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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
Prodigy Asset Management
Omaha,
Nebraska
| $285M | +$63.3M | +29% | 1.45% | – | 26 | 15.38% | 0.9 |
|
| 5152 |
5152
Carmel Capital Partners
San Diego,
California
| $285M | +$47.6M | +20% | 0.68% | 65.9% | 119 | 17.65% | 2.1 |
|
| 5153 |
5153
Rosalind Advisors
Toronto,
Ontario, Canada
| $285M | -$8.04M | -3% | 19.5% | – | 48 | 37.5% | 0.8 |
|
| 5154 |
5154
1 North Wealth Services
Annapolis,
Maryland
| $284M | +$40.1M | +16% | 2.53% | – | 281 | 9.61% | 1.5 |
|
| 5155 |
5155
Revere Asset Management
Dallas,
Texas
| $284M | +$19.1M | +7% | 9.75% | 592% | 53 | 71.7% | 0.4 |
|
| 5156 |
5156
Wealth Management Resources
Smithfield,
Rhode Island
| $284M | -$24.9M | -8% | 1.24% | 37.7% | 32 | 12.5% | 3.2 |
|
| 5157 |
5157
Stevens Capital Management
Radnor,
Pennsylvania
| $284M | -$470M | -62% | 0.74% | 108% | 335 | 67.16% | 0.5 |
|
| 5158 |
5158
Power Wealth Management
Alpharetta,
Georgia
| $284M | +$9.39M | +3% | 1.4% | 41.8% | 96 | 9.38% | 1.5 |
|
| 5159 |
5159
InterCapital
Austin,
Texas
| $284M | – | – | 8.96% | – | 92 | – | 0 |
|
| 5160 |
5160
Sharper & Granite
El Segundo,
California
| $284M | +$4.78M | +2% | 1.89% | 50.8% | 108 | 5.56% | 2.5 |
|
| 5161 |
5161
Wilkerson Advisory Group
Columbia,
Missouri
| $284M | – | – | 2.83% | – | 581 | – | 0 |
|
| 5162 |
5162
Townsend Asset Management
Raleigh,
North Carolina
| $284M | +$2.82M | +1% | 3.25% | 88.5% | 183 | 11.48% | 4.4 |
|
| 5163 |
5163
Miller Value Partners
Sarasota,
Florida
| $284M | +$11.7M | +4% | 8.03% | 133% | 37 | 10.81% | 2.8 |
|
| 5164 |
5164
Collaborative Wealth Management
Lake Mary,
Florida
| $284M | +$36.5M | +15% | 1.81% | 46.6% | 244 | 21.72% | 2.7 |
|
| 5165 |
5165
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $284M | +$85.2K | +0% | 2.44% | 80.3% | 125 | 8% | 3.9 |
|
| 5166 |
5166
Friday Financial
Dubuque,
Iowa
| $284M | +$44.8M | +19% | 1.84% | – | 95 | 9.47% | 0.8 |
|
| 5167 |
5167
Enzi Wealth
Austin,
Texas
| $284M | -$733K | -0.3% | 3.12% | 77% | 74 | 10.81% | 2.3 |
|
| 5168 |
5168
Highview Capital Management
Buffalo Grove,
Illinois
| $283M | +$11.5M | +4% | 4.82% | 123% | 117 | 19.66% | 2.4 |
|
| 5169 |
5169
Bank OZK
Little Rock,
Arkansas
| $283M | +$567K | +0.2% | 2.9% | 112% | 154 | 7.14% | 6.5 |
|
| 5170 |
5170
Krensavage Asset Management
New York
| $283M | +$48.4M | +21% | 21.9% | 124% | 18 | 5.56% | 2.7 |
|
| 5171 |
5171
G&S Capital
Denver,
Colorado
| $283M | +$12.5M | +5% | 3.5% | 85.6% | 143 | 17.48% | 2.9 |
|
| 5172 |
5172
Five Oceans Advisors
Santa Monica,
California
| $283M | +$11.2M | +4% | 2.92% | 85.3% | 205 | 14.15% | 2.6 |
|
| 5173 |
5173
Oxford Asset Management
Oxford,
United Kingdom
| $283M | -$22.1M | -7% | 4.91% | – | 799 | 85.73% | 0.1 |
|
| 5174 |
5174
Sims Investment Management
Cincinnati,
Ohio
| $283M | +$6.56M | +2% | 1.72% | – | 45 | 11.11% | 0.8 |
|
| 5175 |
5175
P. Schoenfeld Asset Management (PSAM)
New York
| $283M | -$251M | -47% | 11.3% | 367% | 56 | 51.79% | 0.5 |
|