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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
Audent Global Asset Management
West Hollywood,
California
| $183M | -$56.5M | -24% | 4.78% | 112% | 52 | 17.31% | 0.2 |
|
| 5027 |
KCM
5027
Kempner Capital Management
Galveston,
Texas
| $183M | +$12.9M | +8% | 0.55% | 60.9% | 62 | 27.42% | 3.5 |
|
| 5028 |
5028
Vista Investment Management
Pittsburgh,
Pennsylvania
| $183M | -$1.71M | -0.9% | 3.69% | 54.4% | 176 | 13.07% | 3.1 |
|
| 5029 |
5029
Pacific Sun Financial
Los Angeles,
California
| $183M | -$4.87M | -3% | 5.1% | 70.3% | 188 | 6.91% | 2.8 |
|
| 5030 |
5030
TRB Advisors
New York
| $182M | -$128M | -41% | 4.68% | 64% | 8 | 25% | 4.7 |
|
| 5031 |
5031
Constitution Capital
Shelton,
Connecticut
| $182M | -$5.16M | -3% | 4.16% | 91.1% | 72 | 15.28% | 1 |
|
| 5032 |
5032
Truvestments Capital
Sarasota,
Florida
| $182M | -$16.8M | -8% | 2.16% | 131% | 623 | 71.75% | 2.2 |
|
| 5033 |
5033
Total Clarity Wealth Management
St. Charles,
Illinois
| $182M | -$38M | -17% | 2.1% | 73.2% | 1,001 | 79.42% | 1.2 |
|
| 5034 |
5034
Fortis Advisors
Wayne,
Pennsylvania
| $182M | +$10M | +6% | 0.93% | 72.8% | 312 | 18.91% | 1.9 |
|
| 5035 |
5035
Iron Horse Wealth Management
Johston,
Iowa
| $182M | +$4.18M | +2% | 4.06% | 29.1% | 278 | 22.3% | 1 |
|
| 5036 |
FP
5036
Fiduciary Planning
Englewood,
Florida
| $182M | +$4.39M | +2% | 3.7% | 71.4% | 48 | 20.83% | 1.2 |
|
| 5037 |
5037
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $182M | -$7.16M | -4% | 1.81% | – | 987 | 16.92% | 0.2 |
|
| 5038 |
5038
Mountaineer Partners Management
New York
| $182M | -$1.93M | -1% | 23.6% | 158% | 21 | 47.62% | 1 |
|
| 5039 |
BOCM
5039
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $182M | -$12M | -6% | 1.87% | 49.6% | 37 | 24.32% | 3.5 |
|
| 5040 |
5040
GPM Growth Investors
Bloomfield Hills,
Michigan
| $182M | -$19.1M | -10% | 5.18% | – | 38 | 18.42% | 1.6 |
|
| 5041 |
5041
Tabor Asset Management
New York
| $182M | +$13.2M | +8% | 11.9% | 214% | 51 | 66.67% | 0.4 |
|
| 5042 |
5042
First City Capital Management
Savannah,
Georgia
| $182M | +$3.69M | +2% | 0.01% | 86.4% | 173 | 6.36% | 4.7 |
|
| 5043 |
5043
Burton Enright Welch
Walnut Creek,
California
| $181M | +$31.7M | +21% | 1.51% | 62.8% | 64 | 14.06% | 0.2 |
|
| 5044 |
5044
Diametric Capital
Boston,
Massachusetts
| $181M | +$50.6M | +39% | 0.41% | 175% | 327 | 72.78% | 0.3 |
|
| 5045 |
5045
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $181M | +$11M | +6% | 5.16% | 69.8% | 102 | 36.27% | 0.2 |
|
| 5046 |
5046
Deane Retirement Strategies
New Orleans,
Louisiana
| $181M | -$8.38M | -4% | 4.45% | 73.4% | 68 | 44.12% | 2.5 |
|
| 5047 |
5047
Sound Financial Strategies Group
Madison,
Mississippi
| $181M | -$18.9M | -9% | 2.44% | 26.4% | 110 | 64.55% | 0.8 |
|
| 5048 |
5048
Kelleher Financial Advisors
New York
| $181M | -$7.07M | -4% | 1.51% | 72.4% | 127 | 13.39% | 3.3 |
|
| 5049 |
5049
Tieton Capital Management
Yakima,
Washington
| $181M | +$2.43M | +1% | 5.26% | 172% | 34 | 8.82% | 3.6 |
|
| 5050 |
5050
Vishria Bird Financial Group
Memphis,
Tennessee
| $181M | -$33.9M | -16% | 7.21% | 74.3% | 67 | 14.93% | 2.1 |
|