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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 |
WCM
5401
Westerly Capital Management
San Francisco,
California
| $217M | +$38.6M | +22% | 18% | 116% | 53 | 39.62% | 1.3 |
|
| 5402 |
5402
Searcy Financial Services
Overland Park,
Kansas
| $217M | +$3.42M | +2% | 2.18% | 60.2% | 26 | 0% | 2.8 |
|
| 5403 |
5403
WestBridge Capital Management
Trianon,
Mauritius
| $216M | +$62.7M | +41% | 40.9% | 21.9% | 1 | 0% | 2.5 |
|
| 5404 |
5404
PCA Investment Advisory Services
Cincinnati,
Ohio
| $216M | +$3.65M | +2% | 1.22% | 71.4% | 163 | 15.34% | 1.3 |
|
| 5405 |
5405
Luken Investment Analytics
Brentwood,
Tennessee
| $216M | -$1.86M | -0.9% | 0.12% | 51% | 143 | 14.69% | 2.7 |
|
| 5406 |
5406
Powell Investment Advisors
Miami,
Florida
| $216M | +$1.76M | +0.8% | 2.71% | 82.4% | 167 | 17.37% | 2.8 |
|
| 5407 |
5407
Discipline Wealth Solutions
Greenville,
South Carolina
| $216M | +$26.5M | +14% | 1.45% | 45.9% | 83 | 26.51% | 0.4 |
|
| 5408 |
5408
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $216M | -$4.83M | -2% | 1.13% | 104% | 263 | 5.7% | 8.1 |
|
| 5409 |
5409
Whitebark Investors
Incline Village,
Nevada
| $216M | – | – | 13.7% | – | 9 | – | 0 |
|
| 5410 |
5410
IMS Capital Management
Portland,
Oregon
| $216M | -$6.82M | -3% | 1.1% | 119% | 148 | 12.16% | 5.4 |
|
| 5411 |
5411
Maryland Capital Advisors
Chester,
Maryland
| $216M | +$9.8M | +5% | 1.51% | – | 284 | 23.24% | 2.2 |
|
| 5412 |
FC
5412
Franchise Capital
Grand Cayman,
Cayman Islands
| $216M | -$61.8M | -22% | 3.39% | 537% | 18 | 55.56% | 0.8 |
|
| 5413 |
5413
Strait & Sound Wealth Management
San Francisco,
California
| $216M | +$9.8M | +5% | 4.23% | 74% | 152 | 11.18% | 1.3 |
|
| 5414 |
5414
SVF Sponsor III
Menlo Park,
California
| $216M | -$6.18M | -3% | 2.79% | 133% | 1 | 0% | 2 |
|
| 5415 |
5415
Midwest Heritage Bank
West Des Moines,
Iowa
| $216M | +$1.8M | +0.8% | 1.06% | 52.2% | 62 | 19.35% | 2.2 |
|
| 5416 |
5416
Leslie Global Wealth
Itasca,
Illinois
| $215M | +$9.6M | +5% | 0.33% | – | 79 | 20.25% | 0.4 |
|
| 5417 |
MAS
5417
Madden Advisory Services
Jacksonville,
Florida
| $215M | -$2.95M | -1% | 0.63% | 52.3% | 104 | 8.65% | 5.3 |
|
| 5418 |
OM
5418
OV Management
Minneapolis,
Minnesota
| $215M | +$64.8M | +43% | 3.32% | – | 58 | 5.17% | 0.9 |
|
| 5419 |
5419
Aspen Investment Management
Grand Rapids,
Michigan
| $215M | +$1M | +0.5% | 0.67% | 92.6% | 151 | 9.27% | 6.7 |
|
| 5420 |
5420
Mad River Investors
Boston,
Massachusetts
| $215M | +$34.9M | +19% | 25.2% | 169% | 27 | 7.41% | 3.7 |
|
| 5421 |
5421
CNB Bank
Clearfield,
Pennsylvania
| $215M | -$1.01M | -0.5% | 3.42% | 91.6% | 534 | 6.93% | 4.1 |
|
| 5422 |
CAM
5422
CPA Asset Management
West Palm Beach,
Florida
| $215M | +$8.04M | +4% | 2.61% | 53.3% | 81 | 8.64% | 1.7 |
|
| 5423 |
5423
William Marsh Rice University
Houston,
Texas
| $215M | +$129M | +151% | 0.05% | 1.81% | 4 | 75% | 2.7 |
|
| 5424 |
5424
Forefront Analytics
West Conshohocken,
Pennsylvania
| $215M | +$2.98M | +1% | 4.23% | 50.9% | 71 | 15.49% | 4.4 |
|
| 5425 |
5425
Flynn Zito Capital Management
Garden City,
New York
| $215M | +$8.41M | +4% | 1.75% | 109% | 129 | 9.3% | 1.4 |
|