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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Rings Capital Management
Chicago,
Illinois
| $186M | -$15.1M | -8% | 8.22% | 40.9% | 7 | 0% | 3.5 |
|
| 6402 |
BAM
6402
Bosun Asset Management
Chicago,
Illinois
| $186M | -$21.3M | -10% | 2.1% | 278% | 84 | 17.86% | 2.8 |
|
| 6403 |
6403
Hofer & Associates
Thousand Oaks,
California
| $186M | -$2.67M | -1% | 2.16% | 61.7% | 67 | 5.97% | 2.9 |
|
| 6404 |
6404
Strategic Value Bank Partners
Cleveland,
Ohio
| $186M | +$40M | +27% | 1.39% | 98.1% | 17 | 47.06% | 2.4 |
|
| 6405 |
6405
Merrion Investment Management
Cranford,
New Jersey
| $186M | +$400K | +0.2% | 8.23% | 161% | 115 | 6.96% | 3.3 |
|
| 6406 |
MIM
6406
Meixler Investment Management
Show Low,
Arizona
| $186M | +$21.2M | +13% | 12.9% | 60.8% | 104 | 19.23% | 2.1 |
|
| 6407 |
6407
Pacific Wealth Management
San Diego,
California
| $186M | -$29.5M | -14% | 1.57% | 72.8% | 23 | 17.39% | 1.9 |
|
| 6408 |
KA
6408
Kearns & Associates
Palos Verdes Estates,
California
| $186M | -$7.7M | -4% | 2.86% | 78.7% | 41 | 4.88% | 3.1 |
|
| 6409 |
6409
Envision Financial
Brookfield,
Wisconsin
| $186M | -$3.36M | -2% | 0.03% | – | 47 | 12.77% | 1.1 |
|
| 6410 |
6410
Spectrum Strategic Capital Management
Corvallis,
Oregon
| $186M | -$2.37M | -1% | 0.35% | 85.6% | 79 | 5.06% | 0.9 |
|
| 6411 |
6411
Bullseye Investment Management
Cincinnati,
Ohio
| $186M | -$6.36M | -3% | 3.63% | 38.2% | 346 | 13.01% | 0.6 |
|
| 6412 |
6412
Loudon Investment Management
West Lebanon,
New Hampshire
| $186M | -$5.61M | -3% | 0.41% | 72.5% | 98 | 8.16% | 5.9 |
|
| 6413 |
6413
Hansen & Associates Financial Group
Roseville,
California
| $186M | +$2.76M | +2% | 1.32% | – | 48 | 16.67% | 0.6 |
|
| 6414 |
6414
Novak & Powell Financial Services
St. Petersburg,
Florida
| $186M | -$6.09M | -3% | 1.36% | – | 170 | 8.24% | 1.8 |
|
| 6415 |
6415
Pacific Financial Group
Bellevue,
Washington
| $186M | +$5.67M | +3% | 1.76% | 61.1% | 91 | 14.29% | 5 |
|
| 6416 |
6416
Graney & King
Latham,
New York
| $186M | +$14.5M | +8% | 0.57% | – | 383 | 10.7% | 1.1 |
|
| 6417 |
6417
Financial Alternatives
La Jolla,
California
| $185M | +$13.5M | +8% | 0.48% | 50.2% | 87 | 9.2% | 2.9 |
|
| 6418 |
6418
Pinney & Scofield
Cambridge,
Massachusetts
| $185M | +$9.21M | +5% | 1.83% | – | 246 | 15.04% | 1.1 |
|
| 6419 |
6419
Baron Financial Group
Fair Lawn,
New Jersey
| $185M | -$1.1M | -0.6% | 0.05% | 55.5% | 57 | 7.02% | 4.1 |
|
| 6420 |
6420
J. Hagan Capital
Louisville,
Kentucky
| $185M | +$4.59M | +3% | 3.13% | – | 88 | 21.59% | 0.6 |
|
| 6421 |
6421
Capasso Planning Partners
Charleston,
South Carolina
| $185M | +$2.77M | +2% | 1.38% | 51.6% | 81 | 16.05% | 2.5 |
|
| 6422 |
6422
Valley Financial Group
Ambler,
Pennsylvania
| $185M | +$7.28M | +4% | 0.29% | – | 68 | 16.18% | 1.7 |
|
| 6423 |
6423
BCK Partners
Corning,
New York
| $185M | +$178K | +0.1% | 0.48% | 46% | 27 | 3.7% | 4.2 |
|
| 6424 |
6424
Panoramic Investment Advisors
Denver,
Colorado
| $185M | +$902K | +0.5% | 2.08% | – | 137 | 13.14% | 2.2 |
|
| 6425 |
6425
Walker Asset Management
Verona,
Missouri
| $185M | -$1.17M | -0.6% | 0.56% | 87.6% | 150 | 10% | 2.7 |
|