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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Stevens Capital Partners
Omaha,
Nebraska
| $119M | +$6.26M | +6% | 6.43% | 76.3% | 51 | 5.88% | 0.2 |
|
| 5927 |
5927
Optimas Capital
Central,
Hong Kong
| $119M | +$17.1M | +17% | 27.1% | 358% | 49 | 71.43% | 0.2 |
|
| 5928 |
5928
SkyKnight Capital
San Francisco,
California
| $119M | -$60.1M | -34% | 32.5% | 11% | 3 | 0% | 1.3 |
|
| 5929 |
5929
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $119M | +$4.65M | +4% | 6.81% | 117% | 247 | 8.91% | 0.6 |
|
| 5930 |
ECM
5930
EMC Capital Management
Houston,
Texas
| $119M | +$7.51M | +7% | 9.95% | – | 295 | 1.36% | 1 |
|
| 5931 |
5931
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $119M | +$50.1M | +73% | 50.8% | 172% | 6 | 33.33% | 1.4 |
|
| 5932 |
BSWA
5932
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| $119M | +$10.9M | +10% | 7.14% | – | 97 | 4.12% | 1 |
|
| 5933 |
5933
Bancreek Capital Management
Santa Monica,
California
| $119M | -$4.7M | -4% | 6.37% | 33.6% | 24 | 16.67% | 1.2 |
|
| 5934 |
5934
Financial Futures
Brielle,
New Jersey
| $119M | +$7.76M | +7% | 2.79% | 48.5% | 54 | 14.81% | 0.9 |
|
| 5935 |
5935
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $119M | +$4.41M | +4% | 4.21% | 51.7% | 389 | 12.34% | 1 |
|
| 5936 |
5936
Greylock 15
Menlo Park,
California
| $119M | +$32.9M | +38% | 57.1% | 17.8% | 4 | 0% | 1.5 |
|
| 5937 |
5937
Paragon Private Wealth Management
Lexington,
Kentucky
| $119M | +$7.73M | +7% | 6.68% | 104% | 140 | 17.14% | 0.9 |
|
| 5938 |
KCM
5938
Key Colony Management
Little Rock,
Arkansas
| $119M | +$26.4M | +29% | 18.8% | 113% | 12 | 50% | 1.4 |
|
| 5939 |
5939
Better Money Decisions
Santa Fe,
New Mexico
| $119M | +$3.21M | +3% | 5.1% | 32.7% | 75 | 24% | 1.4 |
|
| 5940 |
5940
Ivy Lane Capital Management
Winter Park,
Florida
| $118M | +$7.57M | +7% | 13.4% | 101% | 16 | 68.75% | 0.7 |
|
| 5941 |
5941
Peak Financial Advisors
Denver,
Colorado
| $118M | +$8.64M | +8% | 3.81% | 39.1% | 78 | 34.62% | 0.8 |
|
| 5942 |
5942
Finer Wealth Management
Salem,
Massachusetts
| $118M | +$11.4M | +11% | 9.28% | 175% | 84 | 9.52% | 1.1 |
|
| 5943 |
5943
Disciplined Equity Management
Neptune Beach,
Florida
| $118M | +$5.08M | +4% | 3.38% | 72.3% | 54 | 7.41% | 0.9 |
|
| 5944 |
AC
5944
AIFG Consultants
Halfmoon,
New York
| $118M | +$15.4M | +15% | 3.8% | 49.8% | 41 | 14.63% | 0.2 |
|
| 5945 |
5945
TCG Capital Management
Playa Vista,
California
| $118M | -$18.5M | -14% | 13.6% | 29.3% | 1 | 0% | 0.3 |
|
| 5946 |
HAM
5946
Hedges Asset Management
Reno,
Nevada
| $118M | +$5.86M | +5% | 5.96% | – | 110 | 9.09% | 1.1 |
|
| 5947 |
5947
Wealth Quarterback
Toms River,
New Jersey
| $118M | -$2.81M | -2% | 5.86% | 109% | 129 | 15.5% | 2.3 |
|
| 5948 |
MFFIA
5948
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| $118M | -$3.02M | -3% | 4.53% | 136% | 67 | 8.96% | 0.2 |
|
| 5949 |
AA
5949
AlphaQ Advisors
Winter Park,
Florida
| $118M | +$2.14M | +2% | 5.73% | – | 186 | 37.1% | 0.2 |
|
| 5950 |
5950
Aufman Associates
Sewickley,
Pennsylvania
| $117M | +$9.3M | +9% | 6.57% | 141% | 45 | 11.11% | 2.3 |
|