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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Woodward Diversified Capital
Bakersfield,
California
| $170M | +$10.5M | +7% | 8.96% | 118% | 219 | 25.57% | 0.7 |
|
| 5352 |
5352
Eos Management LP
New York
| $170M | +$9.09M | +6% | 5.46% | 149% | 30 | 3.33% | 4 |
|
| 5353 |
5353
Stone Asset Management
Austin,
Texas
| $170M | – | – | 5.51% | – | 42 | – | 0 |
|
| 5354 |
5354
Bellevue Asset Management
Bellevue,
Washington
| $170M | +$6.31M | +4% | 11.9% | 56.7% | 604 | 11.09% | 1.6 |
|
| 5355 |
FRM
5355
Fox Run Management
Greenwich,
Connecticut
| $170M | +$10.9M | +7% | 5.19% | 64% | 780 | 86.28% | 0.1 |
|
| 5356 |
KCM
5356
Kempner Capital Management
Galveston,
Texas
| $170M | -$5.83M | -3% | 2.75% | 60.9% | 57 | 19.3% | 4.2 |
|
| 5357 |
5357
7G Capital Management
New York
| $170M | +$40.4M | +31% | 19.8% | 137% | 5 | 20% | 0.8 |
|
| 5358 |
5358
Clearstead Trust
Portland,
Maine
| $170M | +$11.6M | +7% | 10.8% | 124% | 204 | 7.35% | 2.1 |
|
| 5359 |
5359
Verity Asset Management
Durham,
North Carolina
| $169M | +$14.9M | +10% | 7.22% | 87% | 227 | 28.63% | 1.8 |
|
| 5360 |
5360
Trinity Financial Advisors
Columbus,
Ohio
| $169M | +$19.8M | +13% | 7.94% | 74.5% | 67 | 29.85% | 0.7 |
|
| 5361 |
5361
Vigilare Wealth Management
Scottsdale,
Arizona
| $169M | +$7.51M | +5% | 8.96% | 59.5% | 206 | 22.82% | 1.2 |
|
| 5362 |
5362
InterWest Venture Management
San Francisco,
California
| $169M | -$72.3M | -30% | 22.8% | 57.6% | 10 | 10% | 2.9 |
|
| 5363 |
5363
Cox Capital Management
Andover,
Massachusetts
| $169M | +$20.6M | +14% | 12.7% | 106% | 82 | 10.98% | 2.6 |
|
| 5364 |
5364
Sterneck Capital Management
Kansas City,
Missouri
| $169M | +$12M | +8% | 7.55% | 61.5% | 114 | 13.16% | 3.3 |
|
| 5365 |
5365
Western Standard LLC
Los Angeles,
California
| $169M | -$6.73M | -4% | 5.92% | 83.7% | 44 | 54.55% | 0.8 |
|
| 5366 |
5366
DB Wealth Management Group
San Diego,
California
| $169M | +$13.8M | +9% | 7.6% | 19% | 369 | 7.59% | 0.9 |
|
| 5367 |
5367
Seneca Financial Advisors
Rochester,
New York
| $169M | +$18M | +12% | 6.54% | 50.9% | 49 | 22.45% | 0.8 |
|
| 5368 |
5368
Values First Advisors
Gray,
Tennessee
| $169M | +$14.5M | +9% | 6.3% | 87.6% | 177 | 19.21% | 1.3 |
|
| 5369 |
5369
Northstar Advisory Group
Northfield,
New Jersey
| $169M | +$66.8M | +65% | 11.1% | 141% | 137 | 95.62% | 0.1 |
|
| 5370 |
5370
Decatur Capital Management
Decatur,
Georgia
| $169M | +$17.2M | +11% | 15.5% | 135% | 66 | 13.64% | 2.1 |
|
| 5371 |
TFA
5371
Triad Financial Advisors
Greensboro,
North Carolina
| $168M | – | – | 9.59% | – | 117 | – | 0 |
|
| 5372 |
5372
Grace Capital
Quincy,
Massachusetts
| $168M | +$5.88M | +4% | 7.42% | 127% | 167 | 17.96% | 2.6 |
|
| 5373 |
5373
Tabor Asset Management
New York
| $168M | +$1.2M | +0.7% | 4.82% | 214% | 52 | 65.38% | 0.4 |
|
| 5374 |
5374
OLIO Financial Planning
Mclean,
Virginia
| $168M | – | – | 4.11% | 52.9% | 41 | – | 0 |
|
| 5375 |
AAM
5375
Ascension Asset Management
New York
| $168M | +$15.3M | +10% | 14.6% | – | 83 | 6.02% | 0.8 |
|