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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
M1 Capital Management
Bloomfield Hills,
Michigan
| $185M | – | – | 1.91% | – | 86 | – | 0 |
|
| 5927 |
5927
Sterneck Capital Management
Kansas City,
Missouri
| $185M | +$255K | +0.1% | 1.28% | 61.5% | 108 | 22.22% | 4.5 |
|
| 5928 |
5928
WFA Asset Management
Whitefish Bay,
Wisconsin
| $185M | +$926K | +0.5% | 0.84% | 60% | 226 | 13.72% | 2.1 |
|
| 5929 |
5929
Lagoda Investment Management
New York
| $185M | +$10.8M | +6% | 15.3% | 250% | 34 | 0% | 6.3 |
|
| 5930 |
5930
Howard Wealth Management
Madison,
Connecticut
| $185M | +$13.1M | +8% | 2.74% | 69.9% | 120 | 10% | 2.4 |
|
| 5931 |
5931
EPIQ Partners
Minneapolis,
Minnesota
| $185M | +$4.29M | +2% | 3.96% | 49.6% | 84 | 16.67% | 3.1 |
|
| 5932 |
5932
Corecam Pte Ltd
Singapore,
| $185M | +$31.1M | +20% | 4.07% | 93.6% | 33 | 21.21% | 0.6 |
|
| 5933 |
5933
Regency Capital Management
Honolulu,
Hawaii
| $185M | +$2.73M | +2% | 0.98% | 92.1% | 53 | 20.75% | 1.6 |
|
| 5934 |
5934
Elite Financial
Lewiston,
Idaho
| $185M | – | – | 0.59% | – | 50 | – | 0 |
|
| 5935 |
5935
Patron Partners
Houston,
Texas
| $184M | +$3.49M | +2% | 2.16% | 90.2% | 181 | 8.84% | 2.8 |
|
| 5936 |
5936
Ridgecrest Wealth Partners
Mill Valley,
California
| $184M | -$7.43M | -4% | 2.9% | 103% | 119 | 15.97% | 2.7 |
|
| 5937 |
5937
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $184M | +$3.95M | +2% | 0.73% | 83% | 173 | 16.76% | 1.6 |
|
| 5938 |
FCFC
5938
First Citizens Financial Corp
Mason City,
Iowa
| $184M | -$4.85M | -3% | 0.19% | 72.9% | 127 | 9.45% | 3.2 |
|
| 5939 |
5939
CHB Investment Group
New Hope,
Pennsylvania
| $184M | -$4.34M | -2% | 0.96% | – | 74 | 1.35% | 0.2 |
|
| 5940 |
DFS
5940
Dixon Fnancial Services
Lafayette,
California
| $184M | -$4.19M | -2% | 0.85% | 76.6% | 39 | 7.69% | 1.9 |
|
| 5941 |
5941
Heartland Bank & Trust
Bloomington,
Illinois
| $184M | -$1.21M | -0.7% | 3.84% | 105% | 161 | 18.63% | 2 |
|
| 5942 |
5942
Glass Wealth Management
San Antonio,
Texas
| $184M | +$3.01M | +2% | 2.66% | – | 58 | 5.17% | 0.7 |
|
| 5943 |
5943
TSG Consumer Partners
Larkspur,
California
| $184M | -$342M | -65% | 63.5% | 12.3% | 2 | 50% | 3 |
|
| 5944 |
5944
Triavera Capital
Larkspur,
California
| $184M | – | – | 7.14% | – | 19 | – | 0 |
|
| 5945 |
5945
Oracle Investment Management
Greenwich,
Connecticut
| $184M | +$16.8M | +10% | 37% | 865% | 25 | 36% | 2.9 |
|
| 5946 |
5946
Pacific Sun Financial
Los Angeles,
California
| $184M | +$2.24M | +1% | 1.98% | 70.3% | 189 | 5.29% | 4.8 |
|
| 5947 |
5947
Lifestyle Asset Management
Friendswood,
Texas
| $184M | +$2.44M | +1% | 1.82% | 88.3% | 121 | 27.27% | 1 |
|
| 5948 |
AIA
5948
Arcadia Investment Advisors
Eagle,
Idaho
| $184M | -$3.06M | -2% | 0.19% | 56.4% | 82 | 4.88% | 4.6 |
|
| 5949 |
5949
GoalFusion Wealth Management
Austin,
Texas
| $183M | +$2.97M | +2% | 1.7% | 47.6% | 30 | 10% | 2 |
|
| 5950 |
5950
Prospect Financial Services
Melville,
New York
| $183M | +$22.1M | +14% | 6.04% | – | 122 | 19.67% | 0.6 |
|