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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Choice Wealth Advisors
Waterville,
Maine
| $123M | -$15.9M | -11% | 0.25% | 60.3% | 30 | 23.33% | 0.5 |
|
| 5527 |
SC
5527
Schiavi & Co
Wilmington,
Delaware
| $123M | +$1.7M | +1% | 1.5% | 41.4% | 11 | 0% | 0.6 |
|
| 5528 |
BC
5528
Belmont Capital
Los Angeles,
California
| $123M | +$26.2M | +27% | 1.89% | 182% | 79 | 26.58% | 1 |
|
| 5529 |
5529
Antonetti Capital Management
Naples,
Florida
| $123M | – | – | 1.22% | – | 421 | – | 1.1 |
|
| 5530 |
5530
Verger Capital Management
Winston-Salem,
North Carolina
| $123M | +$491K | +0.4% | 0.95% | 58.3% | 12 | 0% | 5.1 |
|
| 5531 |
5531
AllGen Financial Advisors
Orlando,
Florida
| $123M | -$7.77M | -6% | 0.46% | 39.7% | 36 | 16.67% | 0.6 |
|
| 5532 |
5532
Salvus Wealth Management
Red Bank,
New Jersey
| $123M | +$3.92M | +3% | 0.43% | 108% | 103 | 8.74% | 0.6 |
|
| 5533 |
5533
Fairbanks Capital Management
Rancho Santa Fe,
California
| $122M | -$4.38M | -3% | 0.9% | 81.3% | 51 | 3.92% | 2.7 |
|
| 5534 |
5534
Johnson Midwest Financial
Glidden,
Iowa
| $122M | +$20.7M | +20% | 0.58% | 58.6% | 340 | 17.06% | 0.6 |
|
| 5535 |
WIM
5535
Wilen Investment Management
Bonita Springs,
Florida
| $122M | +$5.92M | +5% | 4.22% | 79.9% | 94 | 41.49% | 3.3 |
|
| 5536 |
ICMP
5536
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $122M | -$5.4M | -4% | 0.74% | 39.7% | 84 | 25% | 1.3 |
|
| 5537 |
5537
Cook & Bynum Capital Management
Birmingham,
Alabama
| $122M | -$6.87M | -5% | 7.41% | 46.8% | 5 | 0% | 4.2 |
|
| 5538 |
5538
Index Venture Associates III
St. Helier, Channel Islands,
Jersey
| $122M | -$77.8M | -39% | 13.9% | – | 1 | 0% | 0.8 |
|
| 5539 |
5539
Cruiser Capital Advisors
Stamford,
Connecticut
| $122M | +$3.84M | +3% | 0.83% | 192% | 83 | 54.22% | 0.6 |
|
| 5540 |
5540
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $122M | +$4.39M | +4% | 1.43% | 28.6% | 49 | 10.2% | 3 |
|
| 5541 |
5541
Prairiewood Capital
Fargo,
North Dakota
| $122M | +$4.79M | +4% | 1.08% | 42.6% | 78 | 28.21% | 0.6 |
|
| 5542 |
5542
CAMG Solamere Management
Charlotte,
North Carolina
| $122M | +$5.96M | +5% | 0.15% | 51.7% | 86 | 9.3% | 2.8 |
|
| 5543 |
BC
5543
Breakline Capital
New York
| $122M | +$72.4M | +147% | 1.01% | – | 33 | 63.64% | 0.4 |
|
| 5544 |
5544
Aufman Associates
Sewickley,
Pennsylvania
| $122M | -$8.09M | -6% | 2.91% | 136% | 51 | 13.73% | 1.3 |
|
| 5545 |
STC
5545
Sarah T. Connolly
| $122M | -$896K | -0.7% | 1.46% | 35% | 96 | 5.21% | 0.7 |
|
| 5546 |
5546
Brown Financial Advisory
Fairhope,
Alabama
| $121M | +$1.41M | +1% | 1.24% | 66.3% | 26 | 0% | 0.8 |
|
| 5547 |
5547
Better Money Decisions
Santa Fe,
New Mexico
| $121M | +$9.5M | +9% | 0.6% | 32.7% | 668 | 11.68% | 0.4 |
|
| 5548 |
5548
Diamant Asset Management
Ridgefield,
Connecticut
| $121M | – | – | 0.27% | 66.9% | 67 | – | 3.1 |
|
| 5549 |
5549
FTV Management Company
San Francisco,
California
| $121M | – | – | 46.8% | 15.1% | 1 | – | 0 |
|
| 5550 |
5550
AlphaSimPlex Group
Boston,
Massachusetts
| $121M | -$79.4M | -40% | 0.79% | 35.5% | 279 | 46.95% | 0.8 |
|