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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
Mork Capital Management
Healdsburg,
California
| $163M | +$34.5M | +27% | 11.7% | 61.9% | 145 | 28.97% | 2.5 |
|
| 5602 |
5602
Ergawealth Advisors
Oak Brook,
Illinois
| $163M | +$17.7M | +12% | 8.91% | 50% | 55 | 16.36% | 0.8 |
|
| 5603 |
5603
AJ Advisors
Nashville,
Tennessee
| $163M | +$29.6M | +22% | 10.2% | 64.6% | 44 | 22.73% | 0.7 |
|
| 5604 |
DFS
5604
Dixon Fnancial Services
Lafayette,
California
| $163M | +$14.4M | +10% | 9.82% | 76.6% | 29 | 24.14% | 1.6 |
|
| 5605 |
MA
5605
Menlo Advisors
Menlo Park,
California
| $163M | +$10.3M | +7% | 8.87% | 108% | 32 | 18.75% | 6.3 |
|
| 5606 |
5606
Jackson Hill Advisors
Houston,
Texas
| $162M | +$22.8M | +16% | 17.8% | 61.2% | 12 | 8.33% | 1.4 |
|
| 5607 |
5607
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $162M | +$21.6M | +15% | 11.8% | 65% | 32 | 12.5% | 3 |
|
| 5608 |
5608
EnCap Energy Capital Fund IX
Houston,
Texas
| $162M | -$104M | -39% | 2.55% | 69.2% | 2 | 0% | 1.8 |
|
| 5609 |
CIS
5609
Custom Index Systems
New York
| $162M | – | – | 11.2% | – | 237 | – | 0 |
|
| 5610 |
5610
Medina Value Partners
Los Angeles,
California
| $162M | +$7.53M | +5% | 15.9% | 80% | 21 | 47.62% | 0.5 |
|
| 5611 |
RWG
5611
Regal Wealth Group
Seal Beach,
California
| $162M | +$15.7M | +11% | 11.1% | 17% | 43 | 2.33% | 5.9 |
|
| 5612 |
5612
Genesee Capital Advisors
Auburn,
New York
| $162M | +$23M | +17% | 11.6% | 107% | 124 | 33.87% | 1 |
|
| 5613 |
5613
Powers Advisory Group
Highland,
Illinois
| $162M | +$14.9M | +10% | 8.59% | 49.8% | 92 | 5.43% | 1.8 |
|
| 5614 |
5614
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $162M | +$6.4M | +4% | 8.45% | 66.8% | 139 | 7.19% | 4.9 |
|
| 5615 |
5615
Dean Capital Management
Overland Park,
Kansas
| $162M | +$28.4M | +21% | 10.4% | 89.7% | 133 | 15.04% | 1.1 |
|
| 5616 |
ETH
5616
Exos TFP Holdings
New York
| $162M | -$23.1M | -13% | 1.13% | – | 250 | 34% | 0.7 |
|
| 5617 |
5617
O'Connor Financial Group
Quincy,
Illinois
| $162M | +$15.8M | +11% | 8.73% | 48.4% | 52 | 5.77% | 0.7 |
|
| 5618 |
5618
DG Capital Management
New York
| $162M | -$21M | -11% | 5.05% | 76.7% | 28 | 14.29% | 1.9 |
|
| 5619 |
5619
Quad-Cities Investment Group
Davenport,
Iowa
| $162M | +$12.8M | +9% | 9.57% | 67.3% | 190 | 16.32% | 3.2 |
|
| 5620 |
5620
Emory University
Atlanta,
Georgia
| $162M | – | – | 4.54% | – | 7 | – | 1.3 |
|
| 5621 |
5621
Loudon Investment Management
West Lebanon,
New Hampshire
| $162M | +$16.3M | +11% | 12.6% | 72.5% | 96 | 4.17% | 5.5 |
|
| 5622 |
5622
Choice Wealth Advisors
Waterville,
Maine
| $161M | +$19.9M | +14% | 9.6% | 60.3% | 28 | 17.86% | 1.2 |
|
| 5623 |
5623
CEDRUS
Littleton,
Colorado
| $161M | +$20.8M | +15% | 9.67% | 19.8% | 159 | 18.24% | 1.4 |
|
| 5624 |
5624
Shore Point Advisors
Brielle,
New Jersey
| $161M | +$23.3M | +17% | 8.76% | 54.6% | 57 | 15.79% | 1.3 |
|
| 5625 |
5625
5th Street Advisors
Southport,
Connecticut
| $161M | +$10M | +7% | 8.95% | 52.2% | 24 | 8.33% | 1.3 |
|