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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
Kinsale Capital Group
Richmond,
Virginia
| $165M | +$28.2M | +21% | 5.2% | 70.9% | 35 | 8.57% | 0.5 |
|
| 5202 |
PHM
5202
Prospect Hill Management
Short Hills,
New Jersey
| $165M | +$25.3M | +18% | 18.4% | 85.1% | 15 | 6.67% | 2.1 |
|
| 5203 |
5203
Watershed Private Wealth
Oak Brook,
Illinois
| $165M | +$17.2M | +12% | 6.67% | 71.4% | 91 | 14.29% | 0.4 |
|
| 5204 |
5204
Kercheville Advisors
San Antonio,
Texas
| $165M | +$19.3M | +13% | 18.3% | 261% | 81 | 13.58% | 1.7 |
|
| 5205 |
5205
Independent Family Office
Albany,
New York
| $165M | -$8.24M | -5% | 4.98% | 68.4% | 74 | 13.51% | 2.4 |
|
| 5206 |
5206
Armor Investment Advisors
Raleigh,
North Carolina
| $165M | -$10M | -6% | 4.77% | 56.6% | 181 | 15.47% | 3.7 |
|
| 5207 |
5207
Linse Capital
San Juan,
Puerto Rico
| $165M | – | – | 16.8% | – | 2 | – | 1.5 |
|
| 5208 |
5208
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $165M | +$23.5M | +17% | 15% | 203% | 92 | 11.96% | 2 |
|
| 5209 |
5209
Cincinnati Casualty Company
Fairfield,
Ohio
| $165M | +$5.25M | +3% | 4.05% | 56% | 26 | 0% | 7.8 |
|
| 5210 |
5210
Agate Pass Investment Management
Bainbridge Island,
Washington
| $165M | +$11.9M | +8% | 5.45% | 76% | 97 | 7.22% | 1.3 |
|
| 5211 |
5211
Riverstone Advisors
New Braunfels,
Texas
| $165M | +$8.17M | +5% | 8.39% | 104% | 55 | 12.73% | 2.2 |
|
| 5212 |
5212
HMS Capital Management
Nashville,
Tennessee
| $165M | +$5.93M | +4% | 9.3% | 140% | 117 | 19.66% | 2.1 |
|
| 5213 |
5213
Boyd Wealth Management
Sacramento,
California
| $165M | +$20.5M | +14% | 3.58% | 56.8% | 45 | 24.44% | 1.2 |
|
| 5214 |
5214
Clarus Wealth Advisors
Peoria,
Arizona
| $165M | +$5.66M | +4% | 6.13% | 89.7% | 140 | 22.14% | 1.7 |
|
| 5215 |
5215
Birch Capital Management
Dallas,
Texas
| $165M | +$9.26M | +6% | 6.5% | 48.4% | 104 | 6.73% | 2.7 |
|
| 5216 |
5216
Asset Management Resources
Hyannis,
Massachusetts
| $165M | +$7.58M | +5% | 4.46% | – | 62 | 12.9% | 1.1 |
|
| 5217 |
DRD
5217
Dennis R. Delaney
| $164M | +$47M | +40% | 6.73% | 84.3% | 51 | 7.84% | 5.5 |
|
| 5218 |
5218
Stonebridge Financial Planning Group
Orlando,
Florida
| $164M | +$9.15M | +6% | 6.99% | 67.2% | 135 | 11.85% | 2.3 |
|
| 5219 |
5219
Hanwha Asset Management
Seoul,
South Korea
| $164M | +$20.1M | +14% | 14% | – | 1 | 0% | 0.5 |
|
| 5220 |
5220
Left Brain Wealth Management
Naperville,
Illinois
| $164M | +$16.9M | +11% | 15% | 357% | 87 | 20.69% | 0.4 |
|
| 5221 |
5221
Axis Capital Holdings
Pembroke,
| $164M | +$11.9M | +8% | 7.86% | 67% | 3 | 0% | 6.6 |
|
| 5222 |
SAMT
5222
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $164M | +$50.4M | +44% | 6.34% | 68.4% | 70 | 18.57% | 3.2 |
|
| 5223 |
5223
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $164M | +$4.27M | +3% | 3.29% | 44.1% | 32 | 12.5% | 3.7 |
|
| 5224 |
HIS
5224
Horizon Investment Services
Hammond,
Indiana
| $164M | +$7.89M | +5% | 10.2% | 250% | 117 | 19.66% | 2.9 |
|
| 5225 |
5225
Trinity Wealth Management
Berwyn,
Pennsylvania
| $164M | +$11.3M | +7% | 4.1% | 56.7% | 48 | 29.17% | 1.9 |
|