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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
FSBI
6726
Fearless Solutions (Best Invest)
San Antonio,
Texas
| $189M | +$23.7M | +14% | 18.7% | – | 140 | 10% | 1.2 |
|
| 6727 |
DMKJ
6727
David M. Knott Jr
| $189M | +$21.1M | +13% | 18% | 169% | 95 | 22.11% | 2.3 |
|
| 6728 |
6728
Granite FO LLC
Bedford,
New Hampshire
| $189M | +$20.1M | +12% | 41.4% | 112% | 172 | 1.74% | 2.1 |
|
| 6729 |
SCA
6729
Sander Capital Advisors
Seattle,
Washington
| $189M | +$16.4M | +9% | 17.9% | 113% | 15 | 33.33% | 4.8 |
|
| 6730 |
6730
FWG Investments
Lexington,
Kentucky
| $189M | +$31.6M | +20% | 12.1% | 67.5% | 137 | 29.93% | 1.1 |
|
| 6731 |
6731
Madrid Financial Services
Manhattan Beach,
California
| $189M | +$19.6M | +12% | 10.3% | – | 28 | 14.29% | 0.8 |
|
| 6732 |
6732
FFG Retirement Advisors
Centennial,
Colorado
| $189M | +$17.1M | +10% | 9.42% | 43.4% | 48 | 20.83% | 1.9 |
|
| 6733 |
6733
Councilmark Asset Management
Knoxville,
Tennessee
| $189M | +$14.6M | +8% | 12.5% | – | 86 | 3.49% | 2 |
|
| 6734 |
6734
Bauman Advisory Group
Las Vegas,
Nevada
| $189M | +$46.2M | +32% | 14.8% | – | 86 | 32.56% | 0.3 |
|
| 6735 |
SHC
6735
SALT Holding Corp
Wilmington,
Delaware
| $189M | +$23.3M | +14% | 12.1% | – | 27 | 18.52% | 0.7 |
|
| 6736 |
6736
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $189M | +$7.21M | +4% | 16.4% | 80.6% | 252 | 27.78% | 1.7 |
|
| 6737 |
6737
General Catalyst Group Management
Cambridge,
Massachusetts
| $189M | +$4.95M | +3% | 19.2% | 161% | 16 | 37.5% | 0.7 |
|
| 6738 |
6738
Cincinnati Casualty Company
Fairfield,
Ohio
| $188M | -$2.99M | -2% | 7.81% | 68.7% | 25 | 8% | 9.2 |
|
| 6739 |
6739
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $188M | -$526K | -0.3% | 9.4% | 92.4% | 551 | 14.34% | 4.6 |
|
| 6740 |
6740
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $188M | +$10.7M | +6% | 9.38% | 42.8% | 81 | 14.81% | 2 |
|
| 6741 |
ICM
6741
Isabella Capital Management
London,
| $188M | +$53.4M | +40% | 0.05% | – | 9 | 33.33% | 0.3 |
|
| 6742 |
6742
Traction Financial Partners
Encampment,
Wyoming
| $188M | +$25.8M | +16% | 14% | – | 61 | 6.56% | 1.9 |
|
| 6743 |
6743
Astra Wealth Partners
Jersey City,
New Jersey
| $188M | +$20.5M | +12% | 15% | – | 112 | 22.32% | 1 |
|
| 6744 |
RMSCM
6744
R.M. Sincerbeaux Capital Management
New York
| $188M | +$16.5M | +10% | 11% | 76.4% | 39 | 2.56% | 10.2 |
|
| 6745 |
6745
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| $188M | +$16.8M | +10% | 9.78% | – | 92 | 10.87% | 1.3 |
|
| 6746 |
PR
6746
PSP Research
Newtown Square,
Pennsylvania
| $188M | +$46.6M | +33% | 15.6% | – | 89 | 26.97% | 0.4 |
|
| 6747 |
6747
Trivant Custom Portfolio Group
San Diego,
California
| $188M | +$5.39M | +3% | 15.3% | 86.1% | 91 | 19.78% | 1.9 |
|
| 6748 |
6748
Kingstone Capital Partners Texas
Frisco,
Texas
| $188M | +$25.4M | +16% | 17.9% | – | 66 | 22.73% | 1.1 |
|
| 6749 |
6749
Dynamic Wealth Strategies
Granite Bay,
California
| $188M | +$14.9M | +9% | 10.7% | 52.2% | 295 | 3.73% | 1.3 |
|
| 6750 |
6750
Ables Iannone Moore & Associates
Savannah,
Georgia
| $188M | +$19.5M | +12% | 13.3% | 116% | 63 | 7.94% | 2 |
|