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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
PWM
7001
Pinnacle Wealth Management
Roseville,
California
| $95.9M | +$8.43M | +10% | 21.3% | 194% | 47 | 40.43% | 0.7 |
|
| 7002 |
7002
Moulton Wealth Management
Spokane,
Washington
| $95.4M | +$17.5M | +22% | 3.5% | 47.8% | 27 | 37.04% | 1.3 |
|
| 7003 |
7003
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $95.4M | +$8.25M | +9% | 5.25% | 58.1% | 50 | 12% | 1.6 |
|
| 7004 |
7004
University of Pittsburgh
Pittsburgh,
Pennsylvania
| $95.2M | +$1.88M | +2% | 2.02% | 69.2% | 2 | 0% | 1.3 |
|
| 7005 |
JAIC
7005
Josh Arnold Investment Consultant
Edina,
Minnesota
| $95.1M | -$9.6M | -9% | 2.7% | 272% | 29 | 82.76% | 0.7 |
|
| 7006 |
AIM
7006
Alerce Investment Management
Chicago,
Illinois
| $95.1M | +$19.9M | +27% | 47.8% | 25.1% | 5 | 0% | 3.3 |
|
| 7007 |
7007
Chicago Capital Management
Chicago,
Illinois
| $95M | +$32M | +51% | 5.54% | 270% | 44 | 38.64% | 0.2 |
|
| 7008 |
7008
Smart Portfolios LLC
Seattle,
Washington
| $94.9M | +$9.7M | +11% | 4.66% | 41.3% | 95 | 11.58% | 1 |
|
| 7009 |
7009
Redwood Wealth Management Group
Medford,
New Jersey
| $94.4M | +$4.17M | +5% | 11.4% | 74.1% | 149 | 29.53% | 1.1 |
|
| 7010 |
7010
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| $94.3M | – | – | 9.7% | – | 32 | – | 0 |
|
| 7011 |
7011
Aozora Bank
Tokyo,
Japan
| $94.3M | -$70.4M | -43% | 0.99% | 5.45% | 3 | 33.33% | 2.8 |
|
| 7012 |
7012
Eagle Harbor Asset Management
Seattle,
Washington
| $94.3M | +$7.38M | +8% | 5.75% | 76.2% | 132 | 12.88% | 1.4 |
|
| 7013 |
7013
Point Break Capital Management
Miami,
Florida
| $94.1M | -$31.6M | -25% | 0.66% | – | 17 | 47.06% | 0.7 |
|
| 7014 |
7014
Groesbeck Investment Management
Paramus,
New Jersey
| $94M | +$21.7M | +30% | 14.3% | 155% | 100 | 29% | 4.1 |
|
| 7015 |
7015
Intrinsic Value Partners
Phoenix,
Arizona
| $93.8M | +$8.09M | +9% | 12.8% | 126% | 58 | 12.07% | 1.9 |
|
| 7016 |
7016
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $93.8M | +$2.51M | +3% | 25% | 161% | 192 | 21.88% | 4.1 |
|
| 7017 |
7017
HPS Investment Partners
New York
| $93.6M | -$1.67M | -2% | 22.6% | 55.9% | 6 | 0% | 2 |
|
| 7018 |
AC
7018
Athos Capital
Hong Kong
| $93.5M | +$3.99M | +4% | 6.44% | 110% | 58 | 51.72% | 0.8 |
|
| 7019 |
7019
FSA Advisors
Troy,
Michigan
| $93.3M | +$12.6M | +16% | 7.12% | – | 138 | 15.94% | 0.2 |
|
| 7020 |
7020
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $92.9M | +$5.98M | +7% | 12.5% | 82.6% | 42 | 4.76% | 6.9 |
|
| 7021 |
7021
HGI Capital Management
New York
| $92.8M | +$4.86M | +6% | 1.16% | 47% | 58 | 56.9% | 0.4 |
|
| 7022 |
AM
7022
Account Management
Boxford,
Massachusetts
| $92.6M | +$9M | +11% | 11.3% | 87.4% | 25 | 8% | 4.1 |
|
| 7023 |
7023
Compass Rose Asset Management
New York
| $92.3M | -$147M | -61% | 11.3% | 41% | 10 | 90% | 0.1 |
|
| 7024 |
7024
FWG Investments
Lexington,
Kentucky
| $92.2M | +$11.7M | +15% | 6.99% | – | 123 | 30.89% | 0.2 |
|
| 7025 |
7025
NorthLanding Financial Partners
Rochester,
New York
| $91.9M | +$7.4M | +9% | 6.03% | 54.7% | 36 | 11.11% | 1.4 |
|