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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
Daily Journal Corp
Los Angeles,
California
| $235M | +$19.6M | +9% | 9.79% | 108% | 4 | 0% | 9.7 |
|
| 5302 |
5302
Seneca House Advisors
Richmond,
Virginia
| $235M | +$351K | +0.1% | 7.19% | 58.2% | 93 | 17.2% | 4.4 |
|
| 5303 |
5303
New Wave Wealth Advisors
Springdale,
Arkansas
| $235M | +$12.1M | +5% | 12.3% | – | 163 | 30.67% | 0.7 |
|
| 5304 |
MFC
5304
Mechanics Financial Corp
Mansfield,
Ohio
| $235M | +$14.8M | +7% | 7.73% | 81.6% | 246 | 3.25% | 2.7 |
|
| 5305 |
5305
Flagship Private Wealth
Woburn,
Massachusetts
| $235M | +$25.2M | +12% | 8.25% | 62.7% | 110 | 14.55% | 2.8 |
|
| 5306 |
5306
Owen LaRue
Elizabethtown,
Kentucky
| $235M | +$34.4M | +17% | 16.4% | 126% | 115 | 29.57% | 1.2 |
|
| 5307 |
HM
5307
Harvest Management
New York
| $235M | +$8.57M | +4% | 14.8% | 610% | 93 | 78.49% | 0.3 |
|
| 5308 |
5308
Two Point Capital Management
Pittsford,
New York
| $235M | – | – | 11.2% | – | 25 | – | 2.4 |
|
| 5309 |
5309
Landmark Wealth Management (New York)
Melville,
New York
| $235M | +$8.16M | +4% | 5.06% | 37.9% | 87 | 13.79% | 1.7 |
|
| 5310 |
5310
Crux Wealth Advisors
Long Beach,
California
| $235M | +$42.7M | +22% | 10.6% | – | 183 | 17.49% | 0.4 |
|
| 5311 |
SLA
5311
Silver Lake Advisory
Cottonwood Heights,
Utah
| $235M | +$5.62M | +2% | 3.46% | 76.7% | 105 | 6.67% | 4.2 |
|
| 5312 |
MAS
5312
Madden Advisory Services
Jacksonville,
Florida
| $235M | +$20.1M | +9% | 7.74% | 52.3% | 101 | 0.99% | 5.7 |
|
| 5313 |
5313
Palmer Knight Company
Jacksonville,
Florida
| $235M | +$28.8M | +14% | 6.3% | 78.9% | 38 | 15.79% | 3.8 |
|
| 5314 |
5314
Mount Lucas Management
Newtown,
Pennsylvania
| $235M | -$76.4M | -25% | 10.5% | 109% | 193 | 40.41% | 0.9 |
|
| 5315 |
GBI
5315
GP Brinson Investments
Chicago,
Illinois
| $235M | +$6.41M | +3% | 6.01% | 51.2% | 16 | 6.25% | 3.4 |
|
| 5316 |
5316
Five Oceans Advisors
Santa Monica,
California
| $234M | +$25.6M | +12% | 10.1% | 85.3% | 195 | 12.82% | 2.3 |
|
| 5317 |
5317
Triton Wealth Management
Sun City,
Arizona
| $234M | – | – | 15.2% | – | 107 | – | 2.6 |
|
| 5318 |
5318
Moerus Capital Management
New York
| $234M | +$10.8M | +5% | 14% | 220% | 15 | 6.67% | 4 |
|
| 5319 |
5319
Prairie Wealth Advisors
Omaha,
Nebraska
| $234M | +$30.7M | +15% | 15.5% | – | 154 | 9.09% | 1 |
|
| 5320 |
5320
WJ Interests
Sugar Land,
Texas
| $234M | +$18.7M | +9% | 9.11% | 55.2% | 24 | 8.33% | 1.5 |
|
| 5321 |
5321
HealthInvest Partners
Stockholm,
Sweden
| $234M | +$7.15M | +3% | 2.67% | – | 38 | 5.26% | 1.6 |
|
| 5322 |
5322
ShariaPortfolio
Lake Mary,
Florida
| $234M | +$41M | +21% | 20.8% | 254% | 27 | 18.52% | 1.3 |
|
| 5323 |
5323
Game Creek Capital
Boston,
Massachusetts
| $233M | +$33.4M | +17% | 13.5% | 176% | 87 | 27.59% | 3.2 |
|
| 5324 |
5324
Cape Ann Asset Management
London,
United Kingdom
| $233M | +$70.7M | +43% | 14% | 199% | 9 | 22.22% | 2.3 |
|
| 5325 |
LWMI
5325
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $233M | +$23.8M | +11% | 5.95% | – | 53 | 24.53% | 0.9 |
|