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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Saiph Capital
Wyckoff,
New Jersey
| $130M | -$17.8M | -12% | 17.5% | 52.4% | 47 | 25.53% | 0.4 |
|
| 5402 |
5402
Bennett Selby Investments
Falmouth,
Maine
| $130M | -$36.2M | -22% | 18.5% | 82.1% | 63 | 15.87% | 1.3 |
|
| 5403 |
TPWM
5403
Twelve Points Wealth Management
Concord,
Massachusetts
| $130M | -$4.08M | -3% | 12.9% | 50.7% | 179 | 13.97% | 0.4 |
|
| 5404 |
5404
Goodwin Investment Advisory
Woodstock,
Georgia
| $130M | -$16.1M | -11% | 15.4% | 60.8% | 236 | 40.25% | 0.9 |
|
| 5405 |
5405
Lederer & Associates Investment Counsel
Long Beach,
California
| $130M | -$33.5M | -21% | 13.2% | 92.7% | 91 | 4.4% | 4.4 |
|
| 5406 |
5406
Horizon Financial Services
Winston Salem,
North Carolina
| $130M | -$27.2M | -17% | 12.4% | 39.5% | 61 | 18.03% | 1.1 |
|
| 5407 |
CCP
5407
Cunning Capital Partners
Morrisville,
North Carolina
| $130M | -$15.6M | -11% | 11.8% | 268% | 70 | 55.71% | 0.4 |
|
| 5408 |
5408
Prentiss Smith & Co
Brattleboro,
Vermont
| $130M | -$37.1M | -22% | 13.9% | 63.9% | 76 | 14.47% | 5 |
|
| 5409 |
5409
WJ Interests
Sugar Land,
Texas
| $130M | – | – | 10.8% | 55.2% | 17 | – | 0 |
|
| 5410 |
5410
WD Rutherford
Portland,
Oregon
| $129M | -$45.5M | -26% | 18.5% | 170% | 147 | 32.65% | 1.2 |
|
| 5411 |
5411
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $129M | -$26.4M | -17% | 5.82% | 44.9% | 58 | 37.93% | 0.4 |
|
| 5412 |
5412
Vance Wealth
Santa Clarita,
California
| $129M | +$50.3M | +64% | 16.2% | 66.4% | 68 | 26.47% | 0.4 |
|
| 5413 |
5413
Strategic Value Bank Partners
Cleveland,
Ohio
| $129M | -$16.1M | -11% | 9.93% | 98.1% | 20 | 10% | 0.4 |
|
| 5414 |
EWG
5414
Executive Wealth Group
Kirkland,
Washington
| $129M | -$23.3M | -15% | 14.5% | 14.9% | 48 | 8.33% | 3.8 |
|
| 5415 |
5415
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $129M | -$23M | -15% | 12.2% | 81.9% | 151 | 11.26% | 1.2 |
|
| 5416 |
5416
Treasure Coast Financial Planning
Vero Beach,
Florida
| $129M | -$1.32M | -1% | 10.2% | 32.6% | 37 | 24.32% | 0.4 |
|
| 5417 |
5417
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $129M | -$3.23M | -2% | 12% | 54.5% | 319 | 57.68% | 0.2 |
|
| 5418 |
5418
Orion Capital Management
Coronado,
California
| $129M | -$37.1M | -22% | 15.4% | 75.3% | 452 | 16.37% | 1 |
|
| 5419 |
5419
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $129M | +$5.53M | +4% | 17.1% | – | 64 | 17.19% | 0.5 |
|
| 5420 |
5420
BCK Capital Management
Stamford,
Connecticut
| $129M | -$37.9M | -23% | 0.14% | 161% | 168 | 57.14% | 0.4 |
|
| 5421 |
QGA
5421
Q Global Advisors
Fort Worth,
Texas
| $129M | -$34.4M | -21% | 28.7% | 79% | 341 | 29.91% | 0.5 |
|
| 5422 |
5422
Axim Planning & Wealth
Springboro,
Ohio
| $129M | – | – | 2.09% | 3.66% | 156 | – | 0 |
|
| 5423 |
5423
HBC Financial Services
Seattle,
Washington
| $129M | -$9.8M | -7% | 13.7% | 12.6% | 193 | 12.44% | 1.7 |
|
| 5424 |
5424
Acute Investment Advisory
Mesa,
Arizona
| $129M | -$5.33M | -4% | 8.44% | 15% | 47 | 55.32% | 0.3 |
|
| 5425 |
5425
Cairn Investment Group
Vancouver,
Washington
| $129M | -$29.3M | -19% | 12.9% | 61.3% | 82 | 19.51% | 1.8 |
|