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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
CAMG Solamere Management
Charlotte,
North Carolina
| $116M | +$103K | +0.1% | 6.14% | 51.7% | 89 | 16.85% | 2.6 |
|
| 5652 |
LR
5652
Library Research
Hong Kong
| $116M | -$6.76M | -6% | 5.24% | 22.4% | 7 | 28.57% | 0.4 |
|
| 5653 |
FP
5653
Fiduciary Planning
Englewood,
Florida
| $116M | +$49.6M | +75% | 5.08% | 71.4% | 298 | 85.57% | 0.6 |
|
| 5654 |
5654
Cephei Capital Management
Hong Kong
| $116M | +$8.9M | +8% | 9.04% | – | 4 | 25% | 0.4 |
|
| 5655 |
5655
RK Asset Management
Grosse Pointe Farms,
Michigan
| $116M | +$3.66M | +3% | 6.64% | 47.6% | 16 | 0% | 3.6 |
|
| 5656 |
5656
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $116M | +$7.62M | +7% | 4.76% | 57.3% | 68 | 7.35% | 0.5 |
|
| 5657 |
5657
WealthTrust Asset Management
Destin,
Florida
| $115M | – | – | 8.34% | 102% | 75 | – | 0 |
|
| 5658 |
ASA
5658
Armstrong Shaw Associates
New Canaan,
Connecticut
| $115M | +$5.73M | +5% | 9.2% | 51.2% | 44 | 2.27% | 4.4 |
|
| 5659 |
5659
Sippican Capital Advisors
Boston,
Massachusetts
| $115M | +$6.7M | +6% | 6.88% | 90.1% | 115 | 3.48% | 3.9 |
|
| 5660 |
5660
Laurel Wealth Planning
Edina,
Minnesota
| $115M | +$5.4M | +5% | 5.46% | 53.1% | 147 | 14.97% | 0.4 |
|
| 5661 |
5661
Unison Asset Management
North Miami Beach,
Florida
| $115M | +$6.48M | +6% | 9.56% | 81.4% | 27 | 11.11% | 0.5 |
|
| 5662 |
5662
Bradley & Co Private Wealth Management
Miami,
Florida
| $115M | +$6.25M | +6% | 8.14% | – | 175 | 3.43% | 0.2 |
|
| 5663 |
5663
4J Wealth Management
Alexandria,
Virginia
| $115M | +$7.04M | +7% | 6.59% | 68.2% | 79 | 16.46% | 0.4 |
|
| 5664 |
5664
Alamar Capital Management
Santa Barbara,
California
| $115M | +$10.6M | +10% | 10.1% | – | 58 | 5.17% | 0.4 |
|
| 5665 |
5665
Evermore Global Advisors
Summit,
New Jersey
| $114M | -$27.4M | -19% | 21.3% | 133% | 21 | 38.1% | 2.1 |
|
| 5666 |
5666
EMFO LLC
Weston,
Florida
| $114M | – | – | 4.69% | 25.8% | 332 | – | 0 |
|
| 5667 |
5667
Covalent Partners
Concord,
Massachusetts
| $114M | +$56.7M | +99% | 5.99% | 36.6% | 73 | 56.16% | 0.3 |
|
| 5668 |
5668
Tilden Park Management I
New York
| $114M | -$32.7M | -22% | 14.8% | 29.6% | 58 | 34.48% | 0.3 |
|
| 5669 |
5669
Heronetta Management
New York
| $114M | -$5.62M | -5% | 10.8% | 59.7% | 24 | 0% | 5.5 |
|
| 5670 |
5670
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $114M | +$3.68M | +3% | 7.33% | 82.6% | 60 | 11.67% | 4.5 |
|
| 5671 |
5671
Protective Life
Birmingham,
Alabama
| $114M | $0 | 0% | 1.71% | 38.4% | 13 | 0% | 2.4 |
|
| 5672 |
5672
Fort Henry Capital
Wheeling,
West Virginia
| $114M | +$8.14M | +8% | 4.62% | 39.3% | 12 | 25% | 0.4 |
|
| 5673 |
5673
Accurate Wealth Management
Wesley Chapel,
Florida
| $114M | – | – | 7.97% | 101% | 132 | – | 0 |
|
| 5674 |
5674
Quantamental Technologies
White Plains,
New York
| $113M | +$81.9M | +263% | 5.49% | 24.2% | 284 | 90.49% | 0.1 |
|
| 5675 |
5675
Trust Investment Advisors
Indianapolis,
Indiana
| $113M | +$11.1M | +11% | 8.54% | 178% | 81 | 4.94% | 3.2 |
|