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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
Exeter Financial
Scottsdale,
Arizona
| $218M | -$7.3M | -3% | 2.27% | 59.1% | 94 | 4.26% | 5.3 |
|
| 5377 |
5377
AmeriFlex Group
Las Vegas,
Nevada
| $218M | – | – | 3.57% | – | 1,170 | – | 0 |
|
| 5378 |
5378
Sagil Capital
London,
United Kingdom
| $218M | +$55.7M | +34% | 10.9% | 104% | 27 | 70.37% | 0.5 |
|
| 5379 |
5379
Holowesko Partners
Nassau,
Bahamas
| $218M | +$29.3M | +15% | 5.03% | 51.1% | 27 | 11.11% | 3.7 |
|
| 5380 |
5380
Mine & Arao Wealth Creation & Management
Campbell,
California
| $218M | +$2.8M | +1% | 4.8% | 105% | 78 | 6.41% | 4.6 |
|
| 5381 |
5381
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $218M | +$5.9M | +3% | 0.92% | 65.3% | 181 | 49.17% | 0.9 |
|
| 5382 |
5382
Five Oceans Advisors
Santa Monica,
California
| $218M | +$9.2M | +4% | 0.95% | 85.3% | 204 | 17.65% | 2 |
|
| 5383 |
5383
Alpha Wave Global
New York
| $218M | -$106M | -33% | 11.3% | 226% | 25 | 24% | 1.8 |
|
| 5384 |
5384
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $218M | +$11.2M | +5% | 3.81% | 90.8% | 95 | 7.37% | 2.8 |
|
| 5385 |
5385
Visa Foundation
San Francisco,
California
| $218M | -$18.5M | -8% | 2.48% | 58.1% | 2 | 0% | 1.8 |
|
| 5386 |
CNBT
5386
Cornerstone National Bank & Trust
Palatine,
Illinois
| $218M | -$3.57M | -2% | 1.83% | 38.5% | 170 | 4.71% | 1.6 |
|
| 5387 |
5387
Bayshore Asset Management
Coral Gables,
Florida
| $218M | -$5.22M | -2% | 1.65% | 66.1% | 58 | 12.07% | 1.7 |
|
| 5388 |
5388
1776 Wealth
Atlanta,
Georgia
| $218M | -$5.76M | -3% | 10.4% | 90.4% | 151 | 11.26% | 2.6 |
|
| 5389 |
5389
HF Advisory Group
Annapolis,
Maryland
| $218M | +$2.33M | +1% | 1.2% | 73.2% | 165 | 4.24% | 1.7 |
|
| 5390 |
RA
5390
Ransom Advisory
Providence,
Rhode Island
| $218M | +$3.54M | +2% | 2.31% | – | 418 | 4.07% | 0.7 |
|
| 5391 |
SCA
5391
Sander Capital Advisors
Seattle,
Washington
| $217M | +$1.39M | +0.6% | 4.39% | 113% | 15 | 0% | 4 |
|
| 5392 |
CA
5392
Continental Advisors
Park City,
Utah
| $217M | +$9.8M | +5% | 3.42% | 73.6% | 45 | 15.56% | 5.9 |
|
| 5393 |
5393
Penobscot Wealth Management
Portland,
Maine
| $217M | +$31.8M | +17% | 2.68% | 56.7% | 79 | 10.13% | 2.2 |
|
| 5394 |
5394
Ridgepath Capital Management
Knoxville,
Tennessee
| $217M | +$91.6M | +73% | 1.15% | 73.5% | 53 | 30.19% | 0.7 |
|
| 5395 |
5395
Anatole Investment Management
Central,
Hong Kong
| $217M | -$136M | -38% | 14.9% | 3,486% | 16 | 50% | 0.2 |
|
| 5396 |
CL
5396
COWA LLC
Tulsa,
Oklahoma
| $217M | +$6.92M | +3% | 1.11% | 67.7% | 138 | 21.01% | 2.5 |
|
| 5397 |
5397
TKG Advisors
Valparaiso,
Indiana
| $217M | +$14.3M | +7% | 2.6% | 116% | 112 | 33.04% | 1.5 |
|
| 5398 |
5398
Range Financial Group
Tigard,
Oregon
| $217M | +$144M | +198% | 3.85% | 195% | 185 | 56.76% | 1.1 |
|
| 5399 |
5399
Paragon Private Wealth Management
Lexington,
Kentucky
| $217M | +$14.9M | +7% | 2.15% | 104% | 178 | 15.17% | 1.9 |
|
| 5400 |
5400
Scalar Gauge Management
Dallas,
Texas
| $217M | +$28.3M | +15% | 22.6% | – | 34 | 44.12% | 0.5 |
|