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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Aryeh Capital Management
Toronto,
Ontario, Canada
| $156M | -$4.56M | -3% | 8.35% | 87.7% | 11 | 27.27% | 1.3 |
|
| 5977 |
5977
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $156M | $0 | 0% | 0.62% | 68.7% | 221 | 0% | 1.1 |
|
| 5978 |
TFG
5978
Team Financial Group
Temecula,
California
| $156M | +$7.06M | +5% | 0.58% | 42.4% | 34 | 8.82% | 0.7 |
|
| 5979 |
5979
Beaumont Asset Management
Beaumont,
Texas
| $156M | +$5.32M | +4% | 1.81% | 73.1% | 68 | 8.82% | 2.7 |
|
| 5980 |
5980
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $156M | +$4.68M | +3% | 3.69% | 95.3% | 92 | 8.7% | 2.7 |
|
| 5981 |
5981
Brooks Moore & Associates
Chattanooga,
Tennessee
| $155M | -$402K | -0.3% | 1.47% | 63.7% | 90 | 3.33% | 4.1 |
|
| 5982 |
5982
Family Asset Management
Charleston,
South Carolina
| $155M | -$4.77M | -3% | 1.82% | – | 218 | 16.97% | 1.1 |
|
| 5983 |
5983
Regency Capital Management
Honolulu,
Hawaii
| $155M | -$1.79M | -1% | 2.73% | 92.1% | 55 | 27.27% | 1.3 |
|
| 5984 |
5984
Emory University
Atlanta,
Georgia
| $155M | -$5.16M | -3% | 2.77% | – | 8 | 0% | 1.2 |
|
| 5985 |
5985
Bull Oak Capital
San Diego,
California
| $155M | +$6.05M | +4% | 1.05% | 62.1% | 55 | 49.09% | 0.4 |
|
| 5986 |
5986
Equinox Partners Investment Management
Stamford,
Connecticut
| $155M | +$32.2M | +26% | 13.6% | 241% | 9 | 11.11% | 2.2 |
|
| 5987 |
5987
Norwood Investment Partners
Mill Valley,
California
| $155M | -$1.29M | -0.8% | 10.3% | 25.2% | 13 | 15.38% | 1.7 |
|
| 5988 |
5988
Forthright Family Wealth Advisory
Houston,
Texas
| $155M | +$6.05M | +4% | 2.67% | – | 69 | 8.7% | 0.4 |
|
| 5989 |
5989
Ciovacco Capital Management
Atlanta,
Georgia
| $155M | +$6.37M | +4% | 5.78% | 88.5% | 24 | 8.33% | 1.4 |
|
| 5990 |
5990
Watchtower Advisors
Old Greenwich,
Connecticut
| $155M | -$25M | -14% | 14% | 384% | 16 | 50% | 0.8 |
|
| 5991 |
5991
Finer Wealth Management
Salem,
Massachusetts
| $155M | +$2.72M | +2% | 7.21% | 175% | 80 | 12.5% | 2.1 |
|
| 5992 |
5992
BCK Capital Management
Stamford,
Connecticut
| $155M | +$7.61M | +5% | 1.79% | 161% | 95 | 45.26% | 0.8 |
|
| 5993 |
5993
TrueWealth Financial Partners
Bellevue,
Washington
| $155M | +$12.4M | +9% | 0.74% | 36.4% | 19 | 10.53% | 1.9 |
|
| 5994 |
5994
Flower City Capital
Pittsford,
New York
| $155M | +$4.42M | +3% | 2.1% | 69.5% | 33 | 6.06% | 1.7 |
|
| 5995 |
ICM
5995
Indaba Capital Management
San Francisco,
California
| $155M | +$1.72M | +1% | 3.95% | 66.7% | 10 | 50% | 0.8 |
|
| 5996 |
OIM
5996
Opus Investment Management
Worcester,
Massachusetts
| $155M | +$1.67M | +1% | 1.5% | 52.8% | 38 | 0% | 7.9 |
|
| 5997 |
5997
Little Harbor Advisors
Marblehead,
Massachusetts
| $155M | +$5.48M | +4% | 3.44% | 59% | 8 | 0% | 1.2 |
|
| 5998 |
5998
Mendel Capital Management
Little Rock,
Arkansas
| $155M | +$3.66M | +2% | 3.63% | – | 100 | 2% | 1.8 |
|
| 5999 |
5999
Corrado Advisors
Ramsey,
New Jersey
| $155M | +$2.6M | +2% | 1.57% | 64% | 115 | 13.91% | 2.5 |
|
| 6000 |
BWG
6000
Boomfish Wealth Group
Alpharetta,
Georgia
| $155M | +$6.05M | +4% | 2.14% | 86% | 89 | 5.62% | 0.5 |
|