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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Guinness Atkinson Asset Management
Pasadena,
California
| $159M | +$2.18M | +1% | 9.77% | 132% | 104 | 0.96% | 4.5 |
|
| 5052 |
YRHAM
5052
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $159M | +$128M | +409% | 30.3% | 2,310% | 17 | 70.59% | 0.3 |
|
| 5053 |
5053
Pale Fire Capital SE
Prague,
Czech Republic
| $159M | – | – | 17.4% | 223% | 9 | – | 0 |
|
| 5054 |
5054
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $159M | +$31.4M | +25% | 10.4% | 62% | 269 | 11.15% | 2.1 |
|
| 5055 |
5055
11 Capital Partners
Darien,
Connecticut
| $159M | -$57.8M | -27% | 3.94% | 101% | 14 | 21.43% | 1 |
|
| 5056 |
5056
Heronetta Management
New York
| $159M | +$19.1M | +14% | 9.17% | 59.7% | 28 | 17.86% | 5.9 |
|
| 5057 |
5057
Main Management Fund Advisors
San Francisco,
California
| $159M | +$19.3M | +14% | 7.63% | 80% | 11 | 54.55% | 0.6 |
|
| 5058 |
SSCM
5058
Summit Street Capital Management
New York
| $158M | +$14.3M | +10% | 14.7% | 217% | 30 | 0% | 4.5 |
|
| 5059 |
5059
Arista Wealth Management
Las Vegas,
Nevada
| $158M | – | – | 5.83% | 67% | 64 | – | 0 |
|
| 5060 |
SC
5060
Steph & Co
Marinette,
Wisconsin
| $158M | +$15M | +10% | 8.23% | 61.6% | 253 | 12.25% | 2.3 |
|
| 5061 |
5061
Stevens Capital Management
Radnor,
Pennsylvania
| $158M | +$2.28M | +1% | 8.74% | 108% | 189 | 66.67% | 0.4 |
|
| 5062 |
5062
Act Wealth Management
Plano,
Texas
| $158M | +$18.4M | +13% | 9.65% | 70% | 44 | 20.45% | 1.4 |
|
| 5063 |
5063
Samalin Investment Counsel
Chappaqua,
New York
| $158M | +$21.9M | +16% | 8.13% | 68.3% | 270 | 21.85% | 1.9 |
|
| 5064 |
5064
Brown Miller Wealth Management
Mclean,
Virginia
| $158M | +$17.2M | +12% | 9.85% | 102% | 125 | 15.2% | 1.5 |
|
| 5065 |
5065
Ceera Investments
Bellaire,
Texas
| $158M | +$7.56M | +5% | 4.38% | 47.9% | 78 | 19.23% | 1.1 |
|
| 5066 |
5066
Seneca Financial Advisors
Rochester,
New York
| $158M | +$18.3M | +13% | 8.37% | 50.9% | 51 | 17.65% | 1.4 |
|
| 5067 |
APSI
5067
Asset Planning Services Inc
Covington,
Louisiana
| $158M | +$15.6M | +11% | 12% | 138% | 35 | 0% | 3.9 |
|
| 5068 |
5068
PCG Wealth Advisors
Overland Park,
Kansas
| $158M | -$123M | -44% | 10% | 87% | 155 | 41.29% | 0.7 |
|
| 5069 |
5069
Rivermont Capital Management
New York
| $158M | – | – | 14.5% | 555% | 18 | – | 0 |
|
| 5070 |
5070
Quantum Private Wealth
Tampa,
Florida
| $158M | -$2.37M | -1% | 5.18% | 240% | 199 | 15.58% | 0.9 |
|
| 5071 |
5071
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $158M | +$22.6M | +17% | 15.9% | 88.9% | 31 | 6.45% | 4.1 |
|
| 5072 |
5072
AMANSA Capital
Raffles City Tower,
Singapore
| $158M | – | – | 1.61% | 32% | 2 | – | 0 |
|
| 5073 |
5073
Red Cedar Capital
Omaha,
Nebraska
| $158M | +$12.8M | +9% | 13.7% | 43% | 193 | 1.04% | 3.4 |
|
| 5074 |
5074
Jessup Wealth Management
Dayton,
Ohio
| $158M | – | – | 10.1% | 181% | 59 | – | 0 |
|
| 5075 |
5075
American Trust Investment Advisors
Lebanon,
New Hampshire
| $158M | +$1.87M | +1% | 9.09% | 91% | 82 | 13.41% | 3.3 |
|