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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
SWMG LLC
Fort Worth,
Texas
| $188M | +$16M | +9% | 4.44% | 68.7% | 68 | 11.76% | 0.7 |
|
| 5102 |
5102
Kelleher Financial Advisors
New York
| $188M | -$38.7M | -17% | 11.7% | 80.3% | 157 | 28.03% | 3 |
|
| 5103 |
5103
Landaas & Company
Milwaukee,
Wisconsin
| $188M | +$14.3M | +8% | 8.75% | 68.3% | 79 | 6.33% | 2.7 |
|
| 5104 |
5104
Hickory Lane Capital Management
New York
| $188M | +$10.9M | +6% | 7.73% | – | 40 | 25% | 0.6 |
|
| 5105 |
5105
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $188M | +$14.9M | +9% | 8.33% | 66.8% | 145 | 4.83% | 3.2 |
|
| 5106 |
5106
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $188M | +$15.9M | +9% | 12% | 155% | 111 | 12.61% | 0.2 |
|
| 5107 |
5107
Axis Capital Holdings
Pembroke,
| $188M | +$17M | +10% | 10% | 76% | 3 | 0% | 5.1 |
|
| 5108 |
5108
Constitution Capital
Shelton,
Connecticut
| $188M | +$21.1M | +13% | 14.8% | 91.1% | 71 | 14.08% | 0.9 |
|
| 5109 |
5109
Clearfield Capital Management
New York
| $188M | +$63.3M | +51% | 18.1% | 421% | 8 | 37.5% | 0.4 |
|
| 5110 |
5110
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $188M | -$39.3M | -17% | 0.4% | – | 55 | 25.45% | 0.6 |
|
| 5111 |
5111
TLW Wealth Management
Indian Rocks Beach,
Florida
| $188M | +$4.67M | +3% | 5.29% | 98.3% | 17 | 0% | 2.7 |
|
| 5112 |
5112
EPIQ Partners
Minneapolis,
Minnesota
| $188M | -$29.3M | -14% | 2.9% | 49.6% | 98 | 14.29% | 1.4 |
|
| 5113 |
5113
Twin Lakes Capital Management
Redwood Shores,
California
| $188M | +$17.1M | +10% | 9.51% | 131% | 259 | 5.02% | 0.7 |
|
| 5114 |
5114
Pacific Sun Financial
Los Angeles,
California
| $187M | +$13.3M | +8% | 6.65% | 70.3% | 178 | 2.81% | 2.7 |
|
| 5115 |
5115
Stewart Asset Management
New York
| $187M | -$3.88M | -2% | 8.82% | 42.5% | 31 | 9.68% | 1.7 |
|
| 5116 |
5116
Boothe Investment Group
Dover,
Delaware
| $187M | +$3.83M | +2% | 4.36% | 75.6% | 37 | 16.22% | 1.6 |
|
| 5117 |
KCM
5117
Kynam Capital Management
Princeton,
New Jersey
| $187M | – | – | 14.5% | 320% | 32 | – | 0 |
|
| 5118 |
5118
Selkirk Management
Chatham,
New Jersey
| $187M | -$58.5M | -24% | 10.6% | 245% | 17 | 23.53% | 5.4 |
|
| 5119 |
5119
Versant Venture Management
San Francisco,
California
| $187M | -$54.5M | -23% | 12.6% | 409% | 12 | 25% | 2.7 |
|
| 5120 |
5120
Game Plan Financial Advisors
Westlake,
Ohio
| $187M | +$19.2M | +11% | 11.9% | – | 122 | 21.31% | 1 |
|
| 5121 |
5121
BWCP LP
Dallas,
Texas
| $187M | – | – | 0.34% | 198% | 17 | – | 0 |
|
| 5122 |
5122
Must Asset Management
Seoul,
South Korea
| $187M | +$32.3M | +21% | 22.5% | 65.2% | 52 | 28.85% | 0.5 |
|
| 5123 |
TIM
5123
Timelo Investment Management
Aurora,
Ontario, Canada
| $187M | – | – | 4.23% | 104% | 112 | – | 0 |
|
| 5124 |
5124
FNY Investment Advisers
New York
| $187M | -$28.8M | -13% | 6.49% | 386% | 983 | 67.85% | 0.5 |
|
| 5125 |
OCP
5125
OCO Capital Partners
New York
| $187M | +$37M | +25% | 7.48% | 679% | 6 | 50% | 0.8 |
|