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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 |
5426
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $187M | +$21M | +13% | 1.08% | 36.9% | 72 | 4.17% | 7 |
|
| 5427 |
5427
BCK Partners
Corning,
New York
| $187M | +$10.7M | +6% | 5.41% | 46% | 29 | 3.45% | 2.5 |
|
| 5428 |
5428
FOCUS Wealth Advisors
Houston,
Texas
| $187M | +$28.7M | +18% | 5.66% | 68.7% | 60 | 10% | 1.7 |
|
| 5429 |
JPLA
5429
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $187M | +$26M | +16% | 9.91% | 84% | 127 | 11.81% | 3.4 |
|
| 5430 |
5430
Foguth Wealth Management
Brighton,
Michigan
| $187M | – | – | 6.59% | – | 128 | – | 0 |
|
| 5431 |
5431
Peninsula Asset Management
Bradenton,
Florida
| $187M | +$15M | +9% | 8.05% | 44.1% | 42 | 2.38% | 8 |
|
| 5432 |
5432
Mendon Capital Advisors
Key Largo,
Florida
| $187M | -$54.5M | -23% | 6.32% | – | 60 | 25% | 2.8 |
|
| 5433 |
5433
FWG Holdings
Winter Park,
Florida
| $187M | +$18.8M | +11% | 10.4% | 91.6% | 113 | 15.93% | 1.5 |
|
| 5434 |
5434
Agate Pass Investment Management
Bainbridge Island,
Washington
| $186M | +$13.9M | +8% | 8.27% | 76% | 99 | 6.06% | 1.9 |
|
| 5435 |
5435
Independent Family Office
Albany,
New York
| $186M | +$9.6M | +5% | 9.22% | 68.4% | 77 | 9.09% | 2.7 |
|
| 5436 |
5436
American Financial & Tax Strategies
New York
| $186M | +$11.3M | +6% | 4.79% | 46.9% | 97 | 13.4% | 0.2 |
|
| 5437 |
5437
MB, Levis & Associates
Center Valley,
Pennsylvania
| $186M | +$11.5M | +7% | 5% | 43.1% | 289 | 5.88% | 1.2 |
|
| 5438 |
PCG
5438
PFC Capital Group
Los Angeles,
California
| $186M | +$17.7M | +11% | 12.9% | 118% | 77 | 12.99% | 0.2 |
|
| 5439 |
5439
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $186M | +$58.7M | +46% | 10.9% | 116% | 18 | 38.89% | 1.1 |
|
| 5440 |
5440
John W. Brooker & Co
Oakland,
California
| $186M | +$12.7M | +7% | 4.74% | 43.4% | 75 | 8% | 3 |
|
| 5441 |
5441
Tilson Financial Group
New Providence,
New Jersey
| $186M | +$30.8M | +20% | 4.96% | 39.3% | 70 | 11.43% | 0.7 |
|
| 5442 |
1C
5442
1623 Capital
Alexandria,
Virginia
| $186M | +$3.85M | +2% | 7.26% | 11.9% | 24 | 16.67% | 3.2 |
|
| 5443 |
5443
Sensible Money
Scottsdale,
Arizona
| $186M | +$19.5M | +12% | 5.79% | 69.1% | 84 | 11.9% | 1 |
|
| 5444 |
PCMK
5444
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $186M | +$9.47M | +5% | 6.89% | 87.5% | 53 | 1.89% | 6.5 |
|
| 5445 |
5445
Invenio Wealth Partners
Coral Gables,
Florida
| $186M | +$47.3M | +34% | 6.35% | 55.5% | 109 | 23.85% | 0.5 |
|
| 5446 |
5446
LSP Investment Advisors
New York
| $186M | -$25.8M | -12% | 1.45% | 79.5% | 28 | 14.29% | 2.2 |
|
| 5447 |
AAM
5447
Ascension Asset Management
New York
| $185M | – | – | 15.4% | – | 86 | – | 2.7 |
|
| 5448 |
5448
Spreng Capital Management
Bucyrus,
Ohio
| $185M | +$25.8M | +16% | 10.5% | 72.5% | 90 | 11.11% | 3.2 |
|
| 5449 |
PCM
5449
Perritt Capital Management
Chicago,
Illinois
| $185M | +$6.43M | +4% | 7.84% | 80.9% | 354 | 11.58% | 2.9 |
|
| 5450 |
5450
Ranch Capital Advisors
Sarasota,
Florida
| $185M | +$24.6M | +15% | 10.1% | 92.6% | 163 | 15.95% | 2.9 |
|