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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Banco de Sabadell
Miami,
Florida
| $133M | -$2.84M | -2% | 5.45% | 75.1% | 61 | 4.92% | 5.5 |
|
| 6552 |
6552
SFM LLC
Manchester,
New Hampshire
| $133M | +$652K | +0.5% | 4.83% | 67.5% | 55 | 0% | 0.7 |
|
| 6553 |
6553
Madison Park Capital Advisors
Seattle,
Washington
| $133M | +$13.7M | +11% | 6.3% | – | 82 | 17.07% | 0.6 |
|
| 6554 |
6554
Dean Jacobson Financial Services
Fort Worth,
Texas
| $133M | +$9.32M | +8% | 8.69% | 55.7% | 17 | 35.29% | 1 |
|
| 6555 |
6555
Wallace Hart
Lexington,
Kentucky
| $133M | +$4.63M | +4% | 4.37% | – | 33 | 33.33% | 0.4 |
|
| 6556 |
6556
GeoSphere Capital Management
Miami Beach,
Florida
| $133M | -$69.2M | -34% | 1.79% | 446% | 49 | 65.31% | 0.4 |
|
| 6557 |
6557
Seamount Financial Group
Colorado Springs,
Colorado
| $133M | +$10.4M | +8% | 6.62% | 79.7% | 93 | 7.53% | 0.7 |
|
| 6558 |
6558
Stadium Capital Management
New Canaan,
Connecticut
| $133M | +$42.1M | +46% | 38.7% | 10.9% | 12 | 33.33% | 1.2 |
|
| 6559 |
HFS
6559
Hoge Financial Services
Canonsburg,
Pennsylvania
| $133M | +$10.7M | +9% | 5.35% | – | 55 | 12.73% | 0.6 |
|
| 6560 |
6560
Taika Capital
Sunny Isles Beach,
Florida
| $133M | +$5.92M | +5% | 5.62% | 68.3% | 66 | 75.76% | 0.4 |
|
| 6561 |
6561
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $133M | +$5.94M | +5% | 6.86% | 38.5% | 60 | 13.33% | 2.8 |
|
| 6562 |
6562
XXEC Inc
Tulsa,
Oklahoma
| $132M | +$2.85M | +2% | 5.6% | 19.3% | 23 | 13.04% | 2.5 |
|
| 6563 |
6563
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $132M | +$6.78M | +5% | 5.1% | 39.9% | 43 | 27.91% | 1.9 |
|
| 6564 |
6564
Community Bank of Raymore
Raymore,
Missouri
| $132M | +$3.58M | +3% | 9.53% | 91.9% | 78 | 6.41% | 4.9 |
|
| 6565 |
6565
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $132M | +$9.38M | +8% | 4.51% | 55.7% | 190 | 44.21% | 0.9 |
|
| 6566 |
6566
Widmann Financial Services
Bowie,
Maryland
| $132M | +$9.15M | +7% | 8.83% | 75.2% | 137 | 28.47% | 2.2 |
|
| 6567 |
HM
6567
HCC Manager
Chicago,
Illinois
| $132M | -$42.9M | -25% | 16.7% | – | 2 | 0% | 0.5 |
|
| 6568 |
6568
Keene & Associates
Fort Worth,
Texas
| $132M | +$9.36M | +8% | 8.63% | 20.3% | 80 | 8.75% | 2.1 |
|
| 6569 |
6569
Able Wealth Management
Toms River,
New Jersey
| $132M | +$10.4M | +9% | 4.47% | 58.1% | 95 | 20% | 0.6 |
|
| 6570 |
ACM
6570
Aquilo Capital Management
San Francisco,
California
| $132M | +$28.1M | +27% | 1.36% | 6.84% | 14 | 7.14% | 1.9 |
|
| 6571 |
AI
6571
Axecap Investments
Mason,
Ohio
| $132M | – | – | 10.6% | – | 74 | – | 0 |
|
| 6572 |
6572
Sterling Investment Management
Tucson,
Arizona
| $132M | +$212K | +0.2% | 8.06% | 45.3% | 61 | 11.48% | 4.7 |
|
| 6573 |
6573
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $132M | +$4.19M | +3% | 6.1% | 74.9% | 49 | 20.41% | 1.3 |
|
| 6574 |
6574
Plustick Management
Charlottesville,
Virginia
| $132M | +$20.9M | +19% | 39.4% | 1,667% | 25 | 40% | 1 |
|
| 6575 |
6575
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $132M | +$7.08M | +6% | 9.67% | 109% | 107 | 6.54% | 1.6 |
|