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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Strategic Equity Management
Tucson,
Arizona
| $120M | +$30.9M | +35% | 9.01% | 74.9% | 39 | 46.15% | 1.1 |
|
| 6652 |
6652
International City Management Association Retirement Corp
Washington,
District of Columbia
| $120M | +$5.56M | +5% | 7.34% | 48.1% | 6 | 0% | 1.3 |
|
| 6653 |
6653
Magnolia Capital Advisors
Jackson,
Mississippi
| $120M | -$17.5M | -13% | 11.7% | 78.7% | 110 | 32.73% | 1.3 |
|
| 6654 |
QC
6654
Qalhat Capital
Tortola,
British Virgin Islands
| $120M | -$27.2M | -19% | 8.93% | 90.3% | 7 | 0% | 2.1 |
|
| 6655 |
6655
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $119M | +$8.71M | +8% | 6.91% | 64.5% | 134 | 16.42% | 0.7 |
|
| 6656 |
6656
Keynote Financial Services
Vernon,
Connecticut
| $119M | – | – | 7.57% | – | 151 | – | 0 |
|
| 6657 |
RCP
6657
RPM Capital Partners
New York
| $119M | -$3.59M | -3% | 2.93% | 8.37% | 1 | 0% | 0.3 |
|
| 6658 |
6658
Gerber LLC
Columbus,
Ohio
| $119M | +$8.26M | +7% | 8.25% | 137% | 106 | 17.92% | 0.2 |
|
| 6659 |
6659
Physician Wealth Solutions
North Las Vegas,
Nevada
| $119M | +$18.9M | +19% | 3.87% | 43.6% | 38 | 2.63% | 0.2 |
|
| 6660 |
CM
6660
CM Management
Gulf Breeze,
Florida
| $119M | -$5.38M | -4% | 3.82% | 110% | 80 | 23.75% | 1.7 |
|
| 6661 |
6661
Widmann Financial Services
Bowie,
Maryland
| $119M | +$8.01M | +7% | 7.26% | 75.2% | 99 | 8.08% | 1.8 |
|
| 6662 |
6662
Menard Financial Group
Houston,
Texas
| $119M | +$38.3M | +48% | 15.9% | 141% | 112 | 48.21% | 1.2 |
|
| 6663 |
6663
Ehrlich Financial Group
Laguna Niguel,
California
| $119M | +$19M | +19% | 6.39% | 56.2% | 111 | 26.13% | 0.2 |
|
| 6664 |
CSI
6664
Cross Staff Investments
Pittsford,
New York
| $119M | +$5.86M | +5% | 7.6% | 80.3% | 123 | 8.94% | 1.8 |
|
| 6665 |
6665
Hofer & Associates
Thousand Oaks,
California
| $119M | +$11M | +10% | 7.89% | 61.7% | 57 | 10.53% | 1.8 |
|
| 6666 |
6666
Old Well Partners
Charlotte,
North Carolina
| $119M | +$5.49M | +5% | 8.4% | 97.8% | 44 | 27.27% | 2 |
|
| 6667 |
SWP
6667
Semus Wealth Partners
Boca Raton,
Florida
| $119M | -$3.32M | -3% | 7.17% | 107% | 140 | 17.14% | 1 |
|
| 6668 |
6668
Tenon Financial
Metuchen,
New Jersey
| $118M | – | – | 6.26% | – | 38 | – | 0 |
|
| 6669 |
PIM
6669
Pullen Investment Management
Bradenton,
Florida
| $118M | – | – | 8.51% | – | 97 | – | 0 |
|
| 6670 |
6670
NRI Wealth Management
Santa Clara,
California
| $118M | +$18.2M | +18% | 15.7% | – | 29 | 6.9% | 0.2 |
|
| 6671 |
6671
Old North State Trust
Greensboro,
North Carolina
| $118M | – | – | 10.3% | – | 132 | – | 3.7 |
|
| 6672 |
6672
RenaissanceRe Holdings
Pembroke,
Bermuda
| $118M | +$13.1M | +12% | 12.9% | 40.8% | 3 | 0% | 4.3 |
|
| 6673 |
6673
Amitell Capital
Singapore
| $118M | -$6.45M | -5% | 7.31% | 188% | 45 | 33.33% | 0.8 |
|
| 6674 |
6674
Secured Retirement Advisors
St Louis Park,
Minnesota
| $118M | +$13.9M | +13% | 8.39% | – | 121 | 26.45% | 0.2 |
|
| 6675 |
6675
Starfox Financial Services
The Woodlands,
Texas
| $118M | +$9.8M | +9% | 6.6% | – | 32 | 12.5% | 1.5 |
|