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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 |
CWM
5251
Capital Wealth Management
W. Warwick,
Rhode Island
| $148M | +$18.8M | +15% | 5.89% | 51.3% | 54 | 31.48% | 1.9 |
|
| 5252 |
NICM
5252
Neo Ivy Capital Management
New York
| $148M | +$110M | +289% | 7.23% | – | 582 | 80.93% | 0.2 |
|
| 5253 |
SST
5253
S Squared Technology
New York
| $148M | +$11.1M | +8% | 13.4% | 223% | 35 | 17.14% | 3.2 |
|
| 5254 |
PFA
5254
Professional Financial Advisors
North Platte,
Nebraska
| $148M | -$14.4M | -9% | 8.22% | 59.2% | 515 | 87.18% | 2.1 |
|
| 5255 |
5255
WorthPointe
La Jolla,
California
| $148M | +$28.6M | +24% | 9.44% | 59.7% | 53 | 26.42% | 0.6 |
|
| 5256 |
5256
Q3 Asset Management
Birmingham,
Michigan
| $148M | +$10.3M | +7% | 9.61% | 96.2% | 68 | 70.59% | 0.4 |
|
| 5257 |
HPC
5257
Hobart Private Capital
Charlotte,
North Carolina
| $148M | +$8.45M | +6% | 5.92% | 60% | 37 | 18.92% | 1.7 |
|
| 5258 |
5258
Graphene Investments SAS
Paris,
France
| $148M | – | – | 11.1% | 103% | 46 | – | 0 |
|
| 5259 |
5259
Nixon Capital
Austin,
Texas
| $148M | -$157K | -0.1% | 8.58% | 118% | 25 | 44% | 1 |
|
| 5260 |
5260
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $148M | +$24.3M | +20% | 8.48% | 66% | 213 | 14.55% | 0.7 |
|
| 5261 |
5261
First Capital Advisors Group
Little Silver,
New Jersey
| $148M | +$27.8M | +23% | 8.67% | – | 252 | 22.22% | 0.9 |
|
| 5262 |
5262
BCK Partners
Corning,
New York
| $148M | +$9.28M | +7% | 5.96% | 46% | 28 | 3.57% | 1.7 |
|
| 5263 |
5263
Asset Allocation Strategies
Farmington,
Michigan
| $147M | – | – | 6.7% | 58.1% | 55 | – | 0 |
|
| 5264 |
5264
Pacifica Partners
Surrey,
Canada
| $147M | +$8.93M | +6% | 9.91% | 127% | 511 | 14.29% | 2.1 |
|
| 5265 |
5265
AUA Capital Management
Camp Hill,
Pennsylvania
| $147M | -$4.15M | -3% | 6.47% | 70.2% | 375 | 8.8% | 3.3 |
|
| 5266 |
5266
Coulter & Justus Financial Services
Knoxville,
Tennessee
| $147M | +$18.7M | +15% | 8.6% | – | 55 | 27.27% | 0.4 |
|
| 5267 |
CAGAS
5267
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $147M | +$3.23M | +2% | 8.09% | 54.8% | 141 | 7.09% | 3 |
|
| 5268 |
5268
Asset Management Resources
Hyannis,
Massachusetts
| $147M | +$45M | +44% | 5.69% | – | 58 | 20.69% | 0.8 |
|
| 5269 |
5269
Stadium Capital Management
New Canaan,
Connecticut
| $147M | -$21.3M | -13% | 2.65% | 10.9% | 13 | 30.77% | 0.6 |
|
| 5270 |
5270
Members Advisory Group
Williamsville,
New York
| $147M | +$12.5M | +9% | 4.57% | 70.6% | 23 | 34.78% | 0.7 |
|
| 5271 |
5271
Rings Capital Management
Chicago,
Illinois
| $147M | +$35.6M | +32% | 10.3% | 40.9% | 7 | 42.86% | 1.8 |
|
| 5272 |
5272
Parus Finance (UK)
London,
United Kingdom
| $147M | +$32M | +28% | 12.6% | 199% | 28 | 3.57% | 3.6 |
|
| 5273 |
STC
5273
Sarah T. Connolly
| $147M | +$10.8M | +8% | 10.3% | 35% | 97 | 5.15% | 1.8 |
|
| 5274 |
5274
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $147M | +$15.9M | +12% | 8.4% | – | 930 | 8.28% | 0.9 |
|
| 5275 |
TPWM
5275
Twelve Points Wealth Management
Concord,
Massachusetts
| $147M | +$18.1M | +14% | 9.35% | 50.7% | 169 | 10.06% | 0.9 |
|