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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Terra Nova Asset Management
New York
| $102M | +$6.66M | +7% | 11.4% | 172% | 91 | 17.58% | 2.5 |
|
| 6252 |
ASA
6252
Armstrong Shaw Associates
New Canaan,
Connecticut
| $102M | +$1.31M | +1% | 4.2% | 51.2% | 45 | 6.67% | 5.7 |
|
| 6253 |
TIM
6253
Timelo Investment Management
Aurora,
Ontario, Canada
| $102M | -$33.7M | -25% | 1.14% | 104% | 71 | 73.24% | 0.4 |
|
| 6254 |
6254
River Street Advisors
Aurora,
Illinois
| $102M | +$8.31M | +9% | 6.72% | 93.5% | 110 | 7.27% | 0.2 |
|
| 6255 |
6255
Forbes Financial Planning
East Greenwich,
Rhode Island
| $102M | +$32.9M | +48% | 4.14% | 52.3% | 35 | 37.14% | 0.9 |
|
| 6256 |
YAVAPFMC
6256
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| $102M | -$4.04M | -4% | 9.67% | 201% | 67 | 28.36% | 1.2 |
|
| 6257 |
6257
Del-Sette Capital Management
Schenectady,
New York
| $102M | +$4.23M | +4% | 9.01% | 112% | 36 | 52.78% | 0.7 |
|
| 6258 |
CIG
6258
Cascade Investment Group
Colorado Springs,
Colorado
| $101M | +$5.36M | +6% | 5.02% | 93.2% | 126 | 9.52% | 0.2 |
|
| 6259 |
6259
Kaizen Financial Strategies
Campbell,
California
| $101M | +$238K | +0.2% | 13.5% | 126% | 127 | 25.2% | 1.6 |
|
| 6260 |
6260
Safir Wealth Advisors
Greenland,
New Hampshire
| $101M | +$3.25M | +3% | 5.26% | 52.1% | 15 | 6.67% | 1.9 |
|
| 6261 |
6261
West Tower Group
Richmond,
Virginia
| $101M | +$64.6M | +176% | 0.78% | 120% | 56 | 69.64% | 0.1 |
|
| 6262 |
OCM
6262
Ogborne Capital Management
San Francisco,
California
| $101M | +$71.8M | +244% | 52.4% | 251% | 8 | 62.5% | 0.6 |
|
| 6263 |
CSI
6263
Cross Staff Investments
Pittsford,
New York
| $101M | +$5.71M | +6% | 9.08% | 80.3% | 117 | 5.13% | 1.1 |
|
| 6264 |
6264
RK Asset Management
Grosse Pointe Farms,
Michigan
| $101M | -$3.16M | -3% | 1.44% | 47.6% | 21 | 4.76% | 3.8 |
|
| 6265 |
6265
Petra Financial Advisors
Colorado Srpings,
Colorado
| $101M | +$10.1M | +11% | 3.52% | 129% | 107 | 34.58% | 0.2 |
|
| 6266 |
6266
Oppenheimer & Close
New York
| $101M | -$759K | -0.7% | 2.88% | 149% | 62 | 3.23% | 4.3 |
|
| 6267 |
6267
Axim Planning & Wealth
Springboro,
Ohio
| $101M | +$3.69M | +4% | 3.24% | 32.3% | 29 | 27.59% | 0.6 |
|
| 6268 |
6268
Chartist Inc
Seal Beach,
California
| $101M | – | – | 6.68% | – | 22 | – | 6.2 |
|
| 6269 |
6269
Silvia McColl Wealth Management
San Diego,
California
| $101M | -$915K | -0.9% | 4.51% | 82.7% | 107 | 7.48% | 0.2 |
|
| 6270 |
6270
Caldwell Investment Management
Toronto,
Ontario, Canada
| $101M | +$6.11M | +6% | 8.13% | 162% | 31 | 41.94% | 0.8 |
|
| 6271 |
6271
Applied Capital LLC
Hollywood,
Florida
| $101M | -$153K | -0.2% | 4.88% | 78.3% | 80 | 6.25% | 0.2 |
|
| 6272 |
6272
Erickson Financial Group
Allentown,
Pennsylvania
| $101M | +$8.4M | +9% | 8.66% | 69.3% | 23 | 4.35% | 1 |
|
| 6273 |
6273
Pring Turner Capital Group
Alamo,
California
| $101M | +$8.99M | +10% | 2.3% | 70.8% | 61 | 6.56% | 3.6 |
|
| 6274 |
6274
Copperleaf Capital
Raleigh,
North Carolina
| $101M | +$13.7M | +16% | 7.43% | 102% | 81 | 28.4% | 1.5 |
|
| 6275 |
6275
Stegent Equity Advisors
Houston,
Texas
| $101M | +$17M | +20% | 1.41% | 96.4% | 66 | 4.55% | 0.8 |
|