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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Allen Wealth Management
Boone,
North Carolina
| $112M | -$1.02M | -0.9% | 0.69% | – | 58 | 1.72% | 0.5 |
|
| 6777 |
6777
Exome Asset Management
New York
| $112M | -$4.46M | -4% | 0.6% | – | 80 | 68.75% | 0.2 |
|
| 6778 |
6778
RenaissanceRe Holdings
Pembroke,
Bermuda
| $112M | -$5.97M | -5% | 4.95% | 40.8% | 3 | 0% | 4.5 |
|
| 6779 |
6779
Investment Partners Asset Management
Metuchen,
New Jersey
| $112M | +$1.5M | +1% | 3.93% | 86.1% | 139 | 5.04% | 0.5 |
|
| 6780 |
6780
Farley Capital
New York
| $112M | +$5.77M | +5% | 6.36% | 105% | 17 | 17.65% | 4.8 |
|
| 6781 |
6781
Capstone Capital
Henderson,
Nevada
| $112M | -$3.87M | -3% | 0.87% | 62.8% | 23 | 17.39% | 0.4 |
|
| 6782 |
6782
Marathon Asset Management (New York)
New York
| $112M | -$105M | -48% | 4.94% | 490% | 12 | 41.67% | 2 |
|
| 6783 |
6783
WFA of San Diego
San Diego,
California
| $112M | – | – | 2.29% | – | 406 | – | 1.3 |
|
| 6784 |
6784
EMFO LLC
Weston,
Florida
| $112M | +$2.45M | +2% | 3.28% | 25.8% | 299 | 9.7% | 2.4 |
|
| 6785 |
6785
Aflac Inc
Columbus,
Georgia
| $112M | +$8.15M | +8% | 8.64% | 28.8% | 4 | 0% | 1.8 |
|
| 6786 |
6786
Perissos Private Wealth Management
Bethany,
Oklahoma
| $112M | +$1.28M | +1% | 3% | – | 87 | 17.24% | 0.2 |
|
| 6787 |
6787
Fingerlakes Wealth Management
Ithaca,
New York
| $111M | +$7.88M | +8% | 4.79% | 80.2% | 91 | 3.3% | 2.2 |
|
| 6788 |
6788
Hershey Financial Advisers
Lancaster,
Pennsylvania
| $111M | – | – | 3.19% | – | 157 | – | 0 |
|
| 6789 |
6789
Fulcrum Equity Management
Plano,
Texas
| $111M | +$26.6M | +31% | 2.3% | 116% | 152 | 42.76% | 1.1 |
|
| 6790 |
6790
Kuhn & Co Investment Counsel
Chicago,
Illinois
| $111M | +$5.06M | +5% | 3.46% | – | 128 | 6.25% | 0.5 |
|
| 6791 |
MFC
6791
Miramar Fiduciary Corp
Reno,
Nevada
| $111M | -$25.4M | -19% | 0.33% | – | 6 | 16.67% | 2.5 |
|
| 6792 |
6792
Clearfield Capital Management
New York
| $111M | -$6.69M | -6% | 4.06% | 421% | 12 | 50% | 0.6 |
|
| 6793 |
BAWM
6793
Bennett Associates Wealth Management
Butler,
Pennsylvania
| $111M | +$235K | +0.2% | 0.2% | 51% | 48 | 35.42% | 0.4 |
|
| 6794 |
6794
Basso Capital Management
Stamford,
Connecticut
| $111M | +$4.99M | +5% | 2.74% | 85.5% | 78 | 14.1% | 1.1 |
|
| 6795 |
6795
Schrum Private Wealth Management
St. Augustine,
Florida
| $111M | +$699K | +0.6% | 2.33% | 60.9% | 133 | 6.02% | 1.8 |
|
| 6796 |
6796
Yarra Square Partners
New York
| $111M | -$4.61M | -4% | 10.2% | 55.9% | 26 | 34.62% | 1.5 |
|
| 6797 |
6797
Plustick Management
Charlottesville,
Virginia
| $111M | +$5.83M | +6% | 19.4% | 1,667% | 19 | 26.32% | 1.2 |
|
| 6798 |
6798
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $111M | +$1.01M | +0.9% | 0.02% | 41.6% | 12 | 33.33% | 0.3 |
|
| 6799 |
UAML
6799
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $111M | -$317K | -0.3% | 6.28% | – | 133 | 5.26% | 2.5 |
|
| 6800 |
6800
Upper Left Wealth Management
Tampa,
Florida
| $111M | +$2.78M | +3% | 0.01% | 52.7% | 61 | 4.92% | 1.9 |
|