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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
Oakhurst Advisors
Los Angeles,
California
| $140M | -$132M | -48% | 4.72% | – | 5 | 0% | 1 |
|
| 5202 |
5202
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $140M | -$3.68M | -3% | 11.6% | 41.2% | 72 | 13.89% | 0.4 |
|
| 5203 |
5203
HC Advisors
Sandy Springs,
Georgia
| $140M | -$17.2M | -11% | 12.2% | 63.5% | 87 | 12.64% | 1.6 |
|
| 5204 |
LBC
5204
Lawrence B. Cohen
| $140M | -$28.4M | -17% | 16.7% | 41.8% | 65 | 7.69% | 5.5 |
|
| 5205 |
5205
Soundmark Wealth Management
Kirkland,
Washington
| $140M | -$2.42M | -2% | 12.9% | 17.2% | 65 | 20% | 1.2 |
|
| 5206 |
5206
Sandbox Financial Partners
Bethesda,
Maryland
| $140M | -$34.6M | -20% | 16.9% | 69.6% | 100 | 18% | 1 |
|
| 5207 |
LR
5207
Library Research
Hong Kong
| $140M | +$16.4M | +13% | 20.5% | 22.4% | 5 | 0% | 1.2 |
|
| 5208 |
MIC
5208
Maxi Investments CY
Limassol,
Cyprus
| $140M | -$30M | -18% | 8.44% | 67.1% | 65 | 30.77% | 0.4 |
|
| 5209 |
5209
Naman Capital
Sao Paulo,
Brazil
| $140M | -$13.4M | -9% | 11.2% | 89.9% | 17 | 0% | 2.9 |
|
| 5210 |
5210
Aisling Capital Management
New York
| $140M | -$45.1M | -24% | 3.25% | 793% | 21 | 9.52% | 2.3 |
|
| 5211 |
5211
Birch Capital Management
Dallas,
Texas
| $140M | -$22.5M | -14% | 12.3% | 48.4% | 104 | 20.19% | 1.9 |
|
| 5212 |
5212
PCG Wealth Advisors
Overland Park,
Kansas
| $140M | -$17.3M | -11% | 13.9% | 87% | 97 | 20.62% | 0.4 |
|
| 5213 |
5213
Equinox Partners Investment Management
Stamford,
Connecticut
| $140M | -$36.2M | -21% | 26.3% | 241% | 12 | 0% | 1.9 |
|
| 5214 |
5214
WestBridge Capital Management
Trianon,
Mauritius
| $140M | -$69.1M | -33% | 8.64% | 33.3% | 3 | 33.33% | 1 |
|
| 5215 |
5215
ARQ Wealth Advisors
Scottsdale,
Arizona
| $140M | -$8.79M | -6% | 14.4% | 53.3% | 52 | 9.62% | 1.7 |
|
| 5216 |
SVG
5216
Sun Valley Gold
Sun Valley,
Idaho
| $140M | -$52.9M | -27% | 26.4% | 160% | 11 | 18.18% | 3 |
|
| 5217 |
5217
Libra Wealth
Los Gatos,
California
| $140M | -$34.9M | -20% | 12% | 58.2% | 55 | 63.64% | 0.2 |
|
| 5218 |
5218
Chou Associates Management
Toronto,
Ontario, Canada
| $140M | -$48.4M | -26% | 16.4% | 66.4% | 21 | 23.81% | 5.1 |
|
| 5219 |
GIM
5219
Greenwich Investment Management
Norwalk,
Connecticut
| $140M | -$27.2M | -16% | 13.4% | – | 69 | 24.64% | 2.6 |
|
| 5220 |
5220
Theory Financial
Fort Collins,
Colorado
| $139M | -$11.6M | -8% | 10.9% | 54.5% | 70 | 32.86% | 0.4 |
|
| 5221 |
5221
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $139M | -$50.2M | -26% | 13.7% | 72.4% | 90 | 50% | 0.6 |
|
| 5222 |
5222
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $139M | -$23.5M | -14% | 11.5% | 61.1% | 117 | 3.42% | 5.6 |
|
| 5223 |
5223
Divergent Planning
Bethesda,
Maryland
| $139M | -$17.1M | -11% | 12.9% | 43.3% | 23 | 30.43% | 1.1 |
|
| 5224 |
5224
Resolute Capital Asset Partners
Denver,
Colorado
| $139M | -$17.4M | -11% | 10.5% | 657% | 56 | 64.29% | 0.2 |
|
| 5225 |
5225
Rain Capital Management
Lake Oswego,
Oregon
| $139M | +$25.2M | +22% | 7.44% | 18.2% | 62 | 27.42% | 2.7 |
|