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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
Cox Capital Management
Andover,
Massachusetts
| $142M | +$6.54M | +5% | 3.06% | 106% | 92 | 25% | 3.1 |
|
| 5527 |
5527
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $142M | +$3.89M | +3% | 2.47% | 60.9% | 63 | 12.7% | 2 |
|
| 5528 |
5528
Prairie Sky Financial Group
Lake Bluff,
Illinois
| $142M | -$5.07M | -3% | 2.75% | – | 83 | 10.84% | 0.2 |
|
| 5529 |
5529
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $142M | -$13.4M | -9% | 3.79% | 151% | 104 | 13.46% | 1.8 |
|
| 5530 |
WCM
5530
Westerly Capital Management
San Francisco,
California
| $142M | -$48M | -25% | 6.04% | 116% | 58 | 32.76% | 1 |
|
| 5531 |
5531
Continuum Wealth Advisors
Saratoga Springs,
New York
| $142M | +$673K | +0.5% | 2.34% | 69% | 51 | 11.76% | 0.6 |
|
| 5532 |
FCFC
5532
First Citizens Financial Corp
Mason City,
Iowa
| $142M | -$5.25M | -4% | 3.17% | 72.9% | 117 | 9.4% | 2.5 |
|
| 5533 |
BM
5533
Bislett Management
Palo Alto,
California
| $142M | -$12.7M | -8% | 3.46% | 19.8% | 16 | 25% | 5.5 |
|
| 5534 |
GCM
5534
Garland Capital Management
Bellevue,
Washington
| $142M | -$6.87M | -5% | 2.86% | 55.7% | 36 | 8.33% | 5.2 |
|
| 5535 |
5535
Sensible Money
Scottsdale,
Arizona
| $142M | +$4.32M | +3% | 2.92% | 69.1% | 75 | 4% | 0.7 |
|
| 5536 |
5536
Resolute Capital Asset Partners
Denver,
Colorado
| $142M | +$1.04M | +0.7% | 6.81% | 657% | 52 | 63.46% | 0.4 |
|
| 5537 |
5537
Matisse Capital
Portland,
Oregon
| $142M | -$19.5M | -12% | 5.08% | 66.9% | 181 | 13.26% | 1.3 |
|
| 5538 |
5538
Choice Wealth Advisors
Waterville,
Maine
| $142M | -$5.39M | -4% | 3.7% | 60.3% | 23 | 0% | 1.2 |
|
| 5539 |
5539
Profit Investment Management
North Bethesda,
Maryland
| $141M | -$12.4M | -8% | 4.61% | 101% | 76 | 6.58% | 6.8 |
|
| 5540 |
5540
Beacon Investment Advisors
Gaithersburg,
Maryland
| $141M | -$5.05M | -3% | 2.82% | 96.4% | 132 | 12.88% | 0.7 |
|
| 5541 |
5541
Mad River Investors
Boston,
Massachusetts
| $141M | +$6.05M | +4% | 17.6% | 169% | 28 | 14.29% | 3.9 |
|
| 5542 |
5542
West Bancorporation
West Des Moines,
Iowa
| $141M | -$7.57M | -5% | 2.96% | 64.4% | 101 | 13.86% | 2.7 |
|
| 5543 |
5543
Gator Capital Management
Tampa,
Florida
| $141M | -$735K | -0.5% | 5.85% | 245% | 67 | 8.96% | 2.5 |
|
| 5544 |
PWP
5544
Pursue Wealth Partners
Clayton,
California
| $141M | -$18.1M | -11% | 4.46% | 108% | 105 | 20% | 1.3 |
|
| 5545 |
5545
Cipher Capital
New York
| $141M | -$444M | -76% | 2.55% | – | 664 | 82.53% | 0.2 |
|
| 5546 |
SA
5546
Sunesis Advisors
Overland Park,
Kansas
| $141M | – | – | 4.05% | – | 70 | – | 2 |
|
| 5547 |
5547
Financial Freedom LLC
Cincinnati,
Ohio
| $141M | -$1.6M | -1% | 3% | 72% | 414 | 11.59% | 0.7 |
|
| 5548 |
5548
Blue Door Asset Management
Stamford,
Connecticut
| $141M | -$148M | -51% | 2.04% | 127% | 23 | 17.39% | 1 |
|
| 5549 |
EWG
5549
Executive Wealth Group
Kirkland,
Washington
| $141M | -$7.17M | -5% | 4.9% | 14.9% | 48 | 2.08% | 4.5 |
|
| 5550 |
5550
CoreFirst Bank & Trust
Topeka,
Kansas
| $141M | -$1.3M | -0.9% | 3.25% | 61.4% | 409 | 16.38% | 2 |
|