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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
Charter Research & Investment Group
Southport,
Connecticut
| $110M | -$13.3M | -11% | 8.7% | 82.3% | 85 | 12.94% | 5.7 |
|
| 5752 |
5752
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $110M | -$56M | -34% | 33.7% | 407% | 1 | 0% | 0.5 |
|
| 5753 |
5753
Piper Sandler & Co
Minneapolis,
Minnesota
| $110M | -$22.2M | -17% | 0.23% | 0.04% | 54 | 37.04% | 0.2 |
|
| 5754 |
TIM
5754
Timelo Investment Management
Aurora,
Ontario, Canada
| $110M | -$27.6M | -20% | 8.24% | 104% | 107 | 43.93% | 0.4 |
|
| 5755 |
5755
Dalton Investments
Las Vegas,
Nevada
| $110M | -$32.3M | -23% | 8.98% | 95.1% | 32 | 46.88% | 2.3 |
|
| 5756 |
5756
Odey Asset Management Group
London,
United Kingdom
| $110M | -$221M | -67% | 20.1% | 259% | 42 | 76.19% | 1.7 |
|
| 5757 |
5757
SWM Advisors
St. Petersburg,
Florida
| $110M | -$17.7M | -14% | 13.4% | – | 31 | 19.35% | 0.5 |
|
| 5758 |
5758
Jupiter Wealth Management
Glendale,
Colorado
| $110M | -$50.1M | -31% | 14.7% | 99.2% | 81 | 24.69% | 2.2 |
|
| 5759 |
5759
Ally Bridge Group
New York
| $110M | -$25.2M | -19% | 9.85% | 844% | 26 | 34.62% | 0.7 |
|
| 5760 |
5760
Finer Wealth Management
Salem,
Massachusetts
| $110M | -$12.9M | -11% | 9.57% | 175% | 85 | 12.94% | 0.5 |
|
| 5761 |
5761
PACK Private Wealth
Wayzata,
Minnesota
| $110M | -$11.6M | -10% | 13.8% | 52.8% | 39 | 12.82% | 0.5 |
|
| 5762 |
5762
Ballew Advisors
Jackson,
Mississippi
| $110M | -$21.4M | -16% | 13.1% | 68% | 117 | 23.93% | 2.9 |
|
| 5763 |
5763
Hickory Lane Capital Management
New York
| $110M | -$54.2M | -33% | 14.7% | – | 36 | 19.44% | 1 |
|
| 5764 |
5764
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $110M | -$20M | -15% | 12.6% | 35.4% | 27 | 7.41% | 0.5 |
|
| 5765 |
5765
Drive Wealth Management
Lehi,
Utah
| $109M | -$9.11M | -8% | 14.5% | 94.4% | 192 | 26.56% | 0.4 |
|
| 5766 |
FAG
5766
Fortitude Advisory Group
Gig Harbor,
Washington
| $109M | -$78.5M | -42% | 14.3% | 142% | 1,547 | 86.81% | 0.5 |
|
| 5767 |
5767
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $109M | -$10.9M | -9% | 14.3% | 61.6% | 52 | 25% | 0.4 |
|
| 5768 |
5768
Apricus Wealth
Beaufort,
South Carolina
| $109M | -$13.4M | -11% | 9.26% | 78.8% | 90 | 13.33% | 0.5 |
|
| 5769 |
5769
Mork Capital Management
Healdsburg,
California
| $109M | -$1.67M | -2% | 10.6% | 61.9% | 105 | 9.52% | 2.4 |
|
| 5770 |
5770
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $109M | -$17M | -13% | 13.4% | 97.1% | 620 | 6.94% | 0.2 |
|
| 5771 |
5771
VeriStar Capital Management
New York
| $109M | -$7.09M | -6% | 8.48% | 41% | 11 | 9.09% | 0.4 |
|
| 5772 |
5772
Cherrydale Wealth Management
Hoboken,
New Jersey
| $109M | -$27.2M | -20% | 16.9% | 80.8% | 47 | 44.68% | 0.4 |
|
| 5773 |
5773
Savior LLC
Wellesley Hills,
Massachusetts
| $109M | -$25.3M | -19% | 15.3% | 82.8% | 228 | 46.93% | 1.3 |
|
| 5774 |
ICMP
5774
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $109M | -$12.6M | -10% | 9.45% | 39.7% | 74 | 10.81% | 1.7 |
|
| 5775 |
5775
Symetra Investment Management
Farmington,
Connecticut
| $109M | +$17.8M | +20% | 17.2% | 37.3% | 3 | 0% | 0.8 |
|