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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
Lavaca Capital
Houston,
Texas
| $235M | +$40.2M | +21% | 6.32% | 46.5% | 118 | 30.51% | 2.1 |
|
| 5027 |
5027
Weinberger Asset Management
Los Angeles,
California
| $235M | +$22.5M | +11% | 7.77% | 89.6% | 82 | 2.44% | 2.1 |
|
| 5028 |
5028
Oxbow Capital Management (HK)
Hong Kong
| $235M | -$61.2M | -21% | 5.53% | 2,244% | 9 | 11.11% | 0.6 |
|
| 5029 |
5029
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $234M | +$28.6M | +14% | 8.76% | 35.4% | 42 | 4.76% | 2 |
|
| 5030 |
SST
5030
S Squared Technology
New York
| $234M | +$7.83M | +3% | 3.68% | 223% | 36 | 11.11% | 3.4 |
|
| 5031 |
5031
INCA Investments
Miami,
Florida
| $234M | -$2.11M | -0.9% | 15.3% | 128% | 10 | 0% | 4.7 |
|
| 5032 |
5032
Solitude Financial Services
Charlottesville,
Virginia
| $234M | +$19.1M | +9% | 7.15% | 62.4% | 36 | 8.33% | 2.6 |
|
| 5033 |
5033
Power Wealth Management
Alpharetta,
Georgia
| $234M | +$24.9M | +12% | 5.47% | 41.8% | 104 | 16.35% | 0.7 |
|
| 5034 |
HIS
5034
Horizon Investment Services
Hammond,
Indiana
| $234M | +$21.9M | +10% | 7.43% | 250% | 137 | 31.39% | 2.9 |
|
| 5035 |
5035
Rule One Partners
Moreland,
Georgia
| $234M | – | – | 6.5% | – | 11 | – | 0 |
|
| 5036 |
5036
Sterling Financial Group
Pasadena,
California
| $234M | +$13.7M | +6% | 4.78% | 49.6% | 67 | 5.97% | 1.3 |
|
| 5037 |
5037
Leisure Capital Management
Costa Mesa,
California
| $234M | +$19.4M | +9% | 6.83% | 98% | 148 | 12.16% | 4.9 |
|
| 5038 |
5038
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $234M | +$47.4M | +25% | 7.34% | 46.9% | 160 | 10% | 2.5 |
|
| 5039 |
5039
Altus Wealth Group
Colorado Springs,
Colorado
| $234M | +$34.2M | +17% | 7.15% | 76.7% | 146 | 10.27% | 2.2 |
|
| 5040 |
5040
Lazari Capital Management
Woodland Hills,
California
| $234M | +$12M | +5% | 5.31% | 145% | 163 | 14.11% | 0.9 |
|
| 5041 |
ICM
5041
Indaba Capital Management
San Francisco,
California
| $234M | +$78.8M | +51% | 1.23% | 66.7% | 10 | 10% | 0.8 |
|
| 5042 |
5042
Intrepid Financial Planning Group
Carmel,
Indiana
| $234M | +$439K | +0.2% | 5.75% | 92.5% | 135 | 11.85% | 1.7 |
|
| 5043 |
5043
American Financial Group
Cincinnati,
Ohio
| $233M | +$509K | +0.2% | 5.86% | 32.5% | 68 | 2.94% | 5.7 |
|
| 5044 |
5044
StrongBox Wealth
Lee's Summit,
Missouri
| $233M | +$21.6M | +10% | 5.69% | 57.8% | 94 | 14.89% | 2.8 |
|
| 5045 |
CWM
5045
Capital Wealth Management
W. Warwick,
Rhode Island
| $233M | +$15M | +7% | 5.62% | 51.3% | 42 | 9.52% | 2.9 |
|
| 5046 |
5046
Omnia Family Wealth
Aventura,
Florida
| $233M | -$2.89M | -1% | 7.04% | 80.6% | 89 | 23.6% | 4 |
|
| 5047 |
5047
Brick & Kyle Associates
Newtown,
Pennsylvania
| $233M | -$8.93M | -4% | 2.95% | 97.4% | 62 | 12.9% | 5.5 |
|
| 5048 |
5048
University of Massachusetts Foundation
Newton,
Massachusetts
| $233M | -$5.76M | -2% | 6.19% | 53.6% | 4 | 0% | 4.4 |
|
| 5049 |
5049
Fusion Capital
Mt. Pleasant,
South Carolina
| $233M | +$13.9M | +6% | 5.25% | 108% | 77 | 6.49% | 3.3 |
|
| 5050 |
5050
Lind Value II ApS
Aarhus C,
Denmark
| $233M | -$17.8M | -7% | 3.45% | – | 5 | 40% | 0.3 |
|