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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
AUA Capital Management
Camp Hill,
Pennsylvania
| $166M | -$7.44M | -4% | 3.02% | 70.2% | 91 | 14.29% | 5.9 |
|
| 5802 |
5802
Client First Capital
San Diego,
California
| $166M | +$23.3M | +16% | 2.9% | 54.6% | 21 | 47.62% | 1 |
|
| 5803 |
5803
Darden Wealth Group
Ann Arbor,
Michigan
| $166M | +$38.5M | +30% | 10% | – | 119 | 25.21% | 0.4 |
|
| 5804 |
5804
Tealwood Asset Management
Minneapolis,
Minnesota
| $166M | -$56M | -25% | 0.92% | 128% | 131 | 32.82% | 3.8 |
|
| 5805 |
CC
5805
Checkpoint Capital
San Francisco,
California
| $166M | +$16.3M | +11% | 1.4% | – | 21 | 42.86% | 0.3 |
|
| 5806 |
5806
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $166M | +$9.6M | +6% | 5.51% | 72% | 118 | 10.17% | 2.7 |
|
| 5807 |
5807
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $166M | +$5.37M | +3% | 3.08% | 87.2% | 120 | 29.17% | 1.4 |
|
| 5808 |
5808
Western Financial Corp
San Diego,
California
| $166M | +$2.37M | +1% | 1.78% | 275% | 124 | 14.52% | 1.4 |
|
| 5809 |
5809
Banyan Capital Management
Atlanta,
Georgia
| $166M | -$10.9M | -6% | 3.99% | 42.5% | 19 | 10.53% | 4 |
|
| 5810 |
5810
Cox Capital Management
Andover,
Massachusetts
| $165M | +$3.23M | +2% | 2.07% | 106% | 78 | 20.51% | 3.5 |
|
| 5811 |
5811
Marmo Financial Group
Johnson City,
Tennessee
| $165M | +$1.05M | +0.6% | 1.97% | 47.5% | 29 | 6.9% | 0.9 |
|
| 5812 |
5812
Black Diamond Capital Management
Stamford,
Connecticut
| $165M | +$13.8M | +9% | 11.3% | 28.3% | 13 | 7.69% | 2.7 |
|
| 5813 |
5813
Delta Capital Management
Red Bank,
New Jersey
| $165M | +$14.4M | +10% | 3.05% | 129% | 89 | 17.98% | 5.8 |
|
| 5814 |
5814
MQS Management
New York
| $165M | -$9.05M | -5% | 6.53% | 6.42% | 692 | 81.21% | 0.1 |
|
| 5815 |
5815
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $165M | +$8.38M | +5% | 3.25% | 98.2% | 120 | 24.17% | 0.9 |
|
| 5816 |
5816
Catawba River Capital
Lake Wylie,
South Carolina
| $165M | -$6.4M | -4% | 0.54% | 89.5% | 20 | 5% | 2.4 |
|
| 5817 |
5817
MBE Wealth Management
Tomah,
Wisconsin
| $165M | +$3.25M | +2% | 1.79% | 60.9% | 98 | 11.22% | 2.3 |
|
| 5818 |
CMAI
5818
Capital Management Associates Inc
Minneapolis,
Minnesota
| $165M | +$29.4M | +22% | 3.75% | 75.6% | 88 | 23.86% | 0.4 |
|
| 5819 |
5819
Eagle Bay Advisors
New York
| $165M | +$6.51M | +4% | 2.82% | 85% | 1,011 | 5.84% | 1.7 |
|
| 5820 |
5820
Alamar Capital Management
Santa Barbara,
California
| $165M | – | – | 3.43% | – | 79 | – | 1.7 |
|
| 5821 |
5821
PFG Private Wealth Management
Lutz,
Florida
| $165M | +$5.99M | +4% | 1.46% | 52.6% | 250 | 12.8% | 2.2 |
|
| 5822 |
AIM
5822
Athena Investment Management
Orinda,
California
| $165M | -$1.75M | -1% | 1.08% | 80.6% | 151 | 3.31% | 2 |
|
| 5823 |
5823
Bishop & Co Investment Management
Erie,
Pennsylvania
| $165M | -$76.8M | -32% | 1.58% | 47.6% | 25 | 8% | 5.8 |
|
| 5824 |
5824
Soviero Asset Management
New York
| $165M | -$7.61M | -4% | 0.86% | 676% | 60 | 70% | 0.5 |
|
| 5825 |
5825
Sound Stewardship
Overland Park,
Kansas
| $165M | -$305K | -0.2% | 0.46% | 45.9% | 62 | 11.29% | 1.3 |
|