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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
Mathes Company
New York
| $274M | -$6.66M | -2% | 1.08% | 121% | 132 | 9.09% | 6.8 |
|
| 5177 |
5177
Shrier Wealth Management
Los Angeles,
California
| $274M | +$19.7M | +8% | 4.15% | – | 134 | 8.21% | 0.2 |
|
| 5178 |
5178
Sittner & Nelson
Eugene,
Oregon
| $274M | -$8.98M | -3% | 0.02% | 88.1% | 573 | 8.03% | 3.3 |
|
| 5179 |
5179
Aventura Private Wealth
Aventura,
Florida
| $273M | -$4.85M | -2% | 3.74% | – | 948 | 14.45% | 1 |
|
| 5180 |
5180
One River Asset Management
Stamford,
Connecticut
| $273M | -$785M | -74% | 12.6% | 27% | 286 | 29.02% | 0.4 |
|
| 5181 |
5181
Fluent Financial
Dallas,
Texas
| $273M | +$10.9M | +4% | 0.07% | 46.9% | 64 | 43.75% | 2.1 |
|
| 5182 |
BE
5182
Bonness Enterprises
Washington,
District of Columbia
| $273M | -$16.6M | -6% | 2.75% | 98.6% | 39 | 2.56% | 11.4 |
|
| 5183 |
5183
Burns Matteson Capital Management
Corning,
New York
| $273M | -$12.3M | -4% | 9.47% | 137% | 242 | 39.26% | 1.5 |
|
| 5184 |
5184
Squadron Capital Management
Westmont,
Illinois
| $273M | +$36.9M | +16% | 39.2% | – | 52 | 65.38% | 0.1 |
|
| 5185 |
5185
Firethorn Wealth Partners
Augusta,
Georgia
| $273M | +$5.37M | +2% | 1.57% | 75.1% | 205 | 14.63% | 2.6 |
|
| 5186 |
LAM
5186
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $273M | -$8.98M | -3% | 2.76% | 124% | 53 | 3.77% | 3.8 |
|
| 5187 |
5187
Richards, Merrill & Peterson
Spokane,
Washington
| $273M | +$11.7M | +4% | 0.52% | – | 295 | 11.53% | 0.9 |
|
| 5188 |
5188
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $273M | +$6.26M | +2% | 0.28% | 87.2% | 164 | 23.17% | 1.7 |
|
| 5189 |
5189
Spinecap SAS
Paris,
France
| $272M | +$39.9M | +17% | 16% | – | 16 | 25% | 0.8 |
|
| 5190 |
5190
Trinity Wealth Management
Berwyn,
Pennsylvania
| $272M | +$862K | +0.3% | 1.5% | 56.7% | 75 | 13.33% | 2.8 |
|
| 5191 |
5191
Stonebridge Financial Planning Group
Orlando,
Florida
| $272M | -$4.69M | -2% | 1.99% | 72.4% | 178 | 9.55% | 3.5 |
|
| 5192 |
5192
Autumn Glory Partners
Dallas,
Texas
| $272M | -$13.1M | -5% | 3.11% | 76% | 224 | 16.07% | 2.1 |
|
| 5193 |
5193
Wealthedge Investment Advisors
New York
| $272M | +$1.85M | +0.7% | 5.3% | – | 162 | 31.48% | 0.8 |
|
| 5194 |
5194
Sims Investment Management
Cincinnati,
Ohio
| $272M | -$10.8M | -4% | 1.57% | – | 45 | 26.67% | 1.1 |
|
| 5195 |
5195
Bourne Lent Asset Management
Pawling,
New York
| $272M | -$29.4M | -10% | 6.85% | 95.1% | 65 | 6.15% | 7.7 |
|
| 5196 |
5196
Swan Capital
Pensacola,
Florida
| $272M | +$14.9M | +6% | 1.85% | 47.9% | 620 | 28.23% | 1.1 |
|
| 5197 |
5197
Seldon Capital
San Francisco,
California
| $272M | -$16.8M | -6% | 8.24% | 604% | 71 | 16.9% | 2.5 |
|
| 5198 |
FG
5198
Franchise GP
Grand Cayman,
| $272M | +$183M | +206% | 11.4% | – | 38 | 42.11% | 0.2 |
|
| 5199 |
5199
RJA Asset Management
Stamford,
Connecticut
| $272M | -$10.7M | -4% | 8.41% | 80.2% | 4 | 25% | 2.1 |
|
| 5200 |
BWIA
5200
Bryant Woods Investment Advisors
Getzville,
New York
| $272M | +$13.8M | +5% | 1.65% | 74.4% | 60 | 21.67% | 2.6 |
|