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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
BlackDiamond Wealth Management
New York
| $208M | +$2.93M | +1% | 1.64% | 70.8% | 220 | 16.36% | 1.9 |
|
| 6027 |
6027
Estate Planners Group
Yardley,
Pennsylvania
| $208M | -$22.5M | -10% | 7.76% | – | 471 | 85.35% | 0.2 |
|
| 6028 |
6028
Miller Capital Partners
Troy,
Michigan
| $208M | +$9.6M | +5% | 7.5% | – | 270 | 4.44% | 0.2 |
|
| 6029 |
6029
Catawba River Capital
Lake Wylie,
South Carolina
| $208M | -$16.8M | -7% | 3.56% | 89.5% | 24 | 8.33% | 2.6 |
|
| 6030 |
MIP
6030
Ma Investment Partnership
Hillsborough,
California
| $208M | +$93.4M | +82% | 63.3% | – | 10 | 20% | 0.2 |
|
| 6031 |
6031
Wealth Intelligence
Columbus,
Georgia
| $208M | +$6.44M | +3% | 0.52% | – | 66 | 28.79% | 0.2 |
|
| 6032 |
6032
Fox Hill Wealth Management
Dedham,
Massachusetts
| $208M | -$7.28M | -3% | 0.31% | – | 124 | 13.71% | 1.6 |
|
| 6033 |
6033
Horizon Bancorp
Michigan City,
Indiana
| $208M | +$2.44M | +1% | 0.34% | 33.4% | 213 | 12.21% | 3.3 |
|
| 6034 |
6034
BDFS Capital
Rehoboth Beach,
Delaware
| $208M | +$9.7M | +5% | 0.12% | – | 148 | 16.89% | 0.2 |
|
| 6035 |
6035
Kensington Investment Counsel
Long Beach,
California
| $208M | -$38.5M | -16% | 0.13% | 81.9% | 109 | 28.44% | 3.4 |
|
| 6036 |
HCA
6036
Hyperion Capital Advisors
New York
| $208M | +$3.38M | +2% | 11% | 86.1% | 75 | 20% | 3.1 |
|
| 6037 |
6037
Birchcreek Wealth Management
Miami Township,
Ohio
| $208M | +$4.03M | +2% | 0.41% | 80.7% | 121 | 7.44% | 3.4 |
|
| 6038 |
6038
Brighton Securities
Rochester,
New York
| $208M | +$4.98M | +2% | 1.66% | – | 54 | 14.81% | 1.1 |
|
| 6039 |
6039
Security National Bank of So Dak
Sioux City,
Iowa
| $207M | +$4.51M | +2% | 1.79% | 67.7% | 125 | 16% | 5.7 |
|
| 6040 |
6040
Reliant Investment Management
Memphis,
Tennessee
| $207M | -$39.2M | -16% | 0.58% | 129% | 60 | 16.67% | 3.9 |
|
| 6041 |
6041
StepStone Group
La Jolla,
California
| $207M | +$20.6M | +11% | 16.5% | 107% | 26 | 42.31% | 1.5 |
|
| 6042 |
6042
Matrix Private Capital Group
New York
| $207M | +$10.3M | +5% | 0.92% | 62.5% | 144 | 9.72% | 4.3 |
|
| 6043 |
6043
CIBRA Capital
London,
United Kingdom
| $207M | +$149M | +256% | 16% | – | 37 | 83.78% | 0.1 |
|
| 6044 |
6044
Richardson Capital Management
Menomonee Falls,
Wisconsin
| $207M | +$7.82M | +4% | 2.12% | 74.2% | 401 | 39.65% | 0.8 |
|
| 6045 |
JWM
6045
Johnson Wealth Management
Grand Forks,
North Dakota
| $207M | +$6.18M | +3% | 0.28% | – | 51 | 7.84% | 0.5 |
|
| 6046 |
6046
Plustick Management
Charlottesville,
Virginia
| $207M | -$18.9M | -8% | 31% | 1,667% | 29 | 55.17% | 1.1 |
|
| 6047 |
NAMNJ
6047
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| $207M | -$15.2M | -7% | 3.29% | – | 109 | 12.84% | 1.8 |
|
| 6048 |
6048
Tenret Company
Tampa,
Florida
| $207M | +$9.5M | +5% | 0.63% | – | 33 | 0% | 3.8 |
|
| 6049 |
6049
RetireMitten Financial
Milford,
Michigan
| $207M | – | – | 1.57% | – | 183 | – | 0 |
|
| 6050 |
6050
Chronos Wealth Management
Clearwater,
Florida
| $207M | -$9.31M | -4% | 1.7% | 92.3% | 39 | 2.56% | 4.3 |
|