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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
WD Rutherford
Portland,
Oregon
| $156M | +$14.5M | +10% | 12.9% | 170% | 83 | 12.05% | 2 |
|
| 5327 |
5327
Concentrum Wealth Management
San Jose,
California
| $156M | +$21.5M | +16% | 21.5% | 174% | 63 | 17.46% | 2.4 |
|
| 5328 |
5328
Family Investment Center
Saint Joseph,
Missouri
| $156M | +$10.7M | +7% | 3.03% | 53.1% | 52 | 7.69% | 0.5 |
|
| 5329 |
5329
McNaughton Wealth Management
San Diego,
California
| $156M | +$5.53M | +4% | 3.29% | 55.6% | 56 | 7.14% | 2.7 |
|
| 5330 |
LBC
5330
Lawrence B. Cohen
| $156M | +$7.22M | +5% | 9.54% | 41.8% | 66 | 6.06% | 5.6 |
|
| 5331 |
KCM
5331
Kempner Capital Management
Galveston,
Texas
| $156M | -$15M | -9% | 0.11% | 60.9% | 60 | 15% | 4.2 |
|
| 5332 |
5332
MB, Levis & Associates
Center Valley,
Pennsylvania
| $156M | +$12.4M | +9% | 2.39% | 43.1% | 291 | 6.53% | 0.5 |
|
| 5333 |
5333
Ascension Capital Advisors
Houston,
Texas
| $156M | +$26.6M | +21% | 4.32% | 59.3% | 39 | 12.82% | 2.2 |
|
| 5334 |
5334
First Financial Corp
Terre Haute,
Indiana
| $156M | -$4.79M | -3% | 4.38% | 95.3% | 382 | 12.83% | 6.9 |
|
| 5335 |
5335
Northeast Financial Group
Tannersville,
Pennsylvania
| $156M | +$17.4M | +13% | 3.47% | 31.6% | 66 | 24.24% | 1.1 |
|
| 5336 |
5336
Abbot Financial Management
Andover,
Massachusetts
| $156M | +$6.86M | +5% | 7.8% | 102% | 115 | 4.35% | 4.4 |
|
| 5337 |
5337
Tieton Capital Management
Yakima,
Washington
| $156M | +$15.4M | +11% | 10.5% | 172% | 32 | 6.25% | 4.5 |
|
| 5338 |
5338
Aurora Investment Counsel
Atlanta,
Georgia
| $156M | +$2.72M | +2% | 3.48% | 31.7% | 126 | 19.05% | 1.2 |
|
| 5339 |
5339
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $155M | +$948K | +0.6% | 6.23% | 151% | 102 | 16.67% | 1.7 |
|
| 5340 |
5340
Lynch Asset Management
Yardley,
Pennsylvania
| $155M | +$16M | +12% | 15.2% | 190% | 48 | 4.17% | 1.3 |
|
| 5341 |
5341
Phoenix Asset Management Partners
London,
| $155M | +$34.6M | +29% | 37.9% | 139% | 13 | 7.69% | 0.5 |
|
| 5342 |
5342
Five Oceans Advisors
Santa Monica,
California
| $155M | +$756K | +0.5% | 5.26% | 85.3% | 165 | 11.52% | 1.2 |
|
| 5343 |
CC
5343
Codex Capital
New York
| $155M | +$10.1M | +7% | 17.5% | 84.4% | 38 | 5.26% | 2.2 |
|
| 5344 |
5344
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| $155M | +$101M | +187% | 8.93% | 114% | 139 | 46.04% | 0.1 |
|
| 5345 |
5345
Carlsbad Wealth Advisory Group
Carlsbad,
California
| $155M | – | – | 4.41% | – | 45 | – | 0 |
|
| 5346 |
5346
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $155M | +$12.8M | +9% | 4.92% | 56.5% | 161 | 11.18% | 1.1 |
|
| 5347 |
5347
Next Level Private
Harrison,
New York
| $155M | +$27.6M | +22% | 5.67% | 95.9% | 104 | 40.38% | 0.5 |
|
| 5348 |
BM
5348
Bislett Management
Palo Alto,
California
| $155M | +$4.03M | +3% | 5.81% | 19.8% | 13 | 0% | 6.1 |
|
| 5349 |
CIA
5349
Citadel Investment Advisory
Chesterland,
Ohio
| $155M | +$7.67M | +5% | 6.25% | 66.1% | 80 | 1.25% | 2.3 |
|
| 5350 |
5350
Fortress Wealth Management
Culver City,
California
| $155M | +$11.8M | +8% | 2.17% | 52.1% | 65 | 18.46% | 1.1 |
|