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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Newport Capital Group
Red Bank,
New Jersey
| $133M | -$1.53M | -1% | 3.86% | – | 60 | 3.33% | 1.2 |
|
| 5802 |
5802
Foresite Capital Management II
Larkspur,
California
| $133M | -$130M | -49% | 48.9% | 66.2% | 2 | 50% | 2.5 |
|
| 5803 |
CNFG
5803
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $133M | +$1.26M | +1% | 0% | 52.6% | 77 | 1.3% | 4.8 |
|
| 5804 |
5804
Ulland Investment Advisors
Minneapolis,
Minnesota
| $133M | -$23.4M | -15% | 6.64% | 161% | 278 | 24.46% | 0.2 |
|
| 5805 |
FCFC
5805
First Citizens Financial Corp
Mason City,
Iowa
| $133M | -$3.6M | -3% | 3.4% | 72.9% | 108 | 7.41% | 1.8 |
|
| 5806 |
5806
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $133M | +$5.86M | +5% | 0.79% | 94% | 50 | 28% | 0.9 |
|
| 5807 |
5807
Indie Asset Partners
Carmel,
Indiana
| $133M | -$4.68M | -3% | 2.18% | 119% | 133 | 12.03% | 1.5 |
|
| 5808 |
5808
Benchmark Investment Advisors
Chicago,
Illinois
| $133M | +$11.7M | +10% | 6.05% | – | 161 | 44.72% | 0.1 |
|
| 5809 |
LAI
5809
Legal Advantage Investments
Los Altos Hills,
California
| $133M | -$14.4M | -10% | 8.55% | 116% | 85 | 15.29% | 1 |
|
| 5810 |
5810
Robbins Farley
Bedford,
New Hampshire
| $133M | -$2.44M | -2% | 6.42% | 106% | 193 | 40.93% | 0.6 |
|
| 5811 |
5811
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $133M | -$2.02M | -1% | 0.96% | 64.3% | 136 | 25% | 0.6 |
|
| 5812 |
5812
New Vernon Capital Holdings II
Morristown,
New Jersey
| $133M | -$78.6M | -37% | 5.47% | 114% | 19 | 31.58% | 1.7 |
|
| 5813 |
5813
Agincourt Capital Management
Richmond,
Virginia
| $133M | -$2.61M | -2% | 5.27% | 0.36% | 4 | 0% | 0.3 |
|
| 5814 |
5814
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $133M | +$262K | +0.2% | 4.57% | 53.4% | 43 | 11.63% | 0.2 |
|
| 5815 |
5815
William Allan Corp
Fort Collins,
Colorado
| $133M | -$7.98M | -6% | 5.88% | 94.2% | 94 | 52.13% | 0.2 |
|
| 5816 |
WIM
5816
Wilen Investment Management
Bonita Springs,
Florida
| $133M | +$1.62M | +1% | 13.7% | 79.9% | 96 | 10.42% | 3.6 |
|
| 5817 |
5817
RiverGlades Family Offices
Naples,
Florida
| $133M | -$5.49M | -4% | 2.66% | – | 85 | 8.24% | 2.3 |
|
| 5818 |
5818
Lakeside Advisors
Seattle,
Washington
| $132M | -$3.12M | -2% | 1.01% | 83.7% | 59 | 8.47% | 0.2 |
|
| 5819 |
5819
MKT Advisors
Escondido,
California
| $132M | +$4.8M | +4% | 2.9% | 55.5% | 155 | 16.13% | 0.2 |
|
| 5820 |
5820
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $132M | +$1.84M | +1% | 4.39% | 54.5% | 232 | 38.36% | 0.2 |
|
| 5821 |
5821
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $132M | -$113M | -46% | 10.6% | – | 6 | 16.67% | 0.2 |
|
| 5822 |
5822
W Advisors LLC
Germantown,
Tennessee
| $132M | -$1.87M | -1% | 1.68% | 73.8% | 120 | 21.67% | 0.2 |
|
| 5823 |
WF
5823
Williams Financial
North Bennington,
Vermont
| $132M | -$281K | -0.2% | 4.04% | 33.1% | 36 | 16.67% | 1 |
|
| 5824 |
5824
Red Tortoise LLC
Atlanta,
Georgia
| $132M | -$12.4M | -9% | 4.58% | 43.7% | 67 | 7.46% | 0.5 |
|
| 5825 |
5825
Piper Sandler & Co
Minneapolis,
Minnesota
| $132M | -$6.67M | -5% | 3.75% | 0.04% | 42 | 69.05% | 0.2 |
|