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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Forum Private Client Group
Fishers,
Indiana
| $138M | +$8.72M | +7% | 9.99% | 47.9% | 69 | 11.59% | 0.2 |
|
| 5252 |
5252
Birchview Capital
Burlington,
Vermont
| $137M | -$1.43M | -1% | 0.42% | 327% | 64 | 7.81% | 2.6 |
|
| 5253 |
5253
Ridgecrest Wealth Partners
Mill Valley,
California
| $137M | -$20.1M | -13% | 13.5% | 103% | 113 | 9.73% | 1.1 |
|
| 5254 |
5254
Peregrine Asset Advisers
Portland,
Oregon
| $137M | -$58.2M | -30% | 11.7% | 182% | 131 | 54.2% | 2.8 |
|
| 5255 |
FCPV
5255
FS Capital Partners VI
Los Angeles,
California
| $137M | -$122M | -47% | 47.1% | – | 1 | 0% | 0.5 |
|
| 5256 |
5256
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $137M | -$19.5M | -12% | 11.7% | 65.5% | 371 | 19.68% | 3.3 |
|
| 5257 |
DFS
5257
Dixon Fnancial Services
Lafayette,
California
| $137M | +$5.76M | +4% | 13.4% | 76.6% | 24 | 4.17% | 0.5 |
|
| 5258 |
5258
Aristotle Pacific Capital
Newport Beach,
California
| $137M | +$22.7M | +20% | 10% | 1.84% | 13 | 23.08% | 1 |
|
| 5259 |
5259
Salem Capital Management
Woburn,
Massachusetts
| $137M | -$41.2M | -23% | 11.2% | 32.3% | 69 | 17.39% | 6.7 |
|
| 5260 |
5260
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $137M | +$24.1M | +21% | 20.1% | 116% | 19 | 31.58% | 0.3 |
|
| 5261 |
5261
Wolff Wiese Magana
Carslbad,
California
| $137M | -$12.2M | -8% | 13.7% | 149% | 1,013 | 21.03% | 1.1 |
|
| 5262 |
5262
Astoria Portfolio Advisors
New York
| $137M | +$9.05M | +7% | 11.3% | 75.4% | 168 | 32.14% | 0.3 |
|
| 5263 |
5263
H&H Retirement Design & Management
Las Vegas,
Nevada
| $137M | -$9.8M | -7% | 10.6% | 38.4% | 75 | 30.67% | 0.9 |
|
| 5264 |
5264
S.A. Mason
Holland,
Michigan
| $137M | -$23.4M | -15% | 13% | 116% | 334 | 3.59% | 2.1 |
|
| 5265 |
5265
Susquehanna International Securities
Dublin,
Ireland
| $137M | +$9.16M | +7% | 17.4% | 2.8% | 31 | 45.16% | 0.4 |
|
| 5266 |
5266
Briggs Advisory Group
Lincoln,
Rhode Island
| $137M | -$13.8M | -9% | 14.5% | – | 57 | 19.3% | 0.4 |
|
| 5267 |
5267
Value Star Asset Management
Hong Kong
| $137M | -$39.5M | -22% | – | – | 31 | 19.35% | 0.7 |
|
| 5268 |
5268
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| $137M | -$19.5M | -12% | 13.7% | – | 64 | 7.81% | 0.5 |
|
| 5269 |
5269
Warther Private Wealth
Akron,
Ohio
| $137M | -$16.8M | -11% | 16.2% | 94.1% | 141 | 29.79% | 0.8 |
|
| 5270 |
5270
Silicon Hills Wealth Management
Austin,
Texas
| $137M | -$20.1M | -13% | 14.5% | 30.9% | 116 | 26.72% | 1.6 |
|
| 5271 |
5271
Horiko Capital Management
New York
| $137M | -$105M | -44% | 15.5% | 275% | 32 | 31.25% | 1.8 |
|
| 5272 |
5272
RIT Capital Partners
London,
United Kingdom
| $137M | -$104M | -43% | 13.5% | 71.4% | 15 | 46.67% | 0.5 |
|
| 5273 |
5273
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $136M | -$13.2M | -9% | 11.3% | 64.7% | 54 | 18.52% | 0.4 |
|
| 5274 |
5274
ACT Advisors
Asheville,
North Carolina
| $136M | -$19M | -12% | 11.4% | 75.4% | 31 | 29.03% | 1 |
|
| 5275 |
RMSCM
5275
R.M. Sincerbeaux Capital Management
New York
| $136M | -$21.6M | -14% | 11.7% | 76.4% | 46 | 6.52% | 7.1 |
|