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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 |
EAM
5151
Eukles Asset Management
Cincinnati,
Ohio
| $228M | -$6.82M | -3% | 3.61% | 87.9% | 233 | 5.58% | 4.4 |
|
| 5152 |
GAMC
5152
Garner Asset Management Corp
Plano,
Texas
| $228M | +$6.42M | +3% | 1.51% | 103% | 168 | 20.24% | 4.8 |
|
| 5153 |
5153
BCR Wealth Strategies
Vestavia,
Alabama
| $228M | +$13.9M | +7% | 0.15% | 45.1% | 27 | 7.41% | 2.4 |
|
| 5154 |
5154
Olympus Wealth Management
Cottonwood Heights,
Utah
| $228M | -$46.9M | -17% | 0.11% | 43.1% | 20 | 15% | 1.9 |
|
| 5155 |
5155
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $228M | +$14.7M | +7% | 2.8% | – | 92 | 42.39% | 0.3 |
|
| 5156 |
5156
Baron Wealth Management
Troy,
Michigan
| $228M | +$15.1M | +7% | 1.56% | 88.6% | 238 | 30.67% | 1.3 |
|
| 5157 |
5157
Buttonwood Financial Advisors
Baltimore,
Maryland
| $228M | +$62.4K | +0% | 0.85% | 73.4% | 99 | 5.05% | 2.4 |
|
| 5158 |
5158
Potomac Fund Management
Miami,
Florida
| $227M | -$1.48B | -87% | 4.34% | – | 100 | 32% | 0.2 |
|
| 5159 |
5159
Verger Capital Management
Winston-Salem,
North Carolina
| $227M | +$26.7M | +13% | 2.26% | 58.3% | 14 | 0% | 7.5 |
|
| 5160 |
5160
Alteri Wealth
Westlake Village,
California
| $227M | -$134M | -37% | 2.36% | – | 267 | 14.23% | 0.2 |
|
| 5161 |
CAM
5161
CPA Asset Management
West Palm Beach,
Florida
| $227M | +$12M | +6% | 2.91% | 53.3% | 88 | 15.91% | 1.8 |
|
| 5162 |
5162
Repertoire Partners
New York
| $227M | -$25M | -10% | 26.1% | 37.5% | 25 | 80% | 0.4 |
|
| 5163 |
5163
New Mountain Capital
New York
| $227M | -$68M | -23% | 23.1% | 64.8% | 1 | 0% | 2.5 |
|
| 5164 |
5164
Lumbard & Kellner
Hollis,
New Hampshire
| $227M | -$5.86M | -3% | 5.37% | 137% | 91 | 23.08% | 3.1 |
|
| 5165 |
5165
Sara-Bay Financial
Sarasota,
Florida
| $227M | -$43M | -16% | 13.3% | 233% | 85 | 11.76% | 3.1 |
|
| 5166 |
5166
Meredith Wealth Planning
Maryville,
Illinois
| $227M | +$2.35M | +1% | 1.35% | 66.5% | 54 | 11.11% | 1.6 |
|
| 5167 |
5167
Landmark Wealth Management (New York)
Melville,
New York
| $227M | +$1.12M | +0.5% | 0.58% | 42.7% | 76 | 2.63% | 1.7 |
|
| 5168 |
5168
California First Leasing Corp
Newport Beach,
California
| $227M | -$15.9M | -7% | 4.34% | 377% | 48 | 14.58% | 2.2 |
|
| 5169 |
5169
Maryland Capital Advisors
Chester,
Maryland
| $227M | +$10.9M | +5% | 0.01% | – | 265 | 13.96% | 2.6 |
|
| 5170 |
5170
HealthInvest Partners
Stockholm,
Sweden
| $227M | +$15.7M | +7% | 7.77% | – | 41 | 21.95% | 1.4 |
|
| 5171 |
5171
Canada Post Corporation Pension Plan
Toronto,
Canada
| $226M | -$1.47B | -87% | 2.25% | – | 459 | 91.29% | 0.2 |
|
| 5172 |
HM
5172
Harvest Management
New York
| $226M | +$19.3M | +9% | 24.1% | 610% | 87 | 74.71% | 0.3 |
|
| 5173 |
5173
Toews Corporation
Northfield,
New Jersey
| $226M | +$58.1M | +35% | 2.76% | 22% | 11 | 45.45% | 2 |
|
| 5174 |
5174
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $226M | -$83.9M | -27% | 3.49% | 282% | 40 | 55% | 1.9 |
|
| 5175 |
5175
Rise Advisors
Rochester,
New York
| $226M | +$18.4M | +9% | 1.6% | 62.8% | 1,580 | 34.37% | 1.2 |
|