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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
Birch Capital Management
Dallas,
Texas
| $174M | +$16.2M | +10% | 11.3% | 62% | 99 | 8.08% | 3.2 |
|
| 5402 |
5402
Sagil Capital
London,
United Kingdom
| $174M | +$29.1M | +20% | 9.07% | 104% | 26 | 53.85% | 0.4 |
|
| 5403 |
ICM
5403
Indaba Capital Management
San Francisco,
California
| $174M | -$165M | -49% | 2.05% | 66.7% | 17 | 47.06% | 1.8 |
|
| 5404 |
MI
5404
Moneywise Inc
Forest,
Virginia
| $174M | +$14.7M | +9% | 10.1% | 60.8% | 57 | 21.05% | 3.5 |
|
| 5405 |
DRP
5405
Decade Renewable Partners
Houston,
Texas
| $174M | +$8.91M | +5% | 4.85% | – | 39 | 46.15% | 0.4 |
|
| 5406 |
5406
Baugh & Associates
Atlanta,
Georgia
| $174M | +$14.1M | +9% | 10.8% | 98.8% | 39 | 5.13% | 4.7 |
|
| 5407 |
5407
Stonebridge Financial Planning Group
Orlando,
Florida
| $174M | +$17.8M | +11% | 10.1% | 72.4% | 157 | 18.47% | 2.3 |
|
| 5408 |
5408
John W. Brooker & Co
Oakland,
California
| $173M | +$15.2M | +10% | 7.93% | 43.4% | 73 | 12.33% | 3 |
|
| 5409 |
5409
Tandem Wealth Advisors
Phoenix,
Arizona
| $173M | +$9.8M | +6% | 9.07% | 43.1% | 68 | 16.18% | 0.7 |
|
| 5410 |
5410
Pelion Inc
Salt Lake City,
Utah
| $173M | -$16.9M | -9% | 0.29% | 16.9% | 4 | 0% | 2 |
|
| 5411 |
5411
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $173M | -$30.4M | -15% | 9.28% | 81.9% | 504 | 5.95% | 2.4 |
|
| 5412 |
5412
Ayrshire Capital Management
Westport,
Connecticut
| $173M | +$18.6M | +12% | 12.1% | 84.8% | 51 | 13.73% | 3 |
|
| 5413 |
5413
KM Capital Management
Austin,
Texas
| $173M | +$27M | +18% | 10.3% | 60.8% | 47 | 21.28% | 0.7 |
|
| 5414 |
5414
Creative Capital Management Investments
San Diego,
California
| $173M | +$27.1M | +19% | 10.3% | 53.6% | 245 | 14.69% | 0.9 |
|
| 5415 |
5415
Left Brain Wealth Management
Naperville,
Illinois
| $173M | +$12.2M | +8% | 12.2% | 376% | 85 | 9.41% | 0.8 |
|
| 5416 |
5416
Kiely Wealth Advisory Group
Kernersville,
North Carolina
| $173M | – | – | 4.56% | – | 267 | – | 0 |
|
| 5417 |
5417
Greenfield Savings Bank
Greenfield,
Massachusetts
| $173M | +$13.5M | +8% | 10.4% | 108% | 149 | 8.05% | 1.2 |
|
| 5418 |
5418
Lodestone Wealth Management
Spokane,
Washington
| $173M | +$30M | +21% | 11.3% | 87.1% | 146 | 17.12% | 0.8 |
|
| 5419 |
5419
Lumbard & Kellner
Hollis,
New Hampshire
| $173M | +$22M | +15% | 7.84% | 137% | 65 | 20% | 3.8 |
|
| 5420 |
5420
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $173M | +$15.4M | +10% | 26.7% | – | 63 | 26.98% | 1.4 |
|
| 5421 |
5421
Purus Wealth Management
Newport Beach,
California
| $173M | +$24.4M | +16% | 15.1% | 174% | 125 | 11.2% | 2 |
|
| 5422 |
5422
Derbend Asset Management
Peachtree City,
Georgia
| $173M | +$25.8M | +18% | 9.22% | 23.9% | 111 | 20.72% | 1.4 |
|
| 5423 |
5423
Idaho Trust Bank
Boise,
Idaho
| $173M | +$18.9M | +12% | 9.41% | 50.5% | 86 | 12.79% | 0.4 |
|
| 5424 |
5424
Sequent Asset Management
Houston,
Texas
| $173M | +$81.4M | +89% | 4.94% | 51.3% | 82 | 40.24% | 2.3 |
|
| 5425 |
5425
Agate Pass Investment Management
Bainbridge Island,
Washington
| $172M | +$24.9M | +17% | 8.21% | 76% | 100 | 19% | 1.6 |
|