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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
ShariaPortfolio
Lake Mary,
Florida
| $261M | +$27.8M | +12% | 13.2% | 254% | 25 | 12% | 1.5 |
|
| 5227 |
5227
Aegis Financial
Mc Lean,
Virginia
| $261M | +$91.4M | +54% | 36.7% | 266% | 27 | 11.11% | 2.7 |
|
| 5228 |
HCM
5228
Harspring Capital Management
New York
| $261M | -$23M | -8% | 0.97% | 70.6% | 17 | 11.76% | 3.5 |
|
| 5229 |
5229
Forza Wealth Management
Sarasota,
Florida
| $261M | +$17.2M | +7% | 6.29% | 69.8% | 199 | 9.55% | 2.2 |
|
| 5230 |
5230
AXQ Capital
Jersey City,
New Jersey
| $261M | -$48.6M | -16% | 5.58% | 35.5% | 876 | 74.77% | 0.2 |
|
| 5231 |
5231
Mendon Capital Advisors
Key Largo,
Florida
| $261M | +$54.4M | +26% | 4.14% | – | 76 | 44.74% | 1.5 |
|
| 5232 |
5232
Mullooly Asset Management
Wall Township,
New Jersey
| $261M | +$22.5M | +9% | 6.4% | – | 51 | 7.84% | 0.5 |
|
| 5233 |
5233
Retirement Capital Strategies
San Jose,
California
| $261M | +$8.3M | +3% | 5.41% | 59% | 64 | 3.13% | 3 |
|
| 5234 |
5234
Strait & Sound Wealth Management
San Francisco,
California
| $261M | +$25.2M | +11% | 9.6% | 74% | 151 | 5.96% | 1.8 |
|
| 5235 |
5235
Hamilton Capital Partners
Atlanta,
Georgia
| $261M | +$52M | +25% | 16.1% | – | 26 | 26.92% | 0.6 |
|
| 5236 |
5236
Greenbush Financial Group
Albany,
New York
| $261M | +$31.1M | +14% | 7.44% | – | 32 | 0% | 0.7 |
|
| 5237 |
5237
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $261M | +$11.6M | +5% | 9.21% | 73.6% | 28 | 7.14% | 5.6 |
|
| 5238 |
5238
Cumberland Advisors
Sarasota,
Florida
| $261M | +$22.8M | +10% | 8.52% | 80.7% | 49 | 2.04% | 5 |
|
| 5239 |
5239
Sanofi
Paris,
France
| $260M | +$84.6M | +48% | 51.8% | – | 11 | 27.27% | 0.6 |
|
| 5240 |
5240
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $260M | +$29.7M | +13% | 9.76% | 98.6% | 155 | 18.71% | 4.8 |
|
| 5241 |
5241
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $260M | +$21.4M | +9% | 6.2% | 68.8% | 133 | 7.52% | 2.8 |
|
| 5242 |
5242
Ananym Capital Management
New York
| $260M | +$27M | +12% | 6.56% | – | 14 | 28.57% | 0.7 |
|
| 5243 |
GPC
5243
Guardian Point Capital
Charlottesville,
Virginia
| $260M | +$41.6M | +19% | 7.9% | 142% | 12 | 16.67% | 2.3 |
|
| 5244 |
5244
GPM Growth Investors
Bloomfield Hills,
Michigan
| $260M | +$8.1M | +3% | 6.28% | – | 42 | 0% | 3.6 |
|
| 5245 |
5245
Carnegie Lake Advisors
Princeton,
New Jersey
| $260M | +$7.27M | +3% | 5.92% | – | 171 | 7.6% | 0.9 |
|
| 5246 |
5246
Campbell Capital Management
Miami,
Florida
| $260M | +$3.24M | +1% | 12.8% | – | 60 | 41.67% | 2 |
|
| 5247 |
FSA
5247
Financial Services Advisory
Rockville,
Maryland
| $260M | +$52.4M | +25% | 7.56% | 82.5% | 72 | 41.67% | 1 |
|
| 5248 |
5248
American Financial Group
Cincinnati,
Ohio
| $259M | -$7.15M | -3% | 9.52% | 32.5% | 61 | 3.28% | 6.6 |
|
| 5249 |
5249
1776 Wealth
Atlanta,
Georgia
| $259M | +$16.6M | +7% | 11.9% | 90.4% | 154 | 16.23% | 3 |
|
| 5250 |
CAM
5250
CPA Asset Management
West Palm Beach,
Florida
| $259M | +$21.5M | +9% | 6.38% | 53.3% | 90 | 8.89% | 2.1 |
|