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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
CP
5576
CPV Partners
Stamford,
Connecticut
| $231M | +$49.9M | +27% | 28.9% | 105% | 4 | 0% | 4.6 |
|
| 5577 |
5577
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $231M | -$113M | -33% | 2.6% | 22.2% | 5 | 20% | 1.4 |
|
| 5578 |
MCF
5578
MKA Charitable Fund
San Francisco,
California
| $231M | -$24.2M | -9% | 8.25% | 17.1% | 1 | 0% | 1.8 |
|
| 5579 |
HM
5579
Harvest Management
New York
| $231M | -$3.67M | -2% | 23.4% | 610% | 99 | 77.78% | 0.3 |
|
| 5580 |
5580
Blue Sky Capital Consultants Group
Poway,
California
| $231M | +$32.4M | +16% | 14.1% | – | 67 | 14.93% | 0.6 |
|
| 5581 |
5581
Cherry Creek Investment Advisors
Englewood,
Colorado
| $231M | +$17.9M | +8% | 9.06% | 151% | 124 | 13.71% | 2.5 |
|
| 5582 |
5582
MBE Wealth Management
Tomah,
Wisconsin
| $231M | +$1.24M | +0.5% | 6.27% | 66.5% | 145 | 11.72% | 2.3 |
|
| 5583 |
5583
RiverPark Advisors
New York
| $231M | +$68.4M | +42% | 4.22% | 87.5% | 159 | 28.93% | 2.5 |
|
| 5584 |
5584
MB, Levis & Associates
Center Valley,
Pennsylvania
| $231M | +$3.47M | +2% | 5.28% | 43.1% | 295 | 27.12% | 2.2 |
|
| 5585 |
CA
5585
Continental Advisors
Park City,
Utah
| $231M | +$17.6M | +8% | 8.19% | 73.6% | 43 | 9.3% | 6.4 |
|
| 5586 |
BOCM
5586
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $231M | +$10M | +5% | 5.12% | 49.6% | 31 | 0% | 4.3 |
|
| 5587 |
5587
SFG Wealth Management
Towson,
Maryland
| $231M | +$65.4M | +39% | 8.55% | 86.3% | 138 | 46.38% | 1.4 |
|
| 5588 |
5588
Investmark Advisory Group
Shelton,
Connecticut
| $231M | +$17.2M | +8% | 8.11% | 73.8% | 133 | 3.76% | 2.5 |
|
| 5589 |
5589
Red Tortoise LLC
Atlanta,
Georgia
| $231M | +$23.3M | +11% | 6.86% | 43.7% | 628 | 10.99% | 2.2 |
|
| 5590 |
RFMS
5590
RWQ Financial Management Services
Naples,
Florida
| $230M | -$7.19M | -3% | 17.8% | 446% | 26 | 26.92% | 1.4 |
|
| 5591 |
5591
Master's Wealth Management
Lancaster,
Pennsylvania
| $230M | +$16.1M | +8% | 5.76% | – | 52 | 21.15% | 0.5 |
|
| 5592 |
5592
Genesee Capital Advisors
Auburn,
New York
| $230M | +$7.1M | +3% | 8.4% | 107% | 129 | 10.85% | 2.2 |
|
| 5593 |
5593
Element Wealth
Ridgeland,
Mississippi
| $230M | +$12.8M | +6% | 6.08% | 59.6% | 201 | 10.45% | 3.1 |
|
| 5594 |
5594
Harbour Investment Management
Edmonds,
Washington
| $230M | -$1.18M | -0.5% | 5.02% | 58.8% | 108 | 13.89% | 5.9 |
|
| 5595 |
5595
Eastover Investment Advisors
Charlotte,
North Carolina
| $230M | +$6.98M | +3% | 9.23% | 105% | 48 | 10.42% | 2.9 |
|
| 5596 |
5596
Roehl & Yi Investment Advisors
Eugene,
Oregon
| $230M | +$34.6M | +18% | 6.91% | – | 182 | 21.43% | 0.6 |
|
| 5597 |
5597
Western Financial Corp
San Diego,
California
| $230M | +$43.2M | +23% | 22.1% | 275% | 129 | 12.4% | 1.8 |
|
| 5598 |
FC
5598
Franchise Capital
Grand Cayman,
Cayman Islands
| $230M | +$38M | +20% | 19.4% | 537% | 32 | 31.25% | 0.7 |
|
| 5599 |
5599
Centerline Wealth Advisors
Louisville,
Kentucky
| $230M | +$25.9M | +13% | 6.83% | – | 48 | 16.67% | 0.6 |
|
| 5600 |
5600
Chicago Wealth Management
Chicago,
Illinois
| $229M | +$19.6M | +9% | 12.2% | 134% | 54 | 18.52% | 2.3 |
|