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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
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $150M | +$7.76M | +5% | 5.4% | 72.7% | 85 | 9.41% | 5.6 |
|
| 5452 |
5452
Solas Capital Management
Darien,
Connecticut
| $150M | -$37M | -20% | 4.17% | 62.5% | 27 | 25.93% | 1.4 |
|
| 5453 |
5453
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $150M | +$18.1M | +14% | 2.54% | 44.8% | 177 | 41.81% | 1.8 |
|
| 5454 |
5454
H&F Corporate Investors IX
San Francisco,
California
| $150M | +$9.45M | +7% | 6.71% | 62.7% | 1 | 0% | 0.5 |
|
| 5455 |
5455
Oakcliff Capital Partners
New York
| $150M | +$6.6M | +5% | 6.18% | 133% | 9 | 11.11% | 4.3 |
|
| 5456 |
LAI
5456
Legal Advantage Investments
Los Altos Hills,
California
| $150M | +$13.8M | +10% | 11.2% | 116% | 98 | 13.27% | 1.6 |
|
| 5457 |
5457
Investmark Advisory Group
Shelton,
Connecticut
| $150M | +$13.8M | +10% | 4.44% | 65.1% | 109 | 11.93% | 1.1 |
|
| 5458 |
5458
New Vernon Capital Holdings II
Morristown,
New Jersey
| $150M | +$14M | +10% | 4.46% | 114% | 91 | 28.57% | 1 |
|
| 5459 |
5459
Unison Asset Management
North Miami Beach,
Florida
| $150M | +$17.9M | +14% | 12.9% | 81.4% | 34 | 5.88% | 1.8 |
|
| 5460 |
SGL
5460
Sonic GP LLC
Honolulu,
Hawaii
| $150M | +$18.9M | +14% | 6.16% | – | 26 | 11.54% | 0.5 |
|
| 5461 |
5461
Legacy Bridge
West Des Moines,
Iowa
| $150M | +$6.47M | +5% | 5.91% | 225% | 298 | 3.36% | 3.5 |
|
| 5462 |
5462
Friedenthal Financial
Marlton,
New Jersey
| $150M | +$7.58M | +5% | 8.28% | 111% | 148 | 59.46% | 1.9 |
|
| 5463 |
5463
Adalta Capital Management
New York
| $150M | +$6.63M | +5% | 7.01% | 80.4% | 90 | 14.44% | 3.2 |
|
| 5464 |
5464
Pacific Sun Financial
Los Angeles,
California
| $150M | – | – | 5.57% | 70.3% | 174 | – | 3.9 |
|
| 5465 |
5465
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $150M | +$4.6M | +3% | 6.08% | 58.5% | 33 | 12.12% | 2.8 |
|
| 5466 |
5466
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $149M | +$6.94M | +5% | 4.28% | 72.4% | 76 | 15.79% | 1.3 |
|
| 5467 |
5467
Integral Investment Advisors
Turlock,
California
| $149M | +$9.7M | +7% | 6% | 60% | 83 | 14.46% | 1.3 |
|
| 5468 |
GA
5468
Gagnon Advisors
New York
| $149M | +$470K | +0.3% | 2.19% | 129% | 29 | 3.45% | 4.7 |
|
| 5469 |
JPLA
5469
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $149M | +$5.81M | +4% | 6.55% | 74.3% | 121 | 4.96% | 3.2 |
|
| 5470 |
5470
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $149M | +$20.1M | +16% | 5.69% | 75.2% | 74 | 12.16% | 0.4 |
|
| 5471 |
5471
Caliber Wealth Management (Utah)
Orem,
Utah
| $149M | +$15.7M | +12% | 9.64% | 36.5% | 66 | 25.76% | 1.4 |
|
| 5472 |
5472
Nova R Wealth
Overland Park,
Kansas
| $149M | +$1.4M | +0.9% | 5.5% | 54.5% | 79 | 27.85% | 1.2 |
|
| 5473 |
GL
5473
GHE LLC
Memphis,
Tennessee
| $149M | +$22.3M | +18% | 21.3% | 188% | 55 | 0% | 1.3 |
|
| 5474 |
5474
Prairiewood Capital
Fargo,
North Dakota
| $149M | +$1.57M | +1% | 1.77% | 42.6% | 79 | 16.46% | 1.5 |
|
| 5475 |
5475
Quantitative Strategies
Calabasas,
California
| $149M | – | – | 4.24% | – | 20 | – | 0 |
|