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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
First County Bank
Stamford,
Connecticut
| $186M | +$4.95M | +3% | 10.3% | 101% | 177 | 14.12% | 1.8 |
|
| 6052 |
6052
Optima Capital
Beaverton,
Oregon
| $186M | +$28.9M | +18% | 8.15% | – | 163 | 22.7% | 0.4 |
|
| 6053 |
CE
6053
Cornerstone Enterprises
Appleton,
Wisconsin
| $186M | +$21.7M | +13% | 14.2% | 85.7% | 33 | 18.18% | 1 |
|
| 6054 |
6054
Financial Freedom LLC
Cincinnati,
Ohio
| $186M | +$11.5M | +7% | 9.23% | 72% | 365 | 3.56% | 2.3 |
|
| 6055 |
MA
6055
Menlo Advisors
Menlo Park,
California
| $186M | -$24.7M | -12% | 7.78% | 108% | 30 | 13.33% | 6.1 |
|
| 6056 |
ECM
6056
EMC Capital Management
Houston,
Texas
| $185M | +$19.4M | +12% | 14.5% | – | 370 | 40.54% | 1.9 |
|
| 6057 |
6057
Brooks Moore & Associates
Chattanooga,
Tennessee
| $185M | +$8.01M | +5% | 6.38% | 63.7% | 110 | 11.82% | 4.1 |
|
| 6058 |
6058
Astor Investment Management
Chicago,
Illinois
| $185M | -$2.97M | -2% | 4.68% | 23.3% | 32 | 40.63% | 1.1 |
|
| 6059 |
6059
Lipe & Dalton
Syracuse,
New York
| $185M | +$6.35M | +4% | 8.35% | 101% | 94 | 9.57% | 6.3 |
|
| 6060 |
6060
Riverstone Advisors
New Braunfels,
Texas
| $185M | +$18.7M | +11% | 11% | 104% | 61 | 9.84% | 2.9 |
|
| 6061 |
6061
Walnut Level Capital
Denver,
Colorado
| $185M | -$15.5M | -8% | 0.59% | – | 53 | 41.51% | 0.9 |
|
| 6062 |
6062
Northwest Capital Management
Lake Oswego,
Oregon
| $185M | -$58.7M | -24% | 8.36% | 57% | 451 | 23.95% | 2.6 |
|
| 6063 |
6063
Alamar Capital Management
Santa Barbara,
California
| $185M | +$16.5M | +10% | 8.36% | – | 76 | 10.53% | 2.5 |
|
| 6064 |
6064
Pacific Point Advisors
Rancho Santa Fe,
California
| $184M | +$4.37M | +2% | 6.91% | – | 125 | 14.4% | 0.4 |
|
| 6065 |
6065
Kieckhefer Group
Mequon,
Wisconsin
| $184M | +$46.3M | +33% | 37% | – | 54 | 22.22% | 0.4 |
|
| 6066 |
6066
Rule One Partners
Moreland,
Georgia
| $184M | -$71.6M | -28% | 19% | – | 18 | 50% | 0.6 |
|
| 6067 |
6067
Nipun Capital
Foster City,
California
| $184M | +$13.8M | +8% | 6.5% | 30.2% | 13 | 30.77% | 0.8 |
|
| 6068 |
6068
Hansen & Associates Financial Group
Roseville,
California
| $184M | -$2.22M | -1% | 2.47% | – | 15 | 80% | 0.2 |
|
| 6069 |
6069
Armstrong Fleming & Moore
Washington,
District of Columbia
| $184M | +$102M | +123% | 7.76% | 124% | 166 | 88.55% | 0.3 |
|
| 6070 |
MFG
6070
MTM Financial Group
Bethlehem,
Pennsylvania
| $184M | +$13.2M | +8% | 4.48% | 36.5% | 84 | 17.86% | 1.9 |
|
| 6071 |
6071
NVP Associates
Menlo Park,
California
| $184M | +$72M | +64% | 80.9% | 953% | 7 | 14.29% | 1.6 |
|
| 6072 |
6072
Future You Wealth
New York
| $184M | +$28M | +18% | 8.15% | – | 59 | 23.73% | 0.4 |
|
| 6073 |
6073
Ciovacco Capital Management
Atlanta,
Georgia
| $184M | +$41.1M | +29% | 13.8% | 88.5% | 27 | 44.44% | 1.6 |
|
| 6074 |
6074
Osprey Private Wealth
New York
| $184M | +$15M | +9% | 9.32% | – | 50 | 4% | 0.7 |
|
| 6075 |
6075
Values First Advisors
Gray,
Tennessee
| $184M | +$12.1M | +7% | 9.69% | 87.6% | 196 | 14.8% | 2.7 |
|