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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Wealth Science Advisors
Alpharetta,
Georgia
| $173M | – | – | 3.49% | – | 71 | – | 0 |
|
| 6702 |
HSM
6702
H Squared Management
New York
| $173M | – | – | 1.01% | – | 11 | – | 0 |
|
| 6703 |
PS
6703
Presima Securities
Montreal,
Quebec, Canada
| $173M | -$191M | -52% | 3.11% | 10.3% | 48 | 0% | 5.6 |
|
| 6704 |
SBCM
6704
Silverberg Bernstein Capital Management
Armonk,
New York
| $173M | +$8.38M | +5% | 6.83% | 133% | 67 | 1.49% | 1.7 |
|
| 6705 |
6705
Lennar Corp
Miami,
Florida
| $173M | – | – | 21.8% | – | 5 | – | 0 |
|
| 6706 |
6706
Heronetta Management
New York
| $173M | -$9.7M | -5% | 0.45% | 59.7% | 25 | 0% | 7.6 |
|
| 6707 |
6707
Finivi Inc
Westborough,
Massachusetts
| $173M | +$15.9M | +10% | 2.49% | 144% | 104 | 7.69% | 2.2 |
|
| 6708 |
6708
Michael S. Ryan Inc
Latham,
New York
| $173M | +$5.3M | +3% | 2.46% | 63.3% | 58 | 13.79% | 1.5 |
|
| 6709 |
WF
6709
Williams Financial
North Bennington,
Vermont
| $173M | +$75.9M | +78% | 1.08% | 33.1% | 31 | 67.74% | 0.4 |
|
| 6710 |
6710
Brookmont Capital Management
Dallas,
Texas
| $173M | -$7.05M | -4% | 3.74% | 32.2% | 59 | 8.47% | 7.1 |
|
| 6711 |
6711
Lagoda Investment Management
New York
| $173M | -$4.05M | -2% | 2.35% | 250% | 26 | 15.38% | 6.7 |
|
| 6712 |
CF
6712
Carlson Financial
Canby,
Oregon
| $173M | – | – | 0.25% | – | 180 | – | 0 |
|
| 6713 |
6713
Tacita Capital
Toronto,
Ontario, Canada
| $173M | +$7.14M | +4% | 3.06% | 72.3% | 222 | 6.76% | 3.5 |
|
| 6714 |
6714
Atmos Advisory
Pittsburgh,
Pennsylvania
| $173M | +$8.44M | +5% | 0.61% | 31.9% | 21 | 4.76% | 3.8 |
|
| 6715 |
6715
Align Financial
Hermantown,
Minnesota
| $172M | – | – | 2.5% | – | 389 | – | 0 |
|
| 6716 |
6716
Velan Capital Investment Management
Alpharetta,
Georgia
| $172M | +$65.9M | +62% | 117% | 2,395% | 57 | 33.33% | 0.8 |
|
| 6717 |
6717
LeClair Wealth Partners
Dublin,
Ohio
| $172M | +$11.9M | +7% | 2.78% | – | 115 | 11.3% | 0.8 |
|
| 6718 |
6718
SeaTown Holdings
Singapore
| $172M | -$1.09M | -0.6% | 5.61% | 220% | 21 | 33.33% | 1.1 |
|
| 6719 |
6719
Tranquilli Financial Advisor
Clinton,
New Jersey
| $172M | +$3.08M | +2% | 2.3% | 55.1% | 136 | 17.65% | 2.1 |
|
| 6720 |
PVAMC
6720
PPS&V Asset Management Consultants
Portage,
Michigan
| $172M | -$954K | -0.6% | 2.51% | 80.7% | 43 | 4.65% | 2.6 |
|
| 6721 |
GFG
6721
Genesis Financial Group
Paramus,
New Jersey
| $172M | – | – | 1.82% | – | 101 | – | 0 |
|
| 6722 |
6722
Anderson Financial Strategies
Dayton,
Ohio
| $172M | +$3.42M | +2% | 0.64% | – | 40 | 10% | 0.8 |
|
| 6723 |
6723
McGinn Penninger Investment Management
Alexandria,
Virginia
| $172M | +$1.65M | +1% | 3.46% | 51.9% | 36 | 5.56% | 3.2 |
|
| 6724 |
6724
11.2 Capital Management
Las Vegas,
Nevada
| $172M | – | – | 5.36% | – | 1 | – | 0 |
|
| 6725 |
6725
Two West Capital Advisors
Overland Park,
Kansas
| $172M | +$6.45M | +4% | 1.72% | – | 101 | 8.91% | 1.1 |
|