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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
Delta Capital Management
Red Bank,
New Jersey
| $145M | +$3.19M | +2% | 4.27% | 129% | 90 | 4.44% | 5.7 |
|
| 5552 |
AIM
5552
Athena Investment Management
Orinda,
California
| $145M | +$6.26M | +5% | 5.33% | 80.6% | 139 | 2.88% | 1.1 |
|
| 5553 |
5553
AUA Capital Management
Camp Hill,
Pennsylvania
| $145M | -$2.82M | -2% | 6.07% | 70.2% | 88 | 9.09% | 5.6 |
|
| 5554 |
5554
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $145M | +$3.57M | +3% | 5.01% | 61.1% | 121 | 6.61% | 6.1 |
|
| 5555 |
5555
Webs Creek Capital Management
Dallas,
Texas
| $145M | +$1.93M | +1% | 2.07% | 133% | 15 | 53.33% | 0.3 |
|
| 5556 |
5556
O'Connor Financial Group
Quincy,
Illinois
| $145M | +$12M | +9% | 2.57% | 44.9% | 54 | 12.96% | 0.2 |
|
| 5557 |
5557
Sykon Capital
Harrison,
New York
| $145M | – | – | 4.48% | 63.7% | 53 | – | 0 |
|
| 5558 |
5558
Cahill Wealth Management
Portage,
Michigan
| $145M | +$9.46M | +7% | 6.61% | 24.7% | 47 | 0% | 1 |
|
| 5559 |
FP
5559
Factorial Partners
Mt. Kisco,
New York
| $145M | +$12.1M | +9% | 10.8% | 88.7% | 96 | 17.71% | 2.6 |
|
| 5560 |
TIM
5560
Timelo Investment Management
Aurora,
Ontario, Canada
| $145M | +$43.1M | +42% | 12.4% | 104% | 46 | 65.22% | 0.6 |
|
| 5561 |
5561
Herbst Group
Westport,
Connecticut
| $145M | +$3.18M | +2% | 8.88% | 142% | 76 | 11.84% | 1.2 |
|
| 5562 |
5562
Robbins Farley
Bedford,
New Hampshire
| $145M | -$5.16M | -3% | 10.3% | 106% | 206 | 26.21% | 1.3 |
|
| 5563 |
5563
Activest Wealth Management
Aventure,
Florida
| $145M | -$11.3M | -7% | 6.01% | 117% | 445 | 63.37% | 0.6 |
|
| 5564 |
5564
Chronos Wealth Management
Clearwater,
Florida
| $145M | +$11.3M | +8% | 11.7% | 92.3% | 37 | 8.11% | 3 |
|
| 5565 |
MA
5565
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $145M | +$5.87M | +4% | 10.5% | 166% | 68 | 5.88% | 6.8 |
|
| 5566 |
5566
Norris Financial Group
Greenville,
South Carolina
| $144M | +$8.02M | +6% | 5.98% | 142% | 76 | 30.26% | 1.4 |
|
| 5567 |
5567
Claris Advisors
St. Louis,
Missouri
| $144M | +$9.5M | +7% | 4.48% | 65.7% | 45 | 11.11% | 1.1 |
|
| 5568 |
5568
Wealth Quarterback
Toms River,
New Jersey
| $144M | +$26.6M | +23% | 5.58% | 109% | 133 | 18.8% | 2.3 |
|
| 5569 |
5569
EnCap Energy Capital Fund VIII
Houston,
Texas
| $144M | +$8.08M | +6% | 6.91% | 6.16% | 3 | 0% | 1.3 |
|
| 5570 |
5570
Tree Line Advisors
Central,
Hong Kong
| $144M | +$15.9M | +12% | 5.06% | 670% | 6 | 50% | 1.5 |
|
| 5571 |
5571
Affinia Financial Group
Burlington,
Massachusetts
| $144M | +$9.2M | +7% | 6% | 37.5% | 38 | 18.42% | 1.9 |
|
| 5572 |
5572
Consilium Wealth Advisory
Richardson,
Texas
| $144M | +$27M | +23% | 8.6% | 126% | 85 | 16.47% | 1.2 |
|
| 5573 |
5573
Argus Investors Counsel
New York
| $144M | +$12.3M | +9% | 8.73% | 132% | 101 | 12.87% | 4.9 |
|
| 5574 |
5574
Elevatus Welath Management
Victor,
New York
| $144M | – | – | 9.63% | 270% | 51 | – | 0 |
|
| 5575 |
5575
Beam Wealth Advisors
Covington,
Louisiana
| $144M | +$44.4M | +45% | 3.84% | 59.7% | 112 | 19.64% | 2.2 |
|