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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Concentrum Wealth Management
San Jose,
California
| $165M | +$9.01M | +6% | 1.85% | 174% | 64 | 17.19% | 2.5 |
|
| 5127 |
5127
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $165M | +$4.51M | +3% | 2.2% | 75.2% | 22 | 13.64% | 1.4 |
|
| 5128 |
DRP
5128
Decade Renewable Partners
Houston,
Texas
| $165M | -$50.9M | -24% | 8.42% | – | 47 | 65.96% | 0.3 |
|
| 5129 |
5129
Toews Corporation
Northfield,
New Jersey
| $165M | -$498M | -75% | 4.58% | 22% | 112 | 95.54% | 0.2 |
|
| 5130 |
5130
Aspen Investment Management
Grand Rapids,
Michigan
| $165M | -$3.22M | -2% | 2.45% | 84.9% | 151 | 17.88% | 6 |
|
| 5131 |
5131
Lifestyle Asset Management
Friendswood,
Texas
| $165M | -$1.69M | -1% | 2.57% | 88.3% | 103 | 30.1% | 0.5 |
|
| 5132 |
5132
LDR Capital Management
New York
| $165M | +$4.03M | +3% | 1.53% | 28.4% | 45 | 28.89% | 1.3 |
|
| 5133 |
5133
Strategic Financial Partners
Bend,
Oregon
| $165M | -$10.8M | -6% | 3.89% | 54.8% | 72 | 4.17% | 2.8 |
|
| 5134 |
5134
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $165M | +$943K | +0.6% | 2.06% | 44.1% | 31 | 12.9% | 3.6 |
|
| 5135 |
5135
Virtus ETF Advisers
New York
| $165M | -$4.08M | -2% | 1.04% | 177% | 488 | 21.93% | 2.2 |
|
| 5136 |
GPC
5136
Guardian Point Capital
Charlottesville,
Virginia
| $165M | +$22.4M | +16% | 5.46% | 142% | 7 | 14.29% | 2.3 |
|
| 5137 |
5137
Strategic Value Bank Partners
Cleveland,
Ohio
| $165M | +$12M | +8% | 9.07% | 98.1% | 26 | 3.85% | 1.3 |
|
| 5138 |
5138
Pavion Blue Capital
Newport Beach,
California
| $165M | -$7.02M | -4% | 2.55% | 77.6% | 99 | 7.07% | 3 |
|
| 5139 |
5139
EdgeRock Capital
Denver,
Colorado
| $164M | -$41.9M | -20% | 3.42% | 71.3% | 82 | 50% | 0.8 |
|
| 5140 |
5140
Mine & Arao Wealth Creation & Management
Campbell,
California
| $164M | -$6.56M | -4% | 3.83% | 105% | 334 | 5.99% | 2.9 |
|
| 5141 |
5141
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $164M | -$2.21M | -1% | 3.19% | 62.6% | 126 | 10.32% | 1.3 |
|
| 5142 |
DI
5142
Disciplined Investments
Tulsa,
Oklahoma
| $164M | -$22.7M | -12% | 0.63% | 51.4% | 1,693 | 93.62% | 3.1 |
|
| 5143 |
LI
5143
Latigo Investments
Fort Lauderdale,
Florida
| $164M | +$1.28M | +0.8% | 4.05% | 62.6% | 19 | 5.26% | 1.4 |
|
| 5144 |
5144
MQS Management
New York
| $164M | +$17M | +12% | 7.6% | 6.42% | 654 | 79.97% | 0.1 |
|
| 5145 |
5145
Aegis Financial
Mc Lean,
Virginia
| $164M | +$20.4M | +14% | 24.1% | 266% | 31 | 3.23% | 2.1 |
|
| 5146 |
5146
25 LLC
St. Louis,
Missouri
| $164M | -$16.6M | -9% | 4% | 48.7% | 615 | 94.15% | 0.5 |
|
| 5147 |
5147
Bluestem Financial Advisors
Champaign,
Illinois
| $164M | -$1.45M | -0.9% | 3.85% | 42.2% | 25 | 0% | 3.2 |
|
| 5148 |
5148
Goepper Burkhardt
Greenville,
South Carolina
| $164M | -$1.81M | -1% | 3.3% | 50.4% | 71 | 11.27% | 2.2 |
|
| 5149 |
5149
Garrison Asset Management
Fayetteville,
Arkansas
| $164M | -$3.09M | -2% | 0.75% | 52.1% | 108 | 10.19% | 6 |
|
| 5150 |
5150
Ironwood Investment Management
Boston,
Massachusetts
| $164M | -$9.8M | -6% | 3.3% | 164% | 171 | 6.43% | 6.2 |
|