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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Vesey Street Capital Partners
New York
| $108M | -$80.1M | -42% | 42.5% | 47.8% | 1 | 0% | 1 |
|
| 6052 |
ICMP
6052
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $108M | +$7.1M | +7% | 6.36% | 39.7% | 78 | 8.97% | 2.1 |
|
| 6053 |
6053
My Personal CFO LLC
Vancouver,
Washington
| $108M | +$42.5M | +65% | 6.87% | 83.4% | 896 | 93.42% | 0.1 |
|
| 6054 |
6054
Hudson Canyon Capital Management
New York
| $108M | +$7.71M | +8% | 11% | 160% | 57 | 5.26% | 1.7 |
|
| 6055 |
6055
Carl Stuart Investment Advisor
Austin,
Texas
| $108M | -$4.63M | -4% | 7.93% | 84.4% | 26 | 11.54% | 0.9 |
|
| 6056 |
6056
Aufman Associates
Sewickley,
Pennsylvania
| $108M | +$13.2M | +14% | 8.57% | 136% | 45 | 15.56% | 2.1 |
|
| 6057 |
6057
Emerson Point Capital
Larchmont,
New York
| $108M | -$151M | -58% | 13.4% | 94.8% | 31 | 67.74% | 1.5 |
|
| 6058 |
6058
Ted Buchan & Co
San Diego,
California
| $108M | – | – | 12% | 65.2% | 76 | – | 0 |
|
| 6059 |
6059
Cravens & Co Advisors
Cookeville,
Tennessee
| $108M | – | – | 8.46% | 70.4% | 80 | – | 0 |
|
| 6060 |
JKSF
6060
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $108M | +$7.47M | +7% | 10.3% | 30.8% | 4 | 0% | 0.8 |
|
| 6061 |
WAM
6061
Werlinich Asset Management
Stamford,
Connecticut
| $108M | +$10.2M | +10% | 12.5% | 232% | 56 | 1.79% | 1.6 |
|
| 6062 |
6062
Arena Investors
Purchase,
New York
| $108M | -$106M | -49% | 4.82% | – | 181 | 55.8% | 0.5 |
|
| 6063 |
6063
Altai Capital Management
West Hollywood,
California
| $108M | +$6.22M | +6% | 26.2% | 24.9% | 8 | 37.5% | 2.1 |
|
| 6064 |
BSWA
6064
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| $108M | +$23.3M | +28% | 4.56% | – | 95 | 7.37% | 0.7 |
|
| 6065 |
6065
IMPACTfolio
Denver,
Colorado
| $108M | +$5.38M | +5% | 6.88% | 58.8% | 52 | 32.69% | 0.7 |
|
| 6066 |
FA
6066
Financial Advantage
Columbia,
Maryland
| $108M | +$6.51M | +6% | 10% | 24.3% | 128 | 74.22% | 5.2 |
|
| 6067 |
AIM
6067
AHL Investment Management
Winter Park,
Florida
| $108M | +$10.5M | +11% | 10.3% | 57.7% | 66 | 24.24% | 0.8 |
|
| 6068 |
6068
Andrews Lucia Wealth Management
Danville,
California
| $108M | +$12.6M | +13% | 11% | 59.7% | 25 | 8% | 0.7 |
|
| 6069 |
6069
Francis Financial
| $108M | +$9.7M | +10% | 8.03% | 56.2% | 43 | 25.58% | 1.7 |
|
| 6070 |
6070
Merrion Investment Management
Cranford,
New Jersey
| $107M | +$6.03M | +6% | 9.09% | 161% | 97 | 19.59% | 1.6 |
|
| 6071 |
6071
Paragon Capital Management (Utah)
Provo,
Utah
| $107M | +$5.24M | +5% | 7.81% | 72.3% | 93 | 38.71% | 0.6 |
|
| 6072 |
6072
Center For Asset Management
Palm Beach Gardens,
Florida
| $107M | +$6.76M | +7% | 5.95% | 66.6% | 118 | 17.8% | 1.1 |
|
| 6073 |
6073
San Luis Wealth Advisors
San Luis Obispo,
California
| $107M | +$11.7M | +12% | 7.01% | 65% | 88 | 30.68% | 1.1 |
|
| 6074 |
6074
Maryland Capital Advisors
Chester,
Maryland
| $107M | +$11.8M | +12% | 7.8% | – | 263 | 17.49% | 0.9 |
|
| 6075 |
6075
Flagship Private Wealth
Woburn,
Massachusetts
| $107M | +$10.1M | +10% | 6.48% | 62.7% | 75 | 12% | 1.7 |
|