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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
Southern Capital Advisors
Jackson,
Tennessee
| $196M | +$15.2M | +8% | 8.65% | 66.8% | 84 | 10.71% | 2.2 |
|
| 5877 |
5877
Melone Private Wealth
Auburn Hills,
Michigan
| $195M | +$4.32M | +2% | 2.74% | 30.4% | 50 | 4% | 3 |
|
| 5878 |
5878
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $195M | +$39.1M | +25% | 15.6% | 51.8% | 33 | 33.33% | 2.1 |
|
| 5879 |
5879
Carl Stuart Investment Advisor
Austin,
Texas
| $195M | +$18.3M | +10% | 9.67% | 84.4% | 18 | 11.11% | 2.1 |
|
| 5880 |
5880
Peak Financial Advisors
Denver,
Colorado
| $195M | -$1.16M | -0.6% | 4.91% | 40.1% | 115 | 61.74% | 1 |
|
| 5881 |
5881
Roehl & Yi Investment Advisors
Eugene,
Oregon
| $195M | +$11M | +6% | 5.52% | – | 164 | 11.59% | 0.4 |
|
| 5882 |
5882
GEM Asset Management
Plymouth,
Michigan
| $195M | +$16.7M | +9% | 8.04% | 62.9% | 105 | 13.33% | 1.8 |
|
| 5883 |
5883
Birch Capital Management
Dallas,
Texas
| $195M | +$2.95M | +2% | 4.5% | 62% | 83 | 4.82% | 4.2 |
|
| 5884 |
AFC
5884
AFT Forsyth & Company
West Palm Beach,
Florida
| $195M | +$9.6M | +5% | 19.7% | 135% | 129 | 14.73% | 7.7 |
|
| 5885 |
5885
BFI Infinity
Zurich,
Switzerland
| $195M | +$103M | +111% | 15.1% | – | 67 | 35.82% | 0.3 |
|
| 5886 |
AFA
5886
Alta Fundamental Advisers
New York
| $195M | +$39.5M | +25% | 15.6% | 340% | 25 | 32% | 2.2 |
|
| 5887 |
5887
CNA Financial
Chicago,
Illinois
| $195M | +$38.3M | +24% | 4.77% | 48.6% | 19 | 52.63% | 1.2 |
|
| 5888 |
5888
Solstein Capital
Menlo Park,
California
| $195M | +$23M | +13% | 10.1% | 91.4% | 495 | 34.75% | 2.2 |
|
| 5889 |
5889
Solano Wealth Investment Advisors
Fairfield,
California
| $195M | +$33.2M | +21% | 7.56% | – | 37 | 13.51% | 0.4 |
|
| 5890 |
5890
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $195M | +$25.5M | +15% | 13.8% | 91.4% | 131 | 12.98% | 2.6 |
|
| 5891 |
DRD
5891
Dennis R. Delaney
| $195M | +$10.7M | +6% | 7.33% | 84.3% | 51 | 11.76% | 5.9 |
|
| 5892 |
5892
Signet Investment Advisory Group
Providence,
Rhode Island
| $195M | -$3.64M | -2% | 5.47% | 59.6% | 70 | 5.71% | 4.8 |
|
| 5893 |
5893
Norway Savings Bank
Portland,
Maine
| $195M | +$18.8M | +11% | 13% | 117% | 108 | 8.33% | 5.9 |
|
| 5894 |
PCMK
5894
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $195M | +$19.9M | +11% | 7.59% | 87.5% | 59 | 16.95% | 6.2 |
|
| 5895 |
5895
GoalFusion Wealth Management
Austin,
Texas
| $195M | +$11.9M | +6% | 5.61% | 47.6% | 30 | 26.67% | 2 |
|
| 5896 |
5896
Richmond Hill Investments
New York
| $195M | -$5.5M | -3% | 2.38% | 55.2% | 3 | 0% | 6.6 |
|
| 5897 |
5897
Fox Hill Wealth Management
Dedham,
Massachusetts
| $195M | +$25.2M | +15% | 23.7% | – | 140 | 22.86% | 1.2 |
|
| 5898 |
5898
First Affirmative Financial Network
Colorado Springs,
Colorado
| $195M | +$31.3M | +19% | 11% | – | 300 | 17.33% | 2 |
|
| 5899 |
5899
Transcendent Capital Group
Edmond,
Oklahoma
| $195M | +$16.7M | +9% | 11% | – | 109 | 28.44% | 1.1 |
|
| 5900 |
5900
Causey Wealth LLC
Greenwood Village,
Colorado
| $195M | +$15.7M | +9% | 5.95% | – | 66 | 6.06% | 0.5 |
|