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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
McCarthy Asset Management
Redwood Shores,
California
| $144M | -$1.79M | -1% | 4.48% | – | 346 | 5.49% | 1 |
|
| 5652 |
5652
Security National Bank of So Dak
Sioux City,
Iowa
| $144M | -$4.92M | -3% | 1.81% | 67.7% | 111 | 14.41% | 4.2 |
|
| 5653 |
5653
Crown Wealth Group
Charlotte,
North Carolina
| $144M | +$35.8M | +33% | 3.72% | 98.2% | 125 | 68.8% | 0.1 |
|
| 5654 |
5654
Intergy Private Wealth
Colorado Springs,
Colorado
| $143M | +$15.4M | +12% | 6.53% | 73.8% | 55 | 23.64% | 0.2 |
|
| 5655 |
CC
5655
Coann Capital
Westport,
Connecticut
| $143M | -$39.8M | -22% | 3.58% | – | 27 | 66.67% | 0.2 |
|
| 5656 |
5656
Planned Solutions
Folsom,
California
| $143M | -$6.16M | -4% | 1.78% | 68.3% | 82 | 18.29% | 1.2 |
|
| 5657 |
5657
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $143M | +$93.7M | +189% | 4.4% | – | 124 | 47.58% | 0.7 |
|
| 5658 |
5658
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $143M | -$15.1M | -10% | 8.32% | 95.3% | 94 | 22.34% | 1.4 |
|
| 5659 |
5659
Berkeley Inc
Boise,
Idaho
| $143M | -$7.11M | -5% | 4.57% | 49.4% | 96 | 8.33% | 1 |
|
| 5660 |
5660
Brightline Capital Management
Miami,
Florida
| $143M | -$19.8M | -12% | 41% | 810% | 14 | 42.86% | 0.9 |
|
| 5661 |
WWMSC
5661
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $143M | +$12.3M | +9% | 3.27% | 36.4% | 710 | 71.83% | 2.8 |
|
| 5662 |
5662
Bregal Investments
New York
| $143M | -$27M | -16% | 15.9% | – | 1 | 0% | 1.3 |
|
| 5663 |
5663
Bregal North America General Partner Jersey
St. Helier,
Jersey
| $143M | -$27M | -16% | 15.9% | 71.3% | 1 | 0% | 1.3 |
|
| 5664 |
5664
Bregal Sagemount I
St. Helier,
Jersey
| $143M | -$27M | -16% | 15.9% | 71.3% | 1 | 0% | 1.3 |
|
| 5665 |
5665
Prairiewood Capital
Fargo,
North Dakota
| $143M | +$16.5M | +13% | 2.35% | 42.6% | 76 | 25% | 0.9 |
|
| 5666 |
KNB
5666
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
| $143M | – | – | 10% | 73.6% | 4 | – | 0 |
|
| 5667 |
5667
Garrison Point Advisors
Walnut Creek,
California
| $143M | -$7.8M | -5% | 3.99% | 81.5% | 154 | 3.9% | 2.6 |
|
| 5668 |
5668
Soundmark Wealth Management
Kirkland,
Washington
| $143M | -$3.5M | -2% | 4.28% | 17.2% | 62 | 9.68% | 1 |
|
| 5669 |
5669
Frontier Asset Management
Sheridan,
Wyoming
| $143M | +$6.9M | +5% | 4.94% | 51.8% | 39 | 15.38% | 0.2 |
|
| 5670 |
SMP
5670
Santa Monica Partners
Palm Beach Gardens,
Florida
| $143M | -$14.4M | -9% | 4.72% | 102% | 22 | 4.55% | 3.2 |
|
| 5671 |
5671
R.W. Roge & Company
Bohemia,
New York
| $143M | +$12.8M | +10% | 5.13% | 68.1% | 43 | 4.65% | 1.7 |
|
| 5672 |
5672
Alpha DNA Investment Management
Columbia,
Maryland
| $142M | -$16M | -10% | 2.32% | 134% | 171 | 74.27% | 0.3 |
|
| 5673 |
5673
Planning Directions
Glen Mills,
Pennsylvania
| $142M | -$7.81M | -5% | 3.85% | 46.3% | 79 | 6.33% | 1.8 |
|
| 5674 |
5674
SkyKnight Capital
San Francisco,
California
| $142M | -$67.4M | -32% | 32.2% | 11% | 4 | 25% | 0.2 |
|
| 5675 |
DS
5675
Dalal Street
West Lake Hills,
Texas
| $142M | -$74.3M | -34% | 16.4% | 92.7% | 2 | 0% | 2.5 |
|