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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
Profit Investment Management
North Bethesda,
Maryland
| $151M | +$9.1M | +6% | 8.72% | 101% | 78 | 3.85% | 6.2 |
|
| 5277 |
5277
Kelleher Financial Advisors
New York
| $151M | +$18.3M | +14% | 10.5% | 80.3% | 120 | 25.83% | 3.9 |
|
| 5278 |
5278
Forte Asset Management
Bedford,
New York
| $151M | -$2.11M | -1% | 6.71% | 57.7% | 66 | 18.18% | 0.6 |
|
| 5279 |
5279
HGI Capital Management
New York
| $151M | -$199M | -57% | 2.94% | 47% | 40 | 55% | 0.4 |
|
| 5280 |
5280
Harbert Fund Advisors
Birmingham,
Alabama
| $151M | +$26.5M | +21% | 16.9% | 70.8% | 60 | 38.33% | 1 |
|
| 5281 |
5281
Blue Water Life Science Advisors
Larkspur,
California
| $151M | +$2.37M | +2% | 10.1% | 503% | 9 | 22.22% | 1 |
|
| 5282 |
CWM
5282
CCG Wealth Management
San Diego,
California
| $151M | -$28.8M | -16% | 4.9% | 82.6% | 105 | 43.81% | 2.7 |
|
| 5283 |
EP
5283
Elkhorn Partners
Omaha,
Nebraska
| $151M | +$5.02M | +3% | 3.98% | 32.2% | 50 | 26% | 4.3 |
|
| 5284 |
5284
John W. Brooker & Co
Oakland,
California
| $151M | -$1.93M | -1% | 3.52% | 43.4% | 67 | 11.94% | 2.6 |
|
| 5285 |
5285
626 Financial
Portage,
Michigan
| $151M | +$7.15M | +5% | 8.28% | 81.1% | 120 | 11.67% | 1.5 |
|
| 5286 |
5286
Laurel Wealth Planning
Edina,
Minnesota
| $151M | -$4.1M | -3% | 4% | 59.5% | 216 | 73.15% | 1.9 |
|
| 5287 |
5287
Protective Life
Birmingham,
Alabama
| $151M | +$25.9M | +21% | 3.65% | 38.4% | 19 | 0% | 3.1 |
|
| 5288 |
5288
Blue Creek Capital Management
Hong Kong
| $151M | +$25.5M | +20% | 5.62% | – | 5 | 0% | 0.3 |
|
| 5289 |
5289
McNaughton Wealth Management
San Diego,
California
| $151M | +$4.44M | +3% | 4.66% | 55.6% | 54 | 3.7% | 2.6 |
|
| 5290 |
5290
Maso Capital Partners
Hong Kong
| $151M | -$125M | -45% | 29.7% | 8.67% | 46 | 26.09% | 1.1 |
|
| 5291 |
BM
5291
Bislett Management
Palo Alto,
California
| $151M | +$11.7M | +8% | 3.5% | 19.8% | 13 | 0% | 5.9 |
|
| 5292 |
5292
Corrado Advisors
Ramsey,
New Jersey
| $150M | +$7.43M | +5% | 5.96% | 73.1% | 417 | 71.94% | 2.5 |
|
| 5293 |
5293
Headlands Technologies
Chicago,
Illinois
| $150M | +$24.1M | +19% | 26% | 158% | 822 | 79.93% | 0.1 |
|
| 5294 |
5294
William Marsh Rice University
Houston,
Texas
| $150M | -$40.1M | -21% | 1.33% | 1.81% | 9 | 33.33% | 1.5 |
|
| 5295 |
5295
Simplicity Wealth
Summit,
New Jersey
| $150M | +$37.1M | +33% | 5.48% | 82.2% | 79 | 30.38% | 0.4 |
|
| 5296 |
5296
Palumbo Wealth Management
Great Neck,
New York
| $150M | +$24.6M | +20% | 6.91% | 115% | 93 | 12.9% | 1.7 |
|
| 5297 |
5297
Resurgent Financial Advisors
Atlanta,
Georgia
| $150M | -$39.5M | -21% | 5.26% | 86.4% | 654 | 29.51% | 0.5 |
|
| 5298 |
5298
Provence Wealth Management Group
Irvine,
California
| $150M | +$27.7M | +23% | 15.1% | – | 146 | 27.4% | 0.5 |
|
| 5299 |
5299
Etesian Wealth Advisors
West Linn,
Oregon
| $150M | +$12.9M | +9% | 5.21% | 60.6% | 106 | 2.83% | 0.2 |
|
| 5300 |
5300
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $150M | +$4.44M | +3% | 4.42% | 65.5% | 372 | 4.84% | 3.8 |
|