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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
| $198M | +$23.8M | +14% | 8.71% | 68.3% | 284 | 13.73% | 2.2 |
|
| 5052 |
5052
Foresite Capital Management IV
Larkspur,
California
| $198M | +$17.8M | +10% | 42.8% | 151% | 7 | 28.57% | 2.7 |
|
| 5053 |
5053
Jacobsen Capital Management
Salt Lake City,
Utah
| $198M | +$13.5M | +7% | 11.9% | 97.3% | 86 | 18.6% | 1.9 |
|
| 5054 |
5054
Saiph Capital
Wyckoff,
New Jersey
| $198M | +$14.8M | +8% | 9.24% | 52.4% | 47 | 27.66% | 1.4 |
|
| 5055 |
5055
Bull Street Advisors
Savannah,
Georgia
| $198M | +$8.59M | +5% | 7.16% | 48.5% | 92 | 5.43% | 4 |
|
| 5056 |
5056
Investors Asset Management of Georgia
Atlanta,
Georgia
| $197M | +$16.1M | +9% | 13.4% | 118% | 172 | 12.79% | 6.1 |
|
| 5057 |
5057
Alpha Financial Advisors
Charlotte,
North Carolina
| $197M | +$39.4M | +25% | 10.2% | 41.6% | 49 | 34.69% | 0.8 |
|
| 5058 |
5058
Evernest Financial Advisors
Carmel,
Indiana
| $197M | – | – | 9.96% | – | 122 | – | 1.9 |
|
| 5059 |
5059
Consilio Wealth Advisors
Bellevue,
Washington
| $197M | +$25.1M | +15% | 12% | 66.4% | 60 | 28.33% | 1.1 |
|
| 5060 |
5060
Caldwell Sutter Capital
Sausalito,
California
| $197M | +$16.1M | +9% | 10.9% | 79.5% | 991 | 13.42% | 0.7 |
|
| 5061 |
5061
Mountaineer Partners Management
New York
| $197M | +$40.7M | +26% | 16.9% | 158% | 15 | 13.33% | 1.1 |
|
| 5062 |
5062
Precedent Wealth Partners
Houston,
Texas
| $197M | – | – | 9.77% | 61.1% | 131 | – | 0 |
|
| 5063 |
5063
RFG Holdings
Argyle,
Texas
| $197M | +$19.6M | +11% | 8.26% | 74.2% | 28 | 14.29% | 1.3 |
|
| 5064 |
5064
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $197M | +$17.9M | +10% | 9.64% | 66% | 221 | 23.98% | 1.3 |
|
| 5065 |
5065
WorthPointe
La Jolla,
California
| $197M | +$26.9M | +16% | 10.6% | 59.7% | 83 | 30.12% | 0.9 |
|
| 5066 |
5066
First Financial Corp
Terre Haute,
Indiana
| $197M | +$26M | +15% | 13.9% | 95.3% | 402 | 10.95% | 6.3 |
|
| 5067 |
5067
Crestmont Private Wealth
Houston,
Texas
| $197M | +$33M | +20% | 9.93% | 54.8% | 50 | 6% | 1.1 |
|
| 5068 |
5068
Reliant Investment Management
Memphis,
Tennessee
| $196M | +$24.8M | +14% | 12.2% | 129% | 65 | 13.85% | 2.7 |
|
| 5069 |
5069
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $196M | +$18.4M | +10% | 8.48% | 60.3% | 23 | 4.35% | 1.5 |
|
| 5070 |
5070
TPG Financial Advisors
Portland,
Oregon
| $196M | +$2.86M | +1% | 8.77% | – | 63 | 22.22% | 2.5 |
|
| 5071 |
CWM
5071
Capital Wealth Management
W. Warwick,
Rhode Island
| $196M | +$13.9M | +8% | 8.43% | 51.3% | 41 | 0% | 2.7 |
|
| 5072 |
5072
Greencape Capital
Melbourne,
Australia
| $196M | +$11.6M | +6% | 16.6% | 98.1% | 3 | 0% | 2.8 |
|
| 5073 |
5073
Sterling Investment Counsel
Buffalo,
New York
| $196M | +$21.4M | +12% | 11.1% | 93.8% | 171 | 19.88% | 1.4 |
|
| 5074 |
SL
5074
SIB LLC
New York,
New York
| $196M | +$27.1M | +16% | 18.9% | 29.2% | 18 | 0% | 8.3 |
|
| 5075 |
5075
Investment Research & Advisory Group
Atlanta,
Georgia
| $196M | +$19.7M | +11% | 12.6% | 105% | 236 | 13.98% | 2.5 |
|