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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Salvus Wealth Management
Red Bank,
New Jersey
| $112M | -$19.2M | -15% | 14% | 108% | 104 | 12.5% | 1.3 |
|
| 5727 |
YAVAPFMC
5727
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| $112M | -$18.2M | -14% | 16.2% | 201% | 57 | 1.75% | 0.7 |
|
| 5728 |
5728
Birchcreek Wealth Management
Miami Township,
Ohio
| $111M | -$1.45M | -1% | 11.2% | 80.7% | 123 | 17.07% | 1.2 |
|
| 5729 |
RHDIC
5729
R.H. Dinel Investment Counsel
Los Angeles,
California
| $111M | -$18.9M | -15% | 11.8% | 55.9% | 55 | 5.45% | 6.6 |
|
| 5730 |
5730
Diamant Asset Management
Ridgefield,
Connecticut
| $111M | -$19.5M | -15% | 11.9% | 66.9% | 68 | 4.41% | 3.8 |
|
| 5731 |
5731
Matrix China Management IV
Grand Cayman,
Cayman Islands
| $111M | +$14.5M | +15% | 15% | – | 1 | 0% | 0.5 |
|
| 5732 |
5732
Walker Asset Management
Verona,
Missouri
| $111M | -$13.6M | -11% | 10.4% | 87.6% | 96 | 10.42% | 0.4 |
|
| 5733 |
5733
Buttonwood Financial Advisors
Baltimore,
Maryland
| $111M | +$4K | +0% | 13.7% | 73.4% | 75 | 16% | 0.4 |
|
| 5734 |
5734
Wells Financial Advisors
Framingham,
Massachusetts
| $111M | -$9.02M | -8% | 13.4% | 54% | 58 | 3.45% | 1.4 |
|
| 5735 |
5735
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $111M | -$15.7M | -12% | 12.6% | 79% | 107 | 16.82% | 0.5 |
|
| 5736 |
5736
Midwest Heritage Bank
West Des Moines,
Iowa
| $111M | -$16.9M | -13% | 12.5% | 50% | 73 | 21.92% | 0.4 |
|
| 5737 |
5737
Visa Inc
San Francisco,
California
| $111M | -$40.4M | -27% | 26.7% | – | 4 | 0% | 0.5 |
|
| 5738 |
5738
Apogem Capital
New York
| $111M | -$35.7M | -24% | 18.9% | – | 213 | 47.89% | 0.7 |
|
| 5739 |
5739
MAS Advisors
Miami,
Florida
| $111M | -$20.4M | -16% | 14.6% | 47.9% | 104 | 27.88% | 0.4 |
|
| 5740 |
5740
Bluegrass Capital Partners
Palm Beach,
Florida
| $110M | -$34.6M | -24% | 15.1% | 60.1% | 14 | 14.29% | 1.2 |
|
| 5741 |
MJB
5741
Mark J. Bradley
| $110M | -$29.8M | -21% | 16.9% | – | 49 | 8.16% | 1.4 |
|
| 5742 |
5742
Pavadi Capital
New York
| $110M | -$3.18M | -3% | 10.5% | – | 26 | 19.23% | 0.4 |
|
| 5743 |
5743
Crown Wealth Group
Charlotte,
North Carolina
| $110M | -$33.3M | -23% | 13.3% | 98.2% | 105 | 41.9% | 0.3 |
|
| 5744 |
5744
Disciplined Equity Management
Neptune Beach,
Florida
| $110M | +$10.4M | +10% | 11.8% | 72.3% | 66 | 37.88% | 0.3 |
|
| 5745 |
5745
Atmos Advisory
Pittsburgh,
Pennsylvania
| $110M | -$10.4M | -9% | 10.2% | 31.9% | 21 | 0% | 0.5 |
|
| 5746 |
5746
Sandy Cove Advisors
Hingham,
Massachusetts
| $110M | -$10.2M | -9% | 13.1% | 78% | 427 | 82.44% | 0.5 |
|
| 5747 |
CI
5747
Carroll Investors
Mt Pleasant,
South Carolina
| $110M | -$46.4M | -30% | 27.6% | 241% | 182 | 82.97% | 0.5 |
|
| 5748 |
5748
MV Management XI
Menlo Park,
California
| $110M | -$34M | -24% | 21% | – | 4 | 0% | 0.5 |
|
| 5749 |
OF
5749
Outfitter Financial
Brunswick,
Maine
| $110M | -$20.7M | -16% | 12.7% | 97.6% | 90 | 5.56% | 1.5 |
|
| 5750 |
5750
Magnolia Capital Advisors
Jackson,
Mississippi
| $110M | -$145M | -57% | 12.8% | 78.7% | 201 | 38.31% | 1.3 |
|