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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
Ergawealth Advisors
Oak Brook,
Illinois
| $217M | +$2.66M | +1% | 1.33% | 50% | 60 | 11.67% | 1.9 |
|
| 5977 |
5977
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| $217M | +$64.6M | +42% | 0.75% | – | 117 | 33.33% | 0.6 |
|
| 5978 |
5978
Trust Company of Kansas
Wichita,
Kansas
| $217M | +$8.52M | +4% | 4.05% | 100% | 61 | 9.84% | 3.2 |
|
| 5979 |
WMS
5979
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| $217M | +$15.2M | +8% | 2.22% | – | 41 | 9.76% | 0.9 |
|
| 5980 |
5980
Fogel Capital Management
Stuart,
Florida
| $217M | +$862K | +0.4% | 5.67% | 122% | 57 | 15.79% | 1.4 |
|
| 5981 |
5981
Hippocratic Financial Advisors
Westlake Village,
California
| $217M | +$9.08M | +4% | 1.28% | – | 29 | 10.34% | 0.8 |
|
| 5982 |
5982
One Plus One Wealth Management
Jupiter,
Florida
| $217M | +$11.1M | +5% | 5.37% | 71.9% | 110 | 21.82% | 2.3 |
|
| 5983 |
5983
Cascade Wealth Advisors
Wenatchee,
Washington
| $217M | +$13.8M | +7% | 0.4% | – | 61 | 8.2% | 1.2 |
|
| 5984 |
5984
Western Standard LLC
Los Angeles,
California
| $217M | -$120M | -36% | 9.18% | 83.7% | 37 | 67.57% | 0.3 |
|
| 5985 |
5985
Southern Capital Advisors
Jackson,
Tennessee
| $217M | +$3.37M | +2% | 2.56% | 66.8% | 87 | 9.2% | 2.5 |
|
| 5986 |
5986
BlueDoor Private Wealth
Beverly,
Massachusetts
| $217M | – | – | 3.74% | – | 146 | – | 0 |
|
| 5987 |
5987
Armstrong Fleming & Moore
Washington,
District of Columbia
| $216M | +$7.16M | +3% | 2.8% | 135% | 113 | 7.96% | 0.8 |
|
| 5988 |
SCM
5988
Sage Capital Management
Stockton,
New Jersey
| $216M | -$5.8M | -3% | 0.75% | 94.3% | 165 | 7.27% | 1.7 |
|
| 5989 |
5989
Kerusso Capital Management
Winston Salem,
North Carolina
| $216M | +$53.7M | +33% | 1.05% | – | 54 | 3.7% | 1.3 |
|
| 5990 |
5990
Melia Wealth
Tulsa,
Oklahoma
| $216M | -$12.1M | -5% | 4.64% | – | 25 | 16% | 1.6 |
|
| 5991 |
5991
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $216M | -$140M | -39% | 9.48% | 0.74% | 3 | 0% | 2.6 |
|
| 5992 |
5992
venBio Partners
San Francisco,
California
| $216M | +$39.9M | +23% | 42.9% | 564% | 6 | 0% | 3.2 |
|
| 5993 |
5993
EnCap Energy Capital Fund X
Houston,
Texas
| $216M | +$9.27M | +4% | 4.48% | – | 1 | 0% | 1.3 |
|
| 5994 |
5994
Norway Savings Bank
Portland,
Maine
| $216M | +$9.44M | +5% | 4.31% | 117% | 105 | 1.9% | 6.2 |
|
| 5995 |
5995
GoalFusion Wealth Management
Austin,
Texas
| $216M | +$6.79M | +3% | 1.59% | 47.6% | 28 | 3.57% | 2.4 |
|
| 5996 |
CCP
5996
Cunning Capital Partners
Morrisville,
North Carolina
| $216M | +$298K | +0.1% | 3.16% | 268% | 56 | 1.79% | 1.9 |
|
| 5997 |
5997
Chronos Wealth Management
Clearwater,
Florida
| $216M | +$12.1M | +6% | 6.95% | 92.3% | 42 | 11.9% | 4.1 |
|
| 5998 |
AWM
5998
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $216M | +$56.8M | +36% | 2.76% | 73.1% | 178 | 8.43% | 4.2 |
|
| 5999 |
LAI
5999
Legal Advantage Investments
Los Altos Hills,
California
| $216M | -$6.12M | -3% | 1.9% | 116% | 93 | 15.05% | 3.1 |
|
| 6000 |
DMKJ
6000
David M. Knott Jr
| $216M | -$32M | -13% | 20.2% | 169% | 99 | 23.23% | 2 |
|