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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
JNE Partners
London,
United Kingdom
| $145M | -$28.3M | -16% | 4.23% | 100% | 13 | 30.77% | 1.4 |
|
| 5327 |
5327
Sandbox Financial Partners
Bethesda,
Maryland
| $145M | +$7.83M | +6% | 3.48% | 69.6% | 95 | 17.89% | 1.3 |
|
| 5328 |
5328
Five Oceans Advisors
Santa Monica,
California
| $144M | +$17.9M | +14% | 8.27% | 85.3% | 151 | 13.91% | 0.9 |
|
| 5329 |
5329
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $144M | +$10.3M | +8% | 10.8% | 49.4% | 79 | 7.59% | 0.8 |
|
| 5330 |
5330
Red Tortoise LLC
Atlanta,
Georgia
| $144M | – | – | 9.3% | 43.7% | 581 | – | 0.1 |
|
| 5331 |
5331
Riverstone Advisors
New Braunfels,
Texas
| $144M | -$11.2M | -7% | 7.51% | 104% | 50 | 22% | 2.3 |
|
| 5332 |
MWA
5332
Miller Wealth Advisors
Ridgeway,
Colorado
| $144M | +$21.5M | +18% | 0.29% | 117% | 105 | 39.05% | 0.8 |
|
| 5333 |
5333
California First Leasing Corp
Newport Beach,
California
| $144M | +$11.5M | +9% | 11.7% | 377% | 32 | 3.13% | 0.8 |
|
| 5334 |
QCM
5334
Qsemble Capital Management
New York
| $144M | – | – | 9.01% | 39.9% | 214 | – | 0 |
|
| 5335 |
5335
Tower View Wealth Management
Shorewood,
Wisconsin
| $144M | +$12.4M | +9% | 12.4% | 135% | 174 | 6.9% | 2.7 |
|
| 5336 |
5336
626 Financial
Portage,
Michigan
| $144M | +$20.4M | +17% | 9.98% | 71.3% | 114 | 17.54% | 1.3 |
|
| 5337 |
5337
Lloyd Advisory Services
Suwanee,
Georgia
| $144M | +$6.87M | +5% | 4.44% | 47.7% | 55 | 40% | 1.2 |
|
| 5338 |
5338
Chiron Capital Management
Tallahassee,
Florida
| $144M | -$5.03M | -3% | 7.76% | – | 131 | 14.5% | 1.4 |
|
| 5339 |
RCM
5339
Ratan Capital Management
Miami Beach,
Florida
| $144M | +$102M | +241% | 0.02% | 616% | 31 | 32.26% | 1.8 |
|
| 5340 |
5340
Friedenthal Financial
Marlton,
New Jersey
| $144M | +$129K | +0.1% | 11.3% | 105% | 118 | 61.86% | 1.7 |
|
| 5341 |
5341
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $144M | +$5.04M | +4% | 4.76% | 36.9% | 80 | 3.75% | 6 |
|
| 5342 |
5342
AXQ Capital
Jersey City,
New Jersey
| $144M | – | – | 10% | 35.5% | 314 | – | 0 |
|
| 5343 |
5343
Castellan Group
Louisville,
Kentucky
| $143M | +$14.8M | +12% | 15.4% | 184% | 61 | 18.03% | 1.2 |
|
| 5344 |
5344
Worth Asset Management
Dallas,
Texas
| $143M | +$6.84M | +5% | 3.55% | 115% | 531 | 21.85% | 0.6 |
|
| 5345 |
5345
Vishria Bird Financial Group
Memphis,
Tennessee
| $143M | -$5.08M | -3% | 2.83% | 74.3% | 62 | 14.52% | 2.4 |
|
| 5346 |
5346
Bridgefront Capital
Austin,
Texas
| $143M | +$45.8M | +47% | 7.74% | 52.1% | 559 | 85.15% | 0.1 |
|
| 5347 |
5347
Values First Advisors
Gray,
Tennessee
| $143M | +$4.15M | +3% | 7.33% | 87.6% | 169 | 14.79% | 2 |
|
| 5348 |
5348
McCarthy Asset Management
Redwood Shores,
California
| $143M | +$15.4M | +12% | 9.64% | – | 34 | 8.82% | 1.7 |
|
| 5349 |
AIA
5349
Arcadia Investment Advisors
Eagle,
Idaho
| $143M | +$11M | +8% | 7.67% | 56.4% | 95 | 8.42% | 3 |
|
| 5350 |
5350
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $143M | +$13.7M | +11% | 9.96% | 151% | 84 | 13.1% | 1.9 |
|