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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Long Corridor Asset Management
Hong Kong
| $103M | -$31.2M | -23% | 0.66% | 73.6% | 14 | 21.43% | 0.4 |
|
| 5752 |
5752
Asset Planning Corporation
Knoxville,
Tennessee
| $103M | +$6.59M | +7% | 4.29% | 44.5% | 31 | 6.45% | 0.5 |
|
| 5753 |
5753
Altus Wealth Group
Colorado Springs,
Colorado
| $102M | +$1.76M | +2% | 5.89% | 76.7% | 172 | 34.88% | 0.5 |
|
| 5754 |
5754
Cypress Capital
Franklin,
Tennessee
| $102M | -$143M | -58% | 6.85% | 43.6% | 125 | 31.2% | 1.2 |
|
| 5755 |
5755
Spectrum Wealth Advisory Group
Granite Bay,
California
| $102M | -$2.55M | -2% | 6.75% | 67.9% | 46 | 19.57% | 1.2 |
|
| 5756 |
5756
Copperleaf Capital
Raleigh,
North Carolina
| $102M | +$8.43M | +9% | 6.01% | 102% | 60 | 3.33% | 0.9 |
|
| 5757 |
5757
Johnson Midwest Financial
Glidden,
Iowa
| $102M | +$6.09M | +6% | 4.34% | 58.6% | 310 | 13.87% | 0.4 |
|
| 5758 |
BCM
5758
Beaumont Capital Management
Boston,
Massachusetts
| $102M | +$915K | +0.9% | 5.98% | 45.4% | 38 | 47.37% | 0.3 |
|
| 5759 |
5759
Soundwatch Capital
Rowayton,
Connecticut
| $101M | -$173M | -63% | 8.06% | 68.6% | 25 | 64% | 1.1 |
|
| 5760 |
5760
Crestview Partners II
New York
| $101M | +$1.9M | +2% | 14.7% | 157% | 2 | 0% | 4.3 |
|
| 5761 |
5761
Draper Asset Management
Smithtown,
New York
| $101M | +$8.27M | +9% | 13.6% | 187% | 61 | 32.79% | 0.4 |
|
| 5762 |
5762
Stringer Asset Management
Memphis,
Tennessee
| $101M | +$5.22M | +5% | 5.15% | 16.4% | 36 | 25% | 1.1 |
|
| 5763 |
5763
Nucleo Capital
Sao Paulo, Sp,
Brazil
| $101M | -$67.8M | -40% | 5.82% | 116% | 3 | 66.67% | 1 |
|
| 5764 |
5764
Mantle Ridge LP
New York
| $101M | -$1.43M | -1% | 1.39% | 44.2% | 1 | 0% | 1.8 |
|
| 5765 |
5765
Lesa Sroufe & Co
Seattle,
Washington
| $100M | +$10.3M | +11% | 10.9% | – | 74 | 10.81% | 3.3 |
|
| 5766 |
5766
Aurora Investment Managers
Naples,
Florida
| $100M | +$8.94M | +10% | 6.98% | 74.4% | 29 | 13.79% | 1 |
|
| 5767 |
5767
Burrage Capital Management
Boston,
Massachusetts
| $100M | -$23.7M | -19% | 15% | – | 30 | 36.67% | 0.8 |
|
| 5768 |
5768
Linden Rose Investment
Sugar Land,
Texas
| $99.4M | -$5.56M | -5% | 10.8% | – | 6 | 0% | 0.5 |
|
| 5769 |
5769
Comprehensive Wealth Management
Lynnwood,
Washington
| $99.4M | +$17.2M | +21% | 5.36% | 36.9% | 15 | 33.33% | 0.3 |
|
| 5770 |
NICM
5770
Neo Ivy Capital Management
New York
| $99.1M | +$7.84M | +9% | 2.53% | – | 670 | 67.91% | 0.3 |
|
| 5771 |
5771
Weld Capital Management
New York
| $98.8M | -$138M | -58% | 6.75% | – | 417 | 78.42% | 0.2 |
|
| 5772 |
5772
Community Capital Management
Plantation,
Florida
| $98.8M | +$8.05M | +9% | 7.51% | 55.6% | 113 | 48.67% | 1 |
|
| 5773 |
ALS
5773
Andrew L. Share
| $98.7M | +$5.78M | +6% | 29.9% | 14.8% | 3 | 33.33% | 1.3 |
|
| 5774 |
5774
Pin Oak Investment Advisors
Houston,
Texas
| $98.3M | -$19.4M | -16% | 9.89% | 62.7% | 439 | 15.49% | 2.4 |
|
| 5775 |
5775
QP Wealth Management
Eatontown,
New Jersey
| $97.7M | +$5.78M | +6% | 6.45% | – | 82 | 30.49% | 1 |
|