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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
OPL
6426
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| $132M | -$45.3M | -26% | 4.32% | 77.6% | 13 | 15.38% | 1.6 |
|
| 6427 |
6427
Sterling Investment Management
Tucson,
Arizona
| $132M | -$10.2M | -7% | 1.1% | 45.3% | 65 | 15.38% | 4.4 |
|
| 6428 |
6428
Signature Wealth Management Partners
Montvale,
New Jersey
| $132M | +$8.68M | +7% | 4.5% | 97.9% | 107 | 8.41% | 2.5 |
|
| 6429 |
6429
FMB Wealth Management
Westlake Village,
California
| $132M | +$6.16M | +5% | 2.15% | 71.1% | 72 | 11.11% | 1.2 |
|
| 6430 |
6430
Chapman Investment Management
San Anselmo,
California
| $132M | -$4.21M | -3% | 3.3% | 44% | 33 | 6.06% | 2.9 |
|
| 6431 |
6431
Longview Financial Advisors
Huntsville,
Alabama
| $131M | -$1.74M | -1% | 1.77% | 47.4% | 45 | 4.44% | 0.5 |
|
| 6432 |
6432
Morgens Waterfall Vintiadis & Co
New York
| $131M | -$13.3M | -9% | 12.4% | 594% | 42 | 59.52% | 2.1 |
|
| 6433 |
6433
RF&L Wealth Management
Acton,
Massachusetts
| $131M | +$1.59M | +1% | 2.15% | 73.8% | 56 | 0% | 1.4 |
|
| 6434 |
6434
Ellerson Group
Annapolis,
Maryland
| $131M | +$619K | +0.5% | 8.6% | 148% | 51 | 11.76% | 1.2 |
|
| 6435 |
6435
Cook & Bynum Capital Management
Birmingham,
Alabama
| $131M | +$229K | +0.2% | 3.5% | 46.8% | 5 | 0% | 7 |
|
| 6436 |
6436
Sterling Manor Financial
Saratoga Springs,
New York
| $131M | -$1.78M | -1% | 0.58% | – | 28 | 21.43% | 1.2 |
|
| 6437 |
GA
6437
Gagnon Advisors
New York
| $131M | +$16.1M | +14% | 12.6% | 129% | 28 | 7.14% | 4.9 |
|
| 6438 |
6438
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $131M | -$6.03M | -4% | 1.2% | 44.8% | 184 | 19.57% | 1.9 |
|
| 6439 |
6439
Horizon Family Wealth
Chicago,
Illinois
| $131M | +$1.59M | +1% | 2.88% | 68.6% | 76 | 0% | 1.5 |
|
| 6440 |
6440
National Wealth Management Group
Cincinnati,
Ohio
| $131M | +$2.74M | +2% | 4.97% | 123% | 160 | 35.63% | 1.3 |
|
| 6441 |
6441
Fortune 45 LLC
Gonzales,
Louisiana
| $131M | +$9.43M | +8% | 5.45% | 85.2% | 26 | 3.85% | 1.9 |
|
| 6442 |
6442
Eight 31 Financial
Midland,
Texas
| $131M | -$30M | -19% | 0.03% | – | 92 | 31.52% | 0.4 |
|
| 6443 |
6443
Erickson Financial Group
Allentown,
Pennsylvania
| $131M | +$3.62M | +3% | 3.25% | 63.3% | 24 | 8.33% | 2.1 |
|
| 6444 |
KAM
6444
Kinney Asset Management
Chicago,
Illinois
| $131M | -$24.6M | -16% | 9.87% | 10.1% | 4 | 0% | 3.6 |
|
| 6445 |
6445
Paragon Capital Management (Utah)
Provo,
Utah
| $131M | -$2.49M | -2% | 1.31% | 72.3% | 81 | 32.1% | 1.3 |
|
| 6446 |
6446
StoneCrest Wealth Management
Chandler,
Arizona
| $131M | +$15.4M | +13% | 8.59% | – | 60 | 20% | 0.4 |
|
| 6447 |
HM
6447
Harvest Management
New York
| $131M | -$17.3M | -12% | 6.21% | 610% | 70 | 71.43% | 0.3 |
|
| 6448 |
ACM
6448
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $131M | -$58.9M | -31% | 5.82% | 1,745% | 18 | 61.11% | 0.4 |
|
| 6449 |
AMAL
6449
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $131M | +$2.21M | +2% | 0.27% | 124% | 18 | 16.67% | 4.3 |
|
| 6450 |
6450
Envision Financial Planning
Memphis,
Tennessee
| $131M | +$7.06M | +6% | 0.02% | 32.1% | 31 | 6.45% | 0.6 |
|