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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 |
SLA
5176
Silver Lake Advisory
Cottonwood Heights,
Utah
| $162M | -$24.9M | -13% | 3.03% | 76.7% | 95 | 46.32% | 6.1 |
|
| 5177 |
5177
Watershed Private Wealth
Oak Brook,
Illinois
| $162M | -$3.07M | -2% | 3.47% | 71.4% | 100 | 16% | 0.6 |
|
| 5178 |
5178
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $162M | -$3.52M | -2% | 3.57% | 46.3% | 22 | 18.18% | 1.6 |
|
| 5179 |
5179
Highline Wealth Partners
Sherman Oaks,
California
| $162M | +$3.14M | +2% | 2.59% | 93.8% | 403 | 16.87% | 0.8 |
|
| 5180 |
IGYL
5180
I.G.Y. Ltd
London,
United Kingdom
| $162M | +$2.27M | +1% | 1.53% | 80.5% | 3 | 0% | 3.5 |
|
| 5181 |
JKSF
5181
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $162M | +$14.6M | +10% | 14% | 30.8% | 4 | 0% | 1.6 |
|
| 5182 |
5182
Ausbil Investment Management
Sydney,
Australia
| $162M | +$222K | +0.1% | 3.55% | 115% | 71 | 45.07% | 0.4 |
|
| 5183 |
5183
Game Creek Capital
Boston,
Massachusetts
| $162M | -$16.1M | -9% | 0.2% | 176% | 73 | 31.51% | 2.9 |
|
| 5184 |
5184
ACT Advisors
Asheville,
North Carolina
| $161M | +$10.1M | +7% | 2.48% | 75.4% | 40 | 37.5% | 1.3 |
|
| 5185 |
5185
New England Professional Planning Group
Westerly,
Rhode Island
| $161M | -$8.8M | -5% | 3.96% | 64.1% | 41 | 2.44% | 4.6 |
|
| 5186 |
5186
Omnia Family Wealth
Aventura,
Florida
| $161M | +$14.2M | +10% | 1.43% | 80.6% | 73 | 21.92% | 4.4 |
|
| 5187 |
5187
Trinity Wealth Management
Berwyn,
Pennsylvania
| $161M | -$2.39M | -1% | 2.79% | 56.7% | 46 | 13.04% | 2.1 |
|
| 5188 |
5188
Kize Capital
New York
| $161M | -$39.5M | -20% | 3.02% | 34.7% | 6 | 0% | 2.3 |
|
| 5189 |
5189
Vector Capital Management
San Francisco,
California
| $161M | -$148M | -48% | 41.1% | 42.7% | 5 | 20% | 2.5 |
|
| 5190 |
5190
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $161M | +$11.8M | +8% | 3.27% | 75.2% | 82 | 17.07% | 0.6 |
|
| 5191 |
5191
Kensington Investment Counsel
Long Beach,
California
| $161M | +$3.35M | +2% | 2.34% | 81.9% | 103 | 9.71% | 2 |
|
| 5192 |
5192
Thomist Capital Management
Houston,
Texas
| $161M | +$1.56M | +1% | 7.4% | 71.2% | 35 | 65.71% | 0.2 |
|
| 5193 |
5193
Asset Management Resources
Hyannis,
Massachusetts
| $161M | -$3.52M | -2% | 2.61% | – | 61 | 11.48% | 1.3 |
|
| 5194 |
5194
GeoSphere Capital Management
Miami Beach,
Florida
| $161M | +$42.3M | +36% | 29.7% | 446% | 41 | 68.29% | 0.4 |
|
| 5195 |
BHCM
5195
Boulder Hill Capital Management
New York
| $161M | +$109M | +210% | 0.19% | – | 166 | 93.37% | 0.1 |
|
| 5196 |
5196
Jentner Corp
Akron,
Ohio
| $161M | +$525K | +0.3% | 3.27% | 38.9% | 45 | 2.22% | 3.8 |
|
| 5197 |
5197
360 Financial
Wayzata,
Minnesota
| $161M | -$32.6M | -17% | 3.4% | 82.5% | 92 | 30.43% | 2.6 |
|
| 5198 |
5198
13D Management
New York
| $161M | -$22.5M | -12% | 1.62% | 157% | 32 | 25% | 1.4 |
|
| 5199 |
5199
Left Brain Wealth Management
Naperville,
Illinois
| $161M | -$3.2M | -2% | 0.23% | 376% | 84 | 7.14% | 0.6 |
|
| 5200 |
5200
Lindenwold Advisors
Reading,
Pennsylvania
| $161M | -$2.54M | -2% | 2.93% | 75% | 117 | 9.4% | 1.5 |
|