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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
IFS
6001
Intelligent Financial Strategies
Excelsior,
Minnesota
| $188M | -$3.24M | -2% | 0.32% | 63.5% | 89 | 12.36% | 2.8 |
|
| 6002 |
6002
Citrine Capital
San Francisco,
California
| $188M | +$28.5M | +18% | 14.6% | – | 40 | 7.5% | 0.5 |
|
| 6003 |
6003
Gullane Capital
Memphis,
Tennessee
| $188M | +$108M | +136% | 141% | – | 5 | 20% | 0.4 |
|
| 6004 |
SP
6004
Saranac Partners
London,
| $188M | +$12.4M | +7% | 15.1% | 69% | 82 | 26.83% | 0.8 |
|
| 6005 |
6005
4Thought Financial Group
Syosset,
New York
| $188M | +$26.4M | +16% | 6.74% | 37.6% | 90 | 1.11% | 3.6 |
|
| 6006 |
6006
Nierenberg Investment Management Company
Camas,
Washington
| $188M | +$4.99M | +3% | 15.3% | 135% | 60 | 23.33% | 1.4 |
|
| 6007 |
6007
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $188M | +$20.1M | +12% | 17.7% | 152% | 91 | 2.2% | 4.6 |
|
| 6008 |
6008
Private Wealth Group
Tampa,
Florida
| $188M | +$17.9M | +11% | 6.81% | 52.9% | 65 | 13.85% | 3 |
|
| 6009 |
6009
DSC Meridian Capital
New York
| $188M | -$46.4M | -20% | 42% | – | 17 | 52.94% | 0.4 |
|
| 6010 |
6010
ADE LLC
Baltimore,
Maryland
| $188M | +$14.4M | +8% | 7.9% | 52.2% | 80 | 6.25% | 3.4 |
|
| 6011 |
6011
Asset Planning Corporation
Knoxville,
Tennessee
| $188M | +$18.2M | +11% | 3.57% | 44.5% | 46 | 13.04% | 2.8 |
|
| 6012 |
BIO
6012
Blue Investment Opportunities
Miami Beach,
Florida
| $188M | +$69.8M | +59% | 59.1% | – | 1 | 0% | 0.3 |
|
| 6013 |
6013
Glass Wealth Management
San Antonio,
Texas
| $188M | +$21.1M | +13% | 18.8% | – | 59 | 5.08% | 1.2 |
|
| 6014 |
6014
EnCap Energy Capital Fund X
Houston,
Texas
| $188M | -$33M | -15% | 14.9% | – | 1 | 0% | 0.8 |
|
| 6015 |
DCM
6015
Dilation Capital Management
New York
| $188M | +$105M | +128% | 42.2% | – | 23 | 47.83% | 0.3 |
|
| 6016 |
6016
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $188M | +$6.24M | +3% | 13.1% | 92.4% | 533 | 20.45% | 4.7 |
|
| 6017 |
6017
HRC Wealth Management
Moscow,
Idaho
| $188M | +$26.4M | +16% | 11.2% | 82.2% | 54 | 9.26% | 1.1 |
|
| 6018 |
6018
Capital Square
Chattanooga,
Tennessee
| $188M | +$17.3M | +10% | 5.33% | 62.5% | 210 | 13.33% | 2.2 |
|
| 6019 |
6019
Fogel Capital Management
Stuart,
Florida
| $188M | +$1.61M | +0.9% | 12.7% | – | 53 | 16.98% | 0.9 |
|
| 6020 |
6020
Westbourne Investments
Alexandria,
Virginia
| $188M | +$21.7M | +13% | 19.1% | – | 167 | 34.73% | 0.4 |
|
| 6021 |
6021
Diametric Capital
Boston,
Massachusetts
| $187M | +$103M | +123% | 12.6% | 175% | 414 | 73.67% | 0.4 |
|
| 6022 |
6022
Wynn Capital
Augusta,
Georgia
| $187M | +$19M | +11% | 12.8% | 115% | 113 | 7.08% | 1.3 |
|
| 6023 |
6023
International City Management Association Retirement Corp
Washington,
District of Columbia
| $187M | +$10.7M | +6% | 6.19% | 48.1% | 6 | 0% | 1.6 |
|
| 6024 |
6024
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $187M | +$18.3M | +11% | 8.47% | 100% | 166 | 15.06% | 7.2 |
|
| 6025 |
PI
6025
PJT Investments
Toronto,
| $187M | – | – | 10.8% | – | 6 | – | 0 |
|