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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
Bluesphere Advisors
East Norriton,
Pennsylvania
| $201M | +$25.8M | +15% | 14.2% | 105% | 96 | 14.58% | 2.4 |
|
| 5802 |
5802
Bullseye Asset Management
Denver,
Colorado
| $201M | +$15.5M | +8% | 12.6% | 81% | 68 | 16.18% | 3.4 |
|
| 5803 |
DCM
5803
Dudley Capital Management
Middleburg,
Virginia
| $200M | +$9.41M | +5% | 11.7% | 129% | 139 | 15.11% | 1.9 |
|
| 5804 |
5804
Donald L. Hagan LLC
Sarasota,
Florida
| $200M | +$8.6M | +4% | 5.61% | 47.9% | 99 | 18.18% | 3.3 |
|
| 5805 |
5805
Shared Vision Wealth Group
Carlsbad,
United States
| $200M | +$17.1M | +9% | 5.59% | – | 86 | 12.79% | 1.2 |
|
| 5806 |
5806
Jackson Hill Advisors
Houston,
Texas
| $200M | +$17.4M | +10% | 7.81% | 61.2% | 13 | 15.38% | 2.5 |
|
| 5807 |
5807
Oakcliff Capital Partners
New York
| $200M | +$10.3M | +5% | 15% | 133% | 10 | 20% | 5 |
|
| 5808 |
5808
Byrne Financial Freedom
Franklin,
Massachusetts
| $200M | +$24M | +14% | 17.1% | – | 104 | 10.58% | 0.5 |
|
| 5809 |
5809
American Capital Advisory
Ketchum,
Idaho
| $200M | +$14.5M | +8% | 9.5% | 69% | 1,015 | 36.16% | 0.7 |
|
| 5810 |
5810
Family CFO
Los Altos,
California
| $200M | +$17.4M | +10% | 8.26% | 84% | 91 | 29.67% | 2 |
|
| 5811 |
5811
EntryPoint Capital
New York
| $200M | -$19M | -9% | 8.35% | – | 864 | 56.25% | 0.4 |
|
| 5812 |
5812
WestBridge Capital Management
Trianon,
Mauritius
| $199M | +$17.2M | +9% | 5.67% | 33.3% | 1 | 0% | 3 |
|
| 5813 |
5813
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $199M | +$4.75M | +2% | 6.99% | 44.1% | 40 | 10% | 4.2 |
|
| 5814 |
5814
Adalta Capital Management
New York
| $199M | +$11.5M | +6% | 9.87% | 80.4% | 105 | 11.43% | 4.1 |
|
| 5815 |
5815
Sphera Management Technology Funds
Tel Aviv,
Israel
| $199M | +$44.9M | +29% | 26.7% | – | 78 | 30.77% | 0.4 |
|
| 5816 |
UFAC
5816
Urban Financial Advisory Corp
Chicago,
Illinois
| $199M | +$18M | +10% | 8.33% | – | 53 | 11.32% | 1 |
|
| 5817 |
5817
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $199M | +$26M | +15% | 11.2% | 98.2% | 131 | 16.03% | 1.4 |
|
| 5818 |
5818
Finley Financial
Las Vegas,
Nevada
| $199M | +$19.4M | +11% | 11.1% | – | 122 | 0.82% | 0.5 |
|
| 5819 |
5819
Wealthcare Capital Partners
West Chester,
Pennsylvania
| $199M | +$4.42M | +2% | 3.75% | – | 149 | 18.12% | 0.4 |
|
| 5820 |
5820
Blue Sky Capital Consultants Group
Poway,
California
| $199M | +$45.9M | +30% | 26.4% | – | 63 | 20.63% | 0.4 |
|
| 5821 |
LA
5821
Latitude Advisors
Vero Beach,
Florida
| $199M | +$26.8M | +16% | 9.36% | 79.6% | 214 | 17.76% | 2.4 |
|
| 5822 |
5822
Spectrum Strategic Capital Management
Corvallis,
Oregon
| $199M | +$39.3M | +25% | 11% | 85.6% | 48 | 35.42% | 0.8 |
|
| 5823 |
5823
Summit Place Financial Advisors
Summit,
New Jersey
| $199M | +$21.6M | +12% | 13.8% | 111% | 100 | 17% | 3.3 |
|
| 5824 |
5824
Boxer Capital Management
San Diego,
California
| $199M | -$134M | -40% | 90% | – | 36 | 66.67% | 0.3 |
|
| 5825 |
5825
Horizon Bancorp
Michigan City,
Indiana
| $199M | +$21.7M | +12% | 5.71% | 33.4% | 217 | 16.13% | 2.7 |
|