 0.2 |
|
| 4961 |
LFWA
4961
LBJ Family Wealth Advisors
Austin,
Texas
| $168M | -$631K | -0.4% | 2.43% | 64.9% | 23 | 8.7% | 5.1 |
|
| 4962 |
4962
Pecaut & Co
Sioux City,
Iowa
| $168M | +$14.1M | +9% | 0.22% | 62.8% | 84 | 7.14% | 2.6 |
|
| 4963 |
4963
Successful Portfolios
Clearwater,
Florida
| $167M | +$2.48M | +2% | 0.4% | 110% | 209 | 4.31% | 2.5 |
|
| 4964 |
4964
Exeter Financial
Scottsdale,
Arizona
| $167M | -$5.02M | -3% | 1.28% | 59.1% | 83 | 6.02% | 3.1 |
|
| 4965 |
4965
Centennial Wealth Advisory
Traverse City,
Michigan
| $167M | +$7.53M | +5% | 0.58% | 63% | 91 | 17.58% | 0.5 |
|
| 4966 |
4966
AllSquare Wealth Management
Albany,
New York
| $167M | -$3.98M | -2% | 1.26% | 62.4% | 520 | 7.69% | 3.6 |
|
| 4967 |
4967
Independent Order of Foresters
Toronto,
Ontario, Canada
| $167M | -$9.9M | -6% | 0.56% | 66.3% | 14 | 14.29% | 1.4 |
|
| 4968 |
4968
BCK Capital Management
Stamford,
Connecticut
| $167M | -$32.4M | -16% | 9.63% | 161% | 172 | 41.28% | 0.4 |
|
| 4969 |
4969
Prostatis Group
Hanover,
Maryland
| $167M | +$20.9M | +14% | 0.28% | 72.9% | 109 | 19.27% | 1 |
|
| 4970 |
4970
Tabor Asset Management
New York
| $167M | +$25.6M | +18% | 0.97% | 214% | 49 | 53.06% | 0.3 |
|
| 4971 |
4971
Elm Advisors
Burlingame,
California
| $167M | -$3.65M | -2% | 1.26% | 50.5% | 88 | 3.41% | 5.9 |
|
| 4972 |
4972
Beddow Capital Management
Jackson,
Wyoming
| $167M | -$7.06M | -4% | 3.81% | 50.7% | 59 | 16.95% | 4 |
|
| 4973 |
4973
Mine & Arao Wealth Creation & Management
Campbell,
California
| $167M | +$1.3M | +0.8% | 0.43% | 105% | 298 | 5.7% | 1.4 |
|
| 4974 |
4974
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $167M | +$1.42M | +0.9% | 1.61% | 45.1% | 28 | 3.57% | 4.8 |
|
| 4975 |
4975
HC Financial Advisors
Lafayette,
California
| $167M | -$4.96M | -3% | 0.11% | 31.2% | 373 | 15.55% | 1.5 |
|