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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
Oxbow Capital Management (HK)
Hong Kong
| $141M | +$15.6M | +12% | 12.9% | 2,244% | 5 | 60% | 0.3 |
|
| 5552 |
5552
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $141M | -$8.78M | -6% | 3.87% | 58.5% | 33 | 12.12% | 3.1 |
|
| 5553 |
5553
Beam Wealth Advisors
Covington,
Louisiana
| $141M | -$3.39M | -2% | 3.55% | 59.7% | 111 | 18.92% | 2.2 |
|
| 5554 |
5554
CEDRUS
Littleton,
Colorado
| $141M | -$1.06M | -0.7% | 3.11% | 19.8% | 155 | 14.84% | 1.3 |
|
| 5555 |
5555
NewGen Asset Management
Toronto,
Ontario, Canada
| $141M | -$40.9M | -23% | 5.29% | 402% | 34 | 67.65% | 0.4 |
|
| 5556 |
5556
AllGen Financial Advisors
Orlando,
Florida
| $141M | -$18.2M | -11% | 4.72% | 39.7% | 35 | 17.14% | 2.1 |
|
| 5557 |
CAM
5557
Crown Advisors Management
Larkspur,
California
| $141M | -$12.9M | -8% | 0.64% | 284% | 56 | 25% | 2 |
|
| 5558 |
5558
Rye Brook Capital
Greenwich,
Connecticut
| $141M | -$71.2M | -34% | 4.65% | 77.2% | 30 | 20% | 1.2 |
|
| 5559 |
NCM
5559
NCM Capital Management
Ramsey,
New Jersey
| $141M | -$3.38M | -2% | 1.85% | 105% | 156 | 8.97% | 1.5 |
|
| 5560 |
5560
Summit Place Financial Advisors
Summit,
New Jersey
| $141M | -$13.9M | -9% | 5.13% | 111% | 92 | 6.52% | 2.4 |
|
| 5561 |
5561
22NW LP
Seattle,
Washington
| $140M | -$19.8M | -12% | 11.7% | 138% | 15 | 13.33% | 2.4 |
|
| 5562 |
5562
Castle Wealth Management
West Palm Beach,
Florida
| $140M | -$3.09M | -2% | 3.65% | 53.6% | 114 | 13.16% | 1.1 |
|
| 5563 |
5563
Legacy Bridge
West Des Moines,
Iowa
| $140M | -$9.5M | -6% | 2.3% | 236% | 294 | 2.72% | 3.8 |
|
| 5564 |
5564
PCA Investment Advisory Services
Cincinnati,
Ohio
| $140M | -$27.3M | -16% | 3.65% | 71.4% | 444 | 75% | 0.5 |
|
| 5565 |
5565
Harbert Fund Advisors
Birmingham,
Alabama
| $140M | -$38.1M | -21% | 9.53% | 70.8% | 55 | 38.18% | 1.3 |
|
| 5566 |
5566
MRA Advisory Group
Parsippany,
New Jersey
| $140M | -$5.22M | -4% | 2.7% | 86.8% | 148 | 28.38% | 1.6 |
|
| 5567 |
5567
Herbst Group
Westport,
Connecticut
| $140M | -$4.62M | -3% | 1.1% | 142% | 76 | 13.16% | 1.4 |
|
| 5568 |
5568
Tilt Investment Management Holdings
New York
| $140M | -$11.2M | -7% | 5.37% | – | 148 | 10.81% | 0.7 |
|
| 5569 |
5569
Independent Order of Foresters
Toronto,
Ontario, Canada
| $140M | -$5.72M | -4% | 3.91% | 66.3% | 17 | 0% | 2.5 |
|
| 5570 |
LAI
5570
Legal Advantage Investments
Los Altos Hills,
California
| $140M | -$10M | -7% | 5.66% | 116% | 94 | 6.38% | 1.8 |
|
| 5571 |
5571
Jetstream Capital
Brentwood,
Tennessee
| $140M | +$88.3M | +172% | 14.1% | – | 24 | 79.17% | 0.2 |
|
| 5572 |
5572
Melone Private Wealth
Auburn Hills,
Michigan
| $140M | -$1.91M | -1% | 4.88% | 30.4% | 53 | 5.66% | 1.7 |
|
| 5573 |
5573
ETF Store
Overland Park,
Kansas
| $140M | -$2.8M | -2% | 2.99% | 61% | 99 | 8.08% | 1.4 |
|
| 5574 |
AIM
5574
Athena Investment Management
Orinda,
California
| $140M | -$5.62M | -4% | 2.86% | 80.6% | 139 | 4.32% | 1.4 |
|
| 5575 |
5575
American Securities
New York
| $140M | -$35.8M | -20% | 5.03% | – | 1 | 0% | 6.8 |
|