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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
Family CFO
Los Altos,
California
| $217M | +$17.5M | +9% | 16.3% | 89.6% | 90 | 62.22% | 3.1 |
|
| 5777 |
5777
Powers Capital
San Francisco,
California
| $217M | +$15.8M | +8% | 7.84% | – | 2 | 0% | 0.8 |
|
| 5778 |
5778
IMS Capital Management
Portland,
Oregon
| $217M | +$2.74M | +1% | 8.79% | 119% | 157 | 10.19% | 5.3 |
|
| 5779 |
5779
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $217M | +$18.6M | +9% | 7.74% | 65% | 35 | 5.71% | 3.4 |
|
| 5780 |
5780
C.V. Starr & Co
New York
| $217M | +$24.1M | +13% | 12.8% | – | 5 | 0% | 1.1 |
|
| 5781 |
5781
Nightview Capital
Austin,
Texas
| $216M | +$33.7M | +18% | 24.5% | 170% | 15 | 26.67% | 1.9 |
|
| 5782 |
5782
KM Capital Management
Austin,
Texas
| $216M | +$13.7M | +7% | 7.29% | 60.8% | 57 | 10.53% | 1.6 |
|
| 5783 |
5783
Twin Lakes Capital Management
Redwood Shores,
California
| $216M | +$51.8M | +32% | 11.8% | 131% | 222 | 0.45% | 3.3 |
|
| 5784 |
5784
D. Scott Neal
Lexington,
Kentucky
| $216M | +$15.6M | +8% | 9.52% | 105% | 59 | 8.47% | 4.3 |
|
| 5785 |
5785
Finley Financial
Las Vegas,
Nevada
| $216M | +$17.3M | +9% | 8.53% | – | 123 | 1.63% | 0.7 |
|
| 5786 |
5786
Fogel Capital Management
Stuart,
Florida
| $216M | +$28.6M | +15% | 14.8% | – | 56 | 7.14% | 1.1 |
|
| 5787 |
5787
Citrine Capital
San Francisco,
California
| $216M | +$27.6M | +15% | 7.27% | – | 47 | 14.89% | 0.6 |
|
| 5788 |
CCP
5788
Cunning Capital Partners
Morrisville,
North Carolina
| $216M | +$23.9M | +12% | 21.8% | 268% | 59 | 13.56% | 1.7 |
|
| 5789 |
TFG
5789
Team Financial Group
Temecula,
California
| $216M | +$12.4M | +6% | 5.17% | 46% | 261 | 5.36% | 0.5 |
|
| 5790 |
5790
May Barnhard Investments
Bethesda,
Maryland
| $216M | +$1.53M | +0.7% | 7.09% | 65.4% | 92 | 10.87% | 1.5 |
|
| 5791 |
5791
Marshall & Sullivan
Seattle,
Washington
| $216M | +$7.62M | +4% | 7.95% | 82% | 119 | 63.87% | 8 |
|
| 5792 |
5792
Keener Financial Planning
Keller,
Texas
| $216M | +$15M | +7% | 7.15% | – | 238 | 13.45% | 1.2 |
|
| 5793 |
5793
American Capital Advisory
Ketchum,
Idaho
| $216M | +$15.7M | +8% | 7.49% | 69% | 1,061 | 24.03% | 0.8 |
|
| 5794 |
5794
Lynx Capital Group
Beachwood,
Ohio
| $216M | +$8.34M | +4% | 5.73% | – | 89 | 15.73% | 1.4 |
|
| 5795 |
5795
Valued Wealth Advisors
Holladay,
Utah
| $216M | +$23.8M | +12% | 6.99% | – | 638 | 4.7% | 1.5 |
|
| 5796 |
5796
Darrow Company
Needham,
Massachusetts
| $215M | +$18M | +9% | 4.94% | 44.5% | 53 | 1.89% | 2.3 |
|
| 5797 |
5797
Ayrshire Capital Management
Westport,
Connecticut
| $215M | +$7.22M | +3% | 4.28% | 84.8% | 49 | 8.16% | 3.6 |
|
| 5798 |
SSA
5798
SSA Swiss Advisors
Zurich,
| $215M | +$7.69M | +4% | 6.13% | – | 120 | 10% | 0.5 |
|
| 5799 |
5799
Aletheian Wealth Advisors
Bellevue,
Washington
| $215M | +$11.9M | +6% | 5.68% | – | 105 | 8.57% | 2.4 |
|
| 5800 |
5800
Sherbrooke Park Advisers
White Plains,
New York
| $215M | -$15.2M | -7% | 0.51% | 9.59% | 757 | 67.64% | 0.3 |
|