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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
Syquant Capital SAS
Paris,
France
| $141M | +$70.5M | +100% | 20.1% | 160% | 18 | 88.89% | 0 |
|
| 6602 |
RCM
6602
RMR Capital Management
Tustin,
California
| $141M | +$5.45M | +4% | 4.2% | 57% | 80 | 5% | 1 |
|
| 6603 |
6603
Independent Order of Foresters
Toronto,
Ontario, Canada
| $141M | -$7.65M | -5% | 5.15% | 75.1% | 2 | 0% | 5 |
|
| 6604 |
6604
Cloud Capital Management
Seattle,
Washington
| $141M | – | – | 1.3% | – | 280 | – | 0 |
|
| 6605 |
6605
Empirical Capital Management
Hendersonville,
Tennessee
| $141M | +$8.18M | +6% | 1.2% | 205% | 14 | 14.29% | 3.7 |
|
| 6606 |
6606
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| $141M | -$12.7M | -8% | 0.49% | 40.6% | 59 | 32.2% | 1.2 |
|
| 6607 |
6607
Corient IA
Miami,
Florida
| $141M | – | – | 0.29% | – | 291 | – | 0 |
|
| 6608 |
MA
6608
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $141M | -$30.3M | -18% | 4.2% | 166% | 57 | 3.51% | 7.9 |
|
| 6609 |
6609
Equitec Proprietary Markets
Chicago,
Illinois
| $141M | +$38.3M | +37% | 16.6% | 352% | 80 | 43.75% | 1 |
|
| 6610 |
6610
Wealth Forward LLC
Fargo,
North Dakota
| $141M | -$1.2M | -0.8% | 0.69% | 48.8% | 31 | 3.23% | 1.2 |
|
| 6611 |
6611
Sterling Investment Management
Tucson,
Arizona
| $140M | +$13.1M | +10% | 4.26% | 45.3% | 59 | 13.56% | 5.1 |
|
| 6612 |
6612
Andina Capital Management
Lehi,
Utah
| $140M | +$17.7M | +14% | 0.77% | 38.9% | 165 | 59.39% | 0.5 |
|
| 6613 |
6613
Trevian Wealth Management
Weston,
Massachusetts
| $140M | +$4.83M | +4% | 3.99% | 94.1% | 29 | 6.9% | 1.3 |
|
| 6614 |
OIM
6614
Opus Investment Management
Worcester,
Massachusetts
| $140M | +$4.88M | +4% | 1.43% | 52.8% | 30 | 3.33% | 9.4 |
|
| 6615 |
6615
Financial Alternatives
La Jolla,
California
| $140M | -$1.53M | -1% | 0.4% | 50.2% | 81 | 0% | 2 |
|
| 6616 |
6616
EdgeRock Capital
Denver,
Colorado
| $140M | -$12.3M | -8% | 3.63% | 79.7% | 73 | 15.07% | 1.2 |
|
| 6617 |
6617
Charter Oak Advisors
New York City,
New York
| $140M | -$34.3M | -20% | 6.54% | – | 19 | 42.11% | 0.2 |
|
| 6618 |
6618
Martin Capital Advisors
San Antonio,
Texas
| $140M | -$15M | -10% | 6.5% | 140% | 70 | 5.71% | 2.7 |
|
| 6619 |
6619
Keynote Financial Services
Vernon,
Connecticut
| $140M | +$9.7M | +7% | 4.51% | – | 162 | 8.64% | 0.9 |
|
| 6620 |
6620
Aryeh Capital Management
Toronto,
Ontario, Canada
| $140M | -$26.8M | -16% | 4.97% | 87.7% | 13 | 23.08% | 1.6 |
|
| 6621 |
6621
Sterling Manor Financial
Saratoga Springs,
New York
| $140M | -$3.37M | -2% | 0.18% | – | 30 | 13.33% | 1.6 |
|
| 6622 |
6622
Sapience Investments
Newport Beach,
California
| $140M | -$31.3M | -18% | 8.54% | 54.9% | 91 | 8.79% | 3.1 |
|
| 6623 |
WPA
6623
Wealth Preservation Advisors
Chattanooga,
Tennessee
| $140M | – | – | 6.12% | – | 562 | – | 0 |
|
| 6624 |
6624
Kaufman Rossin Wealth
Miami,
Florida
| $140M | +$42.7M | +44% | 2.33% | – | 153 | 77.78% | 0.1 |
|
| 6625 |
6625
RF&L Wealth Management
Acton,
Massachusetts
| $140M | -$1.57M | -1% | 1.99% | 73.8% | 60 | 8.33% | 2 |
|