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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Foresite Capital Management IV
Larkspur,
California
| $149M | -$49.1M | -25% | 15.5% | 151% | 5 | 20% | 3.1 |
|
| 6102 |
SM
6102
Sabby Management
Miami Beach,
Florida
| $149M | -$24.6M | -14% | 10.5% | 95.5% | 66 | 60.61% | 0.6 |
|
| 6103 |
6103
Monument Group Wealth Advisors
Concord,
Massachusetts
| $149M | +$13.7M | +10% | 0.72% | 68.6% | 50 | 10% | 0.4 |
|
| 6104 |
6104
CoreFirst Bank & Trust
Topeka,
Kansas
| $149M | -$11.3M | -7% | 1.68% | 61.4% | 357 | 66.39% | 3 |
|
| 6105 |
6105
Candelo Capital Management
New York
| $149M | -$14.7M | -9% | 6.1% | – | 40 | 60% | 0.3 |
|
| 6106 |
6106
Fee-Only Financial Planning
Okatie,
South Carolina
| $149M | +$377K | +0.3% | 1.51% | 72.6% | 41 | 2.44% | 1.4 |
|
| 6107 |
6107
Walker Asset Management
Verona,
Missouri
| $149M | -$2.8M | -2% | 1.46% | 87.6% | 143 | 7.69% | 1.6 |
|
| 6108 |
6108
Mach-1 Financial Group
Rogers,
Arkansas
| $149M | +$17.2M | +13% | 2.51% | 83.4% | 89 | 30.34% | 1.4 |
|
| 6109 |
KCM
6109
Knoll Capital Management
Miami,
Florida
| $148M | -$12.3M | -8% | 6.21% | 258% | 35 | 2.86% | 1.8 |
|
| 6110 |
6110
Cascade Investment Advisors
Oregon City,
Oregon
| $148M | -$5.3M | -3% | 1.95% | 71.4% | 118 | 8.47% | 3.9 |
|
| 6111 |
6111
ADE LLC
Baltimore,
Maryland
| $148M | -$1.09M | -0.7% | 1.87% | 52.2% | 82 | 6.1% | 2.7 |
|
| 6112 |
6112
Napa Wealth Management
Napa,
California
| $148M | -$41.7M | -22% | 1.66% | – | 134 | 61.19% | 0.2 |
|
| 6113 |
6113
JDM Financial Group
Austin,
Texas
| $148M | +$10.9M | +8% | 2.92% | 56.7% | 225 | 7.11% | 1.3 |
|
| 6114 |
6114
Albert D. Mason Inc
Boston,
Massachusetts
| $148M | -$13.8M | -9% | 1.89% | 82% | 160 | 11.88% | 5.7 |
|
| 6115 |
AWM
6115
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $148M | -$23.9M | -14% | 1.1% | 73.1% | 178 | 7.87% | 3.4 |
|
| 6116 |
6116
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $148M | +$5.72M | +4% | 7.82% | 234% | 165 | 21.21% | 2.9 |
|
| 6117 |
6117
Hudson Canyon Capital Management
New York
| $148M | -$7.69M | -5% | 5.8% | 160% | 54 | 0% | 2.8 |
|
| 6118 |
6118
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $148M | +$13.2M | +10% | 1.75% | 64.3% | 115 | 13.91% | 2.1 |
|
| 6119 |
6119
Foresight Capital Management Advisors
Saline,
Michigan
| $148M | +$16.5M | +13% | 5.89% | – | 83 | 16.87% | 1 |
|
| 6120 |
6120
Kingdom Financial Group
Peoria,
Arizona
| $148M | +$5.54M | +4% | 1.4% | 46.2% | 67 | 29.85% | 0.8 |
|
| 6121 |
6121
EPIQ Partners
Minneapolis,
Minnesota
| $148M | -$2.55M | -2% | 1.06% | 49.6% | 77 | 9.09% | 3 |
|
| 6122 |
6122
Mayfair Advisory Group
Birmingham,
Alabama
| $148M | +$9.9M | +7% | 2.42% | 71.5% | 152 | 17.11% | 2.1 |
|
| 6123 |
6123
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $147M | $0 | 0% | 2.96% | 94% | 46 | 0% | 2.4 |
|
| 6124 |
6124
Beacon Financial Planning
Hyannis,
Massachusetts
| $147M | +$4.03M | +3% | 1.72% | 71.1% | 40 | 10% | 1.1 |
|
| 6125 |
6125
Singapore Technologies Telemedia
Singapore
| $147M | +$41.8M | +40% | 39.7% | 173% | 1 | 0% | 7.3 |
|