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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
JCP
5826
Jennifer C. Price
| $150M | -$22.8M | -13% | 3.07% | – | 52 | 11.54% | 1.1 |
|
| 5827 |
5827
CoreFirst Bank & Trust
Topeka,
Kansas
| $150M | +$9.6M | +7% | 8.63% | 61.4% | 403 | 10.42% | 2.3 |
|
| 5828 |
5828
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $150M | +$7.88M | +6% | 9.92% | 2.24% | 291 | 21.65% | 1.7 |
|
| 5829 |
5829
Muzinich & Co
New York
| $150M | +$6.23M | +4% | 2.7% | 13.5% | 84 | 46.43% | 3.9 |
|
| 5830 |
5830
Goldstream Capital Management
Central,
Hong Kong
| $150M | +$23.4M | +18% | 15.6% | 686% | 59 | 59.32% | 0.7 |
|
| 5831 |
5831
SFG Wealth Management
Towson,
Maryland
| $150M | +$24.4M | +19% | 11.9% | 86.3% | 102 | 20.59% | 1.2 |
|
| 5832 |
5832
AA Financial Advisors
Columbus,
Ohio
| $150M | – | – | 8.83% | 68.8% | 63 | – | 0 |
|
| 5833 |
5833
Blue Square Asset Management
New York
| $150M | +$14.4M | +11% | 12% | 117% | 84 | 20.24% | 1 |
|
| 5834 |
5834
Western Standard LLC
Los Angeles,
California
| $150M | +$39.5M | +36% | 8.85% | 83.7% | 39 | 48.72% | 0.8 |
|
| 5835 |
5835
Plum Street Advisors
New Orleans,
Louisiana
| $150M | – | – | 9.15% | – | 59 | – | 0 |
|
| 5836 |
II
5836
Ironclad Investments
Maitland,
Florida
| $150M | – | – | 11.2% | – | 3 | – | 0 |
|
| 5837 |
5837
Panview Asian Equity Master Fund
Central,
Hong Kong
| $150M | +$83.1M | +124% | 11.1% | 145% | 11 | 45.45% | 0.5 |
|
| 5838 |
5838
Transcendent Capital Group
Edmond,
Oklahoma
| $150M | – | – | 10.2% | 82.3% | 338 | – | 0 |
|
| 5839 |
5839
Trivant Custom Portfolio Group
San Diego,
California
| $150M | +$14M | +10% | 12.1% | 86.1% | 228 | 20.61% | 0.6 |
|
| 5840 |
TCM
5840
TAM Capital Management
Stamford,
Connecticut
| $150M | -$1.64M | -1% | 14.7% | 4.15% | 19 | 57.89% | 0.7 |
|
| 5841 |
5841
Unique Wealth Strategies
Burr Ridge,
Illinois
| $150M | – | – | 11.2% | 96.9% | 133 | – | 0 |
|
| 5842 |
5842
Cresta Advisors
Laredo,
Texas
| $150M | +$20.8M | +16% | 11.4% | 66.8% | 53 | 13.21% | 0.8 |
|
| 5843 |
5843
Novak & Powell Financial Services
St. Petersburg,
Florida
| $150M | – | – | 11.5% | – | 150 | – | 0 |
|
| 5844 |
5844
Family Asset Management
Charleston,
South Carolina
| $150M | +$14.3M | +11% | 9.57% | – | 205 | 20.98% | 0.8 |
|
| 5845 |
5845
Shared Vision Wealth Group
Carlsbad,
United States
| $150M | – | – | 10.1% | – | 77 | – | 0 |
|
| 5846 |
ECM
5846
EMC Capital Management
Houston,
Texas
| $150M | +$13.5M | +10% | 14.8% | – | 291 | 5.15% | 1.6 |
|
| 5847 |
5847
FinDec Wealth Services
Stockton,
California
| $150M | +$11.2M | +8% | 9.5% | 52.7% | 49 | 22.45% | 0.8 |
|
| 5848 |
5848
Peak Financial Advisors
Denver,
Colorado
| $150M | +$57.1M | +62% | 8.72% | 39.1% | 77 | 40.26% | 0.8 |
|
| 5849 |
5849
Northland Capital Management
Virginia,
Minnesota
| $150M | +$1.84M | +1% | 7.25% | 37.5% | 34 | 11.76% | 1 |
|
| 5850 |
5850
Western Financial Corp
San Diego,
California
| $150M | +$13.1M | +10% | 14.3% | 275% | 116 | 14.66% | 1.3 |
|