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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 |
SCMS
5876
Serenity Capital Management (Singapore)
Singapore
| $162M | -$17.2M | -10% | 1.71% | 21% | 4 | 25% | 0.9 |
|
| 5877 |
5877
Owen LaRue
Elizabethtown,
Kentucky
| $162M | +$1.78M | +1% | 5.21% | 126% | 98 | 24.49% | 1 |
|
| 5878 |
5878
Kanen Wealth Management
Coconut Creek,
Florida
| $162M | -$157M | -49% | 9.17% | 328% | 22 | 0% | 1.5 |
|
| 5879 |
5879
Econ Financial Services
Harrisburg,
Pennsylvania
| $161M | +$280K | +0.2% | 0.99% | 16.9% | 101 | 24.75% | 0.7 |
|
| 5880 |
5880
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $161M | +$1.64M | +1% | 2.51% | 72.7% | 88 | 5.68% | 5.7 |
|
| 5881 |
5881
ViaWealth
Leawood,
Kansas
| $161M | +$1.28M | +0.8% | 2.03% | 77.2% | 160 | 8.75% | 1.3 |
|
| 5882 |
KFO
5882
Kopp Family Office
Bloomington,
Minnesota
| $161M | -$13.9M | -8% | 9.52% | 47.9% | 22 | 9.09% | 2.8 |
|
| 5883 |
5883
Financial Futures
Brielle,
New Jersey
| $161M | +$10.4M | +7% | 0.2% | 48.5% | 53 | 9.43% | 1.5 |
|
| 5884 |
5884
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $161M | -$2.32M | -1% | 2.18% | 62.6% | 162 | 3.7% | 4.7 |
|
| 5885 |
5885
Dunhill Financial
London,
United Kingdom
| $161M | +$26.4M | +20% | 2.51% | 58.6% | 806 | 10.17% | 0.5 |
|
| 5886 |
5886
Prairie Sky Financial Group
Lake Bluff,
Illinois
| $161M | -$5.55M | -3% | 4.31% | – | 87 | 11.49% | 0.9 |
|
| 5887 |
5887
Novak & Powell Financial Services
St. Petersburg,
Florida
| $161M | +$27.3M | +20% | 3.03% | – | 161 | 15.53% | 0.4 |
|
| 5888 |
5888
4Thought Financial Group
Syosset,
New York
| $161M | +$8.91M | +6% | 0.99% | 37.6% | 108 | 0.93% | 2.4 |
|
| 5889 |
5889
GoalFusion Wealth Management
Austin,
Texas
| $161M | +$3.91M | +2% | 0.99% | 47.6% | 32 | 12.5% | 1.5 |
|
| 5890 |
5890
PACK Private Wealth
Wayzata,
Minnesota
| $161M | +$1.76M | +1% | 0.26% | 52.8% | 44 | 11.36% | 1.9 |
|
| 5891 |
5891
Resurgent Financial Advisors
Atlanta,
Georgia
| $161M | -$26.8M | -14% | 3.69% | 86.4% | 208 | 22.12% | 1.8 |
|
| 5892 |
WAM
5892
Werlinich Asset Management
Stamford,
Connecticut
| $161M | +$7.51M | +5% | 6.99% | 232% | 60 | 3.33% | 2.5 |
|
| 5893 |
5893
Sightline Wealth Advisors
Groton,
Connecticut
| $161M | +$8.82M | +6% | 0.03% | 48.5% | 84 | 11.9% | 1.8 |
|
| 5894 |
5894
GEM Asset Management
Plymouth,
Michigan
| $161M | +$11.9M | +8% | 1.08% | 62.9% | 91 | 8.79% | 1.2 |
|
| 5895 |
5895
PFS Partners
Mine Hill,
New Jersey
| $161M | +$9.8M | +6% | 0.32% | 65.2% | 477 | 10.48% | 1.9 |
|
| 5896 |
5896
TLW Wealth Management
Indian Rocks Beach,
Florida
| $161M | +$3.53M | +2% | 5.43% | 82.9% | 21 | 0% | 3.4 |
|
| 5897 |
5897
Heritage Wealth Management (Texas)
Houston,
Texas
| $160M | +$6.54M | +4% | 0.2% | 52.3% | 40 | 15% | 1 |
|
| 5898 |
5898
EnCap Energy Capital Fund VIII
Houston,
Texas
| $160M | -$13.1M | -8% | 2.91% | 6.16% | 3 | 0% | 1.7 |
|
| 5899 |
5899
Robocap Asset Management
London,
United Kingdom
| $160M | +$14.4M | +10% | 5.52% | 259% | 25 | 4% | 1.2 |
|
| 5900 |
5900
Friedenthal Financial
Marlton,
New Jersey
| $160M | -$2.14M | -1% | 3.17% | 111% | 300 | 52% | 1.2 |
|