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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Performa Ltd (US)
Charleston,
South Carolina
| $142M | -$20.7M | -13% | 5.35% | 55.8% | 75 | 32% | 0.9 |
|
| 5677 |
5677
Trinity Wealth Management
Berwyn,
Pennsylvania
| $142M | -$3.1M | -2% | 4.46% | 56.7% | 43 | 23.26% | 1.3 |
|
| 5678 |
5678
AFG Fiduciary Services
Hingham,
Massachusetts
| $142M | -$151K | -0.1% | 4.41% | 72.4% | 97 | 31.96% | 0.2 |
|
| 5679 |
5679
Dalton Investments
Las Vegas,
Nevada
| $142M | -$10.9M | -7% | 3.66% | 95.1% | 23 | 17.39% | 3.2 |
|
| 5680 |
5680
Sterling Investment Management
Tucson,
Arizona
| $142M | -$18.4M | -11% | 0.47% | 45.3% | 73 | 6.85% | 3.6 |
|
| 5681 |
5681
New Potomac Partners
Bethesda,
Maryland
| $142M | -$12.3M | -8% | 3.99% | 37.2% | 63 | 9.52% | 3.4 |
|
| 5682 |
GTCM
5682
Gyon Technologies Capital Management
Denville,
New Jersey
| $142M | -$400M | -74% | 5.03% | 42.2% | 661 | 77.76% | 0.3 |
|
| 5683 |
5683
Dow Chemical Company
Midland,
Michigan
| $142M | -$182M | -56% | 7.85% | 29.4% | 13 | 23.08% | 1.7 |
|
| 5684 |
CAM
5684
Crown Advisors Management
Larkspur,
California
| $142M | -$13.4M | -9% | 7.9% | 284% | 49 | 28.57% | 1.6 |
|
| 5685 |
5685
Nationwide Asset Management
Columbus,
Ohio
| $142M | -$29.9M | -17% | 6.71% | 8.56% | 10 | 20% | 1.7 |
|
| 5686 |
5686
Capasso Planning Partners
Charleston,
South Carolina
| $142M | +$4.8M | +4% | 4.55% | 51.6% | 97 | 21.65% | 0.2 |
|
| 5687 |
5687
Nierenberg Investment Management Company
Camas,
Washington
| $141M | +$19.9M | +16% | 16.6% | 135% | 46 | 28.26% | 1 |
|
| 5688 |
5688
Capital One Financial
Mclean,
Virginia
| $141M | -$687M | -83% | 5.41% | – | 187 | 51.34% | 1.9 |
|
| 5689 |
5689
CV Advisors
Aventura,
Florida
| $141M | -$33.6M | -19% | 5.97% | 112% | 34 | 20.59% | 0.2 |
|
| 5690 |
5690
Northeast Financial Group
Tannersville,
Pennsylvania
| $141M | -$29.7M | -17% | 4.54% | 31.6% | 50 | 24% | 1 |
|
| 5691 |
5691
Barnett & Company
Chattanooga,
Tennessee
| $141M | -$2.48M | -2% | 4.76% | 65.9% | 285 | 68.42% | 3.7 |
|
| 5692 |
ASFA
5692
All Season Financial Advisors
Denver,
Colorado
| $141M | -$2.88M | -2% | 1.7% | 33.8% | 183 | 55.74% | 0.4 |
|
| 5693 |
5693
JCP Investment Management
Houston,
Texas
| $141M | +$4.01M | +3% | 2.37% | 94.7% | 28 | 60.71% | 0.2 |
|
| 5694 |
5694
Tempus Wealth Planning
Irvine,
California
| $141M | -$44.7M | -24% | 2.76% | 95% | 154 | 12.99% | 1.4 |
|
| 5695 |
5695
RDST Capital
Seattle,
Washington
| $141M | -$6.13M | -4% | 5.9% | 43% | 16 | 0% | 0.3 |
|
| 5696 |
5696
Sustainable Insight Capital Management
New York
| $141M | -$45.6M | -25% | 7.23% | 150% | 143 | 27.97% | 1.2 |
|
| 5697 |
5697
Meritech Capital Associates VI
Palo Alto,
California
| $141M | -$79.4M | -36% | 38.7% | – | 6 | 16.67% | 0.2 |
|
| 5698 |
5698
Tranquilli Financial Advisor
Clinton,
New Jersey
| $141M | -$2.33M | -2% | 1.29% | 55.1% | 96 | 29.17% | 0.9 |
|
| 5699 |
5699
WealthTrust Asset Management
Destin,
Florida
| $140M | -$9.9M | -7% | 3.4% | 102% | 91 | 28.57% | 0.6 |
|
| 5700 |
5700
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $140M | +$13.5M | +11% | 2.01% | 96.8% | 358 | 6.98% | 0.9 |
|