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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 |
IP
6176
Isomer Partners
New York
| $144M | -$77.2M | -35% | 11.9% | 57.2% | 14 | 42.86% | 2.1 |
|
| 6177 |
6177
Mad River Investors
Boston,
Massachusetts
| $144M | +$36.3M | +34% | 17.5% | 169% | 29 | 17.24% | 3.5 |
|
| 6178 |
6178
Diamant Asset Management
Ridgefield,
Connecticut
| $144M | +$9.06M | +7% | 7.31% | 66.9% | 73 | 6.85% | 4.7 |
|
| 6179 |
6179
Planning Directions
Glen Mills,
Pennsylvania
| $144M | +$3.75M | +3% | 5.58% | 46.3% | 80 | 18.75% | 2.8 |
|
| 6180 |
6180
Lederer & Associates Investment Counsel
Long Beach,
California
| $144M | +$8.84M | +7% | 9.78% | 92.7% | 89 | 2.25% | 5.4 |
|
| 6181 |
6181
EJF Capital
Arlington,
Virginia
| $144M | -$47.4M | -25% | 0.8% | 127% | 102 | 16.67% | 1.9 |
|
| 6182 |
6182
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $144M | +$40.9M | +40% | 11.9% | 101% | 132 | 23.48% | 2.2 |
|
| 6183 |
6183
Meritas Wealth Management
Larkspur,
California
| $144M | +$10.3M | +8% | 4.44% | 69.4% | 53 | 13.21% | 1 |
|
| 6184 |
6184
Family Capital Management
Grand Rapids,
Michigan
| $143M | +$2.42M | +2% | 9.87% | 78.7% | 77 | 14.29% | 1 |
|
| 6185 |
6185
Destiny Capital
Golden,
Colorado
| $143M | +$203K | +0.1% | 5.79% | 60.5% | 50 | 10% | 1.1 |
|
| 6186 |
6186
Northern Capital Management (Washington)
Spokane,
Washington
| $143M | +$31.6M | +28% | 9.26% | 90.9% | 38 | 21.05% | 2.1 |
|
| 6187 |
6187
Beacon Financial Planning
Hyannis,
Massachusetts
| $143M | +$15.5M | +12% | 8.49% | 74.3% | 36 | 5.56% | 0.9 |
|
| 6188 |
6188
Three Seasons Wealth
Salt Lake City,
Utah
| $143M | +$29.2M | +26% | 15.1% | 169% | 94 | 26.6% | 0.4 |
|
| 6189 |
6189
Northland Capital Management
Virginia,
Minnesota
| $143M | -$6.68M | -4% | 3.83% | 37.5% | 32 | 3.13% | 1.3 |
|
| 6190 |
6190
Clarus Group
Houston,
Texas
| $143M | +$10.7M | +8% | 9.79% | 67.5% | 109 | 8.26% | 2.1 |
|
| 6191 |
6191
SWP Financial
San Diego,
California
| $143M | +$13.9M | +11% | 5.35% | 58.4% | 49 | 12.24% | 0.2 |
|
| 6192 |
MSCM
6192
Marlin Sams Capital Management
New York
| $143M | +$10.9M | +8% | 8.11% | 53.1% | 2 | 0% | 1.3 |
|
| 6193 |
6193
Greycroft
New York
| $143M | -$3.04M | -2% | 2.5% | 20% | 8 | 37.5% | 0.8 |
|
| 6194 |
6194
Client First Capital
San Diego,
California
| $143M | +$5.12M | +4% | 7.05% | 54.6% | 24 | 54.17% | 1.4 |
|
| 6195 |
EIM
6195
Ervin Investment Management
Seattle,
Washington
| $143M | +$11.9M | +9% | 10.3% | 92.9% | 37 | 8.11% | 1.9 |
|
| 6196 |
HAM
6196
Hedges Asset Management
Reno,
Nevada
| $143M | +$14.7M | +11% | 7.42% | – | 117 | 12.82% | 1.8 |
|
| 6197 |
6197
Avondale Wealth Management
West Lake Hills,
Texas
| $143M | +$18.5M | +15% | 8.59% | 83.8% | 126 | 9.52% | 2.9 |
|
| 6198 |
6198
Partnership Wealth Management
Towson,
Maryland
| $143M | +$10M | +8% | 7.71% | 67.6% | 212 | 1.89% | 0.2 |
|
| 6199 |
6199
Farrow Financial
Randolph,
Vermont
| $143M | +$9.7M | +7% | 7.47% | 79.9% | 53 | 3.77% | 0.2 |
|
| 6200 |
RWIA
6200
Roger Wittlin Investment Advisory
San Francisco,
California
| $143M | +$7.24M | +5% | 6.67% | 61.3% | 50 | 26% | 1.1 |
|