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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Capital Square
Chattanooga,
Tennessee
| $141M | +$5.55M | +4% | 1.26% | 62.5% | 165 | 17.58% | 1.2 |
|
| 5302 |
5302
Tru Independence Asset Management 2
Portland,
Oregon
| $141M | -$5.47M | -4% | 0.68% | – | 129 | 32.56% | 0.6 |
|
| 5303 |
5303
Kessler Investment Group
Columbus,
Indiana
| $141M | +$15M | +12% | 1.04% | 251% | 167 | 29.94% | 1.8 |
|
| 5304 |
5304
Loudon Investment Management
West Lebanon,
New Hampshire
| $141M | -$6.09M | -4% | 2.74% | 61.6% | 89 | 8.99% | 4.2 |
|
| 5305 |
PI
5305
Pachira Investments
Dana Point,
California
| $141M | -$1.8M | -1% | 0.41% | 82.3% | 32 | 15.63% | 1.6 |
|
| 5306 |
5306
Royal Harbor Partners
Houston,
Texas
| $141M | -$9.7M | -6% | 0.23% | 54.6% | 86 | 18.6% | 1 |
|
| 5307 |
5307
Black Maple Capital Management
Milwaukee,
Wisconsin
| $140M | -$44.5M | -24% | 5.34% | 35.7% | 107 | 41.12% | 0.4 |
|
| 5308 |
5308
Sandbox Financial Partners
Bethesda,
Maryland
| $140M | +$5.95M | +4% | 0.07% | 69.6% | 123 | 40.65% | 0.5 |
|
| 5309 |
5309
Plaisance Capital
Denver,
Colorado
| $140M | -$60.6M | -30% | 2.95% | – | 64 | 73.44% | 0.3 |
|
| 5310 |
5310
Pacific Financial Group
Bellevue,
Washington
| $140M | -$4.59M | -3% | 0.88% | 61.1% | 70 | 10% | 3.6 |
|
| 5311 |
5311
Cypress Point Wealth Management
Dallas,
Texas
| $140M | -$492K | -0.3% | 4.77% | 226% | 239 | 43.93% | 0.4 |
|
| 5312 |
5312
Doheny Asset Management
Los Angeles,
California
| $140M | -$15.5M | -10% | 1.3% | 135% | 102 | 9.8% | 4.5 |
|
| 5313 |
MAS
5313
Madden Advisory Services
Jacksonville,
Florida
| $140M | +$4.61M | +3% | 0.38% | 52.3% | 75 | 9.33% | 4.5 |
|
| 5314 |
5314
Brightline Capital Management
Miami,
Florida
| $140M | -$8.76M | -6% | 2.18% | 810% | 14 | 35.71% | 0.6 |
|
| 5315 |
5315
F/M Investments
Washington,
District of Columbia
| $140M | +$13.3M | +10% | 2.72% | 101% | 106 | 62.26% | 0.3 |
|
| 5316 |
GCM
5316
Garland Capital Management
Bellevue,
Washington
| $140M | -$2.3M | -2% | 0.96% | 55.7% | 31 | 0% | 5.2 |
|
| 5317 |
5317
Ramiah Investment Group
Brookfield,
Wisconsin
| $139M | -$173K | -0.1% | 1.23% | 62.2% | 99 | 31.31% | 1 |
|
| 5318 |
RCM
5318
RVB Capital Management
Great Neck,
New York
| $139M | +$19.5M | +16% | 0.68% | 10.4% | 54 | 44.44% | 0.6 |
|
| 5319 |
PL
5319
Portman Ltd
Grand Cayman,
Cayman Islands
| $139M | – | – | 24.6% | – | 8 | – | 0 |
|
| 5320 |
5320
Range Financial Group
Tigard,
Oregon
| $139M | +$3.53M | +3% | 1.01% | 195% | 193 | 26.94% | 0.4 |
|
| 5321 |
5321
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $139M | +$4.17M | +3% | 0.75% | – | 122 | 5.74% | 0.6 |
|
| 5322 |
5322
McGinn Penninger Investment Management
Alexandria,
Virginia
| $139M | -$944K | -0.7% | 1.71% | 51.9% | 42 | 19.05% | 0.6 |
|
| 5323 |
5323
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $139M | -$1.09M | -0.8% | 1.41% | 82.3% | 162 | 6.79% | 0.7 |
|
| 5324 |
5324
North Run Capital
Boston,
Massachusetts
| $139M | -$8M | -5% | 1.37% | 19.4% | 21 | 9.52% | 1.6 |
|
| 5325 |
5325
One Plus One Wealth Management
Jupiter,
Florida
| $139M | -$6.27M | -4% | 4.19% | 71.9% | 91 | 13.19% | 0.4 |
|