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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
Crystal Rock Capital Management
Bannockburn,
Illinois
| $151M | -$34.8M | -19% | 13.8% | 164% | 33 | 6.06% | 3.7 |
|
| 5527 |
5527
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $151M | +$96.4M | +178% | 9.75% | 22.2% | 4 | 75% | 0.1 |
|
| 5528 |
5528
Briggs Advisory Group
Lincoln,
Rhode Island
| $151M | +$4.05M | +3% | 4.46% | – | 52 | 5.77% | 0.2 |
|
| 5529 |
5529
Omnia Family Wealth
Aventura,
Florida
| $151M | -$13.9M | -8% | 2.52% | 80.6% | 79 | 17.72% | 3.6 |
|
| 5530 |
5530
Concorde Asset Management
Ann Arbor,
Michigan
| $151M | -$17M | -10% | 1.47% | – | 198 | 38.38% | 1.7 |
|
| 5531 |
5531
WJ Wealth Management
Glendale,
Arizona
| $150M | -$16.9M | -10% | 0.56% | 90.6% | 63 | 34.92% | 1.2 |
|
| 5532 |
5532
Covestor
London,
United Kingdom
| $150M | +$78.9M | +111% | 1.81% | 136% | 2,587 | 13.07% | 0.2 |
|
| 5533 |
5533
Delta Capital Management
Red Bank,
New Jersey
| $150M | -$28.7M | -16% | 2.89% | 129% | 89 | 12.36% | 5.1 |
|
| 5534 |
5534
Mach-1 Financial Group
Rogers,
Arkansas
| $150M | -$9.24M | -6% | 6% | 83.4% | 349 | 42.69% | 0.3 |
|
| 5535 |
5535
EDBI Pte Ltd
Singapore
| $150M | -$33.9M | -18% | 29.4% | 6.21% | 23 | 21.74% | 0.2 |
|
| 5536 |
5536
Ardent Capital Management
Cincinnati,
Ohio
| $150M | -$573K | -0.4% | 2.94% | 87.2% | 28 | 10.71% | 0.3 |
|
| 5537 |
5537
Calixto Global Investors
Coral Gables,
Florida
| $150M | -$33.2M | -18% | 9.64% | 180% | 13 | 69.23% | 0.9 |
|
| 5538 |
5538
Satovsky Asset Management
New York
| $150M | +$609K | +0.4% | 1.51% | 53.6% | 41 | 26.83% | 0.8 |
|
| 5539 |
5539
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $150M | -$417K | -0.3% | 5.19% | 64.7% | 56 | 25% | 0.2 |
|
| 5540 |
5540
McGinn Penninger Investment Management
Alexandria,
Virginia
| $150M | -$1.77M | -1% | 0.09% | 51.9% | 39 | 23.08% | 1.1 |
|
| 5541 |
5541
KEB Asset Management
Springfield,
Illinois
| $150M | -$6.75M | -4% | 2.45% | 68.9% | 54 | 24.07% | 0.2 |
|
| 5542 |
5542
Mudita Advisors
London,
United Kingdom
| $150M | +$38.7M | +35% | 17.7% | 143% | 21 | 14.29% | 0.3 |
|
| 5543 |
5543
HighMark Wealth Management
St. Paul,
Minnesota
| $150M | -$8.24M | -5% | 4.71% | 110% | 555 | 15.5% | 1.5 |
|
| 5544 |
5544
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $150M | -$23.7M | -14% | 2.89% | 44.8% | 127 | 21.26% | 1.9 |
|
| 5545 |
AA
5545
AF Advisors
Sacramento,
California
| $149M | -$24.6M | -14% | 7.37% | 76.5% | 25 | 48% | 1.6 |
|
| 5546 |
5546
Beta Wealth Group
San Diego,
California
| $149M | +$10.8M | +8% | 5.79% | 45.4% | 100 | 49% | 0.7 |
|
| 5547 |
5547
Benedetti & Gucer
Atlanta,
Georgia
| $149M | +$1.86M | +1% | 3.8% | 42.7% | 112 | 30.36% | 0.6 |
|
| 5548 |
5548
Starr International Company
Zug,
Switzerland
| $149M | +$89.4M | +149% | 63% | 26.1% | 3 | 0% | 4 |
|
| 5549 |
5549
Retirement Guys Formula
Maumee,
Ohio
| $149M | +$23.3M | +18% | 3.04% | 75.7% | 149 | 34.23% | 0.2 |
|
| 5550 |
5550
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $149M | -$1.25B | -89% | 3.86% | – | 600 | 88.17% | 0 |
|