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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5126 |
EG
5126
Enstar Group
Hamilton,
Bermuda
| $271M | -$1.26M | -0.5% | 0.06% | 29.5% | 11 | 0% |
|
| 5127 |
GSC
5127
G&S Capital
Denver,
Colorado
| $271M | +$18.2M | +7% | 6.83% | 77.2% | 137 | 16.06% |
|
| 5128 |
ZIG
5128
Zullo Investment Group
Scranton,
Pennsylvania
| $270M | +$23.9M | +10% | 11.2% | 116% | 159 | 8.81% |
|
| 5129 |
WRTC
5129
Wind River Trust Company
Jackson,
Wyoming
| $270M | +$21M | +8% | 6.95% | 62.1% | 10 | 10% |
|
| 5130 |
HP
5130
Holowesko Partners
Nassau,
Bahamas
| $270M | -$30.1M | -10% | 13.4% | 51.1% | 30 | 16.67% |
|
| 5131 |
PIAS
5131
PCA Investment Advisory Services
Cincinnati,
Ohio
| $270M | +$33M | +14% | 7.65% | 63.7% | 53 | 5.66% |
|
| 5132 |
SEM
5132
Strategic Equity Management
Tucson,
Arizona
| $270M | -$1.86M | -0.7% | 7.05% | 70.3% | 71 | 9.86% |
|
| 5133 |
SM
5133
STF Management
Frisco,
Texas
| $270M | +$16.3M | +6% | 11.6% | 208% | 102 | 1.96% |
|
| 5134 |
DC
5134
Diametric Capital
Boston,
Massachusetts
| $270M | +$82.3M | +44% | 17.9% | 175% | 505 | 63.76% |
|
| 5135 |
KSWA
5135
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $270M | +$13.4M | +5% | 5.57% | 66% | 249 | 6.83% |
|
| 5136 |
OFS
5136
OMC Financial Services
Dewitt,
New York
| $269M | +$24.7M | +10% | 10.7% | – | 70 | 11.43% |
|
| 5137 |
WPA
5137
WIT Partners Advisory
Singapore
| $269M | -$19.4M | -7% | 11.8% | – | 13 | 92.31% |
|
| 5138 |
LFP
5138
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $269M | +$20.6M | +8% | 6.48% | 56.8% | 85 | 11.76% |
|
| 5139 |
POEH
5139
Post Oak Energy Holdings
Houston,
Texas
| $269M | -$17.3M | -6% | 6.02% | 64.6% | 1 | 0% |
|
| 5140 |
TCM
5140
Tyro Capital Management
Miami,
Florida
| $269M | +$14.3M | +6% | 1.58% | – | 12 | 33.33% |
|
| 5141 |
GECH
5141
Garnet Equity Capital Holdings
New York
| $269M | -$154M | -36% | 21.2% | 302% | 33 | 30.3% |
|
| 5142 |
TF
5142
Tandem Financial
Greenwood Village,
Colorado
| $269M | +$162M | +151% | 9.96% | – | 90 | 44.44% |
|
| 5143 |
SPC
5143
Stone Point Capital
Greenwich,
Connecticut
| $269M | -$514M | -66% | 8.58% | 15.7% | 3 | 33.33% |
|
| 5144 |
S
5144
Sachetta
Lynnfield,
Massachusetts
| $269M | +$15.7M | +6% | 7.41% | – | 1,140 | 9.74% |
|
| 5145 |
IA
5145
IMZ Advisory
Boca Raton,
Florida
| $269M | +$18.7M | +7% | 7.12% | – | 41 | 2.44% |
|
| 5146 |
MA
5146
MKT Advisors
Escondido,
California
| $269M | +$16M | +6% | 5.62% | 49.2% | 175 | 7.43% |
|
| 5147 |
JWM
5147
Jessup Wealth Management
Dayton,
Ohio
| $269M | +$19.3M | +8% | 14% | 164% | 83 | 12.05% |
|
| 5148 |
TFA
5148
TPG Financial Advisors
Portland,
Oregon
| $268M | +$18.6M | +7% | 5.45% | – | 69 | 8.7% |
|
| 5149 |
BOC
5149
Barbara Oil Co
Chicago,
Illinois
| $268M | +$14.1M | +6% | 7.14% | 76.9% | 76 | 3.95% |
|
| 5150 |
SWM
5150
SK Wealth Management
Providence,
Rhode Island
| $268M | +$37.5M | +16% | 6.3% | – | 86 | 11.63% |
|