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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Gator Capital Management
Tampa,
Florida
| $136M | +$16.4M | +14% | 12.5% | 245% | 70 | 18.57% | 1.9 |
|
| 5477 |
5477
Pacific Wealth Management
San Diego,
California
| $136M | +$23.4M | +21% | 6.72% | 72.8% | 29 | 41.38% | 0.7 |
|
| 5478 |
5478
NWK Group
San Francisco,
California
| $136M | +$6.64M | +5% | 4.52% | 268% | 70 | 17.14% | 1.9 |
|
| 5479 |
5479
Next Level Private
Harrison,
New York
| $136M | +$22.3M | +20% | 10.2% | 95.9% | 103 | 24.27% | 0.4 |
|
| 5480 |
5480
Quad-Cities Investment Group
Davenport,
Iowa
| $136M | +$6.95M | +5% | 6.53% | 67.3% | 191 | 18.85% | 2.8 |
|
| 5481 |
5481
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $136M | -$11.2M | -8% | 3.17% | 116% | 19 | 26.32% | 0.7 |
|
| 5482 |
5482
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $136M | +$11.5M | +9% | 8.4% | 81.9% | 161 | 15.53% | 1.5 |
|
| 5483 |
5483
Powers Advisory Group
Highland,
Illinois
| $136M | +$10.3M | +8% | 8.35% | 49.8% | 94 | 8.51% | 0.9 |
|
| 5484 |
5484
Oak Management Corp
Wilton,
Connecticut
| $136M | -$23.5M | -15% | 11.6% | 96.4% | 3 | 33.33% | 1.3 |
|
| 5485 |
5485
Highline Wealth Partners
Sherman Oaks,
California
| $136M | +$12.5M | +10% | 6.72% | 93.8% | 352 | 13.35% | 0.2 |
|
| 5486 |
5486
Heartland Bank & Trust
Bloomington,
Illinois
| $135M | +$31M | +30% | 7.6% | 105% | 159 | 49.06% | 0.8 |
|
| 5487 |
TIM
5487
Timelo Investment Management
Aurora,
Ontario, Canada
| $135M | +$48.9M | +56% | 19.5% | 104% | 80 | 65% | 0.4 |
|
| 5488 |
5488
Jentner Corp
Akron,
Ohio
| $135M | +$10M | +8% | 2.72% | 38.9% | 43 | 20.93% | 3.2 |
|
| 5489 |
5489
Sound Stewardship
Overland Park,
Kansas
| $135M | – | – | 7.06% | 45.9% | 57 | – | 0 |
|
| 5490 |
5490
Camelot Portfolios
Maumee,
Ohio
| $135M | +$28.9M | +27% | 6.78% | 41.3% | 206 | 35.92% | 3 |
|
| 5491 |
5491
Fortis Capital Management
Bellevue,
Washington
| $135M | +$18M | +15% | 6.23% | 82% | 100 | 26% | 1.4 |
|
| 5492 |
5492
Mine & Arao Wealth Creation & Management
Campbell,
California
| $135M | -$711K | -0.5% | 6.54% | 105% | 347 | 10.09% | 2.3 |
|
| 5493 |
5493
New Potomac Partners
Bethesda,
Maryland
| $135M | +$16.6M | +14% | 11.1% | 37.2% | 72 | 12.5% | 3.3 |
|
| 5494 |
GCM
5494
Granby Capital Management
Miami Beach,
Florida
| $135M | +$23.1M | +21% | 6.35% | 50% | 41 | 53.66% | 1 |
|
| 5495 |
5495
Alta Fox Capital Management
Fort Worth,
Texas
| $135M | -$196M | -59% | 12.8% | 261% | 22 | 59.09% | 0.4 |
|
| 5496 |
5496
Investmark Advisory Group
Shelton,
Connecticut
| $135M | +$23.6M | +21% | 10.2% | 73.8% | 119 | 28.57% | 0.7 |
|
| 5497 |
5497
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $135M | +$7.49M | +6% | 4.56% | 44.8% | 129 | 20.16% | 2.4 |
|
| 5498 |
5498
West Bancorporation
West Des Moines,
Iowa
| $135M | -$7.78K | -0% | 12.6% | 72.5% | 264 | 65.91% | 2.6 |
|
| 5499 |
SRAM
5499
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $135M | +$4.57M | +4% | 7.98% | 74.7% | 175 | 38.86% | 0.7 |
|
| 5500 |
5500
Providence Wealth Advisors
Frankfort,
Illinois
| $135M | +$743K | +0.6% | 11.8% | 121% | 99 | 8.08% | 3.4 |
|