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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 |
PWM
5276
Prosperity Wealth Management
San Ramon,
California
| $155M | +$817K | +0.5% | 5.76% | 175% | 190 | 42.11% | 0.4 |
|
| 5277 |
5277
Westhampton Capital
Winston-Salem,
North Carolina
| $155M | +$1.31M | +0.8% | 4.49% | 95.6% | 121 | 11.57% | 3.1 |
|
| 5278 |
5278
1492 Capital Management
Milwaukee,
Wisconsin
| $155M | -$16.5M | -10% | 1.87% | 332% | 117 | 39.32% | 1.6 |
|
| 5279 |
DRD
5279
Dennis R. Delaney
| $155M | -$9.08M | -6% | 3.01% | 84.3% | 50 | 12% | 5.9 |
|
| 5280 |
5280
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $155M | -$13.5M | -8% | 6.54% | 114% | 13 | 0% | 2.1 |
|
| 5281 |
CC
5281
Codex Capital
New York
| $155M | -$210K | -0.1% | 0.41% | 84.4% | 38 | 5.26% | 2.3 |
|
| 5282 |
5282
Affinity Investment Advisors
Newport Beach,
California
| $155M | -$17.8M | -10% | 1.8% | 189% | 202 | 16.83% | 2.7 |
|
| 5283 |
5283
Camarda Financial Advisors
Fleming Island,
Florida
| $155M | -$45.4M | -23% | 0.2% | 196% | 86 | 43.02% | 1.3 |
|
| 5284 |
5284
Members Advisory Group
Williamsville,
New York
| $155M | -$5.55M | -3% | 5.02% | 70.6% | 20 | 0% | 1.3 |
|
| 5285 |
5285
Values First Advisors
Gray,
Tennessee
| $155M | -$10.9M | -7% | 3.45% | 87.6% | 183 | 18.03% | 2.3 |
|
| 5286 |
5286
Continental Grain Company
New York
| $155M | -$63.2M | -29% | 8.17% | 5.73% | 6 | 50% | 1.3 |
|
| 5287 |
5287
Medina Value Partners
Los Angeles,
California
| $155M | +$37.4M | +32% | 3.91% | 80% | 22 | 54.55% | 0.3 |
|
| 5288 |
5288
Ayrshire Capital Management
Westport,
Connecticut
| $155M | -$3.18M | -2% | 1.95% | 84.8% | 48 | 6.25% | 2.9 |
|
| 5289 |
5289
Denver Wealth Management
Denver,
Colorado
| $155M | +$11.3M | +8% | 3.47% | 64.4% | 74 | 8.11% | 1.5 |
|
| 5290 |
5290
Fortress Wealth Management
Culver City,
California
| $155M | +$91.7K | +0.1% | 2.5% | 52.1% | 61 | 4.92% | 1.3 |
|
| 5291 |
5291
Infusive Asset Management
New York
| $155M | +$23.5M | +18% | 6.4% | 33.8% | 17 | 29.41% | 1.9 |
|
| 5292 |
5292
BTS Asset Management
Lincoln,
Massachusetts
| $154M | -$43.4M | -22% | 1.84% | 8.8% | 43 | 20.93% | 1.5 |
|
| 5293 |
TA
5293
Tamarack Advisers
Carlsbad,
California
| $154M | -$169M | -52% | 12% | 46.5% | 39 | 58.97% | 1.7 |
|
| 5294 |
5294
Silver Oak Advisory Group
Portland,
Oregon
| $154M | +$1.44M | +0.9% | 3.51% | 27% | 60 | 8.33% | 1.4 |
|
| 5295 |
5295
EWA LLC
Pittsbugh,
Pennsylvania
| $154M | +$8.42M | +6% | 3.07% | 102% | 123 | 30.08% | 0.4 |
|
| 5296 |
5296
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $154M | -$7.98M | -5% | 4.25% | 31.7% | 42 | 4.76% | 0.9 |
|
| 5297 |
5297
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $154M | -$7.6M | -5% | 3.51% | 77.8% | 158 | 21.52% | 0.6 |
|
| 5298 |
5298
Jupiter Wealth Management
Glendale,
Colorado
| $154M | +$37.8M | +32% | 2.8% | 99.2% | 92 | 32.61% | 1.9 |
|
| 5299 |
ARIS
5299
Advanced Research Investment Solutions
Los Angeles,
California
| $154M | -$19.3M | -11% | 8.04% | 13.1% | 35 | 20% | 1.7 |
|
| 5300 |
5300
MB, Levis & Associates
Center Valley,
Pennsylvania
| $154M | -$1.88M | -1% | 3.66% | 43.1% | 292 | 6.16% | 0.7 |
|