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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
Verisail Partners
Chamblee,
Georgia
| $236M | +$227K | +0.1% | 4.85% | – | 35 | 34.29% | 0.7 |
|
| 5502 |
5502
Shira Ridge Wealth Management
Larkspur,
California
| $236M | +$16.7M | +8% | 7.47% | 72.8% | 89 | 11.24% | 1.9 |
|
| 5503 |
5503
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| $236M | +$74.9M | +47% | 2.19% | 20.3% | 19 | 10.53% | 0.7 |
|
| 5504 |
CSA
5504
Cottage Street Advisors
Marion,
Massachusetts
| $235M | +$43.2M | +22% | 8.25% | 95.8% | 143 | 20.28% | 2.3 |
|
| 5505 |
5505
Bull Oak Capital
San Diego,
California
| $235M | +$16M | +7% | 6.22% | 62.1% | 34 | 11.76% | 1.1 |
|
| 5506 |
5506
New England Capital Financial Advisors
Meriden,
Connecticut
| $235M | +$16.8M | +8% | 6.37% | 58.3% | 440 | 9.09% | 2.2 |
|
| 5507 |
5507
St. Johns Investment Management
Jacksonville,
Florida
| $235M | +$17.5M | +8% | 8.98% | 91.9% | 214 | 10.28% | 6 |
|
| 5508 |
5508
WD Rutherford
Portland,
Oregon
| $235M | +$17.7M | +8% | 10.8% | 189% | 97 | 25.77% | 3.3 |
|
| 5509 |
5509
Cora Capital Advisors
Marlton,
New Jersey
| $235M | +$10.5M | +5% | 7.54% | 80.3% | 120 | 10.83% | 1.9 |
|
| 5510 |
5510
Panview Capital
Hong Kong
| $235M | -$79.2M | -25% | 49.8% | – | 13 | 61.54% | 0.4 |
|
| 5511 |
5511
Investors Asset Management of Georgia
Atlanta,
Georgia
| $235M | +$18.9M | +9% | 7.58% | 118% | 182 | 8.79% | 6.5 |
|
| 5512 |
ML
5512
MTCO Ltd
Nassau,
| $235M | – | – | 3.32% | – | 2 | – | 0 |
|
| 5513 |
5513
JNE Partners
London,
United Kingdom
| $235M | -$13.7M | -6% | 6.52% | 100% | 9 | 22.22% | 1.4 |
|
| 5514 |
5514
Quad-Cities Investment Group
Davenport,
Iowa
| $235M | +$14.7M | +7% | 6.86% | 67.3% | 194 | 7.73% | 4 |
|
| 5515 |
LP
5515
LGL Partners
Philadelphia,
Pennsylvania
| $235M | +$9.5M | +4% | 7.58% | 68.9% | 59 | 6.78% | 4.5 |
|
| 5516 |
5516
Krensavage Asset Management
New York
| $235M | +$45.8M | +24% | 26.6% | 124% | 18 | 22.22% | 2.6 |
|
| 5517 |
5517
Brogan Financial
Knoxville,
Tennessee
| $235M | +$10.8M | +5% | 5.08% | 46.4% | 63 | 7.94% | 1.8 |
|
| 5518 |
5518
Pavion Blue Capital
Newport Beach,
California
| $235M | +$9.46M | +4% | 5.93% | 77.6% | 106 | 8.49% | 4.3 |
|
| 5519 |
5519
Continuum Wealth Advisors
Saratoga Springs,
New York
| $235M | +$26.3M | +13% | 6.92% | 69% | 72 | 18.06% | 1.6 |
|
| 5520 |
WIA
5520
Wetzel Investment Advisors
Indianapolis,
Indiana
| $234M | +$15.7M | +7% | 6.89% | 72.2% | 136 | 14.71% | 1.4 |
|
| 5521 |
5521
Ridgepath Capital Management
Knoxville,
Tennessee
| $234M | +$16.7M | +8% | 6.15% | 73.5% | 52 | 17.31% | 1.2 |
|
| 5522 |
AFA
5522
Alta Fundamental Advisers
New York
| $234M | +$39.2M | +20% | 22.3% | 340% | 32 | 46.88% | 1.7 |
|
| 5523 |
5523
Meros Investment Management
Dallas,
Texas
| $234M | +$23.5M | +11% | 13% | 102% | 45 | 13.33% | 2 |
|
| 5524 |
SC
5524
Schulhoff & Co
Cincinnati,
Ohio
| $234M | +$8.81M | +4% | 6.55% | 51.8% | 137 | 2.92% | 8 |
|
| 5525 |
BWA
5525
BlueChip Wealth Advisors
Milton,
Georgia
| $234M | +$9.6M | +4% | 6.65% | 62.2% | 192 | 31.77% | 1.1 |
|