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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Provence Wealth Management Group
Irvine,
California
| $186M | +$23M | +14% | 11% | – | 486 | 8.02% | 0.5 |
|
| 5227 |
5227
Marks Wealth
Annapolis,
Maryland
| $186M | +$183M | +6,960% | 8.35% | 165% | 15 | 73.33% | 0.7 |
|
| 5228 |
WAM
5228
Westport Asset Management
Southport,
Connecticut
| $186M | +$16.3M | +10% | 14.1% | 64.2% | 73 | 0% | 6.3 |
|
| 5229 |
5229
Stelac Advisory Services
New York
| $186M | +$2.3M | +1% | 11.6% | 84.9% | 106 | 17.92% | 4.6 |
|
| 5230 |
5230
FIDELIS iM
Medford,
Oregon
| $186M | +$15M | +9% | 8.93% | 44.8% | 17 | 5.88% | 2.3 |
|
| 5231 |
5231
FourWorld Capital Management
New York
| $186M | -$345M | -65% | 4.82% | 132% | 30 | 60% | 1.1 |
|
| 5232 |
5232
Breakout Capital Partners
New York
| $186M | – | – | 19% | – | 9 | – | 0 |
|
| 5233 |
5233
Anfield Capital Management
Irvine,
California
| $186M | -$24.2M | -12% | 9.64% | 65.3% | 85 | 10.59% | 1.5 |
|
| 5234 |
5234
IMZ Advisory
Boca Raton,
Florida
| $186M | – | – | 9.96% | 73.1% | 34 | – | 0 |
|
| 5235 |
5235
Evergreen Private Wealth
Greenwood Village,
Colorado
| $185M | – | – | 11.4% | 80.2% | 225 | – | 0 |
|
| 5236 |
5236
Luken Investment Analytics
Brentwood,
Tennessee
| $185M | +$12.9M | +7% | 8.62% | 51% | 141 | 8.51% | 2.2 |
|
| 5237 |
5237
Amtrust Financial Services
New York
| $185M | +$17M | +10% | 9.47% | 61.9% | 15 | 0% | 2.5 |
|
| 5238 |
ALAM
5238
Asahi Life Asset Management
Tokyo,
Japan
| $185M | -$105M | -36% | 12.9% | 133% | 247 | 60.73% | 1.8 |
|
| 5239 |
5239
Act Wealth Management
Plano,
Texas
| $185M | +$36.4M | +24% | 9.53% | 70% | 47 | 25.53% | 1.8 |
|
| 5240 |
HIS
5240
Horizon Investment Services
Hammond,
Indiana
| $185M | +$18.9M | +11% | 12.1% | 250% | 121 | 27.27% | 3 |
|
| 5241 |
HCA
5241
Hyperion Capital Advisors
New York
| $185M | +$2.71M | +1% | 12.7% | 86.1% | 67 | 14.93% | 2.5 |
|
| 5242 |
5242
Daily Journal Corp
Los Angeles,
California
| $185M | +$26.4M | +17% | 17.9% | 109% | 4 | 0% | 8.2 |
|
| 5243 |
5243
Leisure Capital Management
Costa Mesa,
California
| $185M | +$11.1M | +6% | 11.4% | 111% | 140 | 12.86% | 4.8 |
|
| 5244 |
5244
Worth Venture Partners
Fort Lee,
New Jersey
| $185M | +$16.5M | +10% | 23.8% | 105% | 185 | 44.32% | 1 |
|
| 5245 |
5245
Mine & Arao Wealth Creation & Management
Campbell,
California
| $185M | +$20.5M | +12% | 12.6% | 105% | 330 | 6.97% | 3 |
|
| 5246 |
GF
5246
Genesis Fortune
Grand Cayman,
Cayman Islands
| $185M | – | – | 5.23% | – | 1 | – | 0 |
|
| 5247 |
BIA
5247
Bigelow Investment Advisors
Portland,
Maine
| $185M | +$10.8M | +6% | 9.48% | 75.7% | 153 | 6.54% | 3.6 |
|
| 5248 |
5248
Blue Door Asset Management
Stamford,
Connecticut
| $185M | +$43.8M | +31% | 12.8% | 127% | 26 | 38.46% | 1.1 |
|
| 5249 |
5249
Barrett & Company
Providence,
Rhode Island
| $185M | +$14.9M | +9% | 9.99% | 83.6% | 645 | 6.67% | 1.2 |
|
| 5250 |
5250
G.F.W. Energy XII
Dallas,
Texas
| $185M | -$106M | -36% | 16.4% | 68.9% | 5 | 40% | 0.4 |
|