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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
Cairn Investment Group
Vancouver,
Washington
| $227M | +$25.6M | +13% | 7.28% | 61.3% | 66 | 6.06% | 4.2 |
|
| 6152 |
6152
Wallace Foundation
New York
| $227M | +$30M | +15% | 14.9% | – | 1 | 0% | 0.5 |
|
| 6153 |
6153
Woodward Diversified Capital
Bakersfield,
California
| $227M | +$6.92M | +3% | 20.1% | 118% | 193 | 12.44% | 2.8 |
|
| 6154 |
6154
Ridgepath Capital Management
Knoxville,
Tennessee
| $227M | +$25.4M | +13% | 11.6% | 73.5% | 61 | 27.87% | 1.6 |
|
| 6155 |
6155
FirstWave Capital Management
Miami,
Florida
| $227M | +$132M | +141% | 72% | – | 69 | 69.57% | 0.2 |
|
| 6156 |
MBAM
6156
Mink Brook Asset Management
West Palm Beach,
Florida
| $227M | +$47.3M | +26% | 32.9% | – | 64 | 34.38% | 0.8 |
|
| 6157 |
OBWA
6157
Oak Barrel Wealth Advisory
Reston,
Virginia
| $226M | – | – | 17.1% | – | 86 | – | 0.4 |
|
| 6158 |
6158
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $226M | -$12.5M | -5% | 4.2% | 7.8% | 140 | 44.29% | 0.9 |
|
| 6159 |
6159
Gross & Hartman Investments
Leola,
Pennsylvania
| $226M | +$34.1M | +18% | 8.66% | – | 87 | 25.29% | 0.4 |
|
| 6160 |
6160
Beech Hill Advisors
New York
| $226M | +$26.5M | +13% | 24.3% | 105% | 99 | 7.07% | 5.3 |
|
| 6161 |
6161
Ariadne Wealth Management
Santa Barbara,
California
| $226M | +$3.34M | +2% | 20.6% | – | 292 | 28.08% | 1.3 |
|
| 6162 |
6162
Baugh & Associates
Atlanta,
Georgia
| $226M | -$5.52M | -2% | 21.9% | 98.8% | 44 | 4.55% | 6.2 |
|
| 6163 |
6163
Arch Global Advisors
New York
| $226M | +$34.4M | +18% | 15.2% | – | 65 | 27.69% | 0.2 |
|
| 6164 |
6164
Laurel Wealth Planning
Edina,
Minnesota
| $226M | +$36.4M | +19% | 12.2% | 53.1% | 67 | 11.94% | 3.4 |
|
| 6165 |
6165
Charter Capital Management
Brookfield,
Wisconsin
| $226M | +$26.2M | +13% | 13.6% | – | 81 | 20.99% | 0.8 |
|
| 6166 |
6166
Junk Investment Group
Hunt Valley,
Maryland
| $226M | +$35.3M | +18% | 18.2% | – | 97 | 9.28% | 0.2 |
|
| 6167 |
6167
True Wind Capital Management
San Francisco,
California
| $226M | +$25.4M | +13% | 20.8% | 59.6% | 2 | 0% | 4.5 |
|
| 6168 |
6168
Disciplined Equity Management
Neptune Beach,
Florida
| $226M | +$26.8M | +13% | 12.1% | 72.3% | 46 | 6.52% | 3.3 |
|
| 6169 |
6169
Sitrin Capital Management
Century City,
California
| $226M | +$26.1M | +13% | 27.9% | 139% | 41 | 9.76% | 4.7 |
|
| 6170 |
6170
Pacific Wealth Management
San Diego,
California
| $226M | +$39.6M | +21% | 24.5% | 72.8% | 22 | 22.73% | 2 |
|
| 6171 |
6171
Sea Cliff Partners Management
San Francisco,
California
| $226M | +$31.8M | +16% | 36.3% | – | 17 | 41.18% | 0.8 |
|
| 6172 |
HCC
6172
Hatch Cove Capital
Chicago,
Illinois
| $225M | -$36.7M | -14% | 11.1% | – | 31 | 61.29% | 0.2 |
|
| 6173 |
6173
Chronos Wealth Management
Clearwater,
Florida
| $225M | +$18.6M | +9% | 13.3% | 92.3% | 39 | 5.13% | 4.5 |
|
| 6174 |
6174
Center For Asset Management
Palm Beach Gardens,
Florida
| $225M | +$24M | +12% | 12.8% | 66.6% | 158 | 13.29% | 2.3 |
|
| 6175 |
6175
CWC Advisors
Lake Oswego,
Oregon
| $225M | +$15.1M | +7% | 12.9% | – | 157 | 8.28% | 1.4 |
|