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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Working Capital Advisors (UK)
London,
United Kingdom
| $121M | -$89.2M | -42% | 46.8% | 24.8% | 1 | 0% | 1.3 |
|
| 6027 |
6027
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $121M | -$2.2M | -2% | 1.33% | 74.4% | 125 | 15.2% | 1.1 |
|
| 6028 |
6028
Future Financial Wealth Management
Cincinnati,
Ohio
| $121M | -$4.43M | -4% | 2.8% | 65.2% | 580 | 11.03% | 0.4 |
|
| 6029 |
6029
Atmos Advisory
Pittsburgh,
Pennsylvania
| $121M | +$949K | +0.8% | 3.74% | 31.9% | 21 | 0% | 0.3 |
|
| 6030 |
6030
Sippican Capital Advisors
Boston,
Massachusetts
| $120M | +$2.77M | +2% | 5.17% | 81.1% | 113 | 7.08% | 4.3 |
|
| 6031 |
JKSF
6031
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $120M | +$2.21M | +2% | 1.82% | 30.8% | 3 | 0% | 0.3 |
|
| 6032 |
PCC
6032
Park Circle Company
Baltimore,
Maryland
| $120M | -$6.42M | -5% | 0.21% | 70.5% | 138 | 18.84% | 2.3 |
|
| 6033 |
6033
Sandy Cove Advisors
Hingham,
Massachusetts
| $120M | +$1.52M | +1% | 5.07% | 78% | 452 | 18.58% | 0.2 |
|
| 6034 |
6034
Strategic Financial Planning
Plano,
Texas
| $120M | -$18.9M | -14% | 6.24% | 47.5% | 37 | 18.92% | 1.9 |
|
| 6035 |
6035
Broadcrest Asset Management
Winter Park,
Florida
| $120M | -$17.9M | -13% | 17% | 54.1% | 8 | 25% | 0.2 |
|
| 6036 |
6036
Axiom Advisory
San Diego,
California
| $120M | -$1.49M | -1% | 6.27% | 16.4% | 34 | 11.76% | 0.2 |
|
| 6037 |
6037
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $120M | -$2.53M | -2% | 4.83% | 61.6% | 317 | 85.49% | 0.2 |
|
| 6038 |
6038
Islay Capital Management
Lubbock,
Texas
| $120M | -$12.1M | -9% | 0.1% | 72% | 325 | 23.69% | 1.4 |
|
| 6039 |
6039
Sightline Wealth Advisors
Groton,
Connecticut
| $120M | +$8.42M | +8% | 4.31% | 48.5% | 61 | 19.67% | 1 |
|
| 6040 |
6040
Blodgett Wealth Advisors
Concord,
California
| $120M | -$8.77M | -7% | 5.6% | 150% | 92 | 18.48% | 0.2 |
|
| 6041 |
6041
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $120M | +$55K | +0% | 4.65% | 56.5% | 123 | 9.76% | 0.2 |
|
| 6042 |
GL
6042
GHE LLC
Memphis,
Tennessee
| $120M | -$10.4M | -8% | 8.81% | 188% | 56 | 12.5% | 0.2 |
|
| 6043 |
6043
Blue Square Asset Management
New York
| $120M | -$41.3M | -26% | 5.55% | 104% | 88 | 26.14% | 1.6 |
|
| 6044 |
6044
Wells Financial Advisors
Framingham,
Massachusetts
| $120M | -$5.58M | -4% | 4.68% | 54% | 61 | 6.56% | 1.2 |
|
| 6045 |
6045
Safir Wealth Advisors
Greenland,
New Hampshire
| $120M | -$8.73M | -7% | 5.07% | 52.1% | 17 | 29.41% | 0.8 |
|
| 6046 |
6046
AllGen Financial Advisors
Orlando,
Florida
| $120M | -$15.1M | -11% | 0.71% | 39.7% | 40 | 20% | 1.1 |
|
| 6047 |
AA
6047
Alta Advisers
London,
United Kingdom
| $120M | -$7.02M | -6% | 4.01% | 114% | 6 | 0% | 3.3 |
|
| 6048 |
SRAM
6048
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $120M | -$7.84M | -6% | 2.59% | 74.7% | 73 | 42.47% | 1 |
|
| 6049 |
6049
Carmel Capital Partners
San Diego,
California
| $120M | -$14.3M | -11% | 11.7% | 65.1% | 136 | 19.85% | 0.2 |
|
| 6050 |
ASA
6050
Armstrong Shaw Associates
New Canaan,
Connecticut
| $120M | -$3.29M | -3% | 0.11% | 51.2% | 44 | 4.55% | 5.1 |
|