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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
Miramontes Capital
Newport,
California
| $289M | -$4.77M | -2% | 0.25% | – | 133 | 13.53% | 0.2 |
|
| 5027 |
5027
Lumbard & Kellner
Hollis,
New Hampshire
| $289M | +$3.03M | +1% | 8.38% | 137% | 106 | 12.26% | 3.2 |
|
| 5028 |
5028
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $288M | -$32.2M | -10% | 17.1% | 282% | 65 | 30.77% | 1.2 |
|
| 5029 |
5029
Realta Investment Advisors
Wilmington,
Delaware
| $288M | -$17.2M | -6% | 1.31% | 151% | 407 | 24.82% | 2.7 |
|
| 5030 |
5030
New Wave Wealth Advisors
Springdale,
Arkansas
| $288M | +$14.9M | +5% | 2.06% | – | 230 | 37.39% | 0.9 |
|
| 5031 |
5031
Enzi Wealth
Austin,
Texas
| $288M | +$4.47M | +2% | 4.12% | 77% | 74 | 8.11% | 2.5 |
|
| 5032 |
5032
WrapManager Inc
Mill Valley,
California
| $288M | -$7.91M | -3% | 2.22% | 64.6% | 147 | 12.93% | 5.5 |
|
| 5033 |
5033
ticino wealth
Mission Viejo,
California
| $288M | +$17.9M | +7% | 4.97% | – | 143 | 6.29% | 0.2 |
|
| 5034 |
5034
Financial Connections Group
Corte Madera,
California
| $288M | -$3.33M | -1% | 2.21% | 44.4% | 264 | 15.91% | 2.2 |
|
| 5035 |
5035
Marnell Management
Farmington Hills,
Michigan
| $288M | +$81.4M | +39% | 15.3% | – | 83 | 38.55% | 0.2 |
|
| 5036 |
HIS
5036
Horizon Investment Services
Hammond,
Indiana
| $288M | +$9.6M | +3% | 2.41% | 250% | 158 | 25.32% | 3.1 |
|
| 5037 |
5037
Forza Wealth Management
Sarasota,
Florida
| $287M | +$10.9M | +4% | 2.99% | 69.8% | 191 | 5.76% | 2.6 |
|
| 5038 |
5038
Lazari Capital Management
Woodland Hills,
California
| $287M | -$10.2M | -3% | 2.63% | 145% | 180 | 11.11% | 1.9 |
|
| 5039 |
5039
PSquared Asset Management
Zurich,
Switzerland
| $287M | +$73.5M | +34% | 7.81% | 178% | 20 | 65% | 0.2 |
|
| 5040 |
5040
Encompass Wealth Advisors
Portland,
Oregon
| $287M | -$6.51M | -2% | 0.88% | 68.7% | 106 | 10.38% | 3.9 |
|
| 5041 |
5041
Wealth Management Resources
Smithfield,
Rhode Island
| $287M | +$3.16M | +1% | 0.89% | 37.7% | 30 | 13.33% | 3.3 |
|
| 5042 |
5042
Extract Advisors
Calabasas,
California
| $287M | -$98.6M | -26% | 14.3% | – | 41 | 63.41% | 0.1 |
|
| 5043 |
5043
GoodHaven Capital Management
Millburn,
New Jersey
| $287M | -$21.8M | -7% | 2.43% | 80.7% | 27 | 7.41% | 5.8 |
|
| 5044 |
5044
Shaker Financial Services
Arlington,
Virginia
| $287M | -$28.6M | -9% | 5.08% | 12.9% | 180 | 27.78% | 2.3 |
|
| 5045 |
5045
Iams Wealth Management
Omaha,
Nebraska
| $287M | +$9.8M | +4% | 0.61% | 57.7% | 202 | 15.35% | 1.5 |
|
| 5046 |
SA
5046
Skyline Advisors
Bellingham,
Washington
| $287M | -$12.9M | -4% | 2.28% | 52% | 128 | 25% | 1.4 |
|
| 5047 |
5047
Avaii Wealth Management
Appleton,
Wisconsin
| $287M | +$10.6M | +4% | 0.35% | 100% | 171 | 23.39% | 1.9 |
|
| 5048 |
5048
Mayfair Advisory Group
Birmingham,
Alabama
| $286M | +$28.9M | +11% | 0.24% | 71.5% | 184 | 8.7% | 3 |
|
| 5049 |
5049
Investment Research & Advisory Group
Atlanta,
Georgia
| $286M | -$15.8M | -5% | 4.48% | 105% | 297 | 14.14% | 2.9 |
|
| 5050 |
5050
Mills Wealth Advisors
Southlake,
Texas
| $286M | +$32.7M | +13% | 0.81% | 37.9% | 86 | 25.58% | 1.6 |
|