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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 |
MFC
5326
Mechanics Financial Corp
Mansfield,
Ohio
| $223M | -$5.82M | -3% | 0.4% | 82.7% | 256 | 16.8% | 2.4 |
|
| 5327 |
5327
Spectrum Asset Management (California)
Newport Beach,
California
| $223M | -$13.8M | -6% | 0.21% | 68.3% | 107 | 16.82% | 3.3 |
|
| 5328 |
5328
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| $222M | – | – | 1.47% | – | 66 | – | 0 |
|
| 5329 |
5329
Hidden Lake Asset Management
New York
| $222M | +$40.5M | +22% | 26% | 849% | 47 | 70.21% | 0.3 |
|
| 5330 |
5330
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $222M | -$30.7M | -12% | 12.1% | 407% | 1 | 0% | 3 |
|
| 5331 |
5331
Crestmont Private Wealth
Houston,
Texas
| $222M | -$6.53M | -3% | 0.27% | 54.8% | 122 | 40.98% | 1.4 |
|
| 5332 |
5332
AXQ Capital
Jersey City,
New Jersey
| $222M | -$109M | -33% | 0.83% | 35.5% | 660 | 75.15% | 0.2 |
|
| 5333 |
5333
Slagle Financial
Edwardsville,
Illinois
| $222M | -$3.18M | -1% | 1.16% | 77.9% | 117 | 11.11% | 1.3 |
|
| 5334 |
5334
Denver Wealth Management
Denver,
Colorado
| $222M | +$6.07M | +3% | 1.32% | 64.4% | 88 | 7.95% | 2.3 |
|
| 5335 |
5335
Fairway Wealth
Independence,
Ohio
| $222M | +$25.2M | +13% | 1.69% | 51.5% | 239 | 60.67% | 0.3 |
|
| 5336 |
NCM
5336
NCM Capital Management
Ramsey,
New Jersey
| $222M | +$13.6M | +7% | 1.51% | 105% | 176 | 9.66% | 2.3 |
|
| 5337 |
5337
Wealthedge Investment Advisors
New York
| $222M | – | – | 2.33% | – | 175 | – | 0 |
|
| 5338 |
5338
Amtrust Financial Services
New York
| $222M | +$4.7M | +2% | 2.34% | 61.9% | 15 | 0% | 2.9 |
|
| 5339 |
5339
Intel Corp
Santa Clara,
California
| $222M | -$30.2M | -12% | 50.5% | 9.79% | 4 | 75% | 1.6 |
|
| 5340 |
5340
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $221M | +$13.8M | +7% | 8.78% | 114% | 14 | 7.14% | 3.3 |
|
| 5341 |
GAMC
5341
Garner Asset Management Corp
Plano,
Texas
| $221M | -$3.73M | -2% | 0.65% | 103% | 153 | 5.23% | 5.1 |
|
| 5342 |
5342
GS Investments
Minneapolis,
Minnesota
| $221M | -$3.44M | -2% | 2.74% | 108% | 134 | 2.24% | 4 |
|
| 5343 |
5343
Agate Pass Investment Management
Bainbridge Island,
Washington
| $221M | +$20.8M | +10% | 0.41% | 76% | 108 | 13.89% | 2.2 |
|
| 5344 |
AC
5344
Athos Capital
Hong Kong
| $221M | -$90M | -29% | 10% | 110% | 48 | 35.42% | 0.8 |
|
| 5345 |
SC
5345
Slotnik Capital
Dallas,
Texas
| $221M | -$80.6M | -27% | 2.61% | – | 29 | 72.41% | 0.3 |
|
| 5346 |
5346
Institutional Venture Management XV
Menlo Park,
California
| $221M | +$40.6M | +22% | 61.4% | 116% | 5 | 20% | 2.6 |
|
| 5347 |
5347
Kennedy Investment Group
West Depford,
New Jersey
| $221M | +$3.64M | +2% | 3.29% | 95.4% | 128 | 8.59% | 1.7 |
|
| 5348 |
5348
Trinity Wealth Management
Berwyn,
Pennsylvania
| $221M | +$2.96M | +1% | 1.03% | 56.7% | 60 | 15% | 2.4 |
|
| 5349 |
5349
Alpha Financial Advisors
Charlotte,
North Carolina
| $221M | -$5.13M | -2% | 1.08% | 41.6% | 52 | 13.46% | 1.4 |
|
| 5350 |
5350
BridgePort Financial Solutions
Fairfield,
Iowa
| $221M | – | – | 0.45% | – | 161 | – | 0 |
|