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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
Samalin Investment Counsel
Chappaqua,
New York
| $166M | +$7.59M | +5% | 5.06% | 68.3% | 275 | 13.82% | 2 |
|
| 5052 |
5052
Davis Rea
Toronto,
Ontario, Canada
| $166M | +$5.87M | +4% | 11.2% | 66.9% | 44 | 11.36% | 5.4 |
|
| 5053 |
5053
Sandbox Financial Partners
Bethesda,
Maryland
| $166M | +$21.2M | +15% | 10.7% | 69.6% | 98 | 16.33% | 1.5 |
|
| 5054 |
5054
CNA Financial
Chicago,
Illinois
| $166M | +$1.31M | +0.8% | 5.48% | 48.6% | 82 | 84.15% | 1.6 |
|
| 5055 |
5055
Fermata Advisors
Sonoma,
California
| $166M | -$172M | -51% | 5.25% | 58.3% | 143 | 35.66% | 1.3 |
|
| 5056 |
5056
New England Professional Planning Group
Westerly,
Rhode Island
| $166M | -$12.4M | -7% | 4.75% | 64.1% | 43 | 11.63% | 4.4 |
|
| 5057 |
5057
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $165M | +$18.5M | +13% | 3.62% | 67.6% | 132 | 17.42% | 0.9 |
|
| 5058 |
5058
Marshall & Sullivan
Seattle,
Washington
| $165M | +$5.67M | +4% | 6.44% | 82% | 96 | 59.38% | 6.4 |
|
| 5059 |
5059
Sitrin Capital Management
Century City,
California
| $165M | +$8.08M | +5% | 9.33% | 139% | 40 | 7.5% | 3 |
|
| 5060 |
5060
Running Point Capital Advisors
El Segundo,
California
| $165M | +$2.27M | +1% | 7.45% | 52.1% | 215 | 34.42% | 1.5 |
|
| 5061 |
5061
Tradewinds LLC
Raleigh,
North Carolina
| $165M | +$9.9M | +6% | 5.16% | – | 232 | 95.69% | 0.1 |
|
| 5062 |
PCMK
5062
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $165M | +$4.47M | +3% | 6.1% | 87.5% | 52 | 1.92% | 5.9 |
|
| 5063 |
5063
Constitution Capital
Shelton,
Connecticut
| $165M | +$3M | +2% | 6.66% | 91.1% | 70 | 10% | 1.7 |
|
| 5064 |
5064
Essential Planning
Portsmouth,
New Hampshire
| $165M | +$34.6M | +27% | 4.2% | 40.9% | 55 | 27.27% | 0.3 |
|
| 5065 |
5065
Lapides Asset Management
Greenwich,
Connecticut
| $165M | -$22.7M | -12% | 2.47% | 63% | 53 | 9.43% | 3.5 |
|
| 5066 |
5066
Silverlake Wealth Management
Williston,
Vermont
| $165M | +$4.53M | +3% | 4.78% | 73.3% | 223 | 8.07% | 1 |
|
| 5067 |
5067
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $165M | +$401K | +0.2% | 4.06% | 64.8% | 68 | 7.35% | 2.8 |
|
| 5068 |
5068
Safeguard Financial
Minocqua,
Wisconsin
| $165M | +$25.1M | +18% | 6.58% | 21.9% | 81 | 30.86% | 0.6 |
|
| 5069 |
5069
Retirement Planning Company of New England
Warwick,
Rhode Island
| $165M | +$11.5M | +7% | 8.91% | 125% | 240 | 10% | 1.1 |
|
| 5070 |
5070
Davidson Capital Management
Corpus Christi,
Texas
| $165M | +$18.9M | +13% | 6.01% | 79.4% | 159 | 50.31% | 1.7 |
|
| 5071 |
5071
Union Heritage Capital
Bloomfield Hills,
Michigan
| $165M | +$677K | +0.4% | 6.38% | 82.1% | 53 | 7.55% | 2 |
|
| 5072 |
5072
Seaside Wealth Management
Carlsbad,
California
| $165M | +$13.3M | +9% | 5.29% | 53.4% | 49 | 8.16% | 0.7 |
|
| 5073 |
5073
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $165M | +$2.57M | +2% | 5.22% | 98.6% | 135 | 8.15% | 4.1 |
|
| 5074 |
5074
Access Financial Services
Minneapolis,
Minnesota
| $165M | +$727K | +0.4% | 3.92% | 44.8% | 89 | 10.11% | 3.5 |
|
| 5075 |
5075
Glovista Investments
Jersey City,
New Jersey
| $165M | -$36.8M | -18% | 4.85% | 2.48% | 53 | 35.85% | 2.5 |
|