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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Ignite Planners
San Clemente,
California
| $154M | – | – | 9.04% | 83.8% | 173 | – | 0 |
|
| 5602 |
5602
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $154M | -$49.5M | -24% | 3.75% | 62.6% | 174 | 49.43% | 0.8 |
|
| 5603 |
5603
Corundum Group
Colorado Springs,
Colorado
| $154M | +$18.7M | +14% | 7.84% | 89.5% | 106 | 13.21% | 2.8 |
|
| 5604 |
5604
Cheyne Capital Management (UK)
London,
United Kingdom
| $154M | -$14.4M | -9% | 1.7% | 35.6% | 150 | 42.67% | 0.6 |
|
| 5605 |
5605
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $154M | +$18.1M | +13% | 6.56% | 65.3% | 128 | 37.5% | 0.7 |
|
| 5606 |
AWM
5606
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $153M | +$50M | +48% | 10.8% | 73.1% | 163 | 26.38% | 1.3 |
|
| 5607 |
5607
Consonance Capital Management
New York
| $153M | -$29.4M | -16% | 7.13% | 314% | 18 | 22.22% | 0.6 |
|
| 5608 |
5608
Theory Financial
Fort Collins,
Colorado
| $153M | – | – | 5.56% | 54.5% | 48 | – | 0 |
|
| 5609 |
5609
WFA Asset Management
Whitefish Bay,
Wisconsin
| $153M | – | – | 8.63% | 60% | 188 | – | 0 |
|
| 5610 |
5610
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $153M | +$15.8M | +11% | 12.5% | 65.5% | 340 | 9.41% | 3.3 |
|
| 5611 |
5611
Resolute Capital Asset Partners
Denver,
Colorado
| $153M | – | – | 10.2% | 657% | 42 | – | 0 |
|
| 5612 |
5612
Dalton Investments
Las Vegas,
Nevada
| $153M | +$16.5M | +12% | 6.45% | 125% | 23 | 17.39% | 3.2 |
|
| 5613 |
SAM
5613
Stenahm Asset Management
Guernsey
| $153M | -$326K | -0.2% | 8.11% | – | 25 | 16% | 0.7 |
|
| 5614 |
5614
Pacifica Partners
Surrey,
Canada
| $153M | +$15.8M | +11% | 8.98% | 127% | 536 | 15.86% | 1.4 |
|
| 5615 |
MJB
5615
Mark J. Bradley
| $153M | +$6.83M | +5% | 10.4% | – | 51 | 9.8% | 0.9 |
|
| 5616 |
5616
Hel Ved Capital Management
Central,
Hong Kong
| $153M | – | – | 23.5% | 1,351% | 10 | – | 0.5 |
|
| 5617 |
5617
Fi3 Financial Advisors
Indianapolis,
Indiana
| $153M | +$2.08M | +1% | 9.54% | 83.1% | 54 | 27.78% | 0.5 |
|
| 5618 |
5618
Ascension Capital Advisors
Houston,
Texas
| $153M | -$428K | -0.3% | 4.93% | 59.3% | 39 | 23.08% | 1.3 |
|
| 5619 |
5619
Patron Partners
Houston,
Texas
| $153M | +$16.6M | +12% | 10.3% | 90.2% | 193 | 10.88% | 0.8 |
|
| 5620 |
5620
JNE Partners
London,
United Kingdom
| $153M | -$24.8M | -14% | 2.15% | 100% | 13 | 0% | 0.8 |
|
| 5621 |
5621
First Dallas Securities
Dallas,
Texas
| $152M | +$7.59M | +5% | 10.9% | 163% | 126 | 12.7% | 3 |
|
| 5622 |
5622
Apogem Capital
New York
| $152M | -$4.75M | -3% | 7.76% | – | 220 | 36.82% | 0.6 |
|
| 5623 |
5623
Pacific Financial Group
Bellevue,
Washington
| $152M | +$12.2M | +9% | 6.58% | 61.1% | 69 | 14.49% | 4 |
|
| 5624 |
MAS
5624
Madden Advisory Services
Jacksonville,
Florida
| $152M | +$12.5M | +9% | 7.05% | 52.3% | 76 | 5.26% | 4.7 |
|
| 5625 |
5625
Provident Wealth Management
Brentwood,
Tennessee
| $152M | +$20.4M | +15% | 5.25% | 61.1% | 87 | 14.94% | 1.2 |
|