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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
Stevens Capital Partners
Omaha,
Nebraska
| $221M | +$11.5M | +5% | 2.47% | 76.3% | 63 | 1.59% | 1.6 |
|
| 5352 |
5352
Cherokee Insurance
Sterling Heights,
Michigan
| $221M | – | – | 1.84% | – | 120 | – | 0 |
|
| 5353 |
5353
Kaye Capital Management
El Segundo,
California
| $221M | -$29M | -12% | 0.14% | – | 42 | 14.29% | 1.4 |
|
| 5354 |
ALS
5354
Andrew L. Share
| $220M | +$68M | +45% | 54.4% | 3.31% | 14 | 14.29% | 1.6 |
|
| 5355 |
5355
Collaborative Wealth Management
Lake Mary,
Florida
| $220M | -$754K | -0.3% | 1.15% | 46.6% | 187 | 10.7% | 2.8 |
|
| 5356 |
5356
Saiph Capital
Wyckoff,
New Jersey
| $220M | +$7.81M | +4% | 2.62% | 52.4% | 52 | 19.23% | 2 |
|
| 5357 |
CVA
5357
Central Valley Advisors
Sacramento,
California
| $220M | +$42.8M | +24% | 2.94% | 77.8% | 145 | 16.55% | 0.7 |
|
| 5358 |
5358
Ardent Capital Management
Cincinnati,
Ohio
| $220M | -$240K | -0.1% | 1.72% | 87.2% | 46 | 10.87% | 1.8 |
|
| 5359 |
5359
Bain Capital Venture Investors
Boston,
Massachusetts
| $220M | +$98.9M | +82% | 89.1% | 34.2% | 3 | 0% | 2.2 |
|
| 5360 |
5360
American Financial Group
Cincinnati,
Ohio
| $220M | -$13.9M | -6% | 3.52% | 32.5% | 67 | 10.45% | 6 |
|
| 5361 |
5361
Forza Wealth Management
Sarasota,
Florida
| $219M | +$1.14M | +0.5% | 1.21% | 69.8% | 191 | 6.28% | 1.7 |
|
| 5362 |
5362
Wynnefield Capital
New York
| $219M | -$5.26M | -2% | 5.32% | 52.1% | 17 | 5.88% | 4.7 |
|
| 5363 |
5363
Decatur Capital Management
Decatur,
Georgia
| $219M | +$2.22M | +1% | 6.99% | 135% | 55 | 25.45% | 3.6 |
|
| 5364 |
5364
Decagon Asset Management
London,
United Kingdom
| $219M | – | – | 5.29% | – | 45 | – | 0 |
|
| 5365 |
5365
IMZ Advisory
Boca Raton,
Florida
| $219M | +$3.01M | +1% | 1.73% | 73.1% | 38 | 5.26% | 0.9 |
|
| 5366 |
5366
PSquared Asset Management
Zurich,
Switzerland
| $219M | -$198M | -47% | 1.76% | 178% | 10 | 70% | 0.4 |
|
| 5367 |
AAG
5367
Avalon Advisory Group
Wexford,
Pennsylvania
| $219M | -$1.61M | -0.7% | 1.22% | 46% | 16 | 6.25% | 2.5 |
|
| 5368 |
5368
Dupree Financial Group
Lexington,
Kentucky
| $219M | -$30.9M | -12% | 2.57% | 75.8% | 78 | 24.36% | 0.8 |
|
| 5369 |
5369
Vesa Equity Investment
Luxembourg
| $219M | -$41M | -16% | 15.8% | 2.97% | 1 | 0% | 4 |
|
| 5370 |
5370
Iams Wealth Management
Omaha,
Nebraska
| $219M | +$15M | +7% | 0.78% | 57.7% | 179 | 27.93% | 0.7 |
|
| 5371 |
5371
SimpliFi Inc
San Diego,
California
| $219M | -$6.85M | -3% | 3.13% | 27.9% | 43 | 9.3% | 2.9 |
|
| 5372 |
5372
HTG Investment Advisors
New Canaan,
Connecticut
| $219M | +$6.71M | +3% | 1.45% | 57.4% | 70 | 11.43% | 1.6 |
|
| 5373 |
5373
Ariadne Wealth Management
Santa Barbara,
California
| $219M | +$34.9M | +19% | 1.46% | – | 267 | 31.46% | 0.3 |
|
| 5374 |
5374
TMT General Partner
Hong Kong
| $219M | – | – | 1.54% | – | 2 | – | 0 |
|
| 5375 |
5375
Seven Grand Managers
Bronxville,
New York
| $218M | -$230M | -51% | 15.4% | 281% | 79 | 70.89% | 0.3 |
|