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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
Maltin Wealth Management
Ridgewood,
New Jersey
| $127M | -$11.8M | -9% | 4.89% | 58.2% | 119 | 18.49% | 1.7 |
|
| 5302 |
5302
Sowa Financial Group
Lincoln,
Rhode Island
| $127M | -$4.65M | -4% | 6.07% | 77.7% | 36 | 2.78% | 2.5 |
|
| 5303 |
5303
Five Oceans Advisors
Santa Monica,
California
| $127M | -$7.54M | -6% | 5.32% | 85.3% | 148 | 22.3% | 0.7 |
|
| 5304 |
5304
Data Collective IV
Palo Alto,
California
| $127M | +$5.41M | +4% | 4.85% | 317% | 5 | 0% | 0.8 |
|
| 5305 |
5305
Gates Foundation
Seattle,
Washington
| $126M | -$3.6M | -3% | 13.5% | 58.1% | 10 | 10% | 1.4 |
|
| 5306 |
5306
S.A. Mason
Holland,
Michigan
| $126M | -$10.5M | -8% | 4.88% | 116% | 332 | 4.22% | 2.3 |
|
| 5307 |
5307
Warther Private Wealth
Akron,
Ohio
| $126M | -$10.3M | -8% | 3.59% | 94.1% | 110 | 28.18% | 1 |
|
| 5308 |
5308
Salem Capital Management
Woburn,
Massachusetts
| $126M | -$10.8M | -8% | 6.36% | 32.3% | 57 | 3.51% | 7 |
|
| 5309 |
5309
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $126M | +$5.02M | +4% | 7.64% | 53.4% | 47 | 17.02% | 0.6 |
|
| 5310 |
5310
Salesforce Inc
San Francisco,
California
| $126M | -$23.1M | -15% | 10.1% | 33.9% | 4 | 50% | 1.6 |
|
| 5311 |
7IH
5311
72 Investment Holdings
Stamford,
Connecticut
| $126M | +$61.5M | +95% | 100% | 1,556% | 5 | 0% | 1.2 |
|
| 5312 |
5312
Tranquilli Financial Advisor
Clinton,
New Jersey
| $126M | -$4.31M | -3% | 3.09% | 55.1% | 72 | 15.28% | 1.1 |
|
| 5313 |
5313
Planning Center Inc
Moline,
Illinois
| $126M | -$707K | -0.6% | 6.07% | 38.9% | 49 | 8.16% | 0.7 |
|
| 5314 |
CWA
5314
Clearview Wealth Advisors
Salem,
Oregon
| $126M | -$7.33M | -5% | 5.68% | 45.2% | 668 | 11.23% | 1.4 |
|
| 5315 |
CCP
5315
Cunning Capital Partners
Morrisville,
North Carolina
| $126M | -$3.54M | -3% | 4.15% | 268% | 68 | 0% | 0.6 |
|
| 5316 |
5316
Aspire Capital Advisors
Seattle,
Washington
| $126M | -$5.75M | -4% | 4.74% | 59.3% | 49 | 4.08% | 0.5 |
|
| 5317 |
5317
Beaumont Asset Management
Beaumont,
Texas
| $126M | -$6.13M | -5% | 5.61% | 73.1% | 75 | 22.67% | 1.6 |
|
| 5318 |
5318
TKG Advisors
Valparaiso,
Indiana
| $126M | +$9.8M | +8% | 2.52% | 104% | 86 | 36.05% | 0.5 |
|
| 5319 |
DC
5319
Dryden Capital
Miami,
Florida
| $126M | -$25M | -17% | 1.06% | – | 66 | 25.76% | 0.6 |
|
| 5320 |
5320
Silicon Hills Wealth Management
Austin,
Texas
| $126M | -$10.7M | -8% | 4.88% | 30.9% | 98 | 11.22% | 1.8 |
|
| 5321 |
5321
E Fund Management (HK)
Central,
Hong Kong
| $126M | -$19M | -13% | 13.6% | 163% | 33 | 15.15% | 1.6 |
|
| 5322 |
5322
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $126M | -$8.33M | -6% | 6.62% | 7.8% | 403 | 29.53% | 0.6 |
|
| 5323 |
5323
Seelaus Asset Management
Chatham,
New Jersey
| $126M | -$8.83M | -7% | 1.99% | 134% | 244 | 18.03% | 2.2 |
|
| 5324 |
5324
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $126M | +$7.53M | +6% | 2.11% | 203% | 85 | 8.24% | 1.6 |
|
| 5325 |
5325
Godsey & Gibb Inc
Richmond,
Virginia
| $126M | -$54.7M | -30% | 7.29% | 87.5% | 172 | 83.14% | 0.1 |
|