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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
Little Harbor Advisors
Marblehead,
Massachusetts
| $161M | +$6.06M | +4% | 4.34% | 59% | 8 | 12.5% | 1.5 |
|
| 6052 |
6052
Mudrick Capital Management
New York
| $161M | -$86M | -35% | 2.56% | 212% | 4 | 25% | 3.8 |
|
| 6053 |
6053
McCarthy Asset Management
Redwood Shores,
California
| $161M | -$8.8M | -5% | 5.34% | – | 41 | 19.51% | 2.7 |
|
| 6054 |
6054
Hara Capital
Bellevue,
Washington
| $161M | +$4.49M | +3% | 1.86% | – | 304 | 56.58% | 0.3 |
|
| 6055 |
6055
Millington Financial Advisors
Naperville,
Illinois
| $160M | +$16.4M | +11% | 6.17% | 77.5% | 87 | 13.79% | 1.2 |
|
| 6056 |
6056
Mountaineer Partners Management
New York
| $160M | -$31.8M | -17% | 4.06% | 158% | 19 | 36.84% | 1.4 |
|
| 6057 |
6057
Foundry Financial Group
Laconia,
New Hampshire
| $160M | +$15M | +10% | 5.3% | 57.4% | 60 | 11.67% | 0.6 |
|
| 6058 |
6058
Unconventional Investor
Portsmouth,
New Hampshire
| $160M | +$18.2M | +13% | 8.17% | 62.7% | 34 | 2.94% | 2.2 |
|
| 6059 |
RHDIC
6059
R.H. Dinel Investment Counsel
Los Angeles,
California
| $160M | +$3.86M | +2% | 4.74% | 55.9% | 45 | 8.89% | 8.6 |
|
| 6060 |
6060
Revisor Wealth Management
Akron,
Ohio
| $160M | +$16M | +11% | 7.44% | 72% | 183 | 17.49% | 1 |
|
| 6061 |
6061
Omega Fund Management
Boston,
Massachusetts
| $160M | +$25M | +19% | 4.66% | 106% | 12 | 16.67% | 2.5 |
|
| 6062 |
6062
Caitlin John
Brighton,
Michigan
| $160M | +$21M | +15% | 8% | – | 954 | 20.13% | 0.6 |
|
| 6063 |
WF
6063
Williams Financial
North Bennington,
Vermont
| $160M | +$9.8M | +7% | 4.45% | 33.1% | 18 | 5.56% | 1.2 |
|
| 6064 |
6064
Guardian Financial Partners
Orange,
California
| $160M | +$9.2M | +6% | 5.47% | 50.2% | 47 | 10.64% | 1.2 |
|
| 6065 |
TIM
6065
Timelo Investment Management
Aurora,
Ontario, Canada
| $160M | -$16.1M | -9% | 5.79% | 104% | 26 | 57.69% | 0.9 |
|
| 6066 |
ACMC
6066
AyurMaya Capital Management Company
Portsmouth,
New Hampshire
| $160M | -$23M | -13% | 10.6% | 32.2% | 2 | 0% | 0.8 |
|
| 6067 |
CE
6067
Cornerstone Enterprises
Appleton,
Wisconsin
| $160M | +$9.1M | +6% | 3.3% | 85.7% | 34 | 14.71% | 0.7 |
|
| 6068 |
6068
Corrado Advisors
Ramsey,
New Jersey
| $160M | +$4.99M | +3% | 6.72% | 73.1% | 115 | 16.52% | 2.6 |
|
| 6069 |
6069
Chou Associates Management
Toronto,
Ontario, Canada
| $160M | +$19.6M | +14% | 4.38% | 66.4% | 34 | 11.76% | 2.4 |
|
| 6070 |
6070
Quartz Partners
Saratoga Springs,
New York
| $160M | – | – | 5.61% | – | 146 | – | 0 |
|
| 6071 |
6071
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $160M | -$3.2M | -2% | 5.64% | 41.2% | 58 | 25.86% | 2.1 |
|
| 6072 |
6072
Diamant Asset Management
Ridgefield,
Connecticut
| $160M | +$10.1M | +7% | 7.56% | 66.9% | 75 | 4% | 4.9 |
|
| 6073 |
6073
Covestor
London,
United Kingdom
| $160M | +$4.95M | +3% | 8.94% | 136% | 2,930 | 7.68% | 2.2 |
|
| 6074 |
6074
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $160M | +$37.6M | +31% | 8.31% | 49.4% | 56 | 10.71% | 2.2 |
|
| 6075 |
6075
Lancaster Investment Management
London,
United Kingdom
| $160M | +$6.39M | +4% | 6.96% | 0.78% | 8 | 37.5% | 0.8 |
|