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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
Infusive Asset Management
New York
| $207M | -$27.4M | -12% | 8.32% | 33.8% | 37 | 18.92% | 1.8 |
|
| 6052 |
6052
Melia Wealth
Tulsa,
Oklahoma
| $207M | -$9.7M | -4% | 7.31% | – | 23 | 4.35% | 1.9 |
|
| 6053 |
6053
Bank of Jackson Hole Trust
Jackson,
Wyoming
| $207M | -$4.2M | -2% | 1% | – | 548 | 10.22% | 1 |
|
| 6054 |
6054
Tableaux
Stockbridge,
Massachusetts
| $206M | +$65.3M | +46% | 0.35% | – | 119 | 31.09% | 0.8 |
|
| 6055 |
6055
Pacific Sun Financial
Los Angeles,
California
| $206M | -$1.17M | -0.6% | 1.87% | 70.3% | 210 | 8.1% | 5.2 |
|
| 6056 |
HM
6056
Harvest Management
New York
| $206M | -$106M | -34% | 11.6% | 610% | 94 | 75.53% | 0.3 |
|
| 6057 |
6057
Accent Capital Management
Centerville,
Ohio
| $206M | -$26.4M | -11% | 6.34% | – | 412 | 34.71% | 0.9 |
|
| 6058 |
6058
OxenFree Capital
Satellite Beach,
Florida
| $206M | +$16M | +8% | 2.18% | 56.4% | 58 | 20.69% | 1.5 |
|
| 6059 |
WAM
6059
Werlinich Asset Management
Stamford,
Connecticut
| $206M | +$3.22M | +2% | 5.88% | 232% | 61 | 11.48% | 3.6 |
|
| 6060 |
6060
Twin Securities
New York
| $206M | -$55.5M | -21% | 4.47% | 506% | 26 | 69.23% | 0.3 |
|
| 6061 |
6061
All-Stars Investment
Hong Kong
| $206M | -$61.5M | -23% | 22.7% | 30.1% | 5 | 40% | 1.6 |
|
| 6062 |
6062
Stance Capital
Boston,
Massachusetts
| $206M | -$65.9M | -24% | 2.35% | – | 329 | 73.56% | 0.2 |
|
| 6063 |
6063
Landing Point Financial Group
Avon,
Ohio
| $206M | +$5.52M | +3% | 2.01% | – | 95 | 14.74% | 0.9 |
|
| 6064 |
AFT
6064
Alpha Family Trust
Los Angeles,
California
| $206M | -$13.4M | -6% | 3.52% | 215% | 222 | 20.72% | 1.9 |
|
| 6065 |
6065
SOL Capital Management
Rockville,
Maryland
| $206M | -$907M | -81% | 2.53% | 56.6% | 330 | 90.91% | 5.3 |
|
| 6066 |
6066
May Barnhard Investments
Bethesda,
Maryland
| $206M | -$5.62M | -3% | 0.55% | 65.4% | 88 | 9.09% | 1.9 |
|
| 6067 |
6067
Harold Davidson & Associates
Los Angeles,
California
| $206M | -$20.1M | -9% | 4.13% | – | 68 | 14.71% | 1.1 |
|
| 6068 |
SAM
6068
Stenahm Asset Management
Guernsey
| $206M | +$5.56M | +3% | 5% | – | 26 | 42.31% | 1.5 |
|
| 6069 |
6069
American Financial & Tax Strategies
New York
| $206M | +$5.07M | +3% | 1.02% | 46.9% | 98 | 2.04% | 2.1 |
|
| 6070 |
6070
MN Wealth Advisors
Overland Park,
Kansas
| $206M | +$7.49M | +4% | 3.11% | 68.3% | 137 | 20.44% | 1.4 |
|
| 6071 |
6071
Jim Saulnier & Associates
Fort Collins,
Colorado
| $205M | +$12.6M | +7% | 0.89% | – | 149 | 14.09% | 1.1 |
|
| 6072 |
6072
Fortune 45 LLC
Gonzales,
Louisiana
| $205M | -$3.73M | -2% | 3.32% | 85.2% | 45 | 42.22% | 2.1 |
|
| 6073 |
6073
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $205M | +$1.96M | +1% | 0.11% | 68.7% | 42 | 2.38% | 2.8 |
|
| 6074 |
6074
Sentinel Advisory Group
Middleton,
Wisconsin
| $205M | – | – | 2.26% | – | 53 | – | 0 |
|
| 6075 |
6075
Apricus Wealth
Beaufort,
South Carolina
| $205M | +$9.42M | +5% | 9.78% | 80.6% | 129 | 13.18% | 2.6 |
|