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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Ivy Lane Capital Management
Winter Park,
Florida
| $129M | -$13.2M | -9% | 7.97% | 101% | 11 | 36.36% | 0.9 |
|
| 5877 |
5877
Lowery Thomas LLC
Pebble Beach,
California
| $129M | -$16.1M | -11% | 6.33% | 74.7% | 56 | 23.21% | 0.2 |
|
| 5878 |
5878
Robinson Value Management
San Antonio,
Texas
| $129M | +$7.13M | +6% | 2.44% | 79.3% | 80 | 20% | 2.6 |
|
| 5879 |
5879
Morris Capital Advisors
Malvern,
Pennsylvania
| $129M | -$7.27M | -5% | 2.17% | 72.9% | 53 | 3.77% | 4.4 |
|
| 5880 |
WPA
5880
Winning Points Advisors
Boca Raton,
Florida
| $129M | -$8.95M | -6% | 1.9% | – | 85 | 48.24% | 3.4 |
|
| 5881 |
5881
Forum Private Client Group
Fishers,
Indiana
| $129M | – | – | 4.89% | 47.9% | 64 | – | 0 |
|
| 5882 |
5882
Guardian Investment Management
Tiburon,
California
| $129M | -$15.1M | -10% | 0.1% | 103% | 61 | 18.03% | 4.7 |
|
| 5883 |
5883
Aldebaran Financial
| $129M | -$6.73M | -5% | 3.86% | 89.7% | 92 | 5.43% | 4.6 |
|
| 5884 |
5884
Fi3 Financial Advisors
Indianapolis,
Indiana
| $129M | -$24.1M | -16% | 5.88% | 83.1% | 53 | 9.43% | 0.8 |
|
| 5885 |
5885
Lanham O'Dell & Company
Hurricane,
West Virginia
| $129M | +$1.96M | +2% | 3.9% | 81% | 24 | 25% | 0.2 |
|
| 5886 |
5886
Wavelength Capital Management
Westport,
Connecticut
| $129M | +$907K | +0.7% | 5.06% | – | 14 | 0% | 0.3 |
|
| 5887 |
5887
Sagil Capital
London,
United Kingdom
| $128M | -$66M | -34% | 18.6% | 104% | 27 | 55.56% | 0.8 |
|
| 5888 |
5888
Twenty Acre Capital
Newtown,
Pennsylvania
| $128M | – | – | 9.21% | 196% | 24 | – | 0 |
|
| 5889 |
ABP
5889
Arthur B. Page
| $128M | -$17.5M | -12% | 5.38% | 40.4% | 62 | 12.9% | 5.6 |
|
| 5890 |
5890
FirstPurpose Wealth
Orem,
Utah
| $128M | -$31M | -19% | 6.78% | – | 166 | 29.52% | 0.2 |
|
| 5891 |
5891
Montis Financial
Waltham,
Massachusetts
| $128M | -$9.8M | -7% | 1.23% | 46% | 90 | 31.11% | 1.1 |
|
| 5892 |
5892
Totem Point Management
New York
| $128M | -$23.2M | -15% | 10.6% | 577% | 17 | 23.53% | 1.5 |
|
| 5893 |
5893
Astoria Portfolio Advisors
New York
| $128M | +$1.85M | +1% | 0.71% | 75.4% | 177 | 46.33% | 0.2 |
|
| 5894 |
5894
Financial Futures
Brielle,
New Jersey
| $128M | +$5.78M | +5% | 4.29% | 48.5% | 64 | 31.25% | 0.2 |
|
| 5895 |
5895
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $128M | +$3.3M | +3% | 3% | 14.4% | 82 | 31.71% | 0.2 |
|
| 5896 |
5896
Susquehanna International Securities
Dublin,
Ireland
| $128M | -$37.6M | -23% | 7.63% | 2.8% | 33 | 60.61% | 0.5 |
|
| 5897 |
5897
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $128M | -$5.14M | -4% | 4.38% | 91.9% | 50 | 30% | 2.3 |
|
| 5898 |
5898
Verger Capital Management
Winston-Salem,
North Carolina
| $128M | -$2.23M | -2% | 0.7% | 58.3% | 12 | 0% | 5.6 |
|
| 5899 |
5899
Kaizen Financial Strategies
Campbell,
California
| $128M | -$5.99M | -4% | 5.95% | 126% | 152 | 21.71% | 0.9 |
|
| 5900 |
5900
Echo45 Advisors
Walnut Creek,
California
| $128M | +$2.66M | +2% | 2.43% | 53.6% | 90 | 16.67% | 0.3 |
|