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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 |
CIA
5376
Corigliano Investment Advisers
Raleigh,
North Carolina
| $256M | -$25.6M | -9% | 41.2% | – | 57 | 63.16% | 0.4 |
|
| 5377 |
5377
Krensavage Asset Management
New York
| $256M | -$27.4M | -10% | 0.48% | 124% | 22 | 27.27% | 2.4 |
|
| 5378 |
5378
Trueblood Wealth Management
Lima,
Ohio
| $256M | -$538K | -0.2% | 1.46% | 89.9% | 265 | 8.3% | 1.8 |
|
| 5379 |
5379
Peirce Capital Management
The Woodlands,
Texas
| $256M | +$4.43M | +2% | 2.97% | 56.6% | 46 | 13.04% | 1.8 |
|
| 5380 |
5380
Highlander Partners
Dallas,
Texas
| $256M | -$23.2M | -8% | 12.6% | 241% | 68 | 36.76% | 2.1 |
|
| 5381 |
5381
Cumberland Advisors
Sarasota,
Florida
| $255M | -$8.29M | -3% | 1.24% | 80.7% | 50 | 6% | 5.3 |
|
| 5382 |
5382
Western Financial Corp
San Diego,
California
| $255M | +$3.33M | +1% | 2.35% | 275% | 152 | 42.11% | 1.7 |
|
| 5383 |
5383
Agate Pass Investment Management
Bainbridge Island,
Washington
| $255M | -$13.7M | -5% | 1.93% | 76% | 109 | 6.42% | 3.3 |
|
| 5384 |
5384
Kennedy Investment Group
West Depford,
New Jersey
| $255M | -$9.7M | -4% | 2.65% | 95.4% | 147 | 12.93% | 2.3 |
|
| 5385 |
5385
2Xideas
Kusnacht,
Switzerland
| $255M | -$102M | -29% | 4.93% | 40.6% | 53 | 16.98% | 2.5 |
|
| 5386 |
5386
Caldwell Investment Management
Toronto,
Ontario, Canada
| $255M | +$92.5M | +57% | 2.66% | 162% | 65 | 67.69% | 0.6 |
|
| 5387 |
5387
Juno Financial Group
Richmond,
Virginia
| $255M | +$5.27M | +2% | 0.11% | – | 71 | 4.23% | 0.2 |
|
| 5388 |
PIP
5388
Palisades Investment Partners
Santa Monica,
California
| $255M | -$9.7M | -4% | 1.52% | – | 56 | 17.86% | 1.2 |
|
| 5389 |
5389
Wrenne Financial Planning
Lexington,
Kentucky
| $255M | +$9.21M | +4% | 0.38% | 54.3% | 52 | 7.69% | 1.8 |
|
| 5390 |
5390
Long Road Investment Counsel
Kalamazoo,
Michigan
| $255M | -$8.95M | -3% | 4.25% | 64.4% | 81 | 6.17% | 8.4 |
|
| 5391 |
GAMC
5391
Garner Asset Management Corp
Plano,
Texas
| $255M | -$5.64M | -2% | 3.46% | 103% | 425 | 63.29% | 5.2 |
|
| 5392 |
5392
Tiemann Investment Advisors
Menlo Park,
California
| $255M | -$2.53M | -1% | 1.11% | 77% | 217 | 11.98% | 6.8 |
|
| 5393 |
5393
Westwood Wealth Management
Los Angeles,
California
| $255M | +$122M | +92% | 7.64% | 495% | 130 | 86.15% | 1.3 |
|
| 5394 |
5394
Choice Wealth Advisors
Waterville,
Maine
| $255M | +$1.85M | +0.7% | 0.32% | 60.3% | 38 | 21.05% | 2.3 |
|
| 5395 |
5395
Vermillion Wealth Management
Rosemount,
Minnesota
| $255M | +$8.68M | +4% | 0.74% | – | 1,582 | 61.82% | 0.4 |
|
| 5396 |
5396
Incline Global Management
New York
| $255M | -$38M | -13% | 13.2% | 40.1% | 36 | 50% | 0.7 |
|
| 5397 |
5397
Left Brain Wealth Management
Naperville,
Illinois
| $255M | -$34.5M | -12% | 1.57% | 376% | 103 | 41.75% | 1.5 |
|
| 5398 |
5398
Tenon Financial
Metuchen,
New Jersey
| $255M | +$17.3M | +7% | 1.46% | – | 55 | 12.73% | 1.4 |
|
| 5399 |
5399
Integrity Wealth Solutions
Denver,
Colorado
| $255M | +$1.74M | +0.7% | 0.41% | – | 135 | 8.15% | 1.6 |
|
| 5400 |
5400
First Financial Corp
Terre Haute,
Indiana
| $255M | -$10.4M | -4% | 0.62% | 95.3% | 309 | 1.94% | 8.4 |
|