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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Breed's Hill Capital
Charlestown,
Massachusetts
| $185M | -$5.75M | -3% | 3.72% | – | 147 | 16.33% | 0.9 |
|
| 5777 |
5777
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $185M | -$480K | -0.3% | 0.58% | 62% | 321 | 18.38% | 2.2 |
|
| 5778 |
5778
American Capital Advisory
Ketchum,
Idaho
| $185M | +$4.8M | +3% | 0% | 69% | 855 | 51.11% | 0.5 |
|
| 5779 |
5779
Sitrin Capital Management
Century City,
California
| $185M | -$13.1M | -7% | 2.34% | 139% | 44 | 15.91% | 3.9 |
|
| 5780 |
5780
Cascades Capital Asset Management
Greensboro,
North Carolina
| $185M | -$2.22M | -1% | 2.77% | – | 147 | 31.29% | 0.3 |
|
| 5781 |
5781
AAF Wealth Management
Westborough,
Massachusetts
| $185M | -$13M | -7% | 0.22% | 75.1% | 49 | 8.16% | 2.5 |
|
| 5782 |
LAI
5782
Legal Advantage Investments
Los Altos Hills,
California
| $185M | -$3.91M | -2% | 1.75% | 116% | 105 | 10.48% | 2.6 |
|
| 5783 |
5783
Financial Guidance Group
Palm Harbor,
Florida
| $185M | +$2.64M | +1% | 0.94% | 58.7% | 73 | 2.74% | 2.1 |
|
| 5784 |
5784
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $185M | +$108M | +141% | 2.79% | 38.4% | 33 | 75.76% | 0.7 |
|
| 5785 |
5785
Bullseye Asset Management
Denver,
Colorado
| $185M | -$27.7M | -13% | 9.39% | 81% | 62 | 4.84% | 3.7 |
|
| 5786 |
DFS
5786
Dixon Fnancial Services
Lafayette,
California
| $185M | +$860K | +0.5% | 0.76% | 76.6% | 39 | 5.13% | 2.2 |
|
| 5787 |
5787
Sterneck Capital Management
Kansas City,
Missouri
| $185M | -$128K | -0.1% | 1.49% | 61.5% | 103 | 9.71% | 4.5 |
|
| 5788 |
5788
Chou Associates Management
Toronto,
Ontario, Canada
| $185M | +$38.3M | +26% | 3.37% | 66.4% | 34 | 8.82% | 2.8 |
|
| 5789 |
5789
RedJay Asset Management
Toronto,
Ontario, Canada
| $185M | +$20.5M | +12% | 6.11% | – | 48 | 77.08% | 0.3 |
|
| 5790 |
SGH
5790
Sivik Global Healthcare
Greenwich,
Connecticut
| $185M | -$4.95M | -3% | 4.66% | 83.8% | 46 | 50% | 2.4 |
|
| 5791 |
5791
Patron Partners
Houston,
Texas
| $185M | +$477K | +0.3% | 1.44% | 90.2% | 186 | 12.9% | 2.8 |
|
| 5792 |
5792
PFG Private Wealth Management
Lutz,
Florida
| $185M | +$9.25M | +5% | 1.02% | 52.6% | 306 | 36.27% | 2.4 |
|
| 5793 |
5793
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $185M | -$69M | -27% | 27.2% | 40.8% | 1 | 0% | 3.3 |
|
| 5794 |
5794
Galilei Investment Office
London,
United Kingdom
| $185M | -$13.4M | -7% | 0.13% | – | 29 | 20.69% | 0.2 |
|
| 5795 |
5795
Innealta Capital
Austin,
Texas
| $185M | -$21M | -10% | 2.54% | 69.8% | 143 | 28.67% | 1.6 |
|
| 5796 |
5796
Integrity Wealth Solutions
Denver,
Colorado
| $185M | +$6.01M | +3% | 1.34% | – | 110 | 17.27% | 1 |
|
| 5797 |
5797
Cooper/Haims Advisors
Victor,
New York
| $184M | +$8.15M | +5% | 0.91% | 58.8% | 81 | 6.17% | 4.4 |
|
| 5798 |
5798
Corecam Pte Ltd
Singapore,
| $184M | -$368K | -0.2% | 5.34% | 93.6% | 42 | 42.86% | 0.6 |
|
| 5799 |
SA
5799
Sunesis Advisors
Overland Park,
Kansas
| $184M | +$19.8M | +12% | 0.07% | – | 44 | 9.09% | 3.2 |
|
| 5800 |
5800
Blueprint Financial Advisors
Greensboto,
North Carolina
| $184M | – | – | 2.14% | – | 25 | – | 0 |
|