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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
Copperleaf Capital
Raleigh,
North Carolina
| $209M | +$11M | +6% | 9.45% | 102% | 130 | 25.38% | 1.9 |
|
| 5902 |
5902
Cambridge Capital Management
O'fallon,
Illinois
| $209M | +$22.2M | +12% | 5.86% | 55.9% | 43 | 6.98% | 1.4 |
|
| 5903 |
5903
LCM Capital Management
Chicago,
Illinois
| $208M | +$16M | +8% | 11.1% | 128% | 114 | 12.28% | 3.2 |
|
| 5904 |
5904
Sitrin Capital Management
Century City,
California
| $208M | +$12.4M | +6% | 10.6% | 139% | 42 | 2.38% | 4.4 |
|
| 5905 |
5905
Sound Stewardship
Overland Park,
Kansas
| $208M | +$14.5M | +7% | 5.78% | 45.9% | 66 | 6.06% | 2 |
|
| 5906 |
5906
Udine Wealth Management
Boca Raton,
Florida
| $208M | +$19M | +10% | 23% | 141% | 40 | 20% | 1.5 |
|
| 5907 |
SM
5907
Salzhauer Michael
| $208M | +$37.5M | +22% | 8.13% | 98% | 96 | 19.79% | 4 |
|
| 5908 |
5908
Peak Financial Advisors
Denver,
Colorado
| $208M | +$13.1M | +7% | 4.3% | 39.1% | 109 | 42.2% | 1.2 |
|
| 5909 |
5909
JW Asset Management
Miami Beach,
Florida
| $208M | +$5.49M | +3% | 7.87% | 251% | 21 | 28.57% | 1.6 |
|
| 5910 |
5910
Signet Investment Advisory Group
Providence,
Rhode Island
| $208M | +$13.4M | +7% | 6.17% | 68.2% | 70 | 4.29% | 4.9 |
|
| 5911 |
TBBL
5911
True Blue (BVI) Ltd
Road Town, Tortola,
| $208M | +$36M | +21% | 22.8% | – | 4 | 0% | 0.8 |
|
| 5912 |
5912
FOCUS Wealth Advisors
Houston,
Texas
| $208M | +$15.6M | +8% | 7.37% | 68.7% | 58 | 3.45% | 2.9 |
|
| 5913 |
5913
Galilei Investment Office
London,
United Kingdom
| $208M | +$11.4M | +6% | 6.33% | – | 27 | 0% | 0.7 |
|
| 5914 |
WA1
5914
Wimmer Associates 1
Pasadena,
California
| $208M | +$12.4M | +6% | 9.07% | 78.9% | 113 | 6.19% | 7.2 |
|
| 5915 |
5915
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $208M | +$15.2M | +8% | 6.71% | 70.6% | 537 | 26.07% | 3.1 |
|
| 5916 |
5916
Hippocratic Financial Advisors
Westlake Village,
California
| $208M | +$20.6M | +11% | 4.65% | – | 28 | 17.86% | 0.6 |
|
| 5917 |
5917
Forte Asset Management
Bedford,
New York
| $208M | +$11.5M | +6% | 6.08% | 57.7% | 73 | 9.59% | 1.9 |
|
| 5918 |
5918
Chou Associates Management
Toronto,
Ontario, Canada
| $208M | +$24.9M | +14% | 11.5% | 66.4% | 31 | 0% | 3.3 |
|
| 5919 |
5919
Midwest Capital Advisors
Grand Rapids,
Michigan
| $207M | +$17.7M | +9% | 7.5% | – | 216 | 15.28% | 0.6 |
|
| 5920 |
5920
Solano Wealth Investment Advisors
Fairfield,
California
| $207M | +$12.5M | +6% | 5.94% | – | 37 | 10.81% | 0.7 |
|
| 5921 |
5921
Grand Wealth Management
Grand Rapids,
Michigan
| $207M | +$12.7M | +7% | 6.55% | 54.1% | 75 | 8% | 2.4 |
|
| 5922 |
5922
Kennicott Capital Management
Corte Madera,
California
| $207M | +$31.9M | +18% | 8.08% | 98% | 52 | 11.54% | 2.9 |
|
| 5923 |
5923
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $207M | +$15.1M | +8% | 9.28% | 151% | 121 | 28.1% | 2.2 |
|
| 5924 |
PCMK
5924
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $207M | +$12.4M | +6% | 8.54% | 87.5% | 58 | 0% | 6.5 |
|
| 5925 |
5925
EnCap Energy Capital Fund X
Houston,
Texas
| $207M | +$19.2M | +10% | 10.2% | – | 1 | 0% | 1 |
|