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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 |
CVA
5326
Central Valley Advisors
Sacramento,
California
| $194M | +$23.5M | +14% | 9.38% | 77.8% | 166 | 19.88% | 0.2 |
|
| 5327 |
5327
Flynn Zito Capital Management
Garden City,
New York
| $194M | +$45.3M | +31% | 12.9% | 109% | 117 | 23.93% | 1 |
|
| 5328 |
5328
Bluestem Financial Advisors
Champaign,
Illinois
| $194M | +$21.5M | +13% | 4.57% | 42.2% | 28 | 7.14% | 3.3 |
|
| 5329 |
5329
Creative Capital Management Investments
San Diego,
California
| $193M | +$20.5M | +12% | 4.77% | 53.6% | 227 | 12.78% | 1 |
|
| 5330 |
5330
MBA Advisors
Hermitage,
Pennsylvania
| $193M | +$14M | +8% | 7.44% | 66.1% | 132 | 12.12% | 2.2 |
|
| 5331 |
5331
New Vernon Capital Holdings II
Morristown,
New Jersey
| $193M | +$6.97M | +4% | 6.53% | 114% | 101 | 44.55% | 1 |
|
| 5332 |
5332
WD Rutherford
Portland,
Oregon
| $193M | +$21.3M | +12% | 15% | 189% | 94 | 24.47% | 2 |
|
| 5333 |
SV
5333
Stilwell Value
New York
| $193M | +$1.55M | +0.8% | 3.93% | 87.9% | 36 | 8.33% | 4.4 |
|
| 5334 |
5334
Private Wealth Group
Tampa,
Florida
| $193M | +$16.7M | +9% | 7.23% | 52.9% | 60 | 8.33% | 2.8 |
|
| 5335 |
5335
Register Financial Advisors
Atlanta,
Georgia
| $193M | +$43.2M | +29% | 9.66% | 130% | 758 | 63.85% | 0.4 |
|
| 5336 |
5336
Renaissance Capital
Stamford,
Connecticut
| $193M | -$10.7M | -5% | 21.8% | 392% | 62 | 19.35% | 1.7 |
|
| 5337 |
5337
Pinion Investment Advisors
Wichita,
Kansas
| $193M | +$26.5M | +16% | 9.17% | 81.7% | 162 | 17.28% | 2.7 |
|
| 5338 |
EFH
5338
Eaton Financial Holdings
Coral Springs,
Florida
| $193M | -$221M | -53% | 8.72% | – | 162 | 69.75% | 0.8 |
|
| 5339 |
5339
Blueshift Asset Management
Red Bank,
New Jersey
| $193M | +$4.44M | +2% | 9.59% | 38.8% | 389 | 67.1% | 0.3 |
|
| 5340 |
5340
Birch Capital Management
Dallas,
Texas
| $192M | +$18.2M | +10% | 8.08% | 62% | 97 | 13.4% | 3.4 |
|
| 5341 |
5341
Range Financial Group
Tigard,
Oregon
| $192M | +$26.1M | +16% | 12.6% | 195% | 200 | 32.5% | 1.4 |
|
| 5342 |
LJCM
5342
Lee Johnson Capital Management
Fort Worth,
Texas
| $192M | +$126M | +191% | 4.58% | 118% | 21 | 42.86% | 1 |
|
| 5343 |
5343
Forza Wealth Management
Sarasota,
Florida
| $192M | +$11M | +6% | 6.79% | 69.8% | 175 | 6.29% | 1.1 |
|
| 5344 |
MFC
5344
Mechanics Financial Corp
Mansfield,
Ohio
| $192M | +$14.6M | +8% | 7.35% | 82.7% | 224 | 6.7% | 2 |
|
| 5345 |
5345
Ovata Capital Management
Hong Kong
| $192M | +$138M | +258% | 23.4% | 69.1% | 39 | 79.49% | 0.2 |
|
| 5346 |
5346
Blue Investment Partners
Alamo,
California
| $192M | +$38.8M | +25% | 6.86% | – | 39 | 17.95% | 0.8 |
|
| 5347 |
5347
Donald L. Hagan LLC
Sarasota,
Florida
| $192M | +$8.08M | +4% | 6.13% | 47.9% | 109 | 14.68% | 2.5 |
|
| 5348 |
5348
Brass Tax Wealth Management
Cincinnati,
Ohio
| $192M | – | – | 7.58% | – | 111 | – | 0 |
|
| 5349 |
VU
5349
Valence8 US
Cambridge,
Massachusetts
| $192M | +$20.5M | +12% | 7.8% | 76.6% | 9 | 0% | 1 |
|
| 5350 |
5350
New England Professional Planning Group
Westerly,
Rhode Island
| $192M | +$15.8M | +9% | 7.69% | 64.1% | 58 | 32.76% | 3.6 |
|