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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
NetEase Inc
Hangzhou,
China
| $104M | +$24.4M | +31% | 49.1% | 464% | 2 | 0% | 1 |
|
| 6327 |
BCM
6327
BlueMar Capital Management
Miami,
Florida
| $104M | -$2.99M | -3% | 4.01% | 27.4% | 24 | 12.5% | 1.8 |
|
| 6328 |
6328
Steinberg Asset Management
New York
| $104M | +$5.61M | +6% | 0.15% | 130% | 38 | 10.53% | 3.5 |
|
| 6329 |
6329
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $104M | +$20.7M | +25% | 7.44% | 82.2% | 51 | 25.49% | 1.9 |
|
| 6330 |
6330
Hofer & Associates
Thousand Oaks,
California
| $104M | +$4.19M | +4% | 6.18% | 61.7% | 56 | 16.07% | 1.3 |
|
| 6331 |
6331
CPR Investments
Rochester,
Michigan
| $104M | +$145K | +0.1% | 3.01% | 79.3% | 53 | 60.38% | 0.5 |
|
| 6332 |
6332
Morling Financial Advisors
Fremont,
California
| $104M | +$11.3M | +12% | 8.36% | 91.2% | 87 | 14.94% | 1.2 |
|
| 6333 |
NBT
6333
Northwest Bank & Trust
Davenport,
Iowa
| $104M | – | – | 11.6% | – | 201 | – | 0 |
|
| 6334 |
WCM
6334
W Capital Management
New York
| $104M | -$13.6M | -12% | 0.37% | – | 4 | 0% | 1.4 |
|
| 6335 |
6335
Prossimo Advisors
San Luis Obispo,
California
| $104M | +$62.8M | +153% | 7.38% | 78.4% | 127 | 59.06% | 0.2 |
|
| 6336 |
6336
Forbes Financial Planning
East Greenwich,
Rhode Island
| $104M | +$1.95M | +2% | 3.83% | 52.3% | 30 | 6.67% | 1.1 |
|
| 6337 |
6337
Brewster Financial Planning
Brooklyn,
New York
| $104M | +$3.84M | +4% | 3.2% | 44.3% | 15 | 13.33% | 1.2 |
|
| 6338 |
6338
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $103M | -$6.18M | -6% | 5.19% | 83.3% | 74 | 17.57% | 4.9 |
|
| 6339 |
6339
Ridgemont Partners Management
Charlotte,
North Carolina
| $103M | +$17.4M | +20% | 20.2% | 45.6% | 1 | 0% | 1.5 |
|
| 6340 |
6340
Exchange Bank
Santa Rosa,
California
| $103M | – | – | 4.68% | 75.2% | 104 | – | 0 |
|
| 6341 |
6341
Cadence Wealth Management
Westborough,
Massachusetts
| $103M | +$5.09M | +5% | 2.18% | 56.4% | 39 | 25.64% | 1.2 |
|
| 6342 |
6342
Yost Capital Management
Houston,
Texas
| $103M | +$11.9M | +13% | 18.7% | 125% | 20 | 70% | 0.4 |
|
| 6343 |
6343
4J Wealth Management
Alexandria,
Virginia
| $103M | +$9.9M | +11% | 5.82% | 68.2% | 88 | 15.91% | 1.5 |
|
| 6344 |
PWAM
6344
Pinnacle West Asset Management
Casper,
Wyoming
| $103M | +$7.25M | +8% | 7.4% | 100% | 102 | 4.9% | 0.2 |
|
| 6345 |
JAIC
6345
Josh Arnold Investment Consultant
Edina,
Minnesota
| $103M | +$18.5M | +22% | 20.3% | 272% | 35 | 65.71% | 0.4 |
|
| 6346 |
6346
Grandview Asset Management
Harrisburg,
Pennsylvania
| $103M | -$67.6M | -40% | 16.5% | 200% | 120 | 56.67% | 2.3 |
|
| 6347 |
CM
6347
CM Management
Gulf Breeze,
Florida
| $103M | +$18.3M | +22% | 40.9% | 110% | 78 | 26.92% | 1.5 |
|
| 6348 |
6348
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $102M | +$5.35M | +6% | 5.73% | 74.9% | 39 | 5.13% | 0.5 |
|
| 6349 |
6349
Ramiah Investment Group
Brookfield,
Wisconsin
| $102M | -$7.84M | -7% | 5.14% | 62.2% | 85 | 44.71% | 1.6 |
|
| 6350 |
6350
Tevis Investment Management
Plano,
Texas
| $102M | +$4.06M | +4% | 4.71% | 58.7% | 93 | 16.13% | 1.2 |
|