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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
MAM
5426
Marketfield Asset Management
New York
| $135M | -$13.4M | -9% | 6% | 61.5% | 39 | 12.82% | 3.6 |
|
| 5427 |
5427
Consolidated Planning Corp
Atlanta,
Georgia
| $135M | -$21.5M | -14% | 7.27% | 84.6% | 61 | 11.48% | 1 |
|
| 5428 |
RCIM
5428
Russell Clark Investment Management
London,
United Kingdom
| $135M | +$11.8M | +10% | 6.32% | 174% | 46 | 8.7% | 1.5 |
|
| 5429 |
5429
DRH Investments
Thousand Oaks,
California
| $135M | +$3.08M | +2% | 6.45% | 81.2% | 15 | 33.33% | 0.7 |
|
| 5430 |
5430
Sowa Financial Group
Lincoln,
Rhode Island
| $135M | -$6.98M | -5% | 7.43% | 77.7% | 74 | 9.46% | 1.4 |
|
| 5431 |
LA
5431
Latitude Advisors
Vero Beach,
Florida
| $135M | +$12.8M | +11% | 6.81% | 72% | 185 | 24.32% | 0.4 |
|
| 5432 |
DIS
5432
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $135M | +$6.26M | +5% | 9.59% | 86% | 42 | 4.76% | 3.4 |
|
| 5433 |
5433
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $135M | – | – | 7.67% | – | 116 | – | 0.4 |
|
| 5434 |
5434
ELCO Management
New York
| $135M | +$24.2M | +22% | 10.3% | 98.3% | 140 | 17.86% | 2.6 |
|
| 5435 |
5435
Kennicott Capital Management
Corte Madera,
California
| $135M | +$13M | +11% | 7.67% | 98% | 51 | 19.61% | 0.2 |
|
| 5436 |
5436
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $134M | +$9.37M | +7% | 4.84% | 56.7% | 213 | 10.8% | 0.4 |
|
| 5437 |
5437
Sandbox Financial Partners
Bethesda,
Maryland
| $134M | +$11.6M | +9% | 8.44% | 69.6% | 116 | 41.38% | 0.3 |
|
| 5438 |
5438
Rovin Capital
Mesa,
Arizona
| $134M | +$18.5M | +16% | 6.77% | 63.8% | 57 | 15.79% | 0.9 |
|
| 5439 |
BI
5439
Blooom Inc
Overland Park,
Kansas
| $134M | +$6.47M | +5% | 7.04% | – | 53 | 13.21% | 0.4 |
|
| 5440 |
5440
RHS Financial
San Francisco,
California
| $134M | +$13.9M | +12% | 5.51% | 65.6% | 83 | 15.66% | 1.6 |
|
| 5441 |
5441
Clarus Group
Houston,
Texas
| $134M | +$13.6M | +11% | 6.24% | 67.5% | 113 | 10.62% | 0.4 |
|
| 5442 |
5442
Hudson Canyon Capital Management
New York
| $134M | +$6.21M | +5% | 10.7% | 160% | 60 | 6.67% | 0.5 |
|
| 5443 |
WPA
5443
Winning Points Advisors
Boca Raton,
Florida
| $133M | -$207K | -0.2% | 7.2% | – | 67 | 14.93% | 3.5 |
|
| 5444 |
5444
St. Clair Advisors
Mayfield Hts,
Ohio
| $133M | +$8.53M | +7% | 6.83% | 77.5% | 43 | 9.3% | 0.5 |
|
| 5445 |
5445
Alhambra Investment Management
Palmetto Bay,
Florida
| $133M | +$9.18M | +7% | 6.32% | 67.7% | 151 | 9.27% | 1 |
|
| 5446 |
5446
Tranquilli Financial Advisor
Clinton,
New Jersey
| $133M | +$9.34M | +8% | 5.78% | 55.1% | 84 | 19.05% | 0.4 |
|
| 5447 |
5447
Eclectic Associates
Fullerton,
California
| $133M | +$12.4M | +10% | 4.07% | 53.8% | 66 | 6.06% | 0.5 |
|
| 5448 |
5448
Activest Wealth Management
Aventure,
Florida
| $133M | +$10.8M | +9% | 8.09% | 117% | 335 | 10.15% | 0.2 |
|
| 5449 |
5449
Stegner Investment Associates
Louisville,
Kentucky
| $133M | +$9.7M | +8% | 8.57% | 84.8% | 21 | 4.76% | 0.7 |
|
| 5450 |
5450
Cassia Capital Partners
Winston Salem,
North Carolina
| $133M | +$22.5M | +20% | 4.96% | 55% | 50 | 54% | 0.2 |
|