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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Thomist Capital Management
Houston,
Texas
| $143M | -$45.3M | -24% | 4.78% | 71.2% | 31 | 74.19% | 0.1 |
|
| 5152 |
5152
Capital Wealth Alliance
Scottsdale,
Arizona
| $143M | -$25.3M | -15% | 13.1% | 124% | 148 | 20.95% | 1.5 |
|
| 5153 |
5153
BCK Partners
Corning,
New York
| $143M | -$19.3M | -12% | 12% | 46% | 26 | 7.69% | 1.4 |
|
| 5154 |
SFMG
5154
Sage Financial Management Group
Mclean,
Virginia
| $143M | -$2.95M | -2% | 12.1% | 47.3% | 34 | 17.65% | 0.5 |
|
| 5155 |
5155
WFA Asset Management
Whitefish Bay,
Wisconsin
| $143M | -$9.9M | -6% | 11.3% | 60% | 240 | 18.75% | 0.4 |
|
| 5156 |
NCM
5156
NCM Capital Management
Ramsey,
New Jersey
| $143M | -$16.2M | -10% | 11.6% | 105% | 191 | 14.66% | 0.4 |
|
| 5157 |
5157
Solitude Financial Services
Charlottesville,
Virginia
| $143M | -$17.4M | -11% | 14.1% | 55.4% | 47 | 25.53% | 1 |
|
| 5158 |
5158
1776 Wealth
Atlanta,
Georgia
| $143M | -$30.7M | -18% | 16.5% | 90.4% | 135 | 15.56% | 1.9 |
|
| 5159 |
5159
AH Equity Partners Bio II
Menlo Park,
California
| $142M | -$31.2M | -18% | 8.75% | – | 4 | 0% | 0.5 |
|
| 5160 |
5160
Reliant Investment Management
Memphis,
Tennessee
| $142M | -$52.5M | -27% | 14.6% | 129% | 60 | 25% | 2.8 |
|
| 5161 |
5161
Mine & Arao Wealth Creation & Management
Campbell,
California
| $142M | -$28.3M | -17% | 16.6% | 92% | 339 | 9.44% | 1.9 |
|
| 5162 |
KFO
5162
Kopp Family Office
Bloomington,
Minnesota
| $142M | -$42.7M | -23% | 23.1% | 47.9% | 14 | 0% | 1.8 |
|
| 5163 |
5163
Burns Matteson Capital Management
Corning,
New York
| $142M | -$1.38M | -1% | 9.76% | 137% | 160 | 55% | 0.7 |
|
| 5164 |
5164
Sterling Financial Planning
Sparta,
New Jersey
| $142M | -$16.6M | -10% | 13.3% | 55.5% | 99 | 14.14% | 1.4 |
|
| 5165 |
5165
Operose Advisors
Milwaukee,
Wisconsin
| $142M | -$2.53M | -2% | 13% | 68.8% | 326 | 9.51% | 0.5 |
|
| 5166 |
5166
Muzinich & Co
New York
| $142M | -$68.1M | -32% | 15.2% | 13.5% | 63 | 41.27% | 3.9 |
|
| 5167 |
5167
Laurel Wealth Planning
Edina,
Minnesota
| $142M | -$6.04M | -4% | 12.2% | 53.1% | 293 | 20.48% | 0.9 |
|
| 5168 |
5168
Agate Pass Investment Management
Bainbridge Island,
Washington
| $142M | -$18.2M | -11% | 10.5% | 76% | 97 | 9.28% | 0.5 |
|
| 5169 |
5169
West Bancorporation
West Des Moines,
Iowa
| $142M | -$19.2M | -12% | 12.4% | 64.4% | 331 | 16.62% | 1.7 |
|
| 5170 |
5170
Clarus Wealth Advisors
Peoria,
Arizona
| $142M | -$18.7M | -12% | 14.7% | 89.7% | 124 | 33.06% | 2 |
|
| 5171 |
5171
Triton Wealth Management
Sun City,
Arizona
| $142M | -$50.9M | -26% | 17.9% | – | 100 | 22% | 1.7 |
|
| 5172 |
5172
Goepper Burkhardt
Greenville,
South Carolina
| $142M | -$22.8M | -14% | 12% | 50.4% | 69 | 13.04% | 1.4 |
|
| 5173 |
5173
Samalin Investment Counsel
Chappaqua,
New York
| $142M | -$23.1M | -14% | 12.9% | 68.3% | 258 | 15.12% | 1.8 |
|
| 5174 |
JPLA
5174
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $142M | -$22.7M | -14% | 14.9% | 74.3% | 528 | 16.67% | 0.9 |
|
| 5175 |
5175
Activest Wealth Management
Aventure,
Florida
| $142M | -$13.9M | -9% | 16.2% | 117% | 408 | 16.67% | 0.9 |
|