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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
Signature Wealth Management Partners
Montvale,
New Jersey
| $108M | +$134K | +0.1% | 9.4% | 97.9% | 112 | 15.18% | 2 |
|
| 6277 |
6277
Sustainable Insight Capital Management
New York
| $108M | +$8.3M | +8% | 10.7% | 150% | 95 | 52.63% | 2.3 |
|
| 6278 |
6278
Worth Financial Advisory Group
Charlotte,
North Carolina
| $108M | +$3.11M | +3% | 6.79% | 93.3% | 127 | 13.39% | 0.4 |
|
| 6279 |
LPARFS
6279
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| $108M | +$32.5M | +43% | – | – | 64 | 68.75% | 0.1 |
|
| 6280 |
6280
Silvia McColl Wealth Management
San Diego,
California
| $108M | +$6.87M | +7% | 5.32% | 82.7% | 108 | 8.33% | 0.5 |
|
| 6281 |
6281
Velan Capital Investment Management
Alpharetta,
Georgia
| $108M | -$9.6M | -8% | 26.1% | 2,395% | 39 | 41.03% | 0.5 |
|
| 6282 |
6282
Kennon-Green & Company
New Albany,
Ohio
| $108M | +$1.91M | +2% | 4.02% | 58.4% | 45 | 4.44% | 0.5 |
|
| 6283 |
6283
Seldon Capital
San Francisco,
California
| $108M | +$7.63M | +8% | 9.53% | 604% | 57 | 28.07% | 1 |
|
| 6284 |
6284
LAM Group
Lake Oswego,
Oregon
| $107M | +$5.45M | +5% | 7.05% | 54.3% | 117 | 5.98% | 0.5 |
|
| 6285 |
6285
Susquehanna International Securities
Dublin,
Ireland
| $107M | -$55.6M | -34% | 4.22% | 2.8% | 54 | 64.81% | 0.5 |
|
| 6286 |
6286
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $107M | -$35.7M | -25% | 6.19% | – | 80 | 52.5% | 0.9 |
|
| 6287 |
6287
Bank of Marin
Novato,
California
| $107M | +$2.68M | +3% | 8.77% | 80.3% | 127 | 14.17% | 2.5 |
|
| 6288 |
6288
Magnolia Wealth Management
Dothan,
Alabama
| $107M | +$8.09M | +8% | 3.9% | 48.7% | 11 | 0% | 1.2 |
|
| 6289 |
6289
STAR Financial Bank
Fort Wayne,
Indiana
| $107M | +$4.35M | +4% | 6.27% | 53.4% | 97 | 10.31% | 0.5 |
|
| 6290 |
6290
Once Capital Management
New York
| $107M | +$13.1M | +14% | 23.1% | 570% | 24 | 12.5% | 1.4 |
|
| 6291 |
6291
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $107M | -$4.19M | -4% | 5.74% | 60.5% | 8 | 0% | 2.7 |
|
| 6292 |
6292
Schubert & Co
Mckinney,
Texas
| $107M | -$5.38M | -5% | 10.6% | 47.3% | 1,673 | 97.85% | 1.2 |
|
| 6293 |
PCC
6293
Park Circle Company
Baltimore,
Maryland
| $107M | +$3.2M | +3% | 2.51% | 70.5% | 114 | 7.89% | 3.2 |
|
| 6294 |
6294
Mainsail Financial Group
Bellevue,
Washington
| $107M | +$3.68M | +4% | 4.98% | 61.9% | 47 | 4.26% | 0.5 |
|
| 6295 |
6295
Copperleaf Capital
Raleigh,
North Carolina
| $107M | +$6.08M | +6% | 7.16% | 102% | 85 | 23.53% | 1.5 |
|
| 6296 |
6296
Values Added Financial
Washington,
District of Columbia
| $107M | – | – | 5.27% | 58.3% | 79 | – | 0 |
|
| 6297 |
6297
Redwood Financial Network
Solon,
Ohio
| $107M | +$8.33M | +8% | 6.25% | 74.1% | 156 | 8.97% | 1 |
|
| 6298 |
6298
Whitefort Capital Management
New York
| $107M | -$1.09M | -1% | 2.39% | 243% | 17 | 17.65% | 1 |
|
| 6299 |
6299
Rings Capital Management
Chicago,
Illinois
| $106M | +$11.9M | +13% | 13.5% | 40.9% | 5 | 0% | 1.7 |
|
| 6300 |
HC
6300
Hoese & Co
Glencoe,
Minnesota
| $106M | +$18.2M | +21% | 4.83% | 51% | 179 | 11.17% | 1.8 |
|