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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $147M | +$13.7M | +10% | 4.34% | 82.1% | 141 | 19.15% | 1.2 |
|
| 5902 |
5902
Vivid Wealth Management
West Des Moines,
Iowa
| $147M | – | – | 11.9% | 107% | 69 | – | 0 |
|
| 5903 |
5903
ShariaPortfolio
Lake Mary,
Florida
| $147M | +$20.7M | +16% | 23.6% | 254% | 45 | 31.11% | 0.2 |
|
| 5904 |
5904
RiverTree Advisors
Winter Park,
Florida
| $147M | +$12.7M | +9% | 5.15% | 25.4% | 32 | 40.63% | 0.7 |
|
| 5905 |
5905
Affinity Investment Advisors
Newport Beach,
California
| $147M | -$7.94M | -5% | 13.1% | 189% | 203 | 25.12% | 2.8 |
|
| 5906 |
5906
Greater Midwest Financial Group
St. Paul,
Minnesota
| $147M | – | – | 11.2% | 157% | 52 | – | 0 |
|
| 5907 |
5907
Wayfinding Financial
Lynnwood,
Washington
| $147M | +$14.7M | +11% | 10.7% | 68.3% | 127 | 22.83% | 1.1 |
|
| 5908 |
5908
Lagoda Investment Management
New York
| $147M | -$5.32M | -3% | 7.89% | 250% | 42 | 7.14% | 5.3 |
|
| 5909 |
5909
Concorde Asset Management
Ann Arbor,
Michigan
| $147M | +$35.8M | +32% | 10.5% | – | 175 | 26.86% | 1.6 |
|
| 5910 |
QC
5910
Qalhat Capital
Tortola,
British Virgin Islands
| $147M | -$15.7M | -10% | 10.3% | 90.3% | 8 | 12.5% | 1.9 |
|
| 5911 |
5911
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $147M | +$16.5M | +13% | 9.82% | 95.5% | 68 | 7.35% | 1.6 |
|
| 5912 |
5912
GoalFusion Wealth Management
Austin,
Texas
| $147M | +$12.2M | +9% | 7.84% | 47.6% | 30 | 10% | 1.3 |
|
| 5913 |
5913
Masso Torrence Wealth Management
Marlton,
New Jersey
| $146M | +$16.4M | +13% | 11.4% | 130% | 100 | 26% | 1.3 |
|
| 5914 |
RHDIC
5914
R.H. Dinel Investment Counsel
Los Angeles,
California
| $146M | +$7.79M | +6% | 8.72% | 55.9% | 56 | 1.79% | 7.3 |
|
| 5915 |
5915
Forte Asset Management
Bedford,
New York
| $146M | -$2.57M | -2% | 10.3% | 57.7% | 61 | 22.95% | 1.1 |
|
| 5916 |
5916
Chicago Wealth Management
Chicago,
Illinois
| $146M | +$19.4M | +15% | 14% | 134% | 45 | 13.33% | 1.7 |
|
| 5917 |
5917
Covestor
London,
United Kingdom
| $146M | +$13.6M | +10% | 13.4% | 134% | 2,904 | 6.58% | 1.6 |
|
| 5918 |
5918
PFS Partners
Mine Hill,
New Jersey
| $146M | +$32.8M | +29% | 7.77% | 65.2% | 500 | 14.2% | 1.5 |
|
| 5919 |
5919
Intrepid Capital Management
Jacksonville Beach,
Florida
| $146M | +$1.6M | +1% | 9.6% | 70.2% | 232 | 56.03% | 1.8 |
|
| 5920 |
5920
Twin Lakes Capital Management
Redwood Shores,
California
| $146M | +$10.5M | +8% | 11.7% | 131% | 260 | 6.54% | 1.9 |
|
| 5921 |
5921
Concorde Financial
Dallas,
Texas
| $146M | +$87.5M | +149% | 3.75% | 81.3% | 36 | 19.44% | 1.2 |
|
| 5922 |
CAM
5922
Crown Advisors Management
Larkspur,
California
| $146M | +$5.43M | +4% | 17.3% | 284% | 50 | 24% | 2.3 |
|
| 5923 |
5923
Harbert Fund Advisors
Birmingham,
Alabama
| $146M | +$5.65M | +4% | 12.9% | 70.8% | 77 | 50.65% | 0.9 |
|
| 5924 |
5924
BOS Asset Management
Springfield,
Illinois
| $146M | +$9.6M | +7% | 8.21% | 70.3% | 163 | 19.02% | 0.8 |
|
| 5925 |
5925
Greycroft
New York
| $146M | +$54.9M | +60% | 60.1% | 20% | 6 | 16.67% | 0.8 |
|