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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
Weinberger Asset Management
Los Angeles,
California
| $145M | -$6.94M | -5% | 5.77% | 80% | 69 | 5.8% | 0.5 |
|
| 4977 |
4977
SummerHaven Investment Management
Stamford,
Connecticut
| $144M | -$3.79M | -3% | 1.74% | 150% | 294 | 67.69% | 0.6 |
|
| 4978 |
FFG
4978
Fortem Financial Group
Palm Desert,
California
| $144M | -$8.53M | -6% | 2.93% | 183% | 188 | 29.26% | 1.6 |
|
| 4979 |
4979
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $144M | -$8.45M | -6% | 3.04% | 90.8% | 71 | 9.86% | 2 |
|
| 4980 |
4980
FNY Investment Advisers
New York
| $144M | +$8.71M | +6% | 1.43% | 386% | 1,014 | 53.94% | 0.5 |
|
| 4981 |
4981
Bishop Rock Capital
New York
| $144M | +$41.4M | +40% | 3.72% | 35.4% | 27 | 14.81% | 2.9 |
|
| 4982 |
SSCM
4982
Summit Street Capital Management
New York
| $144M | -$8.31M | -5% | 3.35% | 217% | 30 | 0% | 4.2 |
|
| 4983 |
4983
Highland Financial Advisors
Wayne,
New Jersey
| $144M | -$1.81M | -1% | 6.52% | 70% | 57 | 19.3% | 0.2 |
|
| 4984 |
4984
Investment Advisory Group
Hanover,
Massachusetts
| $144M | -$2.92M | -2% | 5.65% | 61.6% | 131 | 8.4% | 0.7 |
|
| 4985 |
4985
Brookmont Capital Management
Dallas,
Texas
| $144M | -$1.21M | -0.8% | 4.29% | 32.2% | 46 | 0% | 6.4 |
|
| 4986 |
CAGAS
4986
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $144M | -$23.6M | -14% | 4.88% | 54.8% | 207 | 33.82% | 2.7 |
|
| 4987 |
4987
Jones Road Capital Management
New York
| $144M | -$46M | -24% | 4.24% | 88.5% | 58 | 8.62% | 1 |
|
| 4988 |
4988
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $144M | -$10.5M | -7% | 4.83% | 66.8% | 136 | 7.35% | 4.3 |
|
| 4989 |
4989
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $144M | -$31M | -18% | 9.85% | 61.4% | 14 | 50% | 0.8 |
|
| 4990 |
4990
Naman Capital
Sao Paulo,
Brazil
| $144M | +$3.36M | +2% | 5.66% | 89.9% | 19 | 10.53% | 2.9 |
|
| 4991 |
4991
Friedenthal Financial
Marlton,
New Jersey
| $144M | -$8.52M | -6% | 2.42% | 111% | 70 | 25.71% | 2.8 |
|
| 4992 |
4992
Colonial River Investments
Midlothian,
Virginia
| $144M | -$9.13M | -6% | 5.41% | 156% | 198 | 19.19% | 0.7 |
|
| 4993 |
4993
AH Equity Partners Bio II
Menlo Park,
California
| $144M | +$1.1M | +0.8% | 3.69% | – | 4 | 0% | 0.8 |
|
| 4994 |
4994
FIDELIS iM
Medford,
Oregon
| $143M | -$6.12M | -4% | 5.5% | 44.8% | 22 | 0% | 0.9 |
|
| 4995 |
4995
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $143M | -$6.74M | -4% | 5.87% | 56.8% | 59 | 1.69% | 2.8 |
|
| 4996 |
4996
ACT Advisors
Asheville,
North Carolina
| $143M | +$7M | +5% | 2.65% | 75.4% | 32 | 28.13% | 1.1 |
|
| 4997 |
SC
4997
Steph & Co
Marinette,
Wisconsin
| $143M | -$20.5M | -12% | 5.2% | 61.6% | 237 | 5.06% | 2.3 |
|
| 4998 |
4998
Capasso Planning Partners
Charleston,
South Carolina
| $143M | +$2.34M | +2% | 3.2% | 51.6% | 100 | 22% | 0.6 |
|
| 4999 |
4999
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $143M | -$2.02M | -1% | 6.08% | 51.7% | 81 | 11.11% | 2.2 |
|
| 5000 |
HIC
5000
Harbor Island Capital
Topsfield,
Massachusetts
| $143M | -$20.4M | -12% | 9.98% | 218% | 15 | 0% | 4.2 |
|