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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
Walker Asset Management
Verona,
Missouri
| $151M | +$12.9M | +9% | 9.84% | 87.6% | 142 | 7.75% | 1.3 |
|
| 6027 |
6027
Element Capital Management
New York
| $151M | +$122M | +412% | 14.6% | 49.4% | 64 | 98.44% | 0.2 |
|
| 6028 |
6028
Superstring Capital Management
New York
| $151M | +$11.1M | +8% | 21.2% | – | 47 | 57.45% | 0.1 |
|
| 6029 |
6029
Delta Capital Management
Red Bank,
New Jersey
| $151M | +$7.78M | +5% | 7.59% | 129% | 79 | 7.59% | 6.6 |
|
| 6030 |
6030
Mendel Capital Management
Little Rock,
Arkansas
| $151M | +$11.9M | +9% | 8.65% | – | 101 | 10.89% | 1.6 |
|
| 6031 |
GCM
6031
Garland Capital Management
Bellevue,
Washington
| $151M | +$8.55M | +6% | 6.8% | 55.7% | 33 | 0% | 5.8 |
|
| 6032 |
TL
6032
TowerView LLC
New York
| $151M | -$12.9M | -8% | 5.42% | 16.3% | 31 | 22.58% | 3.5 |
|
| 6033 |
6033
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $151M | +$19.3M | +15% | 10.5% | 95.3% | 97 | 21.65% | 2.4 |
|
| 6034 |
6034
Financial Futures
Brielle,
New Jersey
| $151M | +$17.7M | +13% | 5.23% | 48.5% | 49 | 18.37% | 1.4 |
|
| 6035 |
6035
PFS Partners
Mine Hill,
New Jersey
| $151M | +$4.54M | +3% | 6.54% | 65.2% | 496 | 13.1% | 1.6 |
|
| 6036 |
6036
Blue Square Asset Management
New York
| $151M | +$481K | +0.3% | 9.38% | 117% | 85 | 24.71% | 1.2 |
|
| 6037 |
6037
Blackston Financial Advisory Group
The Villages,
Florida
| $151M | -$7.22M | -5% | 8.52% | 79.8% | 99 | 41.41% | 1.8 |
|
| 6038 |
6038
William Allan Corp
Fort Collins,
Colorado
| $151M | +$11.1M | +8% | 7.86% | 94.2% | 49 | 4.08% | 1.9 |
|
| 6039 |
6039
Disciplined Equity Management
Neptune Beach,
Florida
| $151M | +$4.82M | +3% | 8.69% | 72.3% | 113 | 56.64% | 1.4 |
|
| 6040 |
6040
Laurel Wealth Planning
Edina,
Minnesota
| $151M | +$9.28M | +7% | 7.14% | 59.5% | 54 | 5.56% | 2.6 |
|
| 6041 |
MFG
6041
MTM Financial Group
Bethlehem,
Pennsylvania
| $151M | +$13.6M | +10% | 4.21% | 36.5% | 69 | 26.09% | 1.2 |
|
| 6042 |
6042
Oracle Investment Management
Greenwich,
Connecticut
| $150M | -$13.9M | -8% | 32% | 865% | 32 | 34.38% | 2.8 |
|
| 6043 |
6043
Flower City Capital
Pittsford,
New York
| $150M | +$16.1M | +12% | 6.38% | 69.5% | 37 | 18.92% | 1.5 |
|
| 6044 |
6044
Cassia Capital Partners
Winston Salem,
North Carolina
| $150M | +$30M | +25% | 6.89% | 59.9% | 63 | 6.35% | 1.6 |
|
| 6045 |
6045
Doma Perpetual Capital Management
Miami,
Florida
| $150M | +$48.9M | +48% | 12.3% | – | 9 | 11.11% | 0.2 |
|
| 6046 |
6046
Muzinich & Co
New York
| $150M | $0 | 0% | 4.33% | 13.5% | 63 | 0% | 4.2 |
|
| 6047 |
6047
Beaumont Asset Management
Beaumont,
Texas
| $150M | +$8.4M | +6% | 8.84% | 73.1% | 70 | 17.14% | 2.5 |
|
| 6048 |
6048
EPIQ Partners
Minneapolis,
Minnesota
| $150M | +$10.9M | +8% | 7.67% | 49.6% | 78 | 16.67% | 2.7 |
|
| 6049 |
6049
Ravenstone Capital Management
Toronto,
| $150M | +$12.2M | +9% | 9.04% | 63% | 36 | 11.11% | 2.2 |
|
| 6050 |
WF
6050
Williams Financial
North Bennington,
Vermont
| $150M | +$12.8M | +9% | 4.83% | 33.1% | 41 | 80.49% | 0.9 |
|