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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
Orleans Capital Management
Mandeville,
Louisiana
| $170M | -$8.76M | -5% | 0.3% | 94.6% | 95 | 1.05% | 3.1 |
|
| 6052 |
6052
Unison Asset Management
North Miami Beach,
Florida
| $170M | -$34.1M | -17% | 0.72% | 81.4% | 32 | 15.63% | 3.4 |
|
| 6053 |
6053
Yardley Wealth Management
Yardley,
Pennsylvania
| $170M | -$36.1M | -18% | 0.43% | – | 42 | 7.14% | 0.5 |
|
| 6054 |
6054
Asset Planning Corporation
Knoxville,
Tennessee
| $170M | +$10M | +6% | 2.41% | 44.5% | 45 | 11.11% | 2.7 |
|
| 6055 |
6055
Green Court Capital Management
Hong Kong
| $169M | +$18.2M | +12% | 8.63% | 33.4% | 3 | 0% | 1.6 |
|
| 6056 |
6056
Able Wealth Management
Toms River,
New Jersey
| $169M | +$17.4M | +11% | 1.06% | 58.1% | 108 | 21.3% | 0.9 |
|
| 6057 |
6057
Omega Fund Management
Boston,
Massachusetts
| $169M | +$15.3M | +10% | 21.3% | 106% | 14 | 21.43% | 2.3 |
|
| 6058 |
6058
Whipplewood Advisors
Littleton,
Colorado
| $169M | -$6.51M | -4% | 1.55% | – | 1,240 | 7.1% | 0.2 |
|
| 6059 |
6059
Fox Hill Wealth Management
Dedham,
Massachusetts
| $169M | -$7.43M | -4% | 1.3% | – | 134 | 9.7% | 1.1 |
|
| 6060 |
RMSCM
6060
R.M. Sincerbeaux Capital Management
New York
| $169M | +$2.73M | +2% | 2.29% | 76.4% | 40 | 7.5% | 9 |
|
| 6061 |
6061
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $169M | -$1.24M | -0.7% | 5.85% | 91.4% | 129 | 15.5% | 2.5 |
|
| 6062 |
6062
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $169M | +$8.97M | +6% | 1.56% | 65.6% | 48 | 6.25% | 0.9 |
|
| 6063 |
6063
HighMark Wealth Management
St. Paul,
Minnesota
| $169M | -$4.66M | -3% | 2.2% | 110% | 610 | 11.64% | 3 |
|
| 6064 |
FC
6064
Fore Capital
New York
| $169M | -$92.8M | -35% | 5.84% | 25.4% | 64 | 46.88% | 0.6 |
|
| 6065 |
6065
Unconventional Investor
Portsmouth,
New Hampshire
| $169M | +$3.62M | +2% | 1.49% | 62.7% | 35 | 2.86% | 2.7 |
|
| 6066 |
6066
Night Squared
New York
| $169M | – | – | 3.8% | – | 44 | – | 0 |
|
| 6067 |
6067
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $169M | -$10.6M | -6% | 0.65% | 112% | 155 | 8.39% | 7.7 |
|
| 6068 |
SF
6068
Symphony Financial
Houston,
Texas
| $169M | -$468M | -73% | 4.89% | 95.7% | 230 | 65.22% | 2.5 |
|
| 6069 |
6069
Intel Corp
Santa Clara,
California
| $169M | -$52.8M | -24% | 22.2% | 9.79% | 2 | 0% | 1.9 |
|
| 6070 |
6070
Axiom Financial Strategies
New Albany,
Indiana
| $169M | -$10.6M | -6% | 1.77% | 54.5% | 51 | 23.53% | 2 |
|
| 6071 |
6071
Osprey Private Wealth
New York
| $169M | +$25.4M | +18% | 1.3% | – | 51 | 11.76% | 0.5 |
|
| 6072 |
6072
Black Diamond Capital Management
Stamford,
Connecticut
| $168M | -$17.3M | -9% | 7.24% | 28.3% | 14 | 7.14% | 2.8 |
|
| 6073 |
6073
AllSquare Wealth Management
Albany,
New York
| $168M | -$5.48M | -3% | 0.75% | 62.4% | 553 | 5.06% | 5.7 |
|
| 6074 |
6074
Wynn Capital
Augusta,
Georgia
| $168M | +$10M | +6% | 1.95% | 115% | 112 | 8.04% | 1.1 |
|
| 6075 |
6075
Prairie Sky Financial Group
Lake Bluff,
Illinois
| $168M | +$5.3M | +3% | 0.96% | – | 75 | 8% | 1.6 |
|