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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 |
RCM
5226
Ratan Capital Management
Miami Beach,
Florida
| $269M | -$94.2M | -26% | 3.79% | 616% | 44 | 34.09% | 2.4 |
|
| 5227 |
ML
5227
MTCO Ltd
Nassau,
| $269M | +$22.1M | +9% | 6.37% | – | 2 | 0% | 0.5 |
|
| 5228 |
5228
Union Heritage Capital
Bloomfield Hills,
Michigan
| $269M | -$26M | -9% | 2.65% | 82.1% | 65 | 12.31% | 4 |
|
| 5229 |
5229
Summit Investment Advisory Services
Roseville,
Minnesota
| $269M | +$4.23M | +2% | 2.46% | 74.2% | 85 | 8.24% | 1.4 |
|
| 5230 |
5230
Stableford Capital II
Scottsdale,
Arizona
| $269M | -$7.64M | -3% | 2.68% | 66.9% | 162 | 21.6% | 1.9 |
|
| 5231 |
HIC
5231
Harbor Island Capital
Topsfield,
Massachusetts
| $269M | +$8.37M | +3% | 4.36% | 218% | 16 | 6.25% | 6.8 |
|
| 5232 |
5232
Martin Capital Partners
Eugene,
Oregon
| $269M | +$3.25M | +1% | 7.35% | 42.3% | 72 | 8.33% | 4.4 |
|
| 5233 |
5233
Holistic Financial Partners
Indianapolis,
Indiana
| $269M | -$6.73M | -2% | 3.02% | 95.7% | 152 | 14.47% | 3.4 |
|
| 5234 |
5234
Wittenberg Investment Management
Carlisle,
Massachusetts
| $269M | +$8.31M | +3% | 2.13% | 89.9% | 77 | 10.39% | 5.5 |
|
| 5235 |
5235
Spectrum Wealth Advisory Group
Granite Bay,
California
| $269M | -$3.09M | -1% | 2.77% | 76.1% | 61 | 11.48% | 3 |
|
| 5236 |
5236
Breakwater Investment Management
Seattle,
Washington
| $269M | -$7.45M | -3% | 1.77% | – | 575 | 25.57% | 1.2 |
|
| 5237 |
5237
Power Wealth Management
Alpharetta,
Georgia
| $269M | -$15.3M | -5% | 2.06% | 41.8% | 104 | 17.31% | 1.6 |
|
| 5238 |
5238
Strait & Sound Wealth Management
San Francisco,
California
| $269M | -$118K | -0% | 3.3% | 74% | 177 | 18.64% | 1.9 |
|
| 5239 |
5239
Northstar Advisory Group
Northfield,
New Jersey
| $269M | -$12.9M | -5% | 1.97% | 141% | 137 | 35.77% | 1.8 |
|
| 5240 |
5240
Untitled Investments
New York
| $269M | -$64.3M | -19% | 6.67% | 79.6% | 20 | 35% | 1.6 |
|
| 5241 |
5241
National Wealth Management Group
Cincinnati,
Ohio
| $269M | -$20M | -7% | 0.73% | 128% | 262 | 24.81% | 1.5 |
|
| 5242 |
5242
Prosperitas Financial
Valencia,
California
| $268M | +$11.2M | +4% | 2.67% | 118% | 102 | 32.35% | 1.2 |
|
| 5243 |
5243
Nvest Financial
Portsmouth,
New Hampshire
| $268M | +$27.9M | +12% | 1.53% | 92.8% | 142 | 12.68% | 1.8 |
|
| 5244 |
5244
Foursixthree Capital
New York
| $268M | +$10.9M | +4% | 2.58% | – | 22 | 45.45% | 0.8 |
|
| 5245 |
5245
AIP LLC
New York
| $268M | -$100M | -27% | 25.8% | 54.9% | 3 | 0% | 1.9 |
|
| 5246 |
5246
Persistent Asset Partners
Hong Kong
| $268M | +$45.6M | +20% | 35.4% | – | 508 | 65.35% | 0.3 |
|
| 5247 |
5247
BCU Wealth Advisors
Vernon Hills,
Illinois
| $268M | +$6.91M | +3% | 0.47% | 57.7% | 64 | 10.94% | 1.6 |
|
| 5248 |
5248
VarCov Co
Darien,
Connecticut
| $268M | +$14.9M | +6% | 0.71% | – | 695 | 85.04% | 0.1 |
|
| 5249 |
5249
Worth Asset Management
Dallas,
Texas
| $268M | +$32.4M | +14% | 1.8% | 115% | 209 | 37.8% | 1.2 |
|
| 5250 |
5250
Colorado Capital Management
Boulder,
Colorado
| $268M | +$1.84M | +0.7% | 1.67% | 60.4% | 110 | 9.09% | 5.3 |
|