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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Income Research & Management
Boston,
Massachusetts
| $210M | +$1.84M | +0.9% | 0.07% | 1.19% | 27 | 25.93% | 1.2 |
|
| 5502 |
5502
Daily Journal Corp
Los Angeles,
California
| $209M | +$24.1M | +13% | 14.6% | 109% | 4 | 0% | 9.2 |
|
| 5503 |
5503
Scholtz & Company
Stamford,
Connecticut
| $209M | -$2.54M | -1% | 2.09% | 89.2% | 57 | 26.32% | 2.1 |
|
| 5504 |
5504
Wealthspan Partners
Davenport,
Iowa
| $209M | +$6.73M | +3% | 0.49% | 65% | 114 | 10.53% | 1.9 |
|
| 5505 |
PL
5505
Polianta Ltd
St Helier,
Jersey
| $209M | -$3.76M | -2% | 3.8% | 31.6% | 95 | 49.47% | 0.7 |
|
| 5506 |
5506
Harold Davidson & Associates
Los Angeles,
California
| $209M | – | – | 5.72% | – | 64 | – | 0 |
|
| 5507 |
5507
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $209M | -$7.06M | -3% | 0.15% | 47.5% | 41 | 4.88% | 3.8 |
|
| 5508 |
HIC
5508
Harbor Island Capital
Topsfield,
Massachusetts
| $209M | -$2.38M | -1% | 0.16% | 218% | 15 | 0% | 6.4 |
|
| 5509 |
WAM
5509
Westport Asset Management
Southport,
Connecticut
| $209M | -$4.52M | -2% | 1.3% | 64.2% | 76 | 5.26% | 6.7 |
|
| 5510 |
5510
Whitefort Capital Management
New York
| $209M | -$10.7M | -5% | 12.8% | 243% | 19 | 10.53% | 1.8 |
|
| 5511 |
CIA
5511
Corigliano Investment Advisers
Raleigh,
North Carolina
| $209M | – | – | 4.74% | – | 33 | – | 0 |
|
| 5512 |
RF
5512
Roberts Foundation
San Mateo,
California
| $209M | – | – | 24.6% | – | 3 | – | 0 |
|
| 5513 |
5513
Greenfield Savings Bank
Greenfield,
Massachusetts
| $209M | -$2.39M | -1% | 0.65% | 108% | 153 | 7.84% | 2 |
|
| 5514 |
5514
Roubaix Capital
Denver,
Colorado
| $209M | +$27.1M | +15% | 11.6% | 174% | 70 | 65.71% | 0.6 |
|
| 5515 |
5515
FWG Holdings
Winter Park,
Florida
| $208M | +$7.17M | +4% | 3.57% | 91.6% | 109 | 13.76% | 2.2 |
|
| 5516 |
5516
Mill Road Capital Management
Greenwich,
Connecticut
| $208M | -$2.01M | -1% | 5.73% | 85.1% | 28 | 25% | 2.9 |
|
| 5517 |
5517
Trust Company of Kansas
Wichita,
Kansas
| $208M | +$2.46M | +1% | 3.3% | 100% | 64 | 18.75% | 2.9 |
|
| 5518 |
VU
5518
Valence8 US
Cambridge,
Massachusetts
| $208M | -$32.9M | -14% | 2.5% | 76.6% | 63 | 85.71% | 1.6 |
|
| 5519 |
5519
Financial Connections Group
Corte Madera,
California
| $208M | +$4.62M | +2% | 0.77% | 44.4% | 245 | 15.92% | 1.5 |
|
| 5520 |
5520
Prairie Wealth Advisors
Omaha,
Nebraska
| $208M | +$5.75M | +3% | 3.41% | – | 159 | 14.47% | 0.6 |
|
| 5521 |
5521
Rise Advisors
Rochester,
New York
| $208M | -$772K | -0.4% | 0.62% | 62.8% | 1,247 | 11.63% | 1.5 |
|
| 5522 |
XC
5522
XY Capital
Central,
Hong Kong
| $208M | -$84.5M | -29% | 1.76% | 52.8% | 225 | 73.78% | 0.2 |
|
| 5523 |
5523
Marks Wealth
Annapolis,
Maryland
| $208M | -$25.3M | -11% | 6.63% | 165% | 30 | 56.67% | 0.8 |
|
| 5524 |
MWM
5524
MTC Wealth Management
Tampa,
Florida
| $208M | -$13.5M | -6% | 3.32% | 30.5% | 14 | 0% | 3 |
|
| 5525 |
5525
Flagship Private Wealth
Woburn,
Massachusetts
| $208M | +$13.4M | +7% | 0.87% | 70.2% | 108 | 12.96% | 2.6 |
|