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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
Carlson Capital
Dallas,
Texas
| $271M | +$28.8M | +12% | 1.79% | 67.9% | 98 | 69.39% | 0.3 |
|
| 5127 |
5127
Sonata Capital Group
Seattle,
Washington
| $271M | +$20.5M | +8% | 6.84% | 66.5% | 124 | 4.84% | 5.6 |
|
| 5128 |
5128
Seaview Investment Managers
Miami,
Florida
| $271M | -$201M | -43% | 8.02% | 148% | 140 | 50.71% | 1.3 |
|
| 5129 |
5129
Brown Financial Advisors
Milford,
Ohio
| $271M | +$14.5M | +6% | 6% | – | 171 | 33.33% | 0.8 |
|
| 5130 |
5130
Guerra Advisors
Miami,
Florida
| $271M | +$59.1M | +28% | 9.81% | – | 932 | 91.2% | 0 |
|
| 5131 |
5131
Adapt Wealth Advisors
Atlanta,
Georgia
| $271M | +$47M | +21% | 6.89% | – | 112 | 49.11% | 0.7 |
|
| 5132 |
5132
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $271M | +$26.5M | +11% | 7.75% | 72.4% | 110 | 18.18% | 2.1 |
|
| 5133 |
5133
Alexander Labrunerie & Co
Columbia,
Missouri
| $271M | +$26.7M | +11% | 9.11% | – | 125 | 14.4% | 1.1 |
|
| 5134 |
5134
Enstar Group
Hamilton,
Bermuda
| $271M | -$1.26M | -0.5% | 0.06% | 29.5% | 11 | 0% | 3.3 |
|
| 5135 |
5135
G&S Capital
Denver,
Colorado
| $271M | +$18.2M | +7% | 6.83% | 85.6% | 137 | 16.06% | 2.8 |
|
| 5136 |
5136
Zullo Investment Group
Scranton,
Pennsylvania
| $270M | +$23.9M | +10% | 11.2% | 143% | 159 | 8.81% | 3.1 |
|
| 5137 |
5137
Wind River Trust Company
Jackson,
Wyoming
| $270M | +$21M | +8% | 6.95% | 62.1% | 10 | 10% | 9.1 |
|
| 5138 |
5138
Holowesko Partners
Nassau,
Bahamas
| $270M | -$30.1M | -10% | 13.4% | 51.1% | 30 | 16.67% | 3.9 |
|
| 5139 |
5139
PCA Investment Advisory Services
Cincinnati,
Ohio
| $270M | +$33M | +14% | 7.65% | 71.4% | 53 | 5.66% | 2 |
|
| 5140 |
5140
Kirkwood Financial Services
San Antonio,
Texas
| $270M | +$39.5M | +17% | 7.09% | – | 40 | 30% | 0.4 |
|
| 5141 |
5141
Strategic Equity Management
Tucson,
Arizona
| $270M | -$1.86M | -0.7% | 7.05% | 70.3% | 71 | 9.86% | 1.5 |
|
| 5142 |
5142
STF Management
Frisco,
Texas
| $270M | +$16.3M | +6% | 11.6% | 208% | 102 | 1.96% | 2.5 |
|
| 5143 |
5143
Diametric Capital
Boston,
Massachusetts
| $270M | +$82.3M | +44% | 17.9% | 175% | 505 | 63.76% | 0.4 |
|
| 5144 |
5144
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $270M | +$13.4M | +5% | 5.57% | 66% | 249 | 6.83% | 2.5 |
|
| 5145 |
AFP
5145
Advus Financial Partners
Winter Park,
Florida
| $270M | +$16.3M | +6% | 6.04% | 56.5% | 68 | 10.29% | 2.5 |
|
| 5146 |
5146
OMC Financial Services
Dewitt,
New York
| $269M | +$24.7M | +10% | 10.7% | – | 70 | 11.43% | 1.3 |
|
| 5147 |
WPA
5147
WIT Partners Advisory
Singapore
| $269M | -$19.4M | -7% | 11.8% | 22.7% | 13 | 92.31% | 0.1 |
|
| 5148 |
LFP
5148
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $269M | +$20.6M | +8% | 6.48% | 65.4% | 85 | 11.76% | 1.5 |
|
| 5149 |
5149
Post Oak Energy Holdings
Houston,
Texas
| $269M | -$17.3M | -6% | 6.02% | 64.6% | 1 | 0% | 2.8 |
|
| 5150 |
5150
Tyro Capital Management
Miami,
Florida
| $269M | +$14.3M | +6% | 1.58% | – | 12 | 33.33% | 1 |
|