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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
Five Oceans Advisors
Santa Monica,
California
| $191M | -$3.76M | -2% | 3.3% | 85.3% | 212 | 23.58% | 1.8 |
|
| 5427 |
5427
Metavasi Capital
Larchmont,
New York
| $191M | +$18.8M | +11% | 13.7% | 840% | 42 | 54.76% | 0.7 |
|
| 5428 |
NCM
5428
NCM Capital Management
Ramsey,
New Jersey
| $191M | +$12.2M | +7% | 5.41% | 105% | 169 | 11.24% | 2 |
|
| 5429 |
5429
Blue Pool Management
Causeway Bay,
Hong Kong
| $191M | -$3.81M | -2% | 1.9% | 72.8% | 2 | 0% | 1.8 |
|
| 5430 |
CC
5430
Corton Capital
Carrying Place,
Ontario, Canada
| $191M | -$81.2M | -30% | 4.25% | 225% | 789 | 77.69% | 0.3 |
|
| 5431 |
5431
Orion Capital Management
Coronado,
California
| $191M | +$2.27M | +1% | 4% | 75.3% | 515 | 17.28% | 1.3 |
|
| 5432 |
5432
Union Savings Bank
Litchfield,
Connecticut
| $190M | -$786K | -0.4% | 1.21% | – | 307 | 6.84% | 0.9 |
|
| 5433 |
5433
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $190M | +$8.41M | +5% | 1.45% | 63.8% | 104 | 9.62% | 3.2 |
|
| 5434 |
5434
Private Wealth Group
Tampa,
Florida
| $190M | -$2.54M | -1% | 0.73% | 52.9% | 60 | 1.67% | 3.1 |
|
| 5435 |
5435
New England Professional Planning Group
Westerly,
Rhode Island
| $190M | -$1.34M | -0.7% | 0.66% | 59% | 56 | 14.29% | 3.7 |
|
| 5436 |
5436
Tekne Capital Management
New York
| $190M | -$159M | -46% | 10.3% | 516% | 11 | 54.55% | 3 |
|
| 5437 |
SCM
5437
Sage Capital Management
Stockton,
New Jersey
| $190M | +$6.05M | +3% | 2.99% | 94.3% | 158 | 6.33% | 0.5 |
|
| 5438 |
5438
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $190M | +$8.61M | +5% | 3.19% | 72.4% | 82 | 9.76% | 1.8 |
|
| 5439 |
5439
Optimist Retirement Group
Bellevue,
Washington
| $190M | -$4.45M | -2% | 1.25% | – | 123 | 20.33% | 0.4 |
|
| 5440 |
5440
Fir Tree Capital Management
New York
| $190M | -$224M | -54% | 1.58% | 17.3% | 134 | 50.75% | 0.8 |
|
| 5441 |
5441
Bare Financial Services
Gap,
Pennsylvania
| $190M | +$86.1M | +83% | 0.6% | – | 169 | 27.81% | 0.3 |
|
| 5442 |
5442
MB, Levis & Associates
Center Valley,
Pennsylvania
| $190M | +$3.97M | +2% | 0.32% | 43.1% | 292 | 4.11% | 1.4 |
|
| 5443 |
5443
Garrison Asset Management
Fayetteville,
Arkansas
| $190M | -$377K | -0.2% | 0.95% | 52.1% | 112 | 10.71% | 6.2 |
|
| 5444 |
5444
Continuum Wealth Advisors
Saratoga Springs,
New York
| $190M | +$13.2M | +7% | 2.33% | 69% | 69 | 23.19% | 1.1 |
|
| 5445 |
5445
Gallacher Capital Management
Lone Tree,
Colorado
| $190M | -$7.01M | -4% | 2.18% | 70.7% | 329 | 38.6% | 0.8 |
|
| 5446 |
5446
Aletheian Wealth Advisors
Bellevue,
Washington
| $190M | +$5.44M | +3% | 2.33% | – | 87 | 5.75% | 1.7 |
|
| 5447 |
OCP
5447
OCO Capital Partners
New York
| $190M | +$82.8M | +77% | 2.21% | 679% | 4 | 25% | 1.8 |
|
| 5448 |
5448
Lodestone Wealth Management
Spokane,
Washington
| $190M | -$946K | -0.5% | 1.24% | 87.1% | 151 | 4.64% | 1.2 |
|
| 5449 |
5449
American Financial & Tax Strategies
New York
| $190M | +$3.42M | +2% | 0.5% | 46.9% | 93 | 2.15% | 0.5 |
|
| 5450 |
5450
Constitution Capital
Shelton,
Connecticut
| $190M | +$12.5M | +7% | 4.38% | 91.1% | 64 | 6.25% | 2.5 |
|