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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
Blue Square Asset Management
New York
| $141M | -$11.6M | -8% | 5.23% | 104% | 86 | 15.12% | 0.6 |
|
| 5652 |
5652
Michelson Medical Research Foundation
Los Angeles,
California
| $141M | +$13M | +10% | 1.72% | 52.2% | 22 | 13.64% | 0.5 |
|
| 5653 |
5653
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $141M | -$15.3M | -10% | 13.4% | 116% | 12 | 16.67% | 1.2 |
|
| 5654 |
5654
P&S Credit Management
New York
| $140M | -$35M | -20% | 7.81% | – | 19 | 52.63% | 0.3 |
|
| 5655 |
5655
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $140M | +$17.2M | +14% | 71.9% | 61.4% | 8 | 62.5% | 1.8 |
|
| 5656 |
5656
Addison Capital
Conshohocken,
Pennsylvania
| $140M | +$7.47M | +6% | 5.09% | 59.7% | 112 | 11.61% | 4.6 |
|
| 5657 |
5657
Shore Point Advisors
Brielle,
New Jersey
| $140M | +$8.26M | +6% | 2.29% | 54.6% | 50 | 6% | 1 |
|
| 5658 |
5658
Register Financial Advisors
Atlanta,
Georgia
| $140M | +$12.9M | +10% | 8.7% | 130% | 575 | 8.52% | 0.4 |
|
| 5659 |
5659
Security National Bank of So Dak
Sioux City,
Iowa
| $140M | – | – | 5.53% | 67.7% | 97 | – | 5.4 |
|
| 5660 |
5660
Laurel Wealth Planning
Edina,
Minnesota
| $140M | -$10.9M | -7% | 3.82% | 53.1% | 61 | 16.39% | 2 |
|
| 5661 |
5661
West Tower Group
Richmond,
Virginia
| $140M | +$38.8M | +38% | 0.49% | 120% | 595 | 94.79% | 0 |
|
| 5662 |
5662
Ampfield Management
New York
| $140M | -$8.91M | -6% | 13.9% | 56.9% | 4 | 25% | 2.3 |
|
| 5663 |
CAGAS
5663
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $140M | -$26.5M | -16% | 5.08% | 54.8% | 149 | 48.32% | 3 |
|
| 5664 |
5664
Fortis Advisors
Wayne,
Pennsylvania
| $140M | -$13.2M | -9% | 1.03% | 72.8% | 270 | 67.78% | 3.3 |
|
| 5665 |
MIC
5665
Maxi Investments CY
Limassol,
Cyprus
| $140M | -$555K | -0.4% | 1.12% | 67.1% | 53 | 24.53% | 1.1 |
|
| 5666 |
5666
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $139M | +$51M | +58% | 1.54% | 34.5% | 40 | 32.5% | 2 |
|
| 5667 |
5667
Alpha Square Group S
New York
| $139M | -$47.6M | -25% | 8.2% | 53.8% | 20 | 25% | 0.9 |
|
| 5668 |
5668
Goldstream Capital Management
Central,
Hong Kong
| $139M | +$44.7M | +47% | 26.8% | 686% | 57 | 42.11% | 0.3 |
|
| 5669 |
5669
Allie Family Office
Miami,
Florida
| $139M | +$5.54M | +4% | 4.11% | 59% | 81 | 13.58% | 1.2 |
|
| 5670 |
VFG
5670
V2 Financial group
Naperville,
Illinois
| $139M | +$905K | +0.7% | 4.57% | 63.3% | 64 | 12.5% | 1.8 |
|
| 5671 |
CAM
5671
CPA Asset Management
West Palm Beach,
Florida
| $139M | +$5.26M | +4% | 3% | 48.8% | 72 | 11.11% | 0.5 |
|
| 5672 |
5672
5th Street Advisors
Southport,
Connecticut
| $139M | +$9.7M | +7% | 3.49% | 47.5% | 29 | 37.93% | 0.7 |
|
| 5673 |
5673
RiverTree Advisors
Winter Park,
Florida
| $139M | -$56.7K | -0% | 2.55% | 25.4% | 46 | 58.7% | 0.5 |
|
| 5674 |
5674
KM Capital Management
Austin,
Texas
| $139M | +$30.4M | +28% | 5.87% | 60.8% | 49 | 38.78% | 0.4 |
|
| 5675 |
XC
5675
XY Capital
Central,
Hong Kong
| $139M | -$118M | -46% | 1.01% | 52.8% | 159 | 78.62% | 0.1 |
|