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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
Pandora Wealth
Oakbrook Terrace,
Illinois
| $165M | +$2.58M | +2% | 7.68% | – | 301 | 25.58% | 0.5 |
|
| 6577 |
6577
Financial Alternatives
La Jolla,
California
| $165M | +$11.5M | +7% | 6.73% | 50.2% | 88 | 4.55% | 2.4 |
|
| 6578 |
6578
Exome Asset Management
New York
| $165M | +$30.6M | +23% | 33.9% | – | 97 | 64.95% | 0.4 |
|
| 6579 |
6579
Granite Group Advisors
Stamford,
Connecticut
| $165M | -$1M | -0.6% | 0.02% | 74% | 83 | 12.05% | 1.4 |
|
| 6580 |
6580
J. Hagan Capital
Louisville,
Kentucky
| $165M | +$17.1M | +12% | 7.66% | – | 92 | 30.43% | 0.4 |
|
| 6581 |
6581
OmniStar Financial Group
Wilmington,
North Carolina
| $165M | +$31.5M | +24% | 6.45% | 75.6% | 141 | 43.97% | 1.2 |
|
| 6582 |
6582
Cascade Investment Advisors
Oregon City,
Oregon
| $165M | +$9.35M | +6% | 7.72% | 79.1% | 118 | 9.32% | 4.3 |
|
| 6583 |
SBCM
6583
Silverberg Bernstein Capital Management
Armonk,
New York
| $165M | +$19M | +13% | 7.23% | 133% | 69 | 5.8% | 1.4 |
|
| 6584 |
6584
Jericho Financial
Westerville,
Ohio
| $165M | +$13.1M | +9% | 9.91% | – | 42 | 4.76% | 0.7 |
|
| 6585 |
FCP
6585
Fosse Capital Partners
London,
United Kingdom
| $165M | -$7.86M | -5% | 1.49% | 80% | 2 | 0% | 4.8 |
|
| 6586 |
6586
Arcadia Wealth Management (New York)
Smithtown,
New York
| $165M | +$17.8M | +12% | 7.76% | – | 59 | 10.17% | 0.7 |
|
| 6587 |
6587
Marest Capital
Tarzana,
California
| $165M | +$36M | +28% | 7.7% | 84.5% | 29 | 44.83% | 0.8 |
|
| 6588 |
6588
Occam Crest Management
Darien,
Connecticut
| $164M | – | – | 97.6% | – | 29 | – | 0 |
|
| 6589 |
6589
General Equity Holdings
Brooklyn,
New York
| $164M | +$32.2M | +24% | 21.3% | 775% | 15 | 53.33% | 1 |
|
| 6590 |
6590
Bullseye Investment Management
Cincinnati,
Ohio
| $164M | $0 | 0% | 3.93% | 38.2% | 91 | 0% | 1.2 |
|
| 6591 |
6591
E Fund Management (HK)
Central,
Hong Kong
| $164M | +$60.3M | +58% | 16.1% | 163% | 368 | 63.59% | 0.6 |
|
| 6592 |
6592
Ally Bridge Group
New York
| $164M | +$44M | +37% | 50.4% | 844% | 38 | 73.68% | 0.3 |
|
| 6593 |
6593
Old North State Trust
Greensboro,
North Carolina
| $164M | +$17.9M | +12% | 8.21% | – | 151 | 9.27% | 4.3 |
|
| 6594 |
6594
Clark Wealth Partners
O'fallon,
Illinois
| $164M | +$16M | +11% | 7.26% | – | 651 | 31.8% | 0.5 |
|
| 6595 |
6595
Atmos Advisory
Pittsburgh,
Pennsylvania
| $164M | +$7.23M | +5% | 4.27% | 31.9% | 20 | 0% | 3.7 |
|
| 6596 |
6596
Amitell Capital
Singapore
| $164M | -$29.3M | -15% | 21.3% | 188% | 65 | 53.85% | 0.8 |
|
| 6597 |
6597
Addis & Hill
Wayne,
Pennsylvania
| $164M | +$10.9M | +7% | 6.6% | 65.1% | 27 | 0% | 1.5 |
|
| 6598 |
6598
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $164M | +$6.2M | +4% | 6.14% | 51.4% | 120 | 8.33% | 2 |
|
| 6599 |
6599
Catalina Capital Group
Torrance,
California
| $164M | +$12.8M | +8% | 6.98% | – | 173 | 10.4% | 1.3 |
|
| 6600 |
AMAL
6600
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $164M | +$14.9M | +10% | 7.97% | 125% | 18 | 5.56% | 4.6 |
|