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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Four Tree Island Advisory
Portsmouth,
New Hampshire
| $198M | +$17M | +9% | 10.1% | – | 24 | 8.33% | 1.1 |
|
| 6202 |
6202
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $198M | +$4.43M | +2% | 0.61% | 51.3% | 239 | 8.37% | 2.5 |
|
| 6203 |
TLC
6203
True Light Capital
Singapore,
| $198M | -$23.8M | -11% | 8.49% | – | 8 | 0% | 0.3 |
|
| 6204 |
6204
Comprehensive Wealth Management
Lynnwood,
Washington
| $198M | +$28.3M | +17% | 0.16% | 40.6% | 43 | 16.28% | 2 |
|
| 6205 |
6205
Spring Capital Management
Amarillo,
Texas
| $198M | +$220K | +0.1% | 6.44% | 73.6% | 49 | 0% | 2.6 |
|
| 6206 |
6206
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| $198M | +$18.5M | +10% | 0.76% | – | 420 | 28.1% | 0.9 |
|
| 6207 |
6207
Planning Directions
Glen Mills,
Pennsylvania
| $198M | -$846K | -0.4% | 0.08% | 46.3% | 110 | 11.82% | 3.3 |
|
| 6208 |
6208
AmeriFlex Group
Las Vegas,
Nevada
| $198M | +$5.04M | +3% | 0.47% | – | 1,225 | 15.67% | 0.9 |
|
| 6209 |
6209
Alpha Zero
Boca Raton,
Florida
| $198M | +$14.5M | +8% | 3.11% | – | 81 | 23.46% | 0.9 |
|
| 6210 |
6210
Clarity Asset Management
Ames,
Iowa
| $198M | +$15.8M | +9% | 1.12% | 51.8% | 309 | 26.54% | 1.3 |
|
| 6211 |
6211
Everest Management Corp
Cupertino,
California
| $197M | +$18.1M | +10% | 5.36% | – | 75 | 20% | 0.9 |
|
| 6212 |
CSI
6212
Cross Staff Investments
Pittsford,
New York
| $197M | +$15.9M | +9% | 1.14% | 80.3% | 137 | 10.22% | 3.3 |
|
| 6213 |
6213
Privium Fund Management (UK)
London,
United Kingdom
| $197M | +$63.5M | +47% | 9.53% | 34.4% | 26 | 96.15% | 0 |
|
| 6214 |
6214
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $197M | +$348K | +0.2% | 0.46% | 112% | 179 | 15.08% | 7.1 |
|
| 6215 |
SCM
6215
Stonehill Capital Management
New York
| $197M | -$137M | -41% | 1.89% | 117% | 24 | 50% | 0.7 |
|
| 6216 |
6216
Steelhead Wealth Management
Glen Allen,
Virginia
| $197M | – | – | 1.5% | – | 84 | – | 0 |
|
| 6217 |
6217
Gildi lifeyrissjodur
Reykjavik,
| $197M | -$23.9M | -11% | 0.62% | – | 2 | 0% | 0.3 |
|
| 6218 |
ECP
6218
Elwood Capital Partners
New York
| $197M | +$29.1M | +17% | 6.63% | – | 37 | 43.24% | 0.6 |
|
| 6219 |
6219
Socha Financial Group
Corning,
New York
| $197M | -$7.79M | -4% | 3.4% | 88.4% | 15 | 6.67% | 2.3 |
|
| 6220 |
6220
Brucke Financial
Indianapolis,
Indiana
| $197M | +$14.2M | +8% | 0.72% | – | 204 | 35.78% | 0.8 |
|
| 6221 |
6221
Barnes Wealth Management Group
Bakersfield,
California
| $197M | +$10.2M | +5% | 0.52% | – | 196 | 15.82% | 1 |
|
| 6222 |
6222
Islay Capital Management
Lubbock,
Texas
| $197M | +$26.9M | +16% | 2.67% | 72% | 244 | 28.28% | 3.5 |
|
| 6223 |
6223
Fort Vancouver Investment Management
Vancouver,
Washington
| $197M | +$9.8M | +5% | 1.77% | – | 64 | 28.13% | 1.2 |
|
| 6224 |
SIAIK
6224
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| $197M | +$10.3M | +6% | 2.18% | – | 103 | 9.71% | 0.2 |
|
| 6225 |
6225
RLH Capital
Great Neck,
New York
| $197M | – | – | 0.72% | – | 108 | – | 0 |
|