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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Transparent Wealth Partners
Little Rock,
Arkansas
| $133M | – | – | 9.15% | – | 28 | – | 0 |
|
| 5952 |
5952
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $133M | -$120M | -47% | 2.28% | 135% | 125 | 76% | 0.6 |
|
| 5953 |
SC
5953
Schiavi & Co
Wilmington,
Delaware
| $133M | +$9.9M | +8% | 1.84% | 41.4% | 15 | 26.67% | 0.6 |
|
| 5954 |
YC
5954
Yunqi Capital
Hong Kong
| $133M | – | – | 4.24% | 71.4% | 6 | – | 0 |
|
| 5955 |
KCM
5955
Key Colony Management
Little Rock,
Arkansas
| $133M | – | – | 4.23% | 113% | 9 | – | 1.1 |
|
| 5956 |
5956
Fortress Wealth Management
Culver City,
California
| $133M | – | – | 5.35% | 52.1% | 56 | – | 0 |
|
| 5957 |
5957
Melone Private Wealth
Auburn Hills,
Michigan
| $133M | – | – | 3.75% | 30.4% | 59 | – | 0 |
|
| 5958 |
MA
5958
McBroom & Associates
Las Vegas,
Nevada
| $133M | – | – | 15.3% | 148% | 30 | – | 0 |
|
| 5959 |
BI
5959
Blooom Inc
Overland Park,
Kansas
| $133M | +$12.2M | +10% | 16.2% | – | 50 | 18% | 0.8 |
|
| 5960 |
5960
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $133M | +$465K | +0.4% | 8% | 80.2% | 51 | 27.45% | 2.8 |
|
| 5961 |
5961
ETF Store
Overland Park,
Kansas
| $133M | – | – | 5.17% | 61% | 83 | – | 0 |
|
| 5962 |
5962
Cynosure Group
Salt Lake City,
Utah
| $133M | +$3.04M | +2% | 13.5% | 63% | 22 | 0% | 2 |
|
| 5963 |
MAM
5963
Marketfield Asset Management
New York
| $133M | +$6.16M | +5% | 10.7% | 61.5% | 39 | 12.82% | 3.4 |
|
| 5964 |
WF
5964
Williams Financial
North Bennington,
Vermont
| $133M | +$17M | +15% | 2.54% | 33.1% | 37 | 21.62% | 0.7 |
|
| 5965 |
5965
Element Wealth
Ridgeland,
Mississippi
| $132M | +$7.06M | +6% | 6.4% | 59.6% | 192 | 4.69% | 1.4 |
|
| 5966 |
5966
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $132M | – | – | 5.76% | 53.4% | 42 | – | 0 |
|
| 5967 |
5967
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $132M | -$1.5M | -1% | 9.28% | 68.8% | 376 | 68.09% | 0.9 |
|
| 5968 |
CM
5968
CM Management
Gulf Breeze,
Florida
| $132M | -$1.72M | -1% | 0.55% | 110% | 103 | 27.18% | 0.7 |
|
| 5969 |
5969
Islay Capital Management
Lubbock,
Texas
| $132M | +$2.33M | +2% | 7.39% | 72% | 335 | 28.96% | 1.2 |
|
| 5970 |
CNFG
5970
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $132M | +$14.9M | +13% | 10% | 52.6% | 77 | 2.6% | 4.6 |
|
| 5971 |
JCA
5971
Jade Capital Advisors
Essex Fells,
New Jersey
| $132M | -$39M | -23% | 3.25% | 28.9% | 98 | 41.84% | 0.6 |
|
| 5972 |
5972
Laurel Wealth Planning
Edina,
Minnesota
| $132M | +$8.11M | +7% | 5.54% | 59.5% | 229 | 10.04% | 0.6 |
|
| 5973 |
5973
Heronetta Management
New York
| $132M | +$2.18M | +2% | 2.5% | 59.7% | 25 | 4% | 5.8 |
|
| 5974 |
5974
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $132M | – | – | 6.55% | 2.24% | 305 | – | 0 |
|
| 5975 |
5975
Pavadi Capital
New York
| $132M | – | – | 10.3% | – | 22 | – | 0 |
|