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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Forefront Wealth Management
Malvern,
Pennsylvania
| $74.2M | -$26.9M | -27% | 13.1% | – | 56 | 30.36% | 0.4 |
|
| 6377 |
6377
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $74.2M | -$12M | -14% | 8.85% | 32% | 65 | 33.85% | 1 |
|
| 6378 |
SCA
6378
SMH Capital Advisors
Fort Worth,
Texas
| $74.2M | +$12.6M | +20% | 2.73% | 10.7% | 65 | 16.92% | 1.9 |
|
| 6379 |
6379
HFG Advisors
Cincinatti,
Ohio
| $74.1M | -$13.5M | -15% | 14% | 69.7% | 94 | 19.15% | 0.4 |
|
| 6380 |
6380
MU Investments Company
Tokyo,
Japan
| $74M | -$17.6M | -19% | 12.5% | 40.4% | 24 | 0% | 5 |
|
| 6381 |
KSCM
6381
Kamunting Street Capital Management
Miami Beach,
Florida
| $74M | -$6.39M | -8% | 21.5% | 7.47% | 51 | 58.82% | 0.7 |
|
| 6382 |
6382
Gordian Capital (Singapore)
Singapore
| $73.9M | -$48.5M | -40% | 19% | 321% | 152 | 26.32% | 0.4 |
|
| 6383 |
6383
Portland Hill Asset Management
London,
United Kingdom
| $73.9M | -$36.4M | -33% | 17.7% | 30.2% | 46 | 6.52% | 2.7 |
|
| 6384 |
6384
Platt Investment Counsel
Lake Mary,
Florida
| $73.6M | -$34M | -32% | 16.9% | 62.9% | 14 | 14.29% | 1.4 |
|
| 6385 |
6385
David J. Yvars Group
University Park,
Florida
| $73.5M | -$70.2M | -49% | 15.8% | 143% | 81 | 24.69% | 1.3 |
|
| 6386 |
6386
Compass Financial Advisors
Fort Wayne,
Indiana
| $73.3M | -$17.1M | -19% | 14.5% | – | 140 | 12.86% | 0.5 |
|
| 6387 |
6387
Daventry Group
New York
| $73.3M | -$22.8M | -24% | 26.7% | 26.2% | 8 | 25% | 0.4 |
|
| 6388 |
6388
Pitti Group Wealth Management
Victor,
New York
| $73.3M | -$12.5M | -15% | 13% | 65.3% | 71 | 23.94% | 0.4 |
|
| 6389 |
6389
Clearfield Capital Management
New York
| $73.2M | -$84M | -53% | 19.2% | 421% | 6 | 50% | 0.8 |
|
| 6390 |
6390
Fingerlakes Wealth Management
Ithaca,
New York
| $73.1M | -$12.4M | -15% | 16.4% | 80.2% | 98 | 12.24% | 0.5 |
|
| 6391 |
6391
West Rim Capital Associates II
Lehi,
Utah
| $73M | -$8.36M | -10% | 9.66% | – | 2 | 0% | 0.5 |
|
| 6392 |
6392
Rizvi Traverse Management
West Palm Beach,
Florida
| $73M | -$72.3M | -50% | 48.8% | – | 2 | 0% | 0.8 |
|
| 6393 |
6393
QP Wealth Management
Eatontown,
New Jersey
| $73M | -$16.5M | -18% | 15% | – | 78 | 17.95% | 1.6 |
|
| 6394 |
6394
Roberts Capital Advisors
Denver,
Colorado
| $72.9M | -$24M | -25% | 18.9% | – | 96 | 8.33% | 0.5 |
|
| 6395 |
6395
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $72.7M | -$18.2M | -20% | 19.9% | – | 107 | 22.43% | 0.2 |
|
| 6396 |
6396
OUP Management Company
Bala Cynwyd,
Pennsylvania
| $72.7M | -$58.7M | -45% | 31.4% | – | 16 | 6.25% | 0.5 |
|
| 6397 |
BAM
6397
Bosun Asset Management
Chicago,
Illinois
| $72.6M | -$22.5M | -24% | 13.9% | 278% | 77 | 19.48% | 0.5 |
|
| 6398 |
6398
1620 Investment Advisors
Plymouth,
Massachusetts
| $72.5M | -$19.4M | -21% | 9.44% | 68.9% | 147 | 29.93% | 0.4 |
|
| 6399 |
6399
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $72.4M | -$20.1M | -22% | 19.2% | 111% | 72 | 15.28% | 0.5 |
|
| 6400 |
6400
Caspian Capital
New York
| $72.3M | -$108M | -60% | 25.6% | – | 45 | 86.67% | 0.4 |
|