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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
IMPACTfolio
Denver,
Colorado
| $114M | – | – | 5.01% | 58.8% | 47 | – | 0 |
|
| 6277 |
6277
Brown Financial Advisory
Fairhope,
Alabama
| $114M | -$7.32M | -6% | 6.08% | 73.2% | 28 | 7.14% | 0.9 |
|
| 6278 |
6278
Protective Life
Birmingham,
Alabama
| $114M | -$875K | -0.8% | 0.86% | 38.4% | 13 | 0% | 2.9 |
|
| 6279 |
6279
Doman Group
New York
| $114M | – | – | 7.37% | – | 80 | – | 0 |
|
| 6280 |
PCM
6280
Potomac Capital Management
New York
| $114M | – | – | 3.9% | – | 78 | – | 0.7 |
|
| 6281 |
6281
Fortune 45 LLC
Gonzales,
Louisiana
| $114M | – | – | 7.86% | 85.2% | 57 | – | 0 |
|
| 6282 |
6282
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $114M | – | – | 5.39% | 55.7% | 41 | – | 0 |
|
| 6283 |
6283
MY Wealth Management
Germantown,
Maryland
| $114M | – | – | 4.38% | 41.2% | 27 | – | 0 |
|
| 6284 |
6284
Drive Wealth Management
Lehi,
Utah
| $114M | – | – | 5.84% | 94.4% | 155 | – | 0 |
|
| 6285 |
6285
First Reserve GP XIII
Stamford,
Connecticut
| $114M | +$693K | +0.6% | 0.61% | 5.56% | 1 | 0% | 4 |
|
| 6286 |
6286
Rather & Kittrell
Knoxville,
Tennessee
| $114M | – | – | 10.1% | 41.1% | 337 | – | 0 |
|
| 6287 |
KCS
6287
Koonce Calvin Scott
| $114M | +$23.8M | +27% | 26.5% | 67.9% | 1 | 0% | 7 |
|
| 6288 |
6288
Centerstone Investors
New York
| $114M | +$9.23M | +9% | 2.62% | 73.7% | 24 | 16.67% | 2.3 |
|
| 6289 |
6289
Highline Capital Management
New York
| $114M | -$4.89M | -4% | 3.38% | 198% | 22 | 68.18% | 0.5 |
|
| 6290 |
6290
American Asset Management
Boca Raton,
Florida
| $114M | -$10.3M | -8% | 6.36% | 42.5% | 9 | 0% | 4.1 |
|
| 6291 |
6291
Darrow Company
Needham,
Massachusetts
| $113M | – | – | 4.15% | 44.5% | 26 | – | 0 |
|
| 6292 |
6292
EMFO LLC
Weston,
Florida
| $113M | +$68K | +0.1% | 5.07% | 25.8% | 369 | 12.47% | 0.5 |
|
| 6293 |
6293
RK Asset Management
Grosse Pointe Farms,
Michigan
| $113M | +$564K | +0.5% | 2.98% | 47.6% | 20 | 20% | 3.3 |
|
| 6294 |
6294
Five Oceans Advisors
Santa Monica,
California
| $113M | +$26.6M | +31% | 7.89% | 85.3% | 117 | 22.22% | 0.2 |
|
| 6295 |
6295
Lauterbach Financial Advisors
El Paso,
Texas
| $113M | – | – | 6.35% | 76.5% | 55 | – | 0 |
|
| 6296 |
6296
SFI Advisors
Montclair,
New Jersey
| $113M | – | – | 3.77% | 95.9% | 64 | – | 0 |
|
| 6297 |
TA
6297
TCM Advisors
Martinsburg,
West Virginia
| $113M | – | – | 11.5% | 56.1% | 56 | – | 0 |
|
| 6298 |
HPM
6298
Hudson Portfolio Management
Garrison,
New York
| $113M | +$4.6M | +4% | 4.07% | – | 110 | 13.64% | 0.6 |
|
| 6299 |
6299
Wealthspan Partners
Davenport,
Iowa
| $113M | – | – | 9.16% | 65% | 68 | – | 0 |
|
| 6300 |
6300
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $113M | – | – | 6.72% | 51.7% | 367 | – | 0 |
|