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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%
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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 5526 |
HWM
5526
Hassell Wealth Management
Houma,
Louisiana
| $133M | – | – | 8.62% | 46.3% | 21 | – |
|
| 5527 |
SAM
5527
Seelaus Asset Management
Chatham,
New Jersey
| $133M | +$7.48M | +6% | 10.4% | 122% | 222 | 16.67% |
|
| 5528 |
KI
5528
Kapitalo Investimentos
Sao Paulo,
Brazil
| $133M | -$108M | -45% | 0.62% | 64% | 195 | 88.72% |
|
| 5529 |
TC
5529
Tacita Capital
Toronto,
Ontario, Canada
| $133M | +$4.36M | +3% | 7.71% | 72.3% | 204 | 7.84% |
|
| 5530 |
BSI
5530
Bennett Selby Investments
Falmouth,
Maine
| $133M | +$8.24M | +7% | 6.72% | 69.8% | 58 | 15.52% |
|
| 5531 |
LA
5531
Latitude Advisors
Vero Beach,
Florida
| $133M | +$12.3M | +10% | 4.82% | 72% | 171 | 20.47% |
|
| 5532 |
PFG
5532
Pacific Financial Group
Bellevue,
Washington
| $133M | +$21.8M | +20% | 5.03% | 61.1% | 54 | 7.41% |
|
| 5533 |
RCM
5533
Rain Capital Management
Lake Oswego,
Oregon
| $133M | +$5.02M | +4% | 5.74% | 18.2% | 101 | 33.66% |
|
| 5534 |
SGL
5534
Sonic GP LLC
Honolulu,
Hawaii
| $133M | – | – | 12.3% | – | 25 | – |
|
| 5535 |
PP
5535
Patron Partners
Houston,
Texas
| $133M | +$12.9M | +11% | 10% | 90.2% | 175 | 13.71% |
|
| 5536 |
CWA
5536
Choice Wealth Advisors
Waterville,
Maine
| $133M | +$13.7M | +11% | 5.76% | 52.3% | 26 | 19.23% |
|
| 5537 |
MA
5537
Menlo Advisors
Menlo Park,
California
| $133M | -$9.49M | -7% | 6.88% | 108% | 30 | 10% |
|
| 5538 |
FCMT
5538
Founders Capital Management (Texas)
Houston,
Texas
| $133M | +$10.5M | +9% | 15.4% | 118% | 404 | 4.95% |
|
| 5539 |
SV
5539
Stilwell Value
New York
| $133M | -$6.35M | -5% | 7.88% | 87.9% | 43 | 16.28% |
|
| 5540 |
KFA
5540
Kelleher Financial Advisors
New York
| $133M | -$6.39M | -5% | 7.72% | 72.4% | 127 | 25.98% |
|
| 5541 |
EM
5541
ELCO Management
New York
| $133M | +$7.45M | +6% | 8.14% | 93% | 154 | 18.83% |
|
| 5542 |
TCM
5542
Tao Capital Management
San Francisco,
California
| $133M | -$19.6M | -13% | 42.3% | 314% | 19 | 26.32% |
|
| 5543 |
SW
5543
SMART Wealth
Omaha,
Nebraska
| $133M | – | – | 3.71% | 77.7% | 84 | – |
|
| 5544 |
HCP
5544
Hiddenite Capital Partners
New York
| $133M | +$31.5M | +31% | 11% | 523% | 52 | 46.15% |
|
| 5545 |
SAM
5545
S.A. Mason
Holland,
Michigan
| $133M | +$6.37M | +5% | 10.8% | 105% | 329 | 6.99% |
|
| 5546 |
NIMC
5546
Nierenberg Investment Management Company
Camas,
Washington
| $133M | +$12.4M | +10% | 14.1% | 135% | 43 | 16.28% |
|
| 5547 |
FD
5547
Financial Designs
Claremont,
California
| $133M | – | – | 4.62% | 42.1% | 15 | – |
|
| 5548 |
TS
5548
True Signal
New York
| $133M | – | – | 13.4% | – | 74 | – |
|
| 5549 |
MA
5549
MKT Advisors
Escondido,
California
| $133M | +$17.7M | +15% | 9.27% | 49.2% | 148 | 16.22% |
|
| 5550 |
MWA
5550
Moser Wealth Advisors
Bellevue,
Washington
| $133M | +$4.68M | +4% | 7.87% | – | 158 | 21.52% |
|