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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 |
IAMH
5051
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $215M | +$14.3M | +7% | 6.78% | 64.5% | 24 | 41.67% | 1 |
|
| 5052 |
5052
FSB Premier Wealth Management
Waterloo,
Iowa
| $215M | +$15.2M | +8% | 5.6% | 53.9% | 187 | 10.16% | 2 |
|
| 5053 |
5053
California First Leasing Corp
Newport Beach,
California
| $215M | +$26.6M | +14% | 15.6% | 377% | 39 | 2.56% | 1.7 |
|
| 5054 |
5054
Goepper Burkhardt
Greenville,
South Carolina
| $215M | +$13.8M | +7% | 6.85% | 50.4% | 83 | 7.23% | 2.1 |
|
| 5055 |
5055
Lowe Wealth Advisors
Columbia,
Maryland
| $215M | +$12.6M | +6% | 6.96% | 63.3% | 323 | 7.43% | 5.1 |
|
| 5056 |
5056
Horizon Advisory Services
West Henrietta,
New York
| $215M | – | – | 6.25% | – | 46 | – | 0 |
|
| 5057 |
GWA
5057
GGM Wealth Advisors
Baltimore,
Maryland
| $215M | -$27M | -11% | 7.42% | 25.9% | 151 | 23.18% | 1.3 |
|
| 5058 |
5058
Ameraudi Asset Management
New York
| $215M | -$12.6M | -6% | 6.54% | 51.5% | 55 | 14.55% | 2.4 |
|
| 5059 |
5059
Gibraltar Capital Management
Tulsa,
Oklahoma
| $215M | -$19.9M | -8% | 7.81% | 65% | 74 | 41.89% | 4.2 |
|
| 5060 |
5060
Eads & Heald Wealth Management
Atlanta,
Georgia
| $214M | +$6.66M | +3% | 11.7% | 93.3% | 151 | 8.61% | 7.1 |
|
| 5061 |
5061
Bennett Selby Investments
Falmouth,
Maine
| $214M | +$19.1M | +10% | 9.88% | 82.1% | 67 | 10.45% | 2.2 |
|
| 5062 |
5062
Hillman Company
Pittsburgh,
Pennsylvania
| $214M | +$1.63M | +0.8% | 12% | 118% | 14 | 14.29% | 2.1 |
|
| 5063 |
5063
Entrust Global Partners
New York
| $214M | -$49M | -19% | 0.1% | 82.3% | 6 | 0% | 2.2 |
|
| 5064 |
CIA
5064
Cape Investment Advisory
Mcdonough,
Georgia
| $214M | +$9.38M | +5% | 8.11% | 72.5% | 1,210 | 29.01% | 0.8 |
|
| 5065 |
5065
Once Capital Management
New York
| $214M | +$74.7M | +54% | 28.7% | 627% | 27 | 22.22% | 1.8 |
|
| 5066 |
5066
Cherrydale Wealth Management
Hoboken,
New Jersey
| $214M | +$22.2M | +12% | 8.66% | 80.8% | 64 | 25% | 1.2 |
|
| 5067 |
5067
Altai Capital Management
West Hollywood,
California
| $214M | -$3.81M | -2% | 8.29% | 24.9% | 7 | 0% | 2.4 |
|
| 5068 |
CCP
5068
Camelot Capital Partners
Laguna Beach,
California
| $214M | +$71.9M | +51% | 57.8% | – | 3 | 0% | 1.4 |
|
| 5069 |
5069
Consilio Wealth Advisors
Bellevue,
Washington
| $213M | +$16.4M | +8% | 9.1% | 66.4% | 65 | 20% | 1.1 |
|
| 5070 |
5070
Omnia Family Wealth
Aventura,
Florida
| $213M | +$18.4M | +9% | 8.4% | 80.6% | 77 | 20.78% | 4.1 |
|
| 5071 |
IWN
5071
Independent Wealth Network
Urbandale,
Iowa
| $213M | +$23.3M | +12% | 7.84% | 78.2% | 241 | 17.84% | 1.7 |
|
| 5072 |
5072
NWK Group
San Francisco,
California
| $213M | +$19M | +10% | 18.1% | 268% | 70 | 22.86% | 2.8 |
|
| 5073 |
5073
Zullo Investment Group
Scranton,
Pennsylvania
| $213M | +$18.2M | +9% | 11.7% | 143% | 158 | 7.59% | 1.9 |
|
| 5074 |
5074
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $213M | -$20.1M | -9% | 19.3% | 78.7% | 31 | 45.16% | 1.6 |
|
| 5075 |
5075
Reliant Investment Management
Memphis,
Tennessee
| $213M | +$16.9M | +9% | 12% | 129% | 67 | 16.42% | 2.8 |
|