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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $164M | +$19.9M | +14% | 5.82% | 62.6% | 160 | 11.25% | 3.3 |
|
| 5452 |
5452
Central Asset Investments & Management Holdings
Hong Kong
| $164M | -$22.5M | -12% | 10.8% | 3,210% | 78 | 26.92% | 0.7 |
|
| 5453 |
CWA
5453
Clearview Wealth Advisors
Salem,
Oregon
| $164M | +$6.2M | +4% | 6.28% | 45.2% | 751 | 17.84% | 0.8 |
|
| 5454 |
5454
Scott Capital Advisors
Portland,
Oregon
| $164M | – | – | 8.11% | 50.9% | 38 | – | 0 |
|
| 5455 |
5455
New England Professional Planning Group
Westerly,
Rhode Island
| $164M | -$4.78M | -3% | 7.3% | 64.1% | 52 | 11.54% | 2.9 |
|
| 5456 |
5456
Roubaix Capital
Denver,
Colorado
| $164M | +$11.4M | +7% | 2.21% | 174% | 58 | 56.9% | 0.6 |
|
| 5457 |
5457
Altman Advisors
Chicago,
Illinois
| $164M | -$16.8M | -9% | 13.3% | 143% | 84 | 14.29% | 1.9 |
|
| 5458 |
5458
First Financial Corp
Terre Haute,
Indiana
| $164M | +$13.2M | +9% | 10.2% | 95.3% | 356 | 4.49% | 5.6 |
|
| 5459 |
5459
Costello Asset Management
Feasterville,
Pennsylvania
| $164M | +$7.26M | +5% | 6.75% | 81.5% | 252 | 15.87% | 1.4 |
|
| 5460 |
FIM
5460
FWL Investment Management
Dallas,
Texas
| $164M | +$4.69M | +3% | 5.14% | 165% | 56 | 25% | 0.7 |
|
| 5461 |
5461
Brooktree Capital Management
Gand Rapids,
Michigan
| $164M | +$6.72M | +4% | 7.9% | 82.9% | 43 | 4.65% | 1.7 |
|
| 5462 |
5462
Bay Rivers Group
Williamsburg,
Virginia
| $164M | +$16.5M | +11% | 11.2% | 166% | 75 | 1.33% | 1.5 |
|
| 5463 |
5463
Broadmark Asset Management
San Francisco,
California
| $163M | -$24.5M | -13% | 10.7% | 39.6% | 3 | 66.67% | 1.5 |
|
| 5464 |
5464
626 Financial
Portage,
Michigan
| $163M | – | – | 8.56% | 81.1% | 110 | – | 0.7 |
|
| 5465 |
5465
Westhampton Capital
Winston-Salem,
North Carolina
| $163M | +$17.2M | +12% | 12.5% | 105% | 115 | 3.48% | 2.1 |
|
| 5466 |
5466
TPG Financial Advisors
Portland,
Oregon
| $163M | +$11.8M | +8% | 5.6% | – | 41 | 21.95% | 2.1 |
|
| 5467 |
5467
Triatomic Management
Palo Alto,
California
| $163M | – | – | 6.66% | – | 41 | – | 0 |
|
| 5468 |
5468
Prostatis Group
Hanover,
Maryland
| $163M | -$4.28M | -3% | 8.8% | 72.9% | 102 | 17.65% | 1.2 |
|
| 5469 |
5469
Financial Avengers
Oakland,
California
| $163M | +$13.5M | +9% | 13.7% | 108% | 171 | 12.28% | 0.9 |
|
| 5470 |
5470
Performa Ltd (US)
Charleston,
South Carolina
| $163M | -$7.98M | -5% | 9.1% | 59.6% | 72 | 22.22% | 0.7 |
|
| 5471 |
5471
HC Advisors
Sandy Springs,
Georgia
| $163M | +$10.6M | +7% | 5.58% | 63.5% | 89 | 12.36% | 1.2 |
|
| 5472 |
5472
Jess S. Morgan & Co
Los Angeles,
California
| $163M | +$11.3M | +7% | 4.96% | 69.3% | 47 | 14.89% | 1.5 |
|
| 5473 |
5473
Brightline Capital Management
Miami,
Florida
| $163M | +$23M | +16% | 10.5% | 810% | 13 | 7.69% | 0.8 |
|
| 5474 |
5474
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $163M | +$12.2M | +8% | 7.03% | 70.6% | 666 | 35.29% | 1.5 |
|
| 5475 |
IWN
5475
Independent Wealth Network
Urbandale,
Iowa
| $162M | +$9.5M | +6% | 7.46% | 78.2% | 233 | 18.03% | 0.2 |
|