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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 |
GECH
4976
Garnet Equity Capital Holdings
New York
| $176M | -$104M | -37% | 22.4% | 302% | 43 | 44.19% | 0.7 |
|
| 4977 |
4977
Red Spruce Capital
Berwyn,
Pennsylvania
| $176M | -$9.5M | -5% | 1.93% | 98.4% | 94 | 11.7% | 3 |
|
| 4978 |
I2I
4978
Insight 2811 Inc
Chicago,
Illinois
| $176M | -$7.65M | -4% | 1.76% | 30.8% | 100 | 24% | 4 |
|
| 4979 |
4979
Corundum Group
Colorado Springs,
Colorado
| $176M | -$24.5M | -12% | 3.87% | 89.5% | 116 | 12.07% | 3.8 |
|
| 4980 |
4980
Burrus Financial Services
Salt Lake City,
Utah
| $176M | -$5.81M | -3% | 2.94% | 31.3% | 9 | 22.22% | 1.1 |
|
| 4981 |
4981
Landmark Wealth Management (New York)
Melville,
New York
| $176M | +$63.1M | +56% | 4.42% | 37.9% | 74 | 48.65% | 0.8 |
|
| 4982 |
4982
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $176M | +$6.2M | +4% | 3.75% | 58.7% | 48 | 4.17% | 3.8 |
|
| 4983 |
NERM
4983
New England Research & Management
Chicago,
Illinois
| $175M | +$3.1M | +2% | 5.8% | 65% | 176 | 39.77% | 3.5 |
|
| 4984 |
4984
Weinberger Asset Management
Los Angeles,
California
| $175M | -$6.17M | -3% | 4.18% | 89.6% | 78 | 6.41% | 1.3 |
|
| 4985 |
LFP
4985
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $175M | – | – | 3.02% | 65.4% | 62 | – | 0 |
|
| 4986 |
4986
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $175M | -$1.74M | -1% | 1.96% | – | 971 | 8.03% | 1.4 |
|
| 4987 |
4987
GS Investments
Minneapolis,
Minnesota
| $175M | -$8.08M | -4% | 3.14% | 94.1% | 141 | 2.84% | 2.9 |
|
| 4988 |
4988
Kennicott Capital Management
Corte Madera,
California
| $175M | -$19.7M | -10% | 5.16% | 98% | 41 | 12.2% | 2.2 |
|
| 4989 |
4989
St. Johns Investment Management
Jacksonville,
Florida
| $175M | -$8.8M | -5% | 3.48% | 91.9% | 207 | 9.66% | 5.3 |
|
| 4990 |
4990
Harbour Investment Management
Edmonds,
Washington
| $175M | -$14.9M | -8% | 3.13% | 58.8% | 79 | 12.66% | 6.8 |
|
| 4991 |
4991
Cypress Financial Planning
Haddon Heights,
New Jersey
| $175M | -$1.61M | -0.9% | 4.19% | 41.2% | 63 | 14.29% | 1 |
|
| 4992 |
4992
Thames Capital Management
Roseland,
New Jersey
| $175M | -$12.8M | -7% | 3.37% | 1,177% | 30 | 36.67% | 1.9 |
|
| 4993 |
4993
Highview Capital Management
Buffalo Grove,
Illinois
| $175M | -$10.9M | -6% | 2.42% | 123% | 110 | 20% | 1.2 |
|
| 4994 |
4994
Demars Financial Group
Spokane Valley,
Washington
| $175M | -$5.24M | -3% | 2.97% | 69.1% | 86 | 31.4% | 1.9 |
|
| 4995 |
CC
4995
Claybrook Capital
Wellesley,
Massachusetts
| $175M | -$12.7M | -7% | 3.79% | 7.15% | 142 | 3.52% | 1.9 |
|
| 4996 |
4996
Briggs Advisory Group
Lincoln,
Rhode Island
| $175M | -$4.37M | -2% | 4.38% | – | 60 | 6.67% | 1.4 |
|
| 4997 |
GAMC
4997
Garner Asset Management Corp
Plano,
Texas
| $175M | -$4.72M | -3% | 3.15% | 103% | 156 | 3.85% | 4.7 |
|
| 4998 |
4998
Olympus Wealth Management
Cottonwood Heights,
Utah
| $175M | -$11M | -6% | 3.3% | 43.1% | 12 | 0% | 1.8 |
|
| 4999 |
4999
TL Private Wealth
Southlake,
Texas
| $175M | -$5.42M | -3% | 3.01% | 50.6% | 42 | 16.67% | 3.1 |
|
| 5000 |
5000
Sterling Investment Counsel
Buffalo,
New York
| $175M | -$10.7M | -6% | 3.55% | 93.8% | 164 | 13.41% | 1.4 |
|