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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 |
ECM
5751
EMC Capital Management
Houston,
Texas
| $167M | +$17.5M | +12% | 9.18% | – | 333 | 32.43% | 1.5 |
|
| 5752 |
5752
Travelers Companies
Saint Paul,
Minnesota
| $167M | +$59.4M | +55% | 52.8% | – | 3 | 66.67% | 0.1 |
|
| 5753 |
5753
MVM Partners
Boston,
Massachusetts
| $167M | -$4.42M | -3% | 1.25% | 77.3% | 3 | 0% | 1.3 |
|
| 5754 |
5754
Oakcliff Capital Partners
New York
| $167M | +$8.02M | +5% | 10% | 133% | 10 | 0% | 4.6 |
|
| 5755 |
5755
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $167M | +$18.3M | +12% | 9.47% | 108% | 741 | 10.26% | 1.5 |
|
| 5756 |
ALAM
5756
Asahi Life Asset Management
Tokyo,
Japan
| $167M | -$18.6M | -10% | 10.7% | 133% | 217 | 50.23% | 1.8 |
|
| 5757 |
AIM
5757
Athena Investment Management
Orinda,
California
| $167M | +$12.4M | +8% | 8.66% | 80.6% | 149 | 6.71% | 1.7 |
|
| 5758 |
5758
Hara Capital
Bellevue,
Washington
| $167M | +$24.6M | +17% | 9.84% | 65.4% | 143 | 13.29% | 0.2 |
|
| 5759 |
5759
Melone Private Wealth
Auburn Hills,
Michigan
| $167M | +$9.45M | +6% | 4.88% | 30.4% | 49 | 4.08% | 2 |
|
| 5760 |
5760
Prairie Sky Financial Group
Lake Bluff,
Illinois
| $167M | +$13.3M | +9% | 8.88% | – | 87 | 14.94% | 0.6 |
|
| 5761 |
5761
Keating Wealth Management
Denver,
Colorado
| $167M | +$21.5M | +15% | 7.16% | – | 45 | 6.67% | 0.2 |
|
| 5762 |
5762
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| $166M | +$28.2M | +20% | 7.83% | 72.1% | 67 | 20.9% | 1.4 |
|
| 5763 |
5763
Beam Wealth Advisors
Covington,
Louisiana
| $166M | +$8.74M | +6% | 7.38% | 69.2% | 120 | 17.5% | 2.2 |
|
| 5764 |
5764
Pelham Capital
London,
United Kingdom
| $166M | -$57.7M | -26% | 8.34% | 135% | 9 | 33.33% | 1.5 |
|
| 5765 |
5765
S.A. Mason
Holland,
Michigan
| $166M | +$17.2M | +12% | 11.7% | 116% | 324 | 5.86% | 3.4 |
|
| 5766 |
5766
Cook Wealth
Raleigh,
North Carolina
| $166M | +$8.51M | +5% | 7.21% | 7.36% | 58 | 13.79% | 1.3 |
|
| 5767 |
5767
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $166M | +$14.3M | +9% | 7.04% | 55% | 56 | 8.93% | 1.6 |
|
| 5768 |
5768
Global Assets Advisory
Orlando,
Florida
| $166M | +$89.2M | +116% | 10.1% | 95.9% | 552 | 90.22% | 0.1 |
|
| 5769 |
5769
Brightline Capital Management
Miami,
Florida
| $166M | +$74M | +80% | 15% | 810% | 17 | 52.94% | 0.2 |
|
| 5770 |
5770
Cetera Trust Company
St. Paul,
Minnesota
| $166M | +$5.72M | +4% | 8.52% | – | 423 | 2.84% | 0.2 |
|
| 5771 |
5771
Security National Bank of So Dak
Sioux City,
Iowa
| $166M | +$14.6M | +10% | 9.55% | 67.7% | 99 | 6.06% | 5.9 |
|
| 5772 |
5772
R.W. Roge & Company
Bohemia,
New York
| $166M | +$10.4M | +7% | 7.97% | 76.3% | 49 | 12.24% | 2.4 |
|
| 5773 |
5773
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $166M | +$2.01M | +1% | 8.79% | 112% | 178 | 15.17% | 7 |
|
| 5774 |
5774
Capricorn Fund Managers
London,
United Kingdom
| $166M | -$15.7M | -9% | 12.7% | 173% | 70 | 41.43% | 0.7 |
|
| 5775 |
5775
Dopkins Wealth Management
Williamsville,
New York
| $166M | +$37.5M | +29% | 7.34% | 64.4% | 84 | 46.43% | 0.9 |
|