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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Bradley & Co Private Wealth Management
Miami,
Florida
| $146M | -$13.7M | -9% | 4.94% | – | 189 | 1.59% | 3 |
|
| 6502 |
6502
Orchard Capital Management
Chicago,
Illinois
| $146M | -$107M | -42% | 9.59% | 140% | 58 | 32.76% | 2.8 |
|
| 6503 |
NWMP
6503
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $146M | +$2.18M | +2% | 0.89% | – | 514 | 15.37% | 0.2 |
|
| 6504 |
6504
Crystal Rock Capital Management
Bannockburn,
Illinois
| $146M | -$16.8M | -10% | 5.84% | 164% | 28 | 10.71% | 5.5 |
|
| 6505 |
6505
Q3 Asset Management
Birmingham,
Michigan
| $146M | -$14.7M | -9% | 3.82% | 105% | 91 | 86.81% | 0.2 |
|
| 6506 |
6506
Lowery Thomas LLC
Pebble Beach,
California
| $146M | -$7.21M | -5% | 5.6% | 74.7% | 60 | 15% | 2.2 |
|
| 6507 |
6507
Mainsail Asset Management
Birmingham,
Alabama
| $146M | +$3.02M | +2% | 1.13% | 90.4% | 69 | 13.04% | 1 |
|
| 6508 |
PCA
6508
Prospect Capital Advisors
Sausalito,
California
| $146M | -$26.2M | -15% | 3.43% | 202% | 33 | 30.3% | 3.2 |
|
| 6509 |
6509
LRT Capital Management
Austin,
Texas
| $146M | +$18.1M | +14% | 2.34% | 76.2% | 108 | 44.44% | 1 |
|
| 6510 |
6510
Schubert & Co
Mckinney,
Texas
| $146M | -$2.51M | -2% | 1.08% | 47.3% | 66 | 15.15% | 1.6 |
|
| 6511 |
SA
6511
Stonebridge Advisors
Wilton,
Connecticut
| $146M | -$3.99M | -3% | 0.77% | 0.03% | 4 | 25% | 3.3 |
|
| 6512 |
6512
KMT Wealth Management
El Segundo,
California
| $146M | +$21.2M | +17% | 4.46% | – | 17 | 29.41% | 0.2 |
|
| 6513 |
6513
Massachusetts Wealth Management
North Andover,
Massachusetts
| $146M | -$16.1M | -10% | 0.31% | 110% | 93 | 13.98% | 1.9 |
|
| 6514 |
IC
6514
Immersion Capital
London,
United Kingdom
| $146M | +$26.3M | +22% | 0.78% | 63.4% | 10 | 30% | 1.6 |
|
| 6515 |
6515
FPC Investment Advisory
Petaluma,
California
| $146M | +$8.89M | +7% | 0.87% | – | 283 | 90.46% | 0.8 |
|
| 6516 |
6516
Wafra Inc
New York
| $146M | -$40.3M | -22% | 21.5% | 45.9% | 2 | 0% | 3 |
|
| 6517 |
6517
Aufman Associates
Sewickley,
Pennsylvania
| $145M | -$2.68M | -2% | 1.9% | 141% | 61 | 9.84% | 3.2 |
|
| 6518 |
6518
Insight Inv LLC
El Segundo,
California
| $145M | +$1.75M | +1% | 0.26% | 139% | 139 | 15.11% | 2.1 |
|
| 6519 |
6519
Allen Wealth Management
Boone,
North Carolina
| $145M | +$5.68M | +4% | 3.45% | 60.3% | 61 | 3.28% | 1.1 |
|
| 6520 |
AIM
6520
AHL Investment Management
Winter Park,
Florida
| $145M | +$2.27M | +2% | 2.84% | 57.7% | 70 | 5.71% | 2.5 |
|
| 6521 |
6521
Strategic Financial Planning
Plano,
Texas
| $145M | -$1.72M | -1% | 0.85% | 47.5% | 37 | 5.41% | 4.2 |
|
| 6522 |
AWM
6522
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $145M | -$983K | -0.7% | 1.73% | 73.1% | 171 | 10.53% | 4 |
|
| 6523 |
6523
TSG Consumer Partners
Larkspur,
California
| $145M | -$38.8M | -21% | 17.9% | 12.3% | 1 | 0% | 3.3 |
|
| 6524 |
6524
Ampersand Capital Group
Burlingame,
California
| $145M | -$4.39M | -3% | 7.19% | – | 7 | 0% | 0.3 |
|
| 6525 |
6525
Syntax Research
Boca Raton,
Florida
| $145M | +$5.38M | +4% | 1.31% | 50.7% | 189 | 10.58% | 1.3 |
|