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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
Disciplined Equity Management
Neptune Beach,
Florida
| $146M | +$26.1M | +22% | 10.9% | 72.3% | 103 | 48.54% | 0.9 |
|
| 5927 |
5927
Capital Wealth Alliance
Scottsdale,
Arizona
| $146M | +$13M | +10% | 8.54% | 124% | 106 | 15.09% | 2.3 |
|
| 5928 |
FCPV
5928
FS Capital Partners VI
Los Angeles,
California
| $145M | -$10M | -6% | 27.4% | – | 1 | 0% | 2 |
|
| 5929 |
5929
Brooks Moore & Associates
Chattanooga,
Tennessee
| $145M | +$13M | +10% | 8.15% | 63.7% | 87 | 10.34% | 3.7 |
|
| 5930 |
5930
MGO Private Wealth
Irvine,
California
| $145M | +$11.5M | +9% | 8.89% | 51.5% | 77 | 15.58% | 0.9 |
|
| 5931 |
5931
ViaWealth
Leawood,
Kansas
| $145M | +$9.28M | +7% | 10.8% | 77.2% | 160 | 8.75% | 0.9 |
|
| 5932 |
5932
Sandia Investment Management
Boston,
Massachusetts
| $145M | -$223M | -60% | 1.63% | 20.5% | 235 | 37.87% | 0.4 |
|
| 5933 |
5933
Heartland Bank & Trust
Bloomington,
Illinois
| $145M | +$18.6M | +15% | 9.6% | 105% | 136 | 14.71% | 1.5 |
|
| 5934 |
5934
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $145M | -$103M | -41% | 26.9% | 219% | 77 | 44.16% | 0.6 |
|
| 5935 |
5935
MN Wealth Advisors
Overland Park,
Kansas
| $145M | – | – | 9.53% | 68.3% | 94 | – | 0 |
|
| 5936 |
5936
Norwood Investment Partners
Mill Valley,
California
| $145M | +$25.5M | +21% | 19.3% | 25.2% | 12 | 8.33% | 1.5 |
|
| 5937 |
5937
Keating Wealth Management
Denver,
Colorado
| $145M | – | – | 10.4% | – | 42 | – | 0 |
|
| 5938 |
WPEP
5938
Walnut Private Equity Partners
Omaha,
Nebraska
| $145M | +$14.6M | +11% | 9.26% | 48% | 17 | 5.88% | 6.3 |
|
| 5939 |
KAM
5939
Kinney Asset Management
Chicago,
Illinois
| $145M | +$10.1M | +8% | 20.6% | 10.1% | 5 | 20% | 3.1 |
|
| 5940 |
5940
Allie Family Office
Miami,
Florida
| $145M | +$20.9M | +17% | 10.1% | 59% | 77 | 19.48% | 1.5 |
|
| 5941 |
LFWA
5941
LBJ Family Wealth Advisors
Austin,
Texas
| $145M | +$11.3M | +8% | 11.5% | 64.9% | 23 | 4.35% | 6.9 |
|
| 5942 |
5942
Integrity Wealth Solutions
Denver,
Colorado
| $144M | – | – | 11.1% | – | 99 | – | 0 |
|
| 5943 |
EP
5943
Elkhorn Partners
Omaha,
Nebraska
| $144M | -$8.38M | -5% | 4.18% | 32.2% | 54 | 16.67% | 4.4 |
|
| 5944 |
5944
Singapore Technologies Telemedia
Singapore
| $144M | -$29M | -17% | 16.7% | 185% | 1 | 0% | 6.8 |
|
| 5945 |
5945
ADE LLC
Baltimore,
Maryland
| $144M | +$11.8M | +9% | 8.27% | 59.8% | 83 | 8.43% | 2.2 |
|
| 5946 |
5946
Income Research & Management
Boston,
Massachusetts
| $144M | +$16.5M | +13% | 0% | 1.19% | 12 | 16.67% | 2.1 |
|
| 5947 |
5947
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $144M | +$22.6M | +19% | 25.6% | 119% | 51 | 17.65% | 1.8 |
|
| 5948 |
AA
5948
AlphaQ Advisors
Winter Park,
Florida
| $144M | +$28.8M | +25% | 8.55% | – | 201 | 40.3% | 0.7 |
|
| 5949 |
5949
Lanham O'Dell & Company
Hurricane,
West Virginia
| $144M | +$22.6M | +19% | 6.19% | 81% | 31 | 45.16% | 0.9 |
|
| 5950 |
5950
Prosperity Financial Group
San Ramon,
California
| $144M | +$23M | +19% | 10.7% | 121% | 139 | 21.58% | 0.7 |
|