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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Wealth Management Partners
Tucson,
Arizona
| $135M | -$8.59M | -6% | 0.16% | 194% | 124 | 16.13% | 0.6 |
|
| 5377 |
5377
Corundum Group
Colorado Springs,
Colorado
| $135M | -$17.6M | -12% | 1.66% | 89.5% | 105 | 12.38% | 2.8 |
|
| 5378 |
5378
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $135M | -$4.52M | -3% | 0.92% | 38.1% | 42 | 50% | 0.7 |
|
| 5379 |
5379
AH Equity Partners V
Menlo Park,
California
| $135M | -$19M | -12% | 15.6% | – | 3 | 33.33% | 0.4 |
|
| 5380 |
ABP
5380
Arthur B. Page
| $135M | -$5.7M | -4% | 0.21% | 40.4% | 60 | 6.67% | 5.5 |
|
| 5381 |
OH
5381
Oikos Holdings
New York
| $134M | +$40.8M | +44% | 0.49% | 5.54% | 4 | 25% | 0.7 |
|
| 5382 |
5382
Hatton Consulting
Phoenix,
Arizona
| $134M | +$6.86M | +5% | 1.08% | – | 50 | 18% | 0.4 |
|
| 5383 |
5383
Beaumont Asset Management
Beaumont,
Texas
| $134M | +$4.53M | +3% | 1.3% | 73.1% | 70 | 8.57% | 1.2 |
|
| 5384 |
5384
Newton One Investments
Newark,
Delaware
| $134M | +$8.14M | +6% | 1.21% | 42% | 133 | 13.53% | 0.5 |
|
| 5385 |
CM
5385
CM Management
Gulf Breeze,
Florida
| $134M | -$4.28M | -3% | 4.06% | 110% | 98 | 19.39% | 0.5 |
|
| 5386 |
5386
Mason Street Advisors
Milwaukee,
Wisconsin
| $134M | +$22.9M | +21% | 1.46% | 32% | 9 | 11.11% | 4 |
|
| 5387 |
5387
Satovsky Asset Management
New York
| $134M | +$2.99M | +2% | 0.45% | 53.6% | 30 | 6.67% | 0.7 |
|
| 5388 |
5388
Moulton Wealth Management
Spokane,
Washington
| $134M | -$3.01M | -2% | 0.04% | 47.8% | 44 | 56.82% | 0.6 |
|
| 5389 |
5389
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $134M | -$4.68M | -3% | 0.65% | 60.1% | 399 | 12.28% | 0.6 |
|
| 5390 |
5390
CMG Global Holdings
Plano,
Texas
| $134M | +$1.39M | +1% | 1.87% | 80.8% | 88 | 6.82% | 0.5 |
|
| 5391 |
5391
KPCB XV Associates
Menlo Park,
California
| $134M | -$90.1M | -40% | 5.45% | – | 4 | 25% | 0.8 |
|
| 5392 |
5392
Vaughan & Co Securities
Ridgewood,
New Jersey
| $134M | -$1.51M | -1% | 1.92% | 70.7% | 54 | 3.7% | 1.5 |
|
| 5393 |
PM
5393
Parametrica Management
Wanchai,
Hong Kong
| $134M | -$1.64M | -1% | 4.23% | 543% | 131 | 70.99% | 0.4 |
|
| 5394 |
5394
Harvey Partners
Tarrytown,
New York
| $134M | -$10.7M | -7% | 0.13% | 174% | 35 | 14.29% | 1.6 |
|
| 5395 |
5395
AWM Capital
Phoenix,
Arizona
| $134M | – | – | 2.25% | 51.1% | 62 | – | 0 |
|
| 5396 |
RCA
5396
Reitz Capital Advisors
Freeland,
Michigan
| $134M | -$8.18M | -6% | 0.66% | 11% | 52 | 15.38% | 1.5 |
|
| 5397 |
5397
Tranquilli Financial Advisor
Clinton,
New Jersey
| $133M | +$299K | +0.2% | 0.45% | 55.1% | 80 | 8.75% | 0.6 |
|
| 5398 |
RHDIC
5398
R.H. Dinel Investment Counsel
Los Angeles,
California
| $133M | -$6.96M | -5% | 0.66% | 55.9% | 55 | 0% | 5.8 |
|
| 5399 |
5399
Clearshares
New York
| $133M | +$4.44M | +3% | 1.01% | – | 38 | 5.26% | 1.9 |
|
| 5400 |
5400
McCarthy Asset Management
Redwood Shores,
California
| $133M | -$7.55M | -5% | 0.24% | – | 451 | 25.94% | 0.6 |
|