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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 |
SM
5051
Samjo Management
New York
| $236M | -$29.3M | -11% | 8.8% | – | 59 | 11.86% | 1 |
|
| 5052 |
5052
Talos Asset Management
New York
| $236M | -$187M | -44% | 6.9% | – | 26 | 57.69% | 0.2 |
|
| 5053 |
5053
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $236M | +$6.58M | +3% | 0.49% | 67.6% | 154 | 9.09% | 2.1 |
|
| 5054 |
5054
Flagship Pioneering
Cambridge,
Massachusetts
| $236M | -$98.5M | -29% | 22.7% | 13.3% | 5 | 20% | 5.8 |
|
| 5055 |
5055
Demars Financial Group
Spokane Valley,
Washington
| $236M | +$7.23M | +3% | 2.54% | 69.1% | 76 | 13.16% | 2.5 |
|
| 5056 |
5056
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $236M | +$3.48M | +1% | 3.3% | 83% | 127 | 9.45% | 6.3 |
|
| 5057 |
5057
FSA Wealth Management
Needham,
Massachusetts
| $236M | -$10.7M | -4% | 3.32% | – | 569 | 10.37% | 1.4 |
|
| 5058 |
5058
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $236M | +$1.72M | +0.7% | 1.06% | 69.5% | 138 | 7.97% | 1.1 |
|
| 5059 |
5059
G&S Capital
Denver,
Colorado
| $236M | -$6.71M | -3% | 0.78% | 85.6% | 135 | 20% | 2.7 |
|
| 5060 |
5060
Olympus Peak Asset Management
Greenwich,
Connecticut
| $235M | -$37.4M | -14% | 13.4% | – | 1 | 0% | 0.5 |
|
| 5061 |
5061
Lowe Wealth Advisors
Columbia,
Maryland
| $235M | +$708K | +0.3% | 0.13% | 63.3% | 390 | 12.31% | 4.8 |
|
| 5062 |
5062
Purus Wealth Management
Newport Beach,
California
| $235M | -$17.6M | -7% | 5.39% | 174% | 125 | 6.4% | 2.8 |
|
| 5063 |
WFA
5063
WMG Financial Advisors
Knoxville,
Tennessee
| $235M | +$2.82M | +1% | 2.58% | 73.8% | 185 | 15.14% | 1.7 |
|
| 5064 |
5064
Regents Gate Capital
London,
United Kingdom
| $235M | -$17.1M | -7% | 8.55% | – | 70 | 68.57% | 0.1 |
|
| 5065 |
5065
Seneca House Advisors
Richmond,
Virginia
| $235M | -$17.4M | -7% | 1.94% | 58.2% | 92 | 5.43% | 4.2 |
|
| 5066 |
5066
Texas Capital Bancshares
Dallas,
Texas
| $235M | -$13.6M | -5% | 5.31% | 175% | 80 | 8.75% | 4.2 |
|
| 5067 |
AA
5067
Alta Advisers
London,
United Kingdom
| $235M | +$76.5M | +48% | 2.79% | 129% | 229 | 33.19% | 1.7 |
|
| 5068 |
5068
Income Research & Management
Boston,
Massachusetts
| $235M | +$25.2M | +12% | 0.01% | 1.19% | 29 | 20.69% | 1 |
|
| 5069 |
DS
5069
Dalal Street
West Lake Hills,
Texas
| $235M | -$18.6M | -7% | 19.6% | 92.7% | 5 | 60% | 0.8 |
|
| 5070 |
5070
Payne Capital Management
New York
| $235M | +$2.77M | +1% | 0.67% | – | 74 | 10.81% | 0.2 |
|
| 5071 |
5071
DSC Meridian Capital
New York
| $234M | -$38.9M | -14% | 5.19% | – | 17 | 52.94% | 0.4 |
|
| 5072 |
5072
Sittner & Nelson
Eugene,
Oregon
| $234M | +$3.66M | +2% | 0.04% | 88.1% | 522 | 10.15% | 3 |
|
| 5073 |
5073
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $234M | -$1.09M | -0.5% | 2.02% | 52% | 89 | 5.62% | 1.7 |
|
| 5074 |
5074
Hassell Wealth Management
Houma,
Louisiana
| $234M | -$13.8M | -6% | 0.9% | 49.7% | 26 | 3.85% | 1.8 |
|
| 5075 |
5075
Hutner Capital Management
Manchester,
Vermont
| $234M | +$27.3M | +13% | 10.7% | 52.2% | 48 | 6.25% | 6.4 |
|