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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
MKT Advisors
Escondido,
California
| $133M | +$17.7M | +15% | 9.27% | 55.5% | 148 | 16.22% | 0.8 |
|
| 5552 |
5552
Moser Wealth Advisors
Bellevue,
Washington
| $133M | +$4.68M | +4% | 7.87% | – | 158 | 21.52% | 2.4 |
|
| 5553 |
5553
HighMark Wealth Management
St. Paul,
Minnesota
| $133M | +$15.5M | +13% | 12.1% | 110% | 573 | 9.25% | 2 |
|
| 5554 |
AWM
5554
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $133M | +$19M | +17% | 11.7% | 73.1% | 168 | 4.17% | 2.2 |
|
| 5555 |
5555
Renasant Bank
Tupelo,
Mississippi
| $132M | +$19.1M | +17% | 9.16% | 65% | 194 | 17.53% | 1.4 |
|
| 5556 |
5556
Berkeley Inc
Boise,
Idaho
| $132M | +$13.7M | +12% | 10.8% | 49.4% | 82 | 10.98% | 1.6 |
|
| 5557 |
5557
CTC (Chicago Trading Company)
Chicago,
Illinois
| $132M | -$27.2M | -17% | 5.32% | 192% | 312 | 14.1% | 1.5 |
|
| 5558 |
VU
5558
Valence8 US
Cambridge,
Massachusetts
| $132M | – | – | 12.8% | 69.9% | 12 | – | 0 |
|
| 5559 |
FIM
5559
FWL Investment Management
Dallas,
Texas
| $132M | +$18.9M | +17% | 6.22% | 165% | 197 | 72.59% | 0.3 |
|
| 5560 |
5560
CoreFirst Bank & Trust
Topeka,
Kansas
| $132M | +$15.9M | +14% | 12.1% | 61.4% | 418 | 12.44% | 1.6 |
|
| 5561 |
5561
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $132M | -$74M | -36% | 12.1% | 350% | 9 | 33.33% | 2.5 |
|
| 5562 |
5562
Watershed Private Wealth
Oak Brook,
Illinois
| $132M | – | – | 7.69% | 80.3% | 78 | – | 0 |
|
| 5563 |
5563
Kennicott Capital Management
Corte Madera,
California
| $132M | +$7.48M | +6% | 4.58% | 98% | 42 | 9.52% | 1.5 |
|
| 5564 |
5564
Privium Fund Management (UK)
London,
United Kingdom
| $132M | +$53.4M | +68% | 11.2% | 34.4% | 91 | 75.82% | 0.3 |
|
| 5565 |
5565
Tranquilli Financial Advisor
Clinton,
New Jersey
| $132M | +$5.55M | +4% | 4.89% | 55.1% | 84 | 22.62% | 1.1 |
|
| 5566 |
5566
Wisconsin Capital Management
Madison,
Wisconsin
| $132M | +$3.91M | +3% | 13.5% | 153% | 51 | 21.57% | 4.1 |
|
| 5567 |
5567
Carl P. Sherr & Co
Worcester,
Massachusetts
| $132M | +$6.34M | +5% | 7.72% | 68.8% | 121 | 16.53% | 2.1 |
|
| 5568 |
5568
Ridgecrest Wealth Partners
Mill Valley,
California
| $132M | +$9.06M | +7% | 9.32% | 103% | 104 | 15.38% | 1.5 |
|
| 5569 |
5569
Altus Wealth Group
Colorado Springs,
Colorado
| $132M | +$31.1M | +31% | 8.08% | 76.7% | 159 | 43.4% | 1.3 |
|
| 5570 |
5570
Mountain Lake Investment Management
Boca Raton,
Florida
| $132M | +$14.1M | +12% | 16% | 64% | 38 | 34.21% | 1.7 |
|
| 5571 |
5571
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $131M | -$15.8M | -11% | 8.12% | 114% | 10 | 0% | 1.9 |
|
| 5572 |
5572
ADE LLC
Baltimore,
Maryland
| $131M | +$42.2M | +47% | 7.72% | 59.8% | 82 | 31.71% | 1.4 |
|
| 5573 |
5573
Fortis Advisors
Wayne,
Pennsylvania
| $131M | -$8.79M | -6% | 7.61% | 72.8% | 277 | 14.8% | 2.5 |
|
| 5574 |
5574
Warner Financial
Bethesda,
Maryland
| $131M | +$6.89M | +6% | 9.11% | 62.1% | 92 | 13.04% | 0.8 |
|
| 5575 |
5575
Paradigm Operations
San Francisco,
California
| $131M | -$108M | -45% | 45.1% | 230% | 1 | 0% | 1 |
|