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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Arlington Capital Management
Arlington Heights,
Illinois
| $106M | +$16.8M | +19% | 5.96% | 146% | 113 | 54.87% | 0.2 |
|
| 6177 |
6177
Stevard LLC
Chicago,
Illinois
| $106M | -$10.8M | -9% | 3.1% | – | 51 | 13.73% | 2.5 |
|
| 6178 |
6178
Quarry Hill Advisors
St Paul,
Minnesota
| $106M | +$7.49M | +8% | 4.2% | 65% | 41 | 9.76% | 0.2 |
|
| 6179 |
6179
WESPAC Advisors
Orinda,
California
| $106M | +$48.5M | +84% | 3.63% | 126% | 137 | 75.18% | 0.4 |
|
| 6180 |
6180
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $106M | +$17.8M | +20% | 5.98% | 120% | 117 | 21.37% | 0.2 |
|
| 6181 |
MCM
6181
McMillion Capital Management
Greensboro,
North Carolina
| $106M | -$4.45M | -4% | 7.64% | 59.3% | 75 | 1.33% | 6.2 |
|
| 6182 |
6182
Perkins Capital Management
Wayzata,
Minnesota
| $106M | +$11.3M | +12% | 16.3% | 389% | 105 | 12.38% | 4.3 |
|
| 6183 |
6183
EMFO LLC
Weston,
Florida
| $106M | +$6.16M | +6% | 4.33% | 25.8% | 325 | 11.38% | 1.5 |
|
| 6184 |
6184
Columbia Advisory Partners
Spokane,
Washington
| $106M | +$1.02M | +1% | 3.3% | 69.7% | 75 | 40% | 0.6 |
|
| 6185 |
6185
Sterling Group Wealth Management
Pasadena,
California
| $106M | +$4.4M | +4% | 6.59% | 75.9% | 53 | 15.09% | 0.2 |
|
| 6186 |
6186
Campion Asset Management
Falls Church,
Virginia
| $106M | +$4.12M | +4% | 3.18% | 70.2% | 93 | 6.45% | 1.7 |
|
| 6187 |
6187
Greenhouse Wealth Management
Westport,
Connecticut
| $106M | +$6.56M | +7% | 6.48% | 87.2% | 55 | 9.09% | 1.9 |
|
| 6188 |
6188
Oaktree Fund Advisors
Los Angles,
California
| $106M | +$39M | +58% | 8.59% | 132% | 46 | 8.7% | 0.7 |
|
| 6189 |
6189
Alta Fox Capital Management
Fort Worth,
Texas
| $106M | -$29.1M | -22% | 21% | 261% | 17 | 52.94% | 0.5 |
|
| 6190 |
6190
United Community Bank
Greenville,
South Carolina
| $106M | +$2.45M | +2% | 4.37% | 72.7% | 257 | 13.23% | 1.2 |
|
| 6191 |
6191
Yorktown Energy Partners VIII
New York
| $106M | -$33.9M | -24% | 24.1% | 15.2% | 2 | 0% | 4.4 |
|
| 6192 |
6192
GeoSphere Capital Management
Miami Beach,
Florida
| $106M | -$302K | -0.3% | 13.7% | 446% | 44 | 75% | 0.6 |
|
| 6193 |
6193
Capital CS Group
Irvine,
California
| $106M | +$15.1M | +17% | 18.8% | 27.8% | 80 | 60% | 0.7 |
|
| 6194 |
6194
Briaud Financial Planning
College Station,
Texas
| $106M | -$17.9M | -14% | 6.2% | 113% | 25 | 24% | 1.9 |
|
| 6195 |
6195
Kennon-Green & Company
New Albany,
Ohio
| $106M | +$5.31M | +5% | 7.28% | 58.4% | 46 | 6.52% | 0.2 |
|
| 6196 |
6196
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $106M | -$12.6M | -11% | 5.58% | 78% | 76 | 21.05% | 1 |
|
| 6197 |
6197
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $105M | +$15.8M | +18% | 2.61% | 32% | 70 | 22.86% | 0.9 |
|
| 6198 |
6198
Stagwell Group
Miami Beach,
Florida
| $105M | -$59.2M | -36% | 19.5% | 8.47% | 1 | 0% | 1.3 |
|
| 6199 |
6199
WealthTrust Asset Management
Destin,
Florida
| $105M | +$1.73M | +2% | 6.66% | 102% | 83 | 31.33% | 1 |
|
| 6200 |
6200
Marmo Financial Group
Johnson City,
Tennessee
| $105M | +$1.59M | +2% | 5.29% | 47.5% | 23 | 43.48% | 0.2 |
|