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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Robinson Value Management
San Antonio,
Texas
| $180M | -$5.3M | -3% | 0.92% | 79.3% | 79 | 13.92% | 3.4 |
|
| 6527 |
6527
Financial Designs
Claremont,
California
| $180M | +$3.08M | +2% | 1.41% | 49% | 41 | 46.34% | 0.9 |
|
| 6528 |
MA
6528
McBroom & Associates
Las Vegas,
Nevada
| $180M | -$26.2M | -13% | 1.17% | 148% | 38 | 5.26% | 3.1 |
|
| 6529 |
6529
Conscious Wealth Investments
Coral Gables,
Florida
| $180M | +$12.9M | +8% | 1.09% | – | 69 | 28.99% | 1.5 |
|
| 6530 |
6530
Black Maple Capital Management
Milwaukee,
Wisconsin
| $179M | +$36.6M | +26% | 7.92% | 35.7% | 126 | 53.97% | 0.9 |
|
| 6531 |
MBAM
6531
Mink Brook Asset Management
West Palm Beach,
Florida
| $179M | +$21M | +13% | 3.78% | – | 58 | 31.03% | 0.6 |
|
| 6532 |
6532
Gerber LLC
Columbus,
Ohio
| $179M | -$165K | -0.1% | 4.04% | 137% | 93 | 11.83% | 1.7 |
|
| 6533 |
SMP
6533
Santa Monica Partners
Palm Beach Gardens,
Florida
| $179M | +$14.2M | +9% | 26.6% | 102% | 13 | 0% | 6.1 |
|
| 6534 |
6534
Pacific Asset Management
Gig Harbor,
Washington
| $179M | +$12.5M | +8% | 0.03% | – | 73 | 8.22% | 1 |
|
| 6535 |
EV
6535
EJMK Ventures
Itasca,
Illinois
| $179M | +$16.5M | +10% | 0.44% | – | 194 | 23.71% | 0.2 |
|
| 6536 |
SWP
6536
Semus Wealth Partners
Boca Raton,
Florida
| $179M | -$6.65M | -4% | 5.51% | 107% | 120 | 15% | 2.3 |
|
| 6537 |
6537
David J. Yvars Group
University Park,
Florida
| $179M | -$8.97M | -5% | 3.49% | 143% | 102 | 17.65% | 2.9 |
|
| 6538 |
6538
Waterfall Asset Management
New York
| $179M | -$7.03M | -4% | 4.88% | – | 23 | 34.78% | 0.6 |
|
| 6539 |
6539
Lake Hills Wealth Management
Austin,
Texas
| $179M | -$12.8M | -7% | 7.22% | 83.7% | 82 | 53.66% | 1 |
|
| 6540 |
6540
Swisher Financial Concepts
Westerville,
Ohio
| $179M | +$2.6M | +1% | 0.94% | – | 106 | 12.26% | 1.3 |
|
| 6541 |
6541
Base Wealth Management
Lakewood Ranch,
Florida
| $179M | -$7.07M | -4% | 2% | – | 66 | 18.18% | 0.8 |
|
| 6542 |
6542
Cobalt Capital Management
Short Hills,
New Jersey
| $179M | -$47.3M | -21% | 5.57% | 235% | 39 | 66.67% | 0.9 |
|
| 6543 |
6543
Brookmont Capital Management
Dallas,
Texas
| $179M | +$5.75M | +3% | 3.32% | 32.2% | 61 | 9.84% | 6.7 |
|
| 6544 |
PS
6544
Presima Securities
Montreal,
Quebec, Canada
| $178M | +$4.96M | +3% | 4.77% | 10.3% | 48 | 0% | 5.9 |
|
| 6545 |
6545
Counterweight Ventures
Wilmington,
North Carolina
| $178M | -$43.5K | -0% | 0.3% | – | 86 | 13.95% | 1.8 |
|
| 6546 |
6546
Kingsman Wealth Management
Pensacola,
Florida
| $178M | -$6.72M | -4% | 2.07% | – | 78 | 25.64% | 0.8 |
|
| 6547 |
6547
Clay Northam Wealth Management
Huntington Beach,
California
| $178M | -$1.96M | -1% | 2.81% | 125% | 109 | 15.6% | 2.6 |
|
| 6548 |
IAMH
6548
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $178M | -$11.7M | -6% | 8.98% | 64.5% | 31 | 45.16% | 0.9 |
|
| 6549 |
6549
Ryan Investment Management
Basalt,
Colorado
| $178M | -$2.74M | -2% | 2.04% | – | 24 | 33.33% | 0.6 |
|
| 6550 |
6550
Echo45 Advisors
Walnut Creek,
California
| $178M | +$2.56M | +1% | 0.94% | 53.6% | 79 | 10.13% | 2.1 |
|