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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 |
JCM
5476
JS Capital Management
New York
| $199M | +$3.05M | +2% | 1.56% | 52.4% | 1 | 0% | 5.3 |
|
| 5477 |
5477
Parker Financial
Silverdale,
Washington
| $199M | +$15.8M | +9% | 5.8% | 45% | 43 | 20.93% | 1.6 |
|
| 5478 |
5478
Quad-Cities Investment Group
Davenport,
Iowa
| $199M | +$18.5M | +10% | 6.43% | 67.3% | 189 | 9.52% | 3.5 |
|
| 5479 |
5479
Independent Family Office
Albany,
New York
| $199M | +$23.9M | +14% | 7.69% | 68.4% | 76 | 15.79% | 3 |
|
| 5480 |
PHM
5480
Prospect Hill Management
Short Hills,
New Jersey
| $199M | +$17M | +9% | 10.7% | 85.1% | 17 | 17.65% | 2.9 |
|
| 5481 |
5481
Trueblood Wealth Management
Lima,
Ohio
| $199M | +$22M | +12% | 8.46% | 89.9% | 236 | 9.75% | 0.7 |
|
| 5482 |
5482
Peirce Capital Management
The Woodlands,
Texas
| $199M | +$10.3M | +5% | 6.54% | 56.6% | 37 | 5.41% | 0.7 |
|
| 5483 |
5483
TCFG Wealth Management
Laguna Niguel,
California
| $199M | – | – | 5.4% | – | 222 | – | 0 |
|
| 5484 |
5484
Cook Wealth
Raleigh,
North Carolina
| $199M | +$14M | +8% | 6.24% | 7.36% | 57 | 7.02% | 1.6 |
|
| 5485 |
WIA
5485
Wetzel Investment Advisors
Indianapolis,
Indiana
| $199M | +$24M | +14% | 5.7% | 72.2% | 953 | 87.72% | 0.7 |
|
| 5486 |
5486
Oakcliff Capital Partners
New York
| $199M | +$11.9M | +6% | 15.2% | 133% | 10 | 10% | 4.7 |
|
| 5487 |
5487
Abbot Financial Management
Andover,
Massachusetts
| $199M | +$12M | +6% | 5.96% | 102% | 128 | 1.56% | 5 |
|
| 5488 |
5488
RHS Financial
San Francisco,
California
| $199M | +$35.2M | +22% | 5.8% | 65.6% | 138 | 46.38% | 1.8 |
|
| 5489 |
5489
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $199M | +$10.9M | +6% | 5.71% | 46.3% | 20 | 10% | 2.6 |
|
| 5490 |
5490
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $199M | +$23.5M | +13% | 6.56% | 65% | 32 | 15.63% | 3.2 |
|
| 5491 |
5491
Robbins Farley
Bedford,
New Hampshire
| $199M | +$10.4M | +6% | 5.22% | 106% | 172 | 12.79% | 2.1 |
|
| 5492 |
5492
Findell Capital Management
New York
| $199M | -$8.78M | -4% | 6.37% | – | 24 | 37.5% | 0.4 |
|
| 5493 |
5493
Lindenwold Advisors
Reading,
Pennsylvania
| $199M | +$11.2M | +6% | 6.15% | 75% | 118 | 7.63% | 2 |
|
| 5494 |
5494
DCM Advisors
New York
| $199M | +$9.15M | +5% | 7.68% | 99.3% | 55 | 12.73% | 2.5 |
|
| 5495 |
5495
AAF Wealth Management
Westborough,
Massachusetts
| $198M | +$5.42M | +3% | 6.18% | 75.1% | 49 | 16.33% | 2.2 |
|
| 5496 |
5496
Nalanda India Fund
Moka,
Mauritius
| $198M | +$791K | +0.4% | 0.4% | 15.3% | 1 | 0% | 5.8 |
|
| 5497 |
5497
Gables Capital Management
Miami,
Florida
| $198M | +$6.88M | +4% | 7.71% | 151% | 454 | 14.32% | 3.7 |
|
| 5498 |
5498
Peninsula Asset Management
Bradenton,
Florida
| $198M | +$16.4M | +9% | 10.4% | 44.1% | 43 | 0% | 8.3 |
|
| 5499 |
5499
Svenska Handelsbanken
Stockholm,
Sweden
| $198M | -$161M | -45% | 6.14% | – | 17 | 88.24% | 0.1 |
|
| 5500 |
5500
Avaii Wealth Management
Appleton,
Wisconsin
| $198M | +$17.7M | +10% | 4.73% | 100% | 159 | 29.56% | 1.5 |
|