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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
Wealth Management Partners
Tucson,
Arizona
| $216M | -$15.8M | -7% | 5.34% | 194% | 123 | 15.45% | 2.7 |
|
| 5302 |
HCM
5302
Hall Capital Management
Barrington,
Rhode Island
| $216M | +$1.49M | +0.7% | 0.47% | – | 105 | 16.19% | 6.3 |
|
| 5303 |
5303
Daily Journal Corp
Los Angeles,
California
| $216M | +$6.33M | +3% | 5.5% | 109% | 4 | 0% | 9.4 |
|
| 5304 |
FCP
5304
Fosse Capital Partners
London,
United Kingdom
| $216M | -$54.5M | -20% | 9.62% | 80% | 3 | 0% | 4.3 |
|
| 5305 |
5305
Trueblood Wealth Management
Lima,
Ohio
| $216M | +$12.7M | +6% | 0.82% | 89.9% | 243 | 10.7% | 1.1 |
|
| 5306 |
5306
Infusive Asset Management
New York
| $216M | -$9M | -4% | 3% | 33.8% | 42 | 21.43% | 1.3 |
|
| 5307 |
5307
Kennedy Investment Group
West Depford,
New Jersey
| $215M | -$5.58M | -3% | 3.6% | 95.4% | 132 | 12.12% | 1.8 |
|
| 5308 |
5308
MB, Levis & Associates
Center Valley,
Pennsylvania
| $215M | +$15.7M | +8% | 0.46% | 43.1% | 296 | 6.08% | 2 |
|
| 5309 |
5309
Paragon Private Wealth Management
Lexington,
Kentucky
| $215M | -$1.31M | -0.6% | 3.35% | 104% | 196 | 22.96% | 1.8 |
|
| 5310 |
5310
Strait & Sound Wealth Management
San Francisco,
California
| $215M | -$501K | -0.2% | 2.92% | 74% | 159 | 16.98% | 1.5 |
|
| 5311 |
5311
WJ Interests
Sugar Land,
Texas
| $215M | +$7.74M | +4% | 0.36% | 55.2% | 23 | 30.43% | 1.2 |
|
| 5312 |
5312
NKCFO LLC
Geneva,
Illinois
| $215M | -$12.4M | -5% | 12.4% | 237% | 133 | 57.89% | 0.8 |
|
| 5313 |
5313
Freedom Financial Partners
Oakdale,
Minnesota
| $215M | +$7.44M | +4% | 1.65% | – | 79 | 16.46% | 0.2 |
|
| 5314 |
5314
Colorado Capital Management
Boulder,
Colorado
| $215M | +$8.21M | +4% | 2.36% | 60.4% | 103 | 15.53% | 5 |
|
| 5315 |
5315
Sherbrooke Park Advisers
White Plains,
New York
| $215M | -$98.7M | -31% | 6.04% | 9.59% | 988 | 70.34% | 0.3 |
|
| 5316 |
5316
Crescent Park Management
East Palo Alto,
California
| $215M | -$46.5M | -18% | 14.4% | 87% | 37 | 8.11% | 1.7 |
|
| 5317 |
MAS
5317
Madden Advisory Services
Jacksonville,
Florida
| $215M | -$835K | -0.4% | 1.19% | 52.3% | 101 | 1.98% | 5.4 |
|
| 5318 |
5318
Logan Stone Capital
Chicago,
Illinois
| $215M | -$84.1M | -28% | 1.45% | 43.9% | 120 | 46.67% | 1.3 |
|
| 5319 |
5319
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $215M | +$418K | +0.2% | 1.62% | 82.3% | 148 | 3.38% | 3.8 |
|
| 5320 |
5320
Norris Financial Group
Greenville,
South Carolina
| $214M | +$1.46M | +0.7% | 1.15% | 142% | 104 | 39.42% | 1.5 |
|
| 5321 |
5321
Ridgewood Investments
Springfield,
New Jersey
| $214M | +$6.93M | +3% | 2.15% | – | 754 | 15.52% | 1.6 |
|
| 5322 |
5322
Sivia Capital Partners
Mill Valley,
California
| $214M | +$13.1M | +7% | 5.05% | – | 307 | 38.76% | 0.7 |
|
| 5323 |
5323
Topel & Distasi Wealth Management
Berkeley,
California
| $214M | -$19.3M | -8% | 1.28% | 43.6% | 79 | 8.86% | 2.8 |
|
| 5324 |
EL
5324
EQ LLC
Bellevue,
Washington
| $214M | +$1.26M | +0.6% | 0.88% | 72.9% | 68 | 13.24% | 2.3 |
|
| 5325 |
5325
Evergreen Private Wealth
Greenwood Village,
Colorado
| $214M | +$527K | +0.2% | 0.06% | 80.2% | 207 | 13.04% | 1.1 |
|