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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 |
SFMG
5351
Sage Financial Management Group
Mclean,
Virginia
| $143M | +$29.7M | +26% | 6.4% | 47.3% | 41 | 26.83% | 0.8 |
|
| 5352 |
5352
FWG Holdings
Winter Park,
Florida
| $143M | +$9.8M | +7% | 7.6% | 91.6% | 95 | 23.16% | 1 |
|
| 5353 |
5353
Corrado Advisors
Ramsey,
New Jersey
| $143M | +$19.9M | +16% | 5.76% | 73.1% | 417 | 74.82% | 0.7 |
|
| 5354 |
5354
Goepper Burkhardt
Greenville,
South Carolina
| $143M | +$8.4M | +6% | 7.31% | 50.4% | 67 | 19.4% | 1.7 |
|
| 5355 |
5355
One Plus One Wealth Management
Jupiter,
Florida
| $143M | +$20M | +16% | 8.68% | 71.9% | 112 | 39.29% | 1.1 |
|
| 5356 |
DCM
5356
Dudley Capital Management
Middleburg,
Virginia
| $143M | – | – | 10.8% | 129% | 129 | – | 0 |
|
| 5357 |
5357
Ayrshire Capital Management
Westport,
Connecticut
| $143M | +$8.38M | +6% | 10.7% | 84.8% | 50 | 10% | 2.6 |
|
| 5358 |
5358
Texas Capital Bancshares
Dallas,
Texas
| $143M | +$19M | +15% | 11.3% | 175% | 89 | 23.6% | 2.5 |
|
| 5359 |
5359
RP Investment Advisors
Toronto,
Ontario, Canada
| $142M | -$259M | -65% | 2.15% | 17.4% | 134 | 52.24% | 1 |
|
| 5360 |
5360
Founders Circle Capital
Campbell,
California
| $142M | -$33.3M | -19% | 10.2% | 28% | 11 | 9.09% | 1.3 |
|
| 5361 |
5361
Cruiser Capital Advisors
Stamford,
Connecticut
| $142M | +$26.6M | +23% | 11.8% | 192% | 76 | 26.32% | 1.4 |
|
| 5362 |
5362
Profit Investment Management
North Bethesda,
Maryland
| $142M | +$11.7M | +9% | 12.5% | 101% | 78 | 2.56% | 6 |
|
| 5363 |
5363
Arrow Investment Advisors
Laurel,
Maryland
| $142M | +$12.8M | +10% | 7.83% | 36.3% | 87 | 48.28% | 1.1 |
|
| 5364 |
5364
Bond Capital Management
San Francisco,
California
| $142M | -$5.38M | -4% | 0.29% | 47.5% | 5 | 0% | 0.8 |
|
| 5365 |
5365
Axis Capital Holdings
Pembroke,
| $142M | +$9.8M | +7% | 7.45% | 76% | 3 | 0% | 6.1 |
|
| 5366 |
BCM
5366
Beaumont Capital Management
Boston,
Massachusetts
| $142M | +$41.2M | +41% | 9.02% | 45.4% | 53 | 50.94% | 0.4 |
|
| 5367 |
5367
Pacific Sun Financial
Los Angeles,
California
| $142M | -$485K | -0.3% | 7.08% | 70.3% | 180 | 7.78% | 3.5 |
|
| 5368 |
5368
Signet Investment Advisory Group
Providence,
Rhode Island
| $142M | +$12.8M | +10% | 11.9% | 68.2% | 69 | 7.25% | 3.3 |
|
| 5369 |
5369
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $142M | +$10.9M | +8% | 6.99% | 72.4% | 84 | 28.57% | 0.9 |
|
| 5370 |
5370
Silver Oak Advisory Group
Portland,
Oregon
| $142M | +$8.44M | +6% | 4.25% | 27% | 58 | 13.79% | 0.9 |
|
| 5371 |
5371
Adalta Capital Management
New York
| $142M | +$2.58M | +2% | 8.73% | 80.4% | 97 | 16.49% | 2.9 |
|
| 5372 |
5372
Ruedi Wealth Management
Champaign,
Illinois
| $142M | – | – | 9.41% | 44.9% | 241 | – | 0 |
|
| 5373 |
5373
Birchview Capital
Burlington,
Vermont
| $142M | -$445K | -0.3% | 9.49% | 327% | 63 | 14.29% | 2.9 |
|
| 5374 |
5374
Mainsail Management Company
Austin,
Texas
| $142M | – | – | 23.6% | 55% | 2 | – | 0 |
|
| 5375 |
5375
HST Ventures
Park City,
Utah
| $142M | -$7.21M | -5% | 5.22% | 8.24% | 47 | 48.94% | 0.4 |
|