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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
Ciovacco Capital Management
Atlanta,
Georgia
| $171M | +$15.8M | +10% | 4.6% | 88.5% | 29 | 24.14% | 1.3 |
|
| 5902 |
5902
Friedenthal Financial
Marlton,
New Jersey
| $171M | +$10.4M | +6% | 11.5% | 105% | 317 | 57.73% | 1.3 |
|
| 5903 |
5903
Pacific Capital Partners
London,
| $171M | +$19.6M | +13% | 14.9% | 61.4% | 58 | 6.9% | 0.9 |
|
| 5904 |
IF
5904
Integrity Financial
Cheyenne,
Wyoming
| $171M | +$10.6M | +7% | 4.93% | 66.3% | 231 | 10.82% | 2 |
|
| 5905 |
5905
Greater Midwest Financial Group
St. Paul,
Minnesota
| $170M | +$12.6M | +8% | 3.48% | 157% | 62 | 19.35% | 0.6 |
|
| 5906 |
5906
Gate City Capital Management
Chicago,
Illinois
| $170M | +$33.7M | +25% | 18.3% | – | 17 | 35.29% | 0.5 |
|
| 5907 |
5907
Anabranch Capital Management
Stamford,
Connecticut
| $170M | +$2.46M | +1% | 15.4% | 139% | 7 | 0% | 3.3 |
|
| 5908 |
5908
Flower City Capital
Pittsford,
New York
| $170M | +$15.4M | +10% | 6.17% | 69.5% | 35 | 14.29% | 1.9 |
|
| 5909 |
AIP
5909
Alapocas Investment Partners
Beverly,
Massachusetts
| $170M | +$2.02M | +1% | 2.78% | 50% | 19 | 0% | 2.6 |
|
| 5910 |
5910
Midwest Financial Group
Overland Park,
Kansas
| $170M | +$13.1M | +8% | 5.26% | 103% | 111 | 7.21% | 1.2 |
|
| 5911 |
5911
Objective Capital Management
Pepper Pike,
Ohio
| $170M | – | – | 5.77% | – | 148 | – | 1.7 |
|
| 5912 |
5912
Worth Financial Advisory Group
Charlotte,
North Carolina
| $170M | +$17.8M | +12% | 5.42% | 93.3% | 171 | 16.37% | 1.1 |
|
| 5913 |
BCM
5913
BML Capital Management
Zionsville,
Indiana
| $170M | +$29.8M | +21% | 77.5% | 349% | 32 | 21.88% | 0.9 |
|
| 5914 |
5914
Concorde Financial
Dallas,
Texas
| $170M | +$17.6M | +12% | 6.52% | 81.3% | 46 | 28.26% | 1.6 |
|
| 5915 |
SMP
5915
Santa Monica Partners
Palm Beach Gardens,
Florida
| $170M | +$20.9M | +14% | 14.3% | 102% | 17 | 5.88% | 5.7 |
|
| 5916 |
5916
Vaughan & Co Securities
Ridgewood,
New Jersey
| $170M | +$11.2M | +7% | 7.66% | 70.7% | 54 | 0% | 3.2 |
|
| 5917 |
5917
H&H Retirement Design & Management
Las Vegas,
Nevada
| $170M | +$7.75M | +5% | 7.12% | 38.4% | 88 | 14.77% | 1.5 |
|
| 5918 |
5918
Crystal Rock Capital Management
Bannockburn,
Illinois
| $170M | +$2.53M | +2% | 6.68% | 164% | 30 | 20% | 5.1 |
|
| 5919 |
5919
New Age Alpha Advisors
Rye,
New York
| $170M | -$13.9M | -8% | 5.44% | – | 220 | 64.55% | 0.2 |
|
| 5920 |
5920
Dalton Investments
Las Vegas,
Nevada
| $170M | -$6.21M | -4% | 5.91% | 95.1% | 28 | 10.71% | 3.5 |
|
| 5921 |
5921
Clarity Capital Partners
Newport Beach,
California
| $170M | +$6.21M | +4% | 5.66% | – | 141 | 19.86% | 0.6 |
|
| 5922 |
5922
Stash Investments
New York
| $169M | +$17.8M | +12% | 5.03% | 40.7% | 5 | 0% | 0.8 |
|
| 5923 |
5923
Phase 2 Partners
San Francisco,
California
| $169M | +$3.08M | +2% | 21.1% | 25.1% | 38 | 60.53% | 0.3 |
|
| 5924 |
5924
Brooks Moore & Associates
Chattanooga,
Tennessee
| $169M | +$13.8M | +9% | 7.58% | 63.7% | 94 | 8.51% | 4.2 |
|
| 5925 |
5925
Sivia Capital Partners
Mill Valley,
California
| $169M | +$19.8M | +13% | 6.03% | – | 230 | 21.74% | 0.6 |
|