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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
6576
Diker Management
New York
| $123M | +$2.01M | +2% | 4.54% | 210% | 41 | 29.27% | 2.5 |
|
| 6577 |
6577
Signature Wealth Management Partners
Montvale,
New Jersey
| $123M | +$8.65M | +8% | 9% | 97.9% | 105 | 13.33% | 2.4 |
|
| 6578 |
6578
Sanctuary Wealth Management
Pocatello,
Idaho
| $123M | +$19.6M | +19% | 7.99% | – | 306 | 15.69% | 1.3 |
|
| 6579 |
6579
RK Asset Management
Grosse Pointe Farms,
Michigan
| $123M | +$2.36M | +2% | 4.96% | 47.6% | 21 | 0% | 4.6 |
|
| 6580 |
6580
Applied Capital LLC
Hollywood,
Florida
| $123M | +$13.9M | +13% | 9.13% | 78.3% | 87 | 16.09% | 1 |
|
| 6581 |
6581
Working Capital Advisors (UK)
London,
United Kingdom
| $123M | -$35.4M | -22% | 23.7% | 17.1% | 3 | 0% | 1.8 |
|
| 6582 |
6582
Central Asset Investments & Management Holdings
Hong Kong
| $123M | +$23.4M | +24% | 28.7% | 3,210% | 54 | 40.74% | 0.8 |
|
| 6583 |
6583
Mainsail Asset Management
Birmingham,
Alabama
| $123M | +$15.3M | +14% | 9.44% | 90.4% | 54 | 11.11% | 0.2 |
|
| 6584 |
6584
Castle Creek Capital Partners VI
San Diego,
California
| $123M | -$21.3M | -15% | 13.9% | – | 5 | 0% | 0.3 |
|
| 6585 |
6585
Birchview Capital
Burlington,
Vermont
| $123M | -$5.11M | -4% | 6.36% | 327% | 60 | 5% | 3.3 |
|
| 6586 |
6586
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $123M | +$10.8M | +10% | 7.38% | 74.9% | 41 | 29.27% | 1 |
|
| 6587 |
6587
LAM Group
Lake Oswego,
Oregon
| $123M | +$12.8M | +12% | 3.37% | 61.8% | 126 | 3.17% | 1.1 |
|
| 6588 |
6588
Sowa Financial Group
Lincoln,
Rhode Island
| $123M | $0 | 0% | 3.31% | 100% | 30 | 0% | 3.7 |
|
| 6589 |
6589
Yorktown Energy Partners VIII
New York
| $122M | +$2.47M | +2% | 25.9% | 15.2% | 2 | 0% | 4.5 |
|
| 6590 |
HFS
6590
Hoge Financial Services
Canonsburg,
Pennsylvania
| $122M | +$22.7M | +23% | 7.26% | 60.8% | 55 | 20% | 0.2 |
|
| 6591 |
6591
Mosaic Advisors
Houston,
Texas
| $122M | -$46M | -27% | 3.27% | 50.9% | 18 | 11.11% | 2.1 |
|
| 6592 |
6592
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $122M | +$7.97M | +7% | 5.58% | 49.4% | 55 | 5.45% | 2 |
|
| 6593 |
PI
6593
Pachira Investments
Dana Point,
California
| $122M | +$9.09M | +8% | 8.86% | 82.3% | 46 | 19.57% | 2.2 |
|
| 6594 |
6594
Richardson Capital Management
Menomonee Falls,
Wisconsin
| $122M | +$19.4M | +19% | 8.73% | 74.2% | 187 | 51.87% | 0.2 |
|
| 6595 |
ICMP
6595
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $122M | +$4.35M | +4% | 4.63% | 39.7% | 84 | 11.9% | 1.9 |
|
| 6596 |
6596
Center For Asset Management
Palm Beach Gardens,
Florida
| $122M | +$12.5M | +11% | 8.46% | 66.6% | 107 | 13.08% | 1.8 |
|
| 6597 |
6597
Gimbal Financial
Carmel,
Indiana
| $122M | +$22.5M | +23% | 11.1% | – | 48 | 18.75% | 0.2 |
|
| 6598 |
PIS
6598
POM Investment Strategies
Raleigh,
North Carolina
| $122M | +$13.1M | +12% | 7.37% | 67.9% | 265 | 18.11% | 0.2 |
|
| 6599 |
6599
Farrell Financial
Orchard Park,
New York
| $122M | +$22.1M | +22% | 5.79% | 57.8% | 72 | 18.06% | 0.2 |
|
| 6600 |
6600
Grizzlyrock Capital
Chicago,
Illinois
| $122M | -$11M | -8% | 6.65% | – | 24 | 29.17% | 0.2 |
|