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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 |
6426
Union Square Park Capital Management
New York
| $155M | +$17.3M | +13% | 0.88% | 75.8% | 45 | 51.11% | 0.8 |
|
| 6427 |
6427
Laurel Wealth Planning
Edina,
Minnesota
| $155M | +$1.92M | +1% | 1.97% | 59.5% | 55 | 3.64% | 3 |
|
| 6428 |
EIM
6428
Ervin Investment Management
Seattle,
Washington
| $155M | -$838K | -0.5% | 3.39% | 92.9% | 39 | 5.13% | 2.5 |
|
| 6429 |
6429
Strategic Value Bank Partners
Cleveland,
Ohio
| $155M | -$7.89M | -5% | 5.73% | 98.1% | 18 | 22.22% | 2.7 |
|
| 6430 |
6430
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $155M | +$6.45M | +4% | 1.41% | 42.8% | 73 | 6.85% | 0.9 |
|
| 6431 |
6431
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $155M | -$3.29M | -2% | 0.17% | 61.1% | 126 | 6.35% | 6.6 |
|
| 6432 |
6432
Clay Northam Wealth Management
Huntington Beach,
California
| $155M | +$9.6M | +7% | 6.43% | 125% | 98 | 12.24% | 2 |
|
| 6433 |
6433
Nipun Capital
Foster City,
California
| $155M | -$3.43M | -2% | 8.9% | 30.2% | 9 | 33.33% | 0.7 |
|
| 6434 |
6434
Fee-Only Financial Planning
Okatie,
South Carolina
| $155M | -$1.28M | -0.8% | 1.31% | 72.6% | 40 | 0% | 1.8 |
|
| 6435 |
KA
6435
Kearns & Associates
Palos Verdes Estates,
California
| $155M | +$3.07M | +2% | 1.28% | 78.7% | 44 | 4.55% | 2.1 |
|
| 6436 |
6436
Oxford Wealth Group
Orlando,
Florida
| $155M | +$31.8M | +26% | 3.17% | – | 62 | 14.52% | 0.7 |
|
| 6437 |
WG
6437
Wealth Group
Raleigh,
North Carolina
| $155M | +$5.58M | +4% | 1.28% | – | 164 | 9.76% | 0.6 |
|
| 6438 |
6438
Center For Asset Management
Palm Beach Gardens,
Florida
| $154M | -$12.9M | -8% | 0.27% | 66.6% | 132 | 18.94% | 1.9 |
|
| 6439 |
6439
Tenon Financial
Metuchen,
New Jersey
| $154M | +$3.45M | +2% | 0.68% | – | 49 | 16.33% | 0.6 |
|
| 6440 |
6440
Disciplined Equity Management
Neptune Beach,
Florida
| $154M | -$4.12M | -3% | 0.34% | 72.3% | 63 | 7.94% | 2.1 |
|
| 6441 |
6441
Renasant Bank
Tupelo,
Mississippi
| $154M | +$2.31M | +2% | 0.6% | 72.3% | 184 | 16.85% | 2.3 |
|
| 6442 |
6442
Mendota Financial Group
Madison,
Wisconsin
| $154M | -$55.1M | -26% | 0.75% | 50.1% | 1,212 | 71.62% | 1 |
|
| 6443 |
6443
HFG Wealth Management
The Woodlands,
Texas
| $154M | -$2.67M | -2% | 1.26% | 45.9% | 42 | 7.14% | 1.3 |
|
| 6444 |
6444
Bain Capital Public Equity
Boston,
Massachusetts
| $154M | +$10.1M | +7% | 7.89% | 169% | 45 | 57.78% | 0.6 |
|
| 6445 |
6445
Omega Fund Management
Boston,
Massachusetts
| $154M | -$5.82M | -4% | 11.6% | 106% | 12 | 8.33% | 2.6 |
|
| 6446 |
6446
Apricus Wealth
Beaufort,
South Carolina
| $154M | +$2.39M | +2% | 2.12% | 80.6% | 104 | 14.42% | 2 |
|
| 6447 |
6447
Cook & Bynum Capital Management
Birmingham,
Alabama
| $154M | +$15.4M | +11% | 13.3% | 46.8% | 7 | 28.57% | 5.3 |
|
| 6448 |
6448
Lantern Wealth Advisors
Melville,
New York
| $154M | +$9.7M | +7% | 2.43% | – | 144 | 18.75% | 0.8 |
|
| 6449 |
6449
GEN Financial Management
Plymouth,
Minnesota
| $154M | – | – | 1.85% | – | 56 | – | 0 |
|
| 6450 |
6450
Farrow Financial
Randolph,
Vermont
| $154M | -$4.68M | -3% | 0.25% | 79.9% | 54 | 11.11% | 0.9 |
|