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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
Seldon Capital
San Francisco,
California
| $170M | +$14.6M | +9% | 0.47% | 604% | 295 | 3.05% | 0.2 |
|
| 5202 |
5202
Scott Capital Advisors
Portland,
Oregon
| $170M | +$5.9M | +4% | 5.38% | 50.9% | 45 | 15.56% | 0.2 |
|
| 5203 |
5203
Wahed Invest
New York
| $170M | -$9.9M | -5% | 1.23% | 140% | 244 | 38.93% | 0.2 |
|
| 5204 |
5204
Mason Street Advisors
Milwaukee,
Wisconsin
| $170M | +$32.2M | +23% | 4.61% | 32% | 11 | 18.18% | 3.7 |
|
| 5205 |
PHM
5205
Prospect Hill Management
Short Hills,
New Jersey
| $170M | -$3.62M | -2% | 2.61% | 85.1% | 16 | 12.5% | 1.1 |
|
| 5206 |
5206
Ayrshire Capital Management
Westport,
Connecticut
| $170M | -$27.4M | -14% | 6.49% | 84.8% | 58 | 15.52% | 1.9 |
|
| 5207 |
5207
Phoenician Capital
New York
| $170M | -$39M | -19% | 5.47% | 41.1% | 13 | 0% | 1.5 |
|
| 5208 |
5208
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $169M | -$1.49M | -0.9% | 0.93% | 88.9% | 33 | 0% | 3.7 |
|
| 5209 |
5209
EnCap Energy Capital Fund VIII
Houston,
Texas
| $169M | – | – | 29.5% | 6.16% | 3 | – | 0 |
|
| 5210 |
5210
Eos Management LP
New York
| $169M | -$527K | -0.3% | 2.83% | 149% | 33 | 9.09% | 3.8 |
|
| 5211 |
5211
Tree Line Advisors
Central,
Hong Kong
| $169M | -$161M | -49% | 7.91% | 670% | 7 | 42.86% | 1.1 |
|
| 5212 |
5212
Friedenthal Financial
Marlton,
New Jersey
| $169M | +$7.83M | +5% | 2.76% | 105% | 82 | 41.46% | 2.7 |
|
| 5213 |
5213
Soditic Asset Management
Tonbridge,
United Kingdom
| $169M | -$25.1M | -13% | 4.54% | 23.4% | 19 | 10.53% | 1 |
|
| 5214 |
5214
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $169M | -$6.68M | -4% | 4.34% | 45.1% | 32 | 9.38% | 4.9 |
|
| 5215 |
5215
Fulcrum Equity Management
Plano,
Texas
| $169M | -$98.5M | -37% | 0.05% | 116% | 207 | 63.29% | 0.9 |
|
| 5216 |
LBC
5216
Lawrence B. Cohen
| $169M | -$87.4M | -34% | 6.36% | 41.8% | 100 | 39% | 5.3 |
|
| 5217 |
5217
Watchman Group
Plano,
Texas
| $169M | -$22.2M | -12% | 6.67% | 54% | 87 | 25.29% | 1.5 |
|
| 5218 |
5218
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| $169M | -$9.7M | -5% | 4.79% | 31.6% | 99 | 28.28% | 0.2 |
|
| 5219 |
5219
Alta Wealth Advisors
Woburn,
Massachusetts
| $169M | +$6.28M | +4% | 6.43% | 120% | 165 | 24.85% | 0.9 |
|
| 5220 |
I2I
5220
Insight 2811 Inc
Chicago,
Illinois
| $169M | -$7.73M | -4% | 2.6% | 30.8% | 97 | 23.71% | 3.2 |
|
| 5221 |
5221
Precision Wealth Strategies
Saint Louis,
Missouri
| $168M | +$29.7M | +21% | 4.09% | 106% | 183 | 34.97% | 0.6 |
|
| 5222 |
5222
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $168M | -$12.3M | -7% | 3.64% | 56.8% | 68 | 8.82% | 2.2 |
|
| 5223 |
5223
Seelaus Asset Management
Chatham,
New Jersey
| $168M | -$15.9M | -9% | 0.9% | 134% | 310 | 24.19% | 1.6 |
|
| 5224 |
5224
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $168M | -$105M | -38% | 36.7% | 40.8% | 2 | 0% | 0.3 |
|
| 5225 |
5225
Capital Wealth Alliance
Scottsdale,
Arizona
| $168M | -$3.3M | -2% | 1.3% | 124% | 157 | 23.57% | 1.4 |
|