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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 |
DIS
5476
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $141M | +$11.7M | +9% | 11.2% | 93.8% | 49 | 6.12% | 3.7 |
|
| 5477 |
5477
Summit Investment Advisory Services
Roseville,
Minnesota
| $140M | +$57.9M | +70% | 5.38% | 74.2% | 54 | 7.41% | 0.2 |
|
| 5478 |
5478
Western Financial Corp
San Diego,
California
| $140M | -$13.8M | -9% | 4.77% | 275% | 126 | 32.54% | 0.9 |
|
| 5479 |
5479
Tieton Capital Management
Yakima,
Washington
| $140M | -$11M | -7% | 10.6% | 172% | 32 | 3.13% | 4.5 |
|
| 5480 |
5480
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $140M | -$11.5M | -8% | 5.44% | 90.8% | 77 | 12.99% | 2.3 |
|
| 5481 |
5481
Warren Street Wealth Advisors
Newport Beach,
California
| $140M | +$15.9M | +13% | 5.94% | 84.6% | 78 | 17.95% | 0.8 |
|
| 5482 |
5482
Ridgecrest Wealth Partners
Mill Valley,
California
| $140M | +$8.66M | +7% | 7.12% | 103% | 99 | 7.07% | 1.7 |
|
| 5483 |
MIC
5483
Maxi Investments CY
Limassol,
Cyprus
| $140M | +$34.4M | +33% | 11.8% | 83.2% | 54 | 27.78% | 1 |
|
| 5484 |
5484
Root Financial Partners
Encinitas,
California
| $140M | – | – | 5.53% | 62.5% | 62 | – | 0 |
|
| 5485 |
5485
Scholtz & Company
Stamford,
Connecticut
| $140M | -$1.19M | -0.8% | 5.62% | 89.2% | 51 | 45.1% | 2.5 |
|
| 5486 |
5486
Byrne Asset Management
Kingston,
New Jersey
| $140M | +$2M | +1% | 7.25% | 126% | 657 | 29.98% | 0.8 |
|
| 5487 |
5487
Trivant Custom Portfolio Group
San Diego,
California
| $140M | – | – | 4.96% | 86.1% | 208 | – | 0 |
|
| 5488 |
PHM
5488
Prospect Hill Management
Short Hills,
New Jersey
| $140M | +$27.9M | +25% | 27.5% | 85.1% | 16 | 18.75% | 2 |
|
| 5489 |
5489
TRV GP IV
Boston,
Massachusetts
| $140M | -$95.3M | -41% | 12.5% | 1,102% | 5 | 40% | 2.6 |
|
| 5490 |
5490
MMA Asset Management
Conshohocken,
Pennsylvania
| $140M | +$17.2M | +14% | 4.61% | 61.2% | 103 | 6.8% | 1.5 |
|
| 5491 |
5491
Integral Investment Advisors
Turlock,
California
| $140M | +$10.7M | +8% | 6.88% | 69% | 86 | 15.12% | 1.1 |
|
| 5492 |
MFG
5492
Monumental Financial Group
Rockville,
Maryland
| $140M | +$15.8M | +13% | 5.53% | 18.2% | 79 | 37.97% | 0.6 |
|
| 5493 |
5493
Stableford Capital II
Scottsdale,
Arizona
| $140M | -$44.8M | -24% | 5.42% | 66.9% | 171 | 94.74% | 0.5 |
|
| 5494 |
5494
Sowa Financial Group
Lincoln,
Rhode Island
| $140M | +$5.75M | +4% | 6.87% | 100% | 36 | 11.11% | 2.8 |
|
| 5495 |
WCM
5495
Westerly Capital Management
San Francisco,
California
| $140M | +$12.5M | +10% | 14.6% | 116% | 56 | 30.36% | 0.8 |
|
| 5496 |
5496
Retirement Guys Formula
Maumee,
Ohio
| $140M | +$17.7M | +14% | 5.46% | 75.7% | 125 | 8.8% | 0.9 |
|
| 5497 |
5497
Foresight Global Investors
Purchase,
New York
| $140M | – | – | 1.56% | 69.9% | 34 | – | 0 |
|
| 5498 |
5498
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $140M | -$13.4M | -9% | 8.19% | 173% | 59 | 71.19% | 0.7 |
|
| 5499 |
5499
Carl P. Sherr & Co
Worcester,
Massachusetts
| $140M | +$7.81M | +6% | 5.62% | 78.6% | 116 | 7.76% | 2.3 |
|
| 5500 |
5500
Compass Rose Asset Management
New York
| $140M | +$82.9M | +146% | 1.09% | 41% | 4 | 100% | 0 |
|