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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Westhampton Capital
Winston-Salem,
North Carolina
| $142M | -$13.7M | -9% | 10.2% | 95.6% | 120 | 10% | 2.5 |
|
| 5177 |
5177
Main Management Fund Advisors
San Francisco,
California
| $141M | -$13.1M | -8% | 13.3% | 80% | 11 | 63.64% | 0.5 |
|
| 5178 |
5178
Ayrshire Capital Management
Westport,
Connecticut
| $141M | -$28.2M | -17% | 12.3% | 84.8% | 54 | 5.56% | 2.2 |
|
| 5179 |
5179
McNaughton Wealth Management
San Diego,
California
| $141M | -$12.3M | -8% | 10.4% | 55.6% | 54 | 7.41% | 2 |
|
| 5180 |
5180
EnCap Energy Capital Fund X
Houston,
Texas
| $141M | -$394M | -74% | 6.8% | – | 1 | 0% | 1.3 |
|
| 5181 |
5181
BlueDrive Global Investors
London,
United Kingdom
| $141M | -$84.8M | -38% | 4.05% | 25.6% | 11 | 36.36% | 1.3 |
|
| 5182 |
5182
Catalyst Private Wealth
San Mateo,
California
| $141M | -$58.7M | -29% | 26% | 120% | 83 | 18.07% | 1.3 |
|
| 5183 |
5183
Altai Capital Management
West Hollywood,
California
| $141M | -$13.3M | -9% | 19.9% | 24.9% | 11 | 9.09% | 1.2 |
|
| 5184 |
5184
JCP Investment Management
Houston,
Texas
| $141M | +$462K | +0.3% | 11.9% | 94.7% | 19 | 42.11% | 0.4 |
|
| 5185 |
5185
Silver Oak Advisory Group
Portland,
Oregon
| $141M | -$12.1M | -8% | 8.74% | 27% | 58 | 8.62% | 0.5 |
|
| 5186 |
5186
Beaton Management Company
Haverhill,
Massachusetts
| $141M | -$21M | -13% | 11.4% | 95.9% | 145 | 14.48% | 3.7 |
|
| 5187 |
5187
Members Advisory Group
Williamsville,
New York
| $141M | -$14.1M | -9% | 9.47% | 70.6% | 21 | 9.52% | 0.4 |
|
| 5188 |
5188
Helen Stephens Group
Fort Worth,
Texas
| $141M | -$4.07M | -3% | 10.7% | 53.4% | 66 | 19.7% | 0.4 |
|
| 5189 |
5189
Capasso Planning Partners
Charleston,
South Carolina
| $141M | -$764K | -0.5% | 13.2% | 51.6% | 103 | 27.18% | 0.4 |
|
| 5190 |
AIM
5190
Aquila Investment Management
New York
| $141M | -$35.6M | -20% | 15.4% | 53.3% | 106 | 33.96% | 0.4 |
|
| 5191 |
5191
TriaGen Wealth Management
Calabasas,
California
| $141M | -$52M | -27% | 10.3% | 132% | 203 | 44.83% | 0.9 |
|
| 5192 |
5192
Platinum Equity
Beverly Hills,
California
| $141M | -$26.5M | -16% | 12.4% | 52.7% | 7 | 14.29% | 0.2 |
|
| 5193 |
5193
Values First Advisors
Gray,
Tennessee
| $141M | -$17.6M | -11% | 10.6% | 87.6% | 179 | 21.23% | 1.7 |
|
| 5194 |
5194
RDST Capital
Seattle,
Washington
| $141M | +$136K | +0.1% | 15.4% | 43% | 18 | 27.78% | 0.4 |
|
| 5195 |
5195
WJ Wealth Management
Glendale,
Arizona
| $141M | -$9.7M | -6% | 8.79% | 90.6% | 63 | 49.21% | 1.2 |
|
| 5196 |
5196
Western Financial Corp
San Diego,
California
| $141M | -$31.6M | -18% | 14.4% | 275% | 111 | 34.23% | 0.8 |
|
| 5197 |
5197
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $141M | -$3.05M | -2% | 11% | 78% | 165 | 15.76% | 0.4 |
|
| 5198 |
5198
Corrado Advisors
Ramsey,
New Jersey
| $141M | -$22.7M | -14% | 12% | 64% | 117 | 11.97% | 2.4 |
|
| 5199 |
5199
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $141M | -$4.39M | -3% | 13.1% | 56.7% | 269 | 19.7% | 1.1 |
|
| 5200 |
5200
Lindenwold Advisors
Reading,
Pennsylvania
| $141M | -$22.3M | -14% | 11.9% | 75% | 127 | 17.32% | 0.5 |
|