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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
Sandy Cove Advisors
Hingham,
Massachusetts
| $217M | +$21.8M | +11% | 8.58% | 78% | 134 | 20.15% | 1.4 |
|
| 5027 |
5027
Exeter Financial
Scottsdale,
Arizona
| $217M | +$10.7M | +5% | 5.9% | 59.1% | 91 | 4.4% | 4.7 |
|
| 5028 |
5028
Mountaineer Partners Management
New York
| $217M | +$19.8M | +10% | 9.87% | 158% | 16 | 12.5% | 1.1 |
|
| 5029 |
MS
5029
Madden Securities
Dallas,
Texas
| $217M | +$27.7M | +15% | 19% | 108% | 111 | 29.73% | 2.4 |
|
| 5030 |
5030
325 Capital
New York
| $217M | +$14.7M | +7% | 14.4% | 226% | 13 | 7.69% | 1.3 |
|
| 5031 |
5031
Sterling Investment Counsel
Buffalo,
New York
| $217M | +$20.6M | +10% | 9.12% | 93.8% | 176 | 13.64% | 1.5 |
|
| 5032 |
5032
Concentrum Wealth Management
San Jose,
California
| $217M | +$25M | +13% | 22.9% | 174% | 74 | 16.22% | 2.5 |
|
| 5033 |
5033
Marathon Asset Management (New York)
New York
| $216M | -$7.51M | -3% | 7.91% | 490% | 12 | 50% | 1.9 |
|
| 5034 |
5034
Centennial Wealth Advisory
Traverse City,
Michigan
| $216M | +$20.9M | +11% | 6.35% | 63% | 143 | 12.59% | 1.6 |
|
| 5035 |
5035
Traveka Wealth
Los Altos,
California
| $216M | +$17.6M | +9% | 7.02% | 78.1% | 143 | 20.28% | 0.2 |
|
| 5036 |
GL
5036
GHE LLC
Memphis,
Tennessee
| $216M | +$51.2M | +31% | 41.3% | 188% | 53 | 0% | 2.1 |
|
| 5037 |
5037
Mendel Money Management
Northbrook,
Illinois
| $216M | +$8.05M | +4% | 6.78% | 88.8% | 133 | 6.77% | 3.6 |
|
| 5038 |
5038
Anchorage Capital Advisors
New York
| $216M | – | – | 0.51% | – | 6 | – | 0 |
|
| 5039 |
5039
Cipher Capital
New York
| $216M | -$92.6M | -30% | 7.71% | – | 654 | 63.3% | 0.3 |
|
| 5040 |
5040
Dorval Corp
Maple Grove,
Minnesota
| $216M | +$7.09M | +3% | 3.87% | 29.6% | 27 | 3.7% | 0.2 |
|
| 5041 |
5041
Scarborough Advisors
Annapolis,
Maryland
| $216M | -$270M | -56% | 7.92% | 63.3% | 763 | 48.62% | 0.3 |
|
| 5042 |
5042
Landmark Wealth Management (New York)
Melville,
New York
| $216M | +$12.7M | +6% | 4.4% | 42.7% | 75 | 5.33% | 1.2 |
|
| 5043 |
DS
5043
Dalal Street
West Lake Hills,
Texas
| $216M | -$32.4M | -13% | 4.17% | 92.7% | 4 | 0% | 0.6 |
|
| 5044 |
5044
Jacobsen Capital Management
Salt Lake City,
Utah
| $216M | +$17.8M | +9% | 8.47% | 97.3% | 99 | 23.23% | 1.8 |
|
| 5045 |
5045
Red Spruce Capital
Berwyn,
Pennsylvania
| $216M | +$20.8M | +11% | 9.98% | 98.4% | 91 | 13.19% | 3.2 |
|
| 5046 |
5046
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $215M | +$40.3M | +23% | 30.8% | 961% | 59 | 50.85% | 0.7 |
|
| 5047 |
5047
EnerVest
Houston,
Texas
| $215M | +$38.7M | +22% | 21.9% | 20.5% | 1 | 0% | 5.3 |
|
| 5048 |
5048
IMS Capital Management
Portland,
Oregon
| $215M | +$11.5M | +6% | 10.9% | 119% | 160 | 20.63% | 4.7 |
|
| 5049 |
WWS
5049
Wellington Wealth Strategies
Indianapolis,
Indiana
| $215M | +$96.7M | +82% | 9.88% | – | 186 | 69.89% | 1.2 |
|
| 5050 |
5050
Saiph Capital
Wyckoff,
New Jersey
| $215M | +$17.4M | +9% | 7.33% | 52.4% | 55 | 29.09% | 1.2 |
|