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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
Armstrong Fleming & Moore
Washington,
District of Columbia
| $302M | +$66.3M | +28% | 12.7% | 135% | 120 | 14.17% | 1.1 |
|
| 5277 |
5277
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $302M | -$37.7M | -11% | 31% | 239% | 423 | 56.97% | 0.7 |
|
| 5278 |
5278
OMC Financial Services
Dewitt,
New York
| $302M | +$43.8M | +17% | 32.2% | – | 65 | 7.69% | 2.1 |
|
| 5279 |
MHP
5279
Manatuck Hill Partners
Westport,
Connecticut
| $302M | -$68.6M | -19% | 33.7% | 556% | 163 | 49.69% | 1 |
|
| 5280 |
5280
E Fund Management (HK)
Central,
Hong Kong
| $302M | +$81.7M | +37% | 37.3% | 163% | 566 | 16.25% | 0.9 |
|
| 5281 |
5281
BCU Wealth Advisors
Vernon Hills,
Illinois
| $301M | +$32.8M | +12% | 11.2% | 57.7% | 65 | 10.77% | 1.7 |
|
| 5282 |
5282
ACT Advisors
Asheville,
North Carolina
| $301M | +$65.6M | +28% | 14.2% | 75.4% | 98 | 34.69% | 1.6 |
|
| 5283 |
5283
Traveka Wealth
Los Altos,
California
| $301M | +$38.8M | +15% | 15.2% | 78.1% | 213 | 19.25% | 1.4 |
|
| 5284 |
VU
5284
Valence8 US
Cambridge,
Massachusetts
| $300M | +$14.4M | +5% | 15% | 69.9% | 15 | 6.67% | 2.1 |
|
| 5285 |
5285
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $300M | +$58.4M | +24% | 40.7% | 215% | 210 | 14.29% | 1.8 |
|
| 5286 |
5286
RASP Wealth Solutions
Fishers,
Indiana
| $300M | – | – | 26.1% | – | 97 | – | 0 |
|
| 5287 |
5287
Caerus Investment Advisors
West Lake Hills,
Texas
| $300M | +$60M | +25% | 23.1% | 85% | 391 | 41.43% | 0.6 |
|
| 5288 |
5288
Bull Oak Capital
San Diego,
California
| $300M | +$40M | +15% | 12.6% | 62.1% | 42 | 14.29% | 1.3 |
|
| 5289 |
5289
Rainwater Charitable Foundation
Fort Worth,
Texas
| $300M | +$106M | +55% | 11.9% | 44% | 4 | 0% | 4.3 |
|
| 5290 |
5290
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| $300M | -$4.58M | -2% | 24.8% | – | 12 | 16.67% | 1.5 |
|
| 5291 |
5291
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $300M | +$28.9M | +11% | 9.99% | 80.3% | 126 | 10.32% | 3.9 |
|
| 5292 |
5292
Nutshell Asset Management
Sevenoaks,
United Kingdom
| $300M | +$116M | +63% | 12% | – | 50 | 40% | 0.6 |
|
| 5293 |
5293
Financial Symmetry
Raleigh,
North Carolina
| $300M | +$18.2M | +6% | 11% | 68.4% | 69 | 10.14% | 1.6 |
|
| 5294 |
5294
Martin Investment Management
Palm Beach Gardens,
Florida
| $300M | -$43.3M | -13% | 1.77% | 44% | 49 | 10.2% | 5.4 |
|
| 5295 |
5295
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $299M | +$42.6M | +17% | 22.6% | 95.5% | 86 | 6.98% | 3 |
|
| 5296 |
5296
Avanda Investment Management
Singapore
| $299M | +$236M | +374% | 56.7% | – | 45 | 60% | 0.5 |
|
| 5297 |
5297
Acorn Creek Capital
Fort Collins,
Colorado
| $299M | +$19.1M | +7% | 11.4% | – | 92 | 14.13% | 1.7 |
|
| 5298 |
5298
Kondo Wealth Advisors
Pasadena,
California
| $299M | +$33.6M | +13% | 10.3% | – | 79 | 17.72% | 1.2 |
|
| 5299 |
5299
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $299M | +$39.6M | +15% | 9.83% | 55% | 67 | 11.94% | 3.1 |
|
| 5300 |
5300
Maltin Wealth Management
Ridgewood,
New Jersey
| $299M | +$37.4M | +14% | 9.38% | 58.2% | 153 | 15.69% | 3.3 |
|