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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 |
ICM
5526
Indaba Capital Management
San Francisco,
California
| $208M | -$26.2M | -11% | 5.5% | 66.7% | 10 | 20% | 0.8 |
|
| 5527 |
5527
McNaughton Wealth Management
San Diego,
California
| $207M | +$2.09M | +1% | 0.32% | 55.6% | 57 | 5.26% | 3.8 |
|
| 5528 |
5528
Bull Street Advisors
Savannah,
Georgia
| $207M | -$8.04M | -4% | 1.91% | 48.5% | 91 | 2.2% | 4.9 |
|
| 5529 |
5529
Cora Capital Advisors
Marlton,
New Jersey
| $207M | +$4.48M | +2% | 0.72% | 80.3% | 113 | 16.81% | 1.5 |
|
| 5530 |
5530
Ridgewood Investments
Springfield,
New Jersey
| $207M | +$7.06M | +4% | 0.29% | – | 751 | 7.72% | 1.4 |
|
| 5531 |
5531
Freedom Financial Partners
Oakdale,
Minnesota
| $207M | – | – | 0.49% | – | 69 | – | 0 |
|
| 5532 |
5532
WJ Interests
Sugar Land,
Texas
| $207M | -$19.5M | -9% | 3.56% | 55.2% | 22 | 31.82% | 1.5 |
|
| 5533 |
5533
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $207M | +$15.9M | +8% | 1.2% | 58.2% | 107 | 7.48% | 1.4 |
|
| 5534 |
5534
Gables Capital Management
Miami,
Florida
| $207M | +$8.91M | +4% | 6.39% | 173% | 454 | 3.74% | 3.9 |
|
| 5535 |
HM
5535
Harvest Management
New York
| $207M | +$10.4M | +5% | 8.38% | 610% | 84 | 76.19% | 0.3 |
|
| 5536 |
5536
Grunden Financial Advisory
Denton,
Texas
| $207M | +$3.41M | +2% | 2.24% | – | 29 | 24.14% | 0.8 |
|
| 5537 |
5537
Hutner Capital Management
Manchester,
Vermont
| $207M | +$6.17M | +3% | 1.78% | 52.2% | 45 | 0% | 6.6 |
|
| 5538 |
5538
Uniting Wealth Partners
Mission,
Kansas
| $207M | – | – | 6.89% | – | 110 | – | 0 |
|
| 5539 |
5539
Atlantic Investment Management
New York
| $207M | +$2.17M | +1% | 1.4% | 28.8% | 11 | 45.45% | 1 |
|
| 5540 |
5540
HMS Capital Management
Nashville,
Tennessee
| $207M | +$2.88M | +1% | 3.26% | 140% | 111 | 6.31% | 2.9 |
|
| 5541 |
PCG
5541
PFC Capital Group
Los Angeles,
California
| $207M | -$724K | -0.3% | 2.5% | 118% | 72 | 9.72% | 0.9 |
|
| 5542 |
DA
5542
DCF Advisers
Greenwich,
Connecticut
| $207M | -$43.5M | -17% | 2.52% | 379% | 113 | 37.17% | 2 |
|
| 5543 |
WA
5543
Win Advisors
Palm Beach Gardens,
Florida
| $207M | -$6.42M | -3% | 4.99% | 266% | 92 | 81.52% | 0.3 |
|
| 5544 |
5544
Colonial River Investments
Midlothian,
Virginia
| $207M | +$5.08M | +3% | 6.31% | 156% | 237 | 19.41% | 1.7 |
|
| 5545 |
NME
5545
Notis-McConarty Edward
| $207M | -$14.3M | -6% | 0.01% | 91.2% | 87 | 12.64% | 7.8 |
|
| 5546 |
5546
Pinnacle Family Advisors
Springfield,
Missouri
| $207M | +$13.6M | +7% | 2.63% | 85.8% | 133 | 26.32% | 2.2 |
|
| 5547 |
5547
Wolf Group Capital Advisors
Fairfax,
Virginia
| $207M | -$3.85M | -2% | 1.11% | 28.2% | 103 | 0.97% | 3.9 |
|
| 5548 |
5548
Colorado Capital Management
Boulder,
Colorado
| $206M | +$3.97M | +2% | 0.63% | 60.4% | 97 | 4.12% | 5.1 |
|
| 5549 |
BWIA
5549
Bryant Woods Investment Advisors
Getzville,
New York
| $206M | +$10.1M | +5% | 1.3% | 74.4% | 51 | 13.73% | 2.1 |
|
| 5550 |
5550
Postrock Partners
Overland Park,
Oregon
| $206M | – | – | 3.86% | – | 84 | – | 0 |
|