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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
LFP
5201
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $311M | +$34.8M | +13% | 12% | 65.4% | 99 | 21.21% | 1.8 |
|
| 5202 |
5202
IES Holdings
Houston,
Texas
| $311M | +$96.6M | +45% | 25.7% | – | 18 | 33.33% | 0.3 |
|
| 5203 |
5203
Claar Advisors
New York
| $310M | +$15.3M | +5% | 11.3% | 65.5% | 17 | 11.76% | 5 |
|
| 5204 |
5204
Applied Capital
Little Rock,
Arkansas
| $310M | +$42.5M | +16% | 11.5% | 52.6% | 54 | 9.26% | 2.9 |
|
| 5205 |
5205
Stash Investments
New York
| $310M | +$52.4M | +20% | 8.25% | 40.7% | 17 | 70.59% | 0.7 |
|
| 5206 |
5206
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $310M | +$10.7M | +4% | 10.8% | 63.9% | 149 | 8.05% | 6.4 |
|
| 5207 |
5207
Firethorn Wealth Partners
Augusta,
Georgia
| $310M | +$37.5M | +14% | 13.3% | 75.1% | 212 | 16.04% | 2.6 |
|
| 5208 |
BE
5208
Bonness Enterprises
Washington,
District of Columbia
| $310M | +$36.9M | +14% | 26.2% | 98.6% | 39 | 5.13% | 12.2 |
|
| 5209 |
5209
GKV Capital Management
Walnut Creek,
California
| $310M | +$43.3M | +16% | 24.7% | – | 91 | 12.09% | 1.3 |
|
| 5210 |
5210
Sonata Capital Group
Seattle,
Washington
| $310M | +$38.8M | +14% | 12.6% | 66.5% | 133 | 11.28% | 5.8 |
|
| 5211 |
5211
Tanglewood Legacy Advisors
Houston,
Texas
| $310M | +$33.4M | +12% | 12.3% | 61.1% | 284 | 6.69% | 2.8 |
|
| 5212 |
RCM
5212
Ratan Capital Management
Miami Beach,
Florida
| $310M | +$40.5M | +15% | 117% | 616% | 55 | 50.91% | 1.8 |
|
| 5213 |
5213
Outlook Capital Management
Arlington Heights,
Illinois
| $310M | – | – | 161% | – | 42 | – | 0 |
|
| 5214 |
5214
One River Asset Management
Stamford,
Connecticut
| $310M | +$36.5M | +13% | 4.75% | 27% | 297 | 31.31% | 0.6 |
|
| 5215 |
5215
Blue Water Asset Management
Grand Rapids,
Michigan
| $310M | +$20.4M | +7% | 6.38% | – | 110 | 8.18% | 0.5 |
|
| 5216 |
OFCM
5216
One Fin Capital Management
San Francisco,
California
| $310M | +$29.5M | +11% | 14.5% | 92% | 29 | 55.17% | 0.4 |
|
| 5217 |
DI
5217
Disciplined Investments
Tulsa,
Oklahoma
| $310M | +$31.1M | +11% | 9.79% | 51.4% | 147 | 6.12% | 3.9 |
|
| 5218 |
BFM
5218
Blacksheep Fund Management
Co. Dublin,
Ireland
| $310M | +$62.4M | +25% | 7.19% | 71.5% | 8 | 12.5% | 1.7 |
|
| 5219 |
5219
Axis Capital Holdings
Pembroke,
| $309M | +$38.9M | +14% | 14.4% | 76% | 3 | 0% | 5.4 |
|
| 5220 |
5220
SmartHarvest Portfolios
Poulsbo,
Washington
| $309M | +$69.6M | +29% | 25% | – | 489 | 26.58% | 0.4 |
|
| 5221 |
BNMT
5221
Bawa N Mallick Trust
Forest Hills,
New York
| $309M | +$64.9M | +27% | 22.8% | – | 78 | 11.54% | 1.3 |
|
| 5222 |
VC
5222
Vision Capital
Toronto,
Ontario, Canada
| $309M | -$88.4M | -22% | 6.59% | 19.8% | 21 | 61.9% | 0.8 |
|
| 5223 |
EFM
5223
Eley Financial Management
South Burlington,
Vermont
| $309M | +$31.7M | +11% | 12% | 69.7% | 72 | 4.17% | 2.8 |
|
| 5224 |
GAMC
5224
Garner Asset Management Corp
Plano,
Texas
| $308M | +$53.4M | +21% | 24.6% | 103% | 173 | 12.14% | 4.9 |
|
| 5225 |
5225
Financial Council
Towson,
Maryland
| $308M | +$49.1M | +19% | 18.7% | 80% | 110 | 11.82% | 2.7 |
|