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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 |
5201
Wealth Quarterback
Toms River,
New Jersey
| $151M | -$13.9M | -8% | 1.47% | 109% | 907 | 13.45% | 0.4 |
|
| 5202 |
SSCM
5202
Summit Street Capital Management
New York
| $150M | -$5.66M | -4% | 3.86% | 217% | 32 | 0% | 3.2 |
|
| 5203 |
5203
WJ Wealth Management
Glendale,
Arizona
| $150M | +$118M | +366% | 0.18% | 90.6% | 57 | 31.58% | 0.9 |
|
| 5204 |
5204
IDG-Accel China Capital GP II Associates
Hong Kong
| $150M | -$28.5M | -16% | 15.8% | – | 2 | 0% | 0.8 |
|
| 5205 |
5205
Cherry Creek Investment Advisors
Englewood,
Colorado
| $150M | -$1.99M | -1% | 0.13% | 151% | 121 | 15.7% | 0.2 |
|
| 5206 |
5206
Mosaic Advisors
Houston,
Texas
| $150M | -$3.18M | -2% | 0.85% | 50.9% | 46 | 28.26% | 0.6 |
|
| 5207 |
5207
Activest Wealth Management
Aventure,
Florida
| $150M | +$17.1M | +13% | 0.94% | 117% | 417 | 27.58% | 0.4 |
|
| 5208 |
5208
HBC Financial Services
Seattle,
Washington
| $150M | +$2.06M | +1% | 0.67% | 12.6% | 203 | 11.82% | 1.2 |
|
| 5209 |
5209
SVB Investment Services
Salt Lake City,
Utah
| $150M | +$24K | +0% | 1.02% | – | 38 | 5.26% | 1.6 |
|
| 5210 |
BRC
5210
BHF RG Capital
Scottsdale,
Arizona
| $150M | +$3.05M | +2% | 0.65% | – | 33 | 30.3% | 1.3 |
|
| 5211 |
OCP
5211
OCO Capital Partners
New York
| $150M | +$6.14M | +4% | 8.35% | 679% | 3 | 0% | 1.3 |
|
| 5212 |
5212
Financial Avengers
Oakland,
California
| $150M | +$1.94M | +1% | 0.22% | 108% | 161 | 3.73% | 0.7 |
|
| 5213 |
5213
Quantamental Technologies
White Plains,
New York
| $150M | +$36.5M | +32% | 3.11% | 24.2% | 425 | 78.59% | 0.1 |
|
| 5214 |
5214
Trinity Financial Advisors
Columbus,
Ohio
| $149M | +$6.69M | +5% | 1.38% | 74.5% | 55 | 9.09% | 0.6 |
|
| 5215 |
5215
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $149M | +$17.4M | +13% | 0.81% | 234% | 183 | 32.79% | 1.6 |
|
| 5216 |
LAI
5216
Legal Advantage Investments
Los Altos Hills,
California
| $149M | +$3.06M | +2% | 0.93% | 116% | 82 | 10.98% | 0.7 |
|
| 5217 |
5217
Meridian Financial Partners
Warrenton,
Virginia
| $149M | +$2.6M | +2% | 0.73% | 80.8% | 82 | 9.76% | 1.6 |
|
| 5218 |
5218
First National Bank of South Miami
South Miami,
Florida
| $149M | +$2.36M | +2% | 0.73% | 35.2% | 344 | 4.65% | 1.9 |
|
| 5219 |
5219
Banco de Sabadell
Miami,
Florida
| $149M | -$1.41M | -0.9% | 1.54% | 75.1% | 129 | 32.56% | 2.8 |
|
| 5220 |
CSA
5220
Cottage Street Advisors
Marion,
Massachusetts
| $149M | -$19.7M | -12% | 0.57% | 95.8% | 106 | 20.75% | 3.2 |
|
| 5221 |
EGVF
5221
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| $149M | +$260K | +0.2% | 0.59% | – | 5 | 0% | 0.8 |
|
| 5222 |
5222
Michael & Susan Dell Foundation
New York
| $149M | -$34.1M | -19% | 9.53% | 238% | 3 | 0% | 1 |
|
| 5223 |
5223
Cox Capital Management
Andover,
Massachusetts
| $148M | -$715K | -0.5% | 2.54% | 106% | 81 | 7.41% | 2.5 |
|
| 5224 |
5224
Camarda Financial Advisors
Fleming Island,
Florida
| $148M | -$13.4M | -8% | 2.21% | 196% | 120 | 67.5% | 1 |
|
| 5225 |
5225
Motive Wealth Advisors
Birmingham,
Michigan
| $148M | +$8.3M | +6% | 0.46% | 73.4% | 78 | 7.69% | 0.2 |
|