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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
Blue Creek Capital Management
Hong Kong
| $125M | – | – | 25% | – | 5 | – | 0 |
|
| 5677 |
5677
Gould Capital
Tacoma,
Washington
| $125M | +$9.6M | +8% | 10.3% | 60.1% | 221 | 11.76% | 0.9 |
|
| 5678 |
5678
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $125M | -$1.5M | -1% | 7.56% | 30.7% | 43 | 11.63% | 2 |
|
| 5679 |
5679
Horizons Wealth Management
Asheville,
North Carolina
| $125M | +$16.5M | +15% | 4.83% | – | 179 | 11.73% | 0.5 |
|
| 5680 |
5680
Lifestyle Asset Management
Friendswood,
Texas
| $125M | – | – | 8.96% | 88.3% | 70 | – | 0 |
|
| 5681 |
EL
5681
EQ LLC
Bellevue,
Washington
| $125M | +$9.28M | +8% | 9.24% | 72.9% | 53 | 16.98% | 1.6 |
|
| 5682 |
5682
Aspen Wealth Strategies
Arvada,
Colorado
| $125M | – | – | 9.19% | 65.8% | 76 | – | 0 |
|
| 5683 |
5683
Protective Life
Birmingham,
Alabama
| $125M | +$2.88M | +2% | 3.57% | 38.4% | 19 | 0% | 2.8 |
|
| 5684 |
5684
Resource Planning Group
Atlanta,
Georgia
| $125M | +$9.8M | +9% | 6.23% | 1.9% | 69 | 17.39% | 2.7 |
|
| 5685 |
5685
Aubrey Capital Management
Edinburgh,
United Kingdom
| $125M | +$8.16M | +7% | 9.73% | 319% | 56 | 25% | 1.2 |
|
| 5686 |
5686
Harbert Fund Advisors
Birmingham,
Alabama
| $125M | -$63.5M | -34% | 9.45% | 70.8% | 61 | 42.62% | 1 |
|
| 5687 |
5687
Independent Order of Foresters
Toronto,
Ontario, Canada
| $125M | +$8.13M | +7% | 6.75% | 66.3% | 13 | 0% | 2.3 |
|
| 5688 |
5688
XXEC Inc
Tulsa,
Oklahoma
| $125M | +$8.54M | +7% | 15.5% | 19.3% | 29 | 24.14% | 1.5 |
|
| 5689 |
5689
Wayfinding Financial
Lynnwood,
Washington
| $125M | +$17.6M | +16% | 6.37% | 68.3% | 100 | 32% | 0.7 |
|
| 5690 |
5690
AJ Advisors
Nashville,
Tennessee
| $125M | – | – | 6.83% | 64.6% | 37 | – | 0 |
|
| 5691 |
5691
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $125M | +$7.79M | +7% | 5.56% | – | 110 | 20% | 1.1 |
|
| 5692 |
5692
Strategic Income Management
Seattle,
Washington
| $125M | – | – | 9.57% | – | 10 | – | 0 |
|
| 5693 |
5693
Argus Investors Counsel
New York
| $125M | +$12.3M | +11% | 11.5% | 132% | 95 | 11.58% | 4.9 |
|
| 5694 |
5694
Norwood Investment Partners
Mill Valley,
California
| $125M | +$13.1M | +12% | 15.9% | 25.2% | 13 | 23.08% | 0.7 |
|
| 5695 |
5695
Warren Street Wealth Advisors
Newport Beach,
California
| $125M | +$25.2M | +25% | 7.7% | 75.7% | 68 | 25% | 0.7 |
|
| 5696 |
5696
Sterling Investment Management
Tucson,
Arizona
| $124M | +$5.87M | +5% | 6.84% | 45.3% | 63 | 7.94% | 4.2 |
|
| 5697 |
5697
Rise Advisors
Rochester,
New York
| $124M | +$3.8M | +3% | 6.08% | 62.8% | 774 | 4.01% | 0.9 |
|
| 5698 |
5698
Avory & Company
Miami,
Florida
| $124M | +$6.38M | +5% | 11.8% | 74.9% | 29 | 13.79% | 1.1 |
|
| 5699 |
5699
CEDRUS
Littleton,
Colorado
| $124M | +$18.2M | +17% | 8.47% | 19.8% | 152 | 17.11% | 0.7 |
|
| 5700 |
5700
Woodward Diversified Capital
Bakersfield,
California
| $124M | +$2.86M | +2% | 10.5% | 118% | 150 | 18% | 1.5 |
|