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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Avory & Company
Miami,
Florida
| $162M | -$18.1M | -10% | 3.57% | 74.9% | 17 | 41.18% | 0.5 |
|
| 5027 |
5027
Act Wealth Management
Plano,
Texas
| $162M | -$342K | -0.2% | 1.23% | 70% | 34 | 2.94% | 0.7 |
|
| 5028 |
LM
5028
Lasry Marc
| $162M | -$55M | -25% | 0.82% | 14.8% | 12 | 33.33% | 1.5 |
|
| 5029 |
5029
Pictet Bank & Trust
Nassau,
Bahamas
| $162M | -$16.6M | -9% | 0.32% | 82.7% | 69 | 14.49% | 4.1 |
|
| 5030 |
5030
Vigilare Wealth Management
Scottsdale,
Arizona
| $162M | -$3.01M | -2% | 1.04% | 59.5% | 224 | 23.66% | 1 |
|
| 5031 |
5031
Perkins Capital Management
Wayzata,
Minnesota
| $162M | -$14.7M | -8% | 2.48% | 303% | 111 | 9.01% | 3.4 |
|
| 5032 |
5032
Corre Partners Management
New York
| $162M | +$2.9M | +2% | 9.59% | 109% | 9 | 22.22% | 0.6 |
|
| 5033 |
5033
Corrado Advisors
Ramsey,
New Jersey
| $161M | -$929K | -0.6% | 1.16% | 73.1% | 98 | 5.1% | 2.3 |
|
| 5034 |
5034
SWS Partners
Columbus,
Ohio
| $161M | +$7.74M | +5% | 0.64% | 127% | 90 | 22.22% | 1.7 |
|
| 5035 |
5035
Hollow Brook Wealth Management
Katonah,
New York
| $161M | +$490K | +0.3% | 3.29% | 97.8% | 69 | 21.74% | 3.1 |
|
| 5036 |
5036
Sunburst Financial Group
Vestavia Hills,
Alabama
| $161M | +$4.32M | +3% | 0.35% | 55.7% | 65 | 6.15% | 1.5 |
|
| 5037 |
CIA
5037
Citadel Investment Advisory
Chesterland,
Ohio
| $161M | -$375K | -0.2% | 0.24% | 66.1% | 74 | 0% | 0.7 |
|
| 5038 |
5038
Iron Horse Wealth Management
Johston,
Iowa
| $161M | +$9.6M | +6% | 1.08% | 29.1% | 244 | 15.98% | 0.6 |
|
| 5039 |
5039
FIDELIS iM
Medford,
Oregon
| $161M | – | – | 1.17% | 44.8% | 18 | – | 0 |
|
| 5040 |
TLCM
5040
Tiger Legatus Capital Management
New York
| $161M | -$44M | -21% | 20.1% | 19.1% | 17 | 23.53% | 1.2 |
|
| 5041 |
5041
One Advisory Partners
Overland Park,
Kansas
| $161M | -$1.61M | -1% | 0.78% | 58.3% | 33 | 21.21% | 0.9 |
|
| 5042 |
5042
Pavion Blue Capital
Newport Beach,
California
| $161M | -$5.65M | -3% | 0.29% | 77.6% | 94 | 6.38% | 1.4 |
|
| 5043 |
5043
Penbrook Management
New York
| $161M | -$5.91M | -4% | 1.43% | 107% | 108 | 8.33% | 4.5 |
|
| 5044 |
5044
FSA Wealth Management
Needham,
Massachusetts
| $161M | +$1.49M | +0.9% | 0.62% | – | 44 | 6.82% | 1.6 |
|
| 5045 |
5045
Eos Management LP
New York
| $161M | -$27.1M | -14% | 11.1% | 149% | 30 | 3.33% | 3.6 |
|
| 5046 |
5046
Prince Street Capital Management
New York
| $161M | -$6.9M | -4% | 0.31% | 302% | 19 | 26.32% | 1 |
|
| 5047 |
5047
Delta Capital Management
Red Bank,
New Jersey
| $161M | -$839K | -0.5% | 0.19% | 129% | 84 | 3.57% | 4.6 |
|
| 5048 |
LAM
5048
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $161M | -$3.44M | -2% | 0.16% | 144% | 104 | 25.96% | 0.9 |
|
| 5049 |
5049
Equinox Partners Investment Management
Stamford,
Connecticut
| $161M | -$57.4M | -26% | 19.3% | 241% | 14 | 7.14% | 1.6 |
|
| 5050 |
5050
Memorial Sloan Kettering Cancer Center
New York
| $160M | +$7.54M | +5% | 4.1% | 14.8% | 6 | 33.33% | 0.5 |
|