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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Constitution Capital
Shelton,
Connecticut
| $167M | +$3.28M | +2% | 1.35% | 91.1% | 72 | 12.5% | 0.6 |
|
| 4977 |
4977
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $167M | +$1.87M | +1% | 0.72% | 46.3% | 23 | 17.39% | 1 |
|
| 4978 |
RWG
4978
Regal Wealth Group
Seal Beach,
California
| $167M | -$2.77M | -2% | 0.83% | 17% | 50 | 4% | 4.7 |
|
| 4979 |
4979
CNB Bank
Clearfield,
Pennsylvania
| $166M | +$6.59M | +4% | 0.24% | 91.6% | 428 | 8.88% | 2.5 |
|
| 4980 |
ACM
4980
Asymmetry Capital Management
San Francisco,
California
| $166M | +$20.9M | +14% | 14.1% | 300% | 45 | 68.89% | 0.3 |
|
| 4981 |
4981
Seneca House Advisors
Richmond,
Virginia
| $166M | +$12.1M | +8% | 0.98% | 58.2% | 95 | 21.05% | 2.3 |
|
| 4982 |
4982
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $166M | +$3.79M | +2% | 1.26% | – | 127 | 11.81% | 0.7 |
|
| 4983 |
4983
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $166M | +$1.73M | +1% | 2.13% | 90.8% | 80 | 7.5% | 1.3 |
|
| 4984 |
4984
Annandale Capital
Dallas,
Texas
| $166M | +$66K | +0% | 0.18% | 57.2% | 90 | 13.33% | 0.6 |
|
| 4985 |
4985
Cooper/Haims Advisors
Victor,
New York
| $166M | +$13.7M | +9% | 1.11% | 53.1% | 92 | 18.48% | 2.1 |
|
| 4986 |
EP
4986
Elkhorn Partners
Omaha,
Nebraska
| $165M | +$2.12M | +1% | 0.68% | 32.2% | 46 | 15.22% | 3.7 |
|
| 4987 |
4987
Newport Wealth Strategies
Irvine,
California
| $165M | -$7.64M | -4% | 0.03% | 51.5% | 118 | 9.32% | 2.1 |
|
| 4988 |
4988
Orion Capital Management
Coronado,
California
| $165M | +$4.61M | +3% | 2.25% | 75.3% | 379 | 20.84% | 0.6 |
|
| 4989 |
4989
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $165M | -$1.2M | -0.7% | 1.02% | 64.8% | 68 | 1.47% | 1.7 |
|
| 4990 |
VCA
4990
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $165M | +$25.3M | +18% | 7.06% | 30.6% | 19 | 68.42% | 0.5 |
|
| 4991 |
4991
Garrison Asset Management
Fayetteville,
Arkansas
| $165M | -$406K | -0.2% | 0.05% | 52.1% | 103 | 1.94% | 5.5 |
|
| 4992 |
LP
4992
LGL Partners
Philadelphia,
Pennsylvania
| $165M | -$2.47M | -1% | 1.1% | 68.9% | 96 | 6.25% | 2.7 |
|
| 4993 |
4993
Baron Financial Group
Fair Lawn,
New Jersey
| $165M | +$3.98M | +2% | 1.12% | 55.5% | 238 | 5.88% | 1 |
|
| 4994 |
4994
ForthRight Wealth Management
Alpharetta,
Georgia
| $165M | +$7.04M | +4% | 0.94% | 44.6% | 41 | 21.95% | 0.6 |
|
| 4995 |
4995
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| $165M | +$3.55M | +2% | 2.61% | 53.6% | 29 | 0% | 0.3 |
|
| 4996 |
4996
Capital Wealth Alliance
Scottsdale,
Arizona
| $164M | +$7.97M | +5% | 3.06% | 124% | 146 | 10.27% | 1 |
|
| 4997 |
4997
Benjamin Edwards Inc
Clayton,
Missouri
| $164M | +$18.8M | +13% | 0.47% | 66.5% | 552 | 28.8% | 1.1 |
|
| 4998 |
4998
Cordant Inc
Portland,
Oregon
| $164M | +$6.37M | +4% | 1.08% | 47% | 390 | 76.41% | 0.3 |
|
| 4999 |
4999
Loveless Wealth Management
Billings,
Montana
| $164M | -$93K | -0.1% | 1.66% | – | 131 | 6.87% | 1.4 |
|
| 5000 |
MIP
5000
Ma Investment Partnership
Hillsborough,
California
| $164M | -$15M | -8% | 3.78% | – | 12 | 0% | 0.8 |
|