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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
CAM
5626
CPA Asset Management
West Palm Beach,
Florida
| $134M | +$3.04M | +2% | 4.15% | 53.3% | 73 | 17.81% | 0.2 |
|
| 5627 |
SVCM
5627
Saturn V Capital Management
Austin,
Texas
| $134M | +$13.4M | +11% | 1.32% | 1,083% | 20 | 15% | 0.2 |
|
| 5628 |
5628
MKT Advisors
Escondido,
California
| $134M | +$1.16M | +0.9% | 4.92% | 55.5% | 153 | 11.76% | 1 |
|
| 5629 |
5629
Trustees of the Smith College
Northampton,
Massachusetts
| $134M | -$101M | -43% | 4.56% | – | 5 | 0% | 1 |
|
| 5630 |
5630
Allie Family Office
Miami,
Florida
| $134M | +$12.3M | +10% | 6.81% | 59% | 82 | 12.2% | 1 |
|
| 5631 |
5631
Blackston Financial Advisory Group
The Villages,
Florida
| $134M | -$3.98M | -3% | 7.19% | 79.8% | 96 | 14.58% | 1 |
|
| 5632 |
NCM
5632
NCM Capital Management
Ramsey,
New Jersey
| $134M | -$17.8M | -12% | 4.8% | 105% | 181 | 22.65% | 1.1 |
|
| 5633 |
5633
Tranquilli Financial Advisor
Clinton,
New Jersey
| $134M | +$1.99M | +2% | 4.96% | 55.1% | 95 | 28.42% | 1.2 |
|
| 5634 |
5634
Northstar Advisory Group
Northfield,
New Jersey
| $134M | +$7.13M | +6% | 9.74% | 141% | 107 | 41.12% | 0.8 |
|
| 5635 |
5635
TAGStone Capital
Charlotte,
North Carolina
| $134M | +$12.4M | +10% | 5.46% | 58.3% | 81 | 13.58% | 1 |
|
| 5636 |
5636
Caliber Wealth Management (Utah)
Orem,
Utah
| $134M | +$2.73M | +2% | 6.99% | 36.5% | 93 | 44.09% | 1.3 |
|
| 5637 |
5637
Derbend Asset Management
Peachtree City,
Georgia
| $133M | +$8.15M | +7% | 8.06% | 23.9% | 78 | 5.13% | 1.4 |
|
| 5638 |
5638
Northland Capital Management
Virginia,
Minnesota
| $133M | +$7.06M | +6% | 3.85% | 37.5% | 28 | 17.86% | 0.6 |
|
| 5639 |
5639
Guardian Investment Management
Tiburon,
California
| $133M | +$27.6M | +26% | 6.35% | 103% | 54 | 0% | 5.6 |
|
| 5640 |
5640
Camarda Financial Advisors
Fleming Island,
Florida
| $133M | +$34.3M | +35% | 11.8% | 196% | 96 | 54.17% | 1.3 |
|
| 5641 |
5641
HBC Financial Services
Seattle,
Washington
| $133M | +$7.68M | +6% | 5% | 12.6% | 202 | 17.33% | 2 |
|
| 5642 |
5642
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $133M | +$13.3M | +11% | 4.53% | 74.4% | 125 | 12% | 1.7 |
|
| 5643 |
5643
MYeCFO
La Jolla,
California
| $133M | +$11.7M | +10% | 6.06% | 58.5% | 48 | 14.58% | 0.2 |
|
| 5644 |
5644
Garrison Point Advisors
Walnut Creek,
California
| $133M | +$11.1M | +9% | 6.63% | 81.5% | 156 | 10.9% | 3.2 |
|
| 5645 |
5645
Horizon Wealth Management
La Grange,
Illinois
| $133M | +$10.6M | +9% | 11.8% | 109% | 80 | 17.5% | 1 |
|
| 5646 |
5646
Chronos Wealth Management
Clearwater,
Florida
| $133M | +$6.53M | +5% | 4.69% | 92.3% | 35 | 5.71% | 2.9 |
|
| 5647 |
5647
Israel Discount Bank of New York
New York
| $133M | +$14.9M | +13% | 6.55% | 40.8% | 86 | 8.14% | 4.2 |
|
| 5648 |
5648
LRT Capital Management
Austin,
Texas
| $133M | -$39.5M | -23% | 6.61% | 76.2% | 86 | 48.84% | 0.6 |
|
| 5649 |
5649
Dravo Bay
Rehoboth Beach,
Delaware
| $133M | +$10.7M | +9% | 5.47% | 45.2% | 45 | 6.67% | 1 |
|
| 5650 |
5650
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $133M | – | – | 2.46% | 63.8% | 103 | – | 0 |
|