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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
True Wind Capital Management
San Francisco,
California
| $273M | +$36.4M | +15% | 15.4% | 59.6% | 2 | 0% | 3.8 |
|
| 5102 |
5102
Stance Capital
Boston,
Massachusetts
| $273M | +$6.75M | +3% | 5.39% | – | 313 | 59.42% | 0.1 |
|
| 5103 |
5103
Westwood Wealth Management
Los Angeles,
California
| $273M | -$25M | -8% | 20.2% | 495% | 51 | 15.69% | 2.3 |
|
| 5104 |
5104
Slagle Financial
Edwardsville,
Illinois
| $273M | +$24.4M | +10% | 7.77% | 77.9% | 117 | 4.27% | 1.6 |
|
| 5105 |
5105
HF Advisory Group
Annapolis,
Maryland
| $272M | +$19.3M | +8% | 4.91% | 73.2% | 166 | 1.2% | 2.3 |
|
| 5106 |
5106
Miller Value Partners
Sarasota,
Florida
| $272M | +$36.5M | +15% | 15.5% | 133% | 37 | 13.51% | 2.6 |
|
| 5107 |
5107
Highview Capital Management
Buffalo Grove,
Illinois
| $272M | +$12.9M | +5% | 9.98% | 123% | 119 | 21.85% | 2.2 |
|
| 5108 |
5108
Thomas Story & Son
Culver,
Indiana
| $272M | +$11.8M | +5% | 9.17% | 101% | 52 | 3.85% | 7.3 |
|
| 5109 |
5109
Monte Financial Group
Guilford,
Connecticut
| $272M | +$14.7M | +6% | 6.03% | 66.7% | 94 | 6.38% | 3.7 |
|
| 5110 |
5110
Lumbard & Kellner
Hollis,
New Hampshire
| $272M | +$42.5M | +19% | 20.8% | 137% | 99 | 13.13% | 2.9 |
|
| 5111 |
5111
Five Oceans Advisors
Santa Monica,
California
| $272M | +$37.4M | +16% | 7.19% | 85.3% | 196 | 6.63% | 2.5 |
|
| 5112 |
5112
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $272M | +$621K | +0.2% | 3.76% | 35.4% | 48 | 0% | 2.4 |
|
| 5113 |
5113
Prudent Man Advisors
Naperville,
Illinois
| $271M | -$43.4M | -14% | 7.15% | 92.5% | 187 | 32.09% | 3.7 |
|
| 5114 |
5114
Denver Wealth Management
Denver,
Colorado
| $271M | +$29.7M | +12% | 7.54% | 64.4% | 94 | 10.64% | 2.5 |
|
| 5115 |
5115
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $271M | +$32.2M | +13% | 15.4% | 961% | 65 | 46.15% | 0.6 |
|
| 5116 |
5116
Kings Path Partners
Sugar Land,
Texas
| $271M | +$23M | +9% | 5.65% | – | 342 | 24.27% | 0.9 |
|
| 5117 |
5117
Camarda Financial Advisors
Fleming Island,
Florida
| $271M | +$17M | +7% | 11.7% | 196% | 123 | 26.02% | 1.5 |
|
| 5118 |
5118
Beddow Capital Management
Jackson,
Wyoming
| $271M | +$18.9M | +7% | 5.67% | 50.7% | 57 | 7.02% | 6 |
|
| 5119 |
5119
BKM Wealth Management
Brookfield,
Wisconsin
| $271M | +$15.3M | +6% | 7.35% | 69.6% | 167 | 13.17% | 1.4 |
|
| 5120 |
5120
Breakwater Investment Management
Seattle,
Washington
| $271M | +$12.7M | +5% | 5.42% | – | 539 | 44.16% | 0.8 |
|
| 5121 |
5121
Aventura Private Wealth
Aventura,
Florida
| $271M | +$40.2M | +17% | 9.7% | – | 852 | 13.26% | 0.6 |
|
| 5122 |
5122
Colonial River Investments
Midlothian,
Virginia
| $271M | +$38.8M | +17% | 15.8% | 156% | 256 | 20.7% | 1.7 |
|
| 5123 |
5123
Rakuten Securities
Tokyo,
Japan
| $271M | +$15.9M | +6% | 22.8% | 999% | 957 | 17.45% | 1.2 |
|
| 5124 |
5124
Flynn Zito Capital Management
Garden City,
New York
| $271M | +$33.5M | +14% | 9.16% | 97.3% | 141 | 14.89% | 1.9 |
|
| 5125 |
5125
Brick & Kyle Associates
Newtown,
Pennsylvania
| $271M | +$45.6M | +20% | 8.52% | 97.4% | 66 | 19.7% | 5.1 |
|