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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Lynch Asset Management
Yardley,
Pennsylvania
| $122M | -$17.6M | -13% | 15.8% | 190% | 56 | 8.93% | 0.4 |
|
| 5552 |
5552
Heirloom Wealth Management
Greenwood Village,
Colorado
| $122M | -$21.6M | -15% | 15% | 81.8% | 33 | 18.18% | 0.4 |
|
| 5553 |
ODFS
5553
O'Donnell Financial Services
San Rafael,
California
| $122M | -$97.6M | -44% | 9.89% | 61% | 47 | 40.43% | 0.6 |
|
| 5554 |
5554
Plustick Management
Charlottesville,
Virginia
| $122M | -$36.4M | -23% | 16% | 1,667% | 27 | 29.63% | 0.4 |
|
| 5555 |
5555
Phoenician Capital
New York
| $122M | -$47.5M | -28% | 4.83% | 41.1% | 14 | 14.29% | 1.6 |
|
| 5556 |
5556
ELCO Management
New York
| $122M | -$24.9M | -17% | 12.7% | 98.3% | 147 | 14.29% | 3 |
|
| 5557 |
5557
Concentrum Wealth Management
San Jose,
California
| $122M | -$38.8M | -24% | 21.8% | 174% | 64 | 21.88% | 1.9 |
|
| 5558 |
PCC
5558
Park Circle Company
Baltimore,
Maryland
| $122M | +$1.48M | +1% | 12.7% | 70.5% | 142 | 16.2% | 2.3 |
|
| 5559 |
TCM
5559
Trybe Capital Management
Greenwich,
Connecticut
| $122M | -$118M | -49% | 26.2% | 681% | 12 | 8.33% | 1.2 |
|
| 5560 |
5560
Ignite Planners
San Clemente,
California
| $122M | -$27.4M | -18% | 12.9% | 83.8% | 186 | 16.13% | 0.5 |
|
| 5561 |
LI
5561
Latash Investments
Anchorage,
Alaska
| $122M | -$32M | -21% | 19.8% | 110% | 22 | 0% | 2 |
|
| 5562 |
5562
Mayport LLC
Newton,
Massachusetts
| $122M | -$23M | -16% | 12.1% | 57% | 63 | 23.81% | 0.5 |
|
| 5563 |
5563
RHS Financial
San Francisco,
California
| $122M | -$14.2M | -10% | 12.5% | 65.6% | 90 | 26.67% | 2.1 |
|
| 5564 |
5564
Tempus Wealth Planning
Irvine,
California
| $122M | -$19M | -14% | 12.1% | 95% | 148 | 20.27% | 1.6 |
|
| 5565 |
5565
AllGen Financial Advisors
Orlando,
Florida
| $122M | +$1.85M | +2% | 11.4% | 39.7% | 40 | 25% | 1.2 |
|
| 5566 |
DIS
5566
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $122M | -$24.5M | -17% | 13.9% | 86% | 47 | 12.77% | 4 |
|
| 5567 |
5567
Nova R Wealth
Overland Park,
Kansas
| $122M | +$4.5M | +4% | 13.1% | 54.5% | 84 | 26.19% | 0.4 |
|
| 5568 |
5568
Tru Independence Asset Management 2
Portland,
Oregon
| $122M | -$52.6M | -30% | 3.97% | – | 103 | 40.78% | 0.9 |
|
| 5569 |
5569
Zoom Communications
San Jose,
California
| $121M | -$27M | -18% | 35.5% | 10.7% | 3 | 33.33% | 0.3 |
|
| 5570 |
5570
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $121M | -$11.5M | -9% | 13.2% | 53.4% | 47 | 29.79% | 0.4 |
|
| 5571 |
BCM
5571
Beaumont Capital Management
Boston,
Massachusetts
| $121M | -$34M | -22% | 6.51% | 45.4% | 47 | 57.45% | 0.5 |
|
| 5572 |
5572
Boyar Asset Management
New York
| $121M | -$34.6M | -22% | 15.3% | 75.5% | 87 | 9.2% | 5.5 |
|
| 5573 |
SCA
5573
Strategic Capital Advisers
Denver,
Colorado
| $121M | -$10.1M | -8% | 12.4% | 51.4% | 60 | 3.33% | 2.7 |
|
| 5574 |
5574
Data Collective IV
Palo Alto,
California
| $121M | -$350M | -74% | 24% | 317% | 5 | 0% | 0.5 |
|
| 5575 |
5575
Fi3 Financial Advisors
Indianapolis,
Indiana
| $121M | -$7.62M | -6% | 13.9% | 83.1% | 58 | 31.03% | 1 |
|