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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
Hansen & Associates Financial Group
Roseville,
California
| $191M | – | – | 13.3% | – | 13 | – | 0 |
|
| 5152 |
5152
Lancaster Investment Management
London,
United Kingdom
| $191M | +$97.7M | +105% | 9.47% | 0.78% | 8 | 75% | 0.5 |
|
| 5153 |
5153
Lansing Street Advisors
Ambler,
Pennsylvania
| $191M | – | – | 12% | – | 80 | – | 1.3 |
|
| 5154 |
5154
Monolith Management
Hong Kong
| $191M | – | – | 34% | – | 11 | – | 0 |
|
| 5155 |
5155
Benedetti & Gucer
Atlanta,
Georgia
| $191M | +$8M | +4% | 8.43% | 42.7% | 152 | 15.79% | 1.3 |
|
| 5156 |
5156
Ardent Capital Management
Cincinnati,
Ohio
| $191M | +$13.6M | +8% | 7.47% | 87.2% | 46 | 6.52% | 1 |
|
| 5157 |
5157
Kensington Investment Counsel
Long Beach,
California
| $191M | +$29.7M | +18% | 12.6% | 81.9% | 101 | 6.93% | 2.2 |
|
| 5158 |
5158
Beta Wealth Group
San Diego,
California
| $191M | +$21.6M | +13% | 9.04% | 45.4% | 111 | 15.32% | 1.6 |
|
| 5159 |
5159
KPS Global Asset Management (UK)
London,
United Kingdom
| $191M | +$7.38M | +4% | 21% | 373% | 5 | 20% | 3.6 |
|
| 5160 |
5160
Altman Advisors
Chicago,
Illinois
| $191M | +$30.5M | +19% | 12.7% | 143% | 103 | 14.56% | 2.1 |
|
| 5161 |
5161
L1 Capital International
Sydney NSW 2000,
Australia
| $191M | – | – | 13.5% | – | 19 | – | 0 |
|
| 5162 |
5162
Vector Capital Management
San Francisco,
California
| $191M | +$29.4M | +18% | 1.17% | 42.7% | 5 | 20% | 2.2 |
|
| 5163 |
5163
Gainplan
Bloomfield Hills,
Michigan
| $190M | +$119M | +165% | 13.3% | 103% | 56 | 33.93% | 1.3 |
|
| 5164 |
5164
One Advisory Partners
Overland Park,
Kansas
| $190M | +$19.2M | +11% | 9.04% | 58.3% | 47 | 19.15% | 1.5 |
|
| 5165 |
5165
Grandview Asset Management
Harrisburg,
Pennsylvania
| $190M | +$16.1M | +9% | 13.9% | 200% | 110 | 3.64% | 1.6 |
|
| 5166 |
5166
Ironwood Investment Management
Boston,
Massachusetts
| $190M | +$26.5M | +16% | 20.7% | 164% | 171 | 5.85% | 6.2 |
|
| 5167 |
5167
Melia Wealth
Tulsa,
Oklahoma
| $190M | – | – | 2.43% | – | 16 | – | 0 |
|
| 5168 |
5168
Toronado Partners
San Francisco,
California
| $190M | +$13.8M | +8% | 27.5% | 158% | 12 | 16.67% | 2.5 |
|
| 5169 |
IWN
5169
Independent Wealth Network
Urbandale,
Iowa
| $190M | +$27.5M | +17% | 8.35% | 78.2% | 224 | 12.95% | 1.6 |
|
| 5170 |
ALS
5170
Andrew L. Share
| $190M | -$63.9M | -25% | 22.3% | 3.31% | 12 | 25% | 0.8 |
|
| 5171 |
5171
Bayshore Asset Management
Coral Gables,
Florida
| $190M | +$19.1M | +11% | 11.4% | 66.1% | 34 | 5.88% | 1.7 |
|
| 5172 |
WMA
5172
Wealth Management Associates
Cherry Hill,
New Jersey
| $189M | +$18.2M | +11% | 11.3% | 111% | 211 | 16.11% | 3 |
|
| 5173 |
5173
Burrus Financial Services
Salt Lake City,
Utah
| $189M | +$13.4M | +8% | 8.16% | 31.3% | 11 | 36.36% | 1.3 |
|
| 5174 |
5174
Phase 2 Partners
San Francisco,
California
| $189M | -$37.1M | -16% | 13.1% | 25.1% | 32 | 71.88% | 0.3 |
|
| 5175 |
5175
Armor Investment Advisors
Raleigh,
North Carolina
| $189M | +$20.7M | +12% | 9.09% | 62% | 164 | 7.93% | 4 |
|