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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
6226
Planning Capital Management Corporation
Paoli,
Pennsylvania
| $142M | +$4.72M | +3% | 2.36% | – | 766 | 20.5% | 0.4 |
|
| 6227 |
6227
Tacita Capital
Toronto,
Ontario, Canada
| $142M | -$2.58M | -2% | 0.18% | 72.3% | 222 | 9.46% | 2.5 |
|
| 6228 |
6228
Semanteon Capital Management
Newton,
Massachusetts
| $141M | -$15M | -10% | 0.78% | – | 337 | 79.23% | 0.1 |
|
| 6229 |
GCM
6229
Garland Capital Management
Bellevue,
Washington
| $141M | -$9.47M | -6% | 3.26% | 55.7% | 34 | 8.82% | 6.1 |
|
| 6230 |
JCA
6230
Jade Capital Advisors
Essex Fells,
New Jersey
| $141M | +$4.23M | +3% | 2.48% | 28.9% | 110 | 52.73% | 0.4 |
|
| 6231 |
6231
Taylor & Morgan Wealth Management
Flint,
Michigan
| $141M | +$5.2M | +4% | 3.96% | 85.9% | 68 | 8.82% | 2 |
|
| 6232 |
6232
Cosner Financial Group
Windsor,
Colorado
| $141M | +$1.8M | +1% | 1.24% | 49.7% | 34 | 5.88% | 0.8 |
|
| 6233 |
6233
Abel Hall LLC
Baton Rouge,
Louisiana
| $141M | +$7.74M | +6% | 2.3% | 133% | 172 | 27.33% | 0.4 |
|
| 6234 |
JPC
6234
Jabodon PT Co
Reno,
Nevada
| $141M | +$824K | +0.6% | 1.23% | 61.9% | 4 | 25% | 1.2 |
|
| 6235 |
PP
6235
Pingora Partners
Wilson,
Wyoming
| $141M | +$4.19M | +3% | 20.5% | – | 260 | 12.31% | 0.4 |
|
| 6236 |
6236
Summerhill Capital Management
Toronto,
Ontario, Canada
| $141M | -$16M | -10% | 5.07% | – | 23 | 13.04% | 0.3 |
|
| 6237 |
6237
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $141M | +$2.38M | +2% | 2.96% | 51.4% | 135 | 12.59% | 1.3 |
|
| 6238 |
6238
Councilmark Asset Management
Knoxville,
Tennessee
| $141M | +$2.27M | +2% | 4.05% | – | 85 | 5.88% | 0.3 |
|
| 6239 |
6239
Pacific Financial Group
Bellevue,
Washington
| $141M | -$3.84M | -3% | 1.66% | 61.1% | 60 | 8.33% | 6.3 |
|
| 6240 |
QGA
6240
Q Global Advisors
Fort Worth,
Texas
| $141M | -$123M | -47% | 4.46% | 79% | 114 | 20.18% | 1.9 |
|
| 6241 |
6241
Halter Ferguson Financial
Carmel,
Indiana
| $141M | +$11.8M | +9% | 6.89% | 131% | 33 | 24.24% | 0.4 |
|
| 6242 |
6242
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $141M | +$5.88M | +4% | 2.89% | 70.9% | 134 | 25.37% | 1.6 |
|
| 6243 |
6243
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $141M | +$2.94M | +2% | 1.32% | 117% | 295 | 37.97% | 1.1 |
|
| 6244 |
6244
Kopion Asset Management
Mckinney,
Texas
| $141M | +$151K | +0.1% | 0.3% | 80.5% | 19 | 10.53% | 3.6 |
|
| 6245 |
6245
Clarity Asset Management
Ames,
Iowa
| $141M | -$3.95M | -3% | 1.22% | 51.8% | 207 | 10.63% | 0.5 |
|
| 6246 |
6246
Harbert Fund Advisors
Birmingham,
Alabama
| $141M | -$4.58M | -3% | 4.63% | 70.8% | 121 | 50.41% | 0.8 |
|
| 6247 |
6247
InTrack Investment Management
South Burlington,
Vermont
| $141M | +$5.81M | +4% | 4.36% | 99.2% | 144 | 17.36% | 1.8 |
|
| 6248 |
6248
17 Capital Partners
Pheonix,
Arizona
| $141M | +$5.36M | +4% | 1.89% | – | 138 | 17.39% | 1.6 |
|
| 6249 |
6249
Vernal Point Advisors
San Francisco,
California
| $140M | +$23.5M | +20% | 0.86% | – | 30 | 13.33% | 0.4 |
|
| 6250 |
6250
Aufman Associates
Sewickley,
Pennsylvania
| $140M | -$1.56M | -1% | 0.96% | 136% | 49 | 12.24% | 3.1 |
|