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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
Accretive Wealth Partners
Parsippany,
New Jersey
| $169M | +$12.3M | +8% | 5.81% | 57.3% | 117 | 2.56% | 1.9 |
|
| 5152 |
5152
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $169M | +$27.4M | +19% | 19% | 76.8% | 13 | 7.69% | 1.9 |
|
| 5153 |
SCM
5153
Stonehill Capital Management
New York
| $169M | -$24.1M | -13% | 14.3% | 117% | 13 | 23.08% | 1.8 |
|
| 5154 |
5154
Lumature Wealth Partners
Alpharetta,
Georgia
| $168M | -$10.1M | -6% | 4.98% | – | 409 | 8.8% | 2 |
|
| 5155 |
5155
Aspen Investment Management
Grand Rapids,
Michigan
| $168M | +$11.9M | +8% | 4.77% | 84.9% | 146 | 17.81% | 5.8 |
|
| 5156 |
5156
Black Maple Capital Management
Milwaukee,
Wisconsin
| $168M | +$61.4M | +58% | 7.02% | 35.7% | 132 | 59.09% | 0.4 |
|
| 5157 |
5157
Vishria Bird Financial Group
Memphis,
Tennessee
| $168M | +$11.9M | +8% | 10.3% | 74.3% | 56 | 3.57% | 2.8 |
|
| 5158 |
5158
Grand Wealth Management
Grand Rapids,
Michigan
| $168M | +$1.84M | +1% | 3.91% | 54.1% | 78 | 33.33% | 0.9 |
|
| 5159 |
QC
5159
Qalhat Capital
Tortola,
British Virgin Islands
| $168M | +$12M | +8% | 8% | 90.3% | 9 | 11.11% | 1.4 |
|
| 5160 |
5160
Collaborative Wealth Management
Lake Mary,
Florida
| $168M | +$9.41M | +6% | 3.71% | 41.6% | 176 | 10.23% | 1.9 |
|
| 5161 |
5161
Root Financial Partners
Encinitas,
California
| $168M | +$27.8M | +20% | 4.07% | 62.5% | 69 | 18.84% | 0.2 |
|
| 5162 |
5162
Kinloch Capital
Glen Allen,
Virginia
| $168M | -$3.28M | -2% | 1.86% | 63.4% | 67 | 7.46% | 2 |
|
| 5163 |
5163
Hook Mill Capital Partners
New York
| $168M | +$33.5M | +25% | 12.3% | 149% | 43 | 41.86% | 0.3 |
|
| 5164 |
5164
PCA Investment Advisory Services
Cincinnati,
Ohio
| $168M | +$26.2M | +19% | 6.27% | 71.4% | 445 | 74.61% | 0.1 |
|
| 5165 |
5165
Cowen Investment Management
New York
| $168M | -$216M | -56% | 0.34% | 1.87% | 125 | 71.2% | 0.8 |
|
| 5166 |
5166
Cadent Capital Advisors
Tulsa,
Oklahoma
| $167M | -$51M | -23% | 2.26% | 106% | 153 | 18.95% | 1.5 |
|
| 5167 |
5167
Union Savings Bank
Litchfield,
Connecticut
| $167M | – | – | 5.92% | – | 285 | – | 0 |
|
| 5168 |
5168
MBA Advisors
Hermitage,
Pennsylvania
| $167M | +$6.69M | +4% | 3.9% | 58.3% | 126 | 8.73% | 1.8 |
|
| 5169 |
5169
Trust Company of Kansas
Wichita,
Kansas
| $167M | +$10.6M | +7% | 8.81% | 87% | 47 | 2.13% | 2.6 |
|
| 5170 |
5170
Yorktown Energy Partners XI
New York
| $167M | +$13M | +8% | 2.24% | 105% | 5 | 20% | 2.2 |
|
| 5171 |
5171
Garrison Asset Management
Fayetteville,
Arkansas
| $167M | +$5.62M | +3% | 6.48% | 52.1% | 108 | 11.11% | 6 |
|
| 5172 |
5172
GoodHaven Capital Management
Millburn,
New Jersey
| $167M | +$11.5M | +7% | 14.2% | 80.7% | 30 | 20% | 4.1 |
|
| 5173 |
5173
Palmer Knight Company
Jacksonville,
Florida
| $167M | +$9.2M | +6% | 9.41% | 78.9% | 33 | 12.12% | 2.9 |
|
| 5174 |
5174
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $167M | +$1.33M | +0.8% | 3.47% | 62.6% | 135 | 17.04% | 1.1 |
|
| 5175 |
5175
KPS Global Asset Management (UK)
London,
United Kingdom
| $167M | +$53.3M | +47% | 59.1% | 373% | 5 | 0% | 3.1 |
|