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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
Sagil Capital
London,
United Kingdom
| $195M | +$56.5M | +41% | 3.26% | 104% | 28 | 42.86% | 0.9 |
|
| 5027 |
5027
John W. Brooker & Co
Oakland,
California
| $194M | +$16.9M | +10% | 4.79% | 43.4% | 210 | 13.81% | 1.4 |
|
| 5028 |
5028
Hiddenite Capital Partners
New York
| $194M | – | – | 5.2% | 466% | 39 | – | 0 |
|
| 5029 |
5029
Wealth Management Solutions
Exton,
Pennsylvania
| $194M | – | – | 6.56% | – | 122 | – | 0 |
|
| 5030 |
5030
Zullo Investment Group
Scranton,
Pennsylvania
| $194M | – | – | 12.6% | 143% | 826 | – | 0 |
|
| 5031 |
5031
Exos Asset Management
New York
| $194M | +$4.78M | +3% | 0.3% | – | 547 | 49.54% | 0.4 |
|
| 5032 |
5032
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $194M | +$17.4M | +10% | 8.3% | 55.5% | 75 | 12% | 0.8 |
|
| 5033 |
5033
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $194M | +$8.09M | +4% | 12.8% | 207% | 59 | 25.42% | 4.9 |
|
| 5034 |
5034
Soditic Asset Management
Tonbridge,
United Kingdom
| $194M | -$17.3M | -8% | 1.11% | 23.4% | 19 | 10.53% | 0.9 |
|
| 5035 |
FGIM
5035
First Growth Investment Manager
San Francisco,
California
| $194M | -$80.5M | -29% | 12.6% | – | 36 | 33.33% | 0.8 |
|
| 5036 |
5036
PYA Waltman Capital
Knoxville,
Tennessee
| $194M | +$9.5M | +5% | 2.7% | 62.4% | 205 | 81.46% | 0.3 |
|
| 5037 |
BOCM
5037
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $194M | +$15.2M | +8% | 8.18% | 49.6% | 33 | 3.03% | 3.6 |
|
| 5038 |
5038
Pictet Bank & Trust
Nassau,
Bahamas
| $194M | +$32.1M | +20% | 8.06% | 82.7% | 62 | 3.23% | 4.3 |
|
| 5039 |
5039
Glassy Mountain Advisors
Bethesda,
Maryland
| $194M | – | – | 9.65% | 91.5% | 66 | – | 0 |
|
| 5040 |
5040
Apexium Financial
Dallas,
Texas
| $194M | +$20.7M | +12% | 10.1% | 89.6% | 100 | 14% | 1.4 |
|
| 5041 |
5041
Donald L. Hagan LLC
Sarasota,
Florida
| $194M | +$21M | +12% | 9.32% | 47.9% | 107 | 15.89% | 2.2 |
|
| 5042 |
5042
PFG Private Wealth Management
Lutz,
Florida
| $194M | +$22.7M | +13% | 4.55% | 52.6% | 351 | 23.36% | 0.5 |
|
| 5043 |
5043
Endicott Management
New York
| $193M | +$42.8M | +28% | 5.12% | 229% | 9 | 44.44% | 1.1 |
|
| 5044 |
PCM
5044
Perritt Capital Management
Chicago,
Illinois
| $193M | +$11M | +6% | 10.3% | 80.9% | 208 | 8.65% | 3.8 |
|
| 5045 |
MPEM
5045
Marathon Partners Equity Management
New York
| $193M | -$70M | -27% | 12.9% | – | 13 | 38.46% | 3.3 |
|
| 5046 |
5046
Stonehearth Capital Management
Danvers,
Massachusetts
| $193M | +$1.07M | +0.6% | 4.85% | 87.5% | 70 | 10% | 2.4 |
|
| 5047 |
5047
Evernest Financial Advisors
Carmel,
Indiana
| $193M | – | – | 9.55% | – | 116 | – | 0 |
|
| 5048 |
5048
Bill Few Associates
Pittsburgh,
Pennsylvania
| $193M | – | – | 11.8% | 91.5% | 119 | – | 0 |
|
| 5049 |
5049
Ceera Investments
Bellaire,
Texas
| $193M | +$11.1M | +6% | 4.63% | 56.1% | 67 | 8.96% | 0.6 |
|
| 5050 |
5050
Fortis Capital Management
Bellevue,
Washington
| $193M | +$5.3M | +3% | 3.78% | 82% | 115 | 36.52% | 1 |
|