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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 |
7001
Caitlin John
Brighton,
Michigan
| $144M | +$33.9M | +31% | 9.71% | – | 886 | 84.99% | 0.2 |
|
| 7002 |
7002
M.E. Allison & Co
San Antonio,
Texas
| $144M | +$19.2M | +15% | 12% | – | 190 | 15.79% | 0.6 |
|
| 7003 |
7003
Crestwood Capital Management
New York
| $144M | -$3.25M | -2% | 12.7% | 203% | 15 | 20% | 2.8 |
|
| 7004 |
7004
Gentry Private Wealth
Wichita,
Kansas
| $144M | +$12.7M | +10% | 7.07% | – | 97 | 19.59% | 0.6 |
|
| 7005 |
ICMP
7005
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $143M | +$12M | +9% | 4.37% | 39.7% | 74 | 24.32% | 2.7 |
|
| 7006 |
7006
bLong Financial
Memphis,
Tennessee
| $143M | +$13.9M | +11% | 14% | – | 82 | 10.98% | 0.7 |
|
| 7007 |
7007
Elevate Capital Advisors
Eagle,
Colorado
| $143M | +$18M | +14% | 5.11% | – | 84 | 30.95% | 0.5 |
|
| 7008 |
7008
Tsai Capital
New York
| $143M | +$6.96M | +5% | 9.62% | 29.2% | 28 | 17.86% | 2.8 |
|
| 7009 |
B
7009
BennBridge
Edinburgh,
United Kingdom
| $143M | +$19.2M | +15% | 7.75% | – | 8 | 50% | 0.5 |
|
| 7010 |
7010
Mount Vernon Associates
Baltimore,
Maryland
| $143M | +$4.83M | +3% | 8.39% | 136% | 55 | 0% | 7.6 |
|
| 7011 |
7011
Holcombe Financial
Atlanta,
Georgia
| $143M | +$10.4M | +8% | 6.5% | – | 44 | 11.36% | 0.6 |
|
| 7012 |
CSI
7012
Cross Staff Investments
Pittsford,
New York
| $143M | +$8.63M | +6% | 7.33% | 80.3% | 133 | 9.02% | 3 |
|
| 7013 |
7013
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| $143M | +$11.1M | +8% | 7.89% | – | 142 | 7.75% | 0.6 |
|
| 7014 |
7014
Penbrook Management
New York
| $143M | +$10.2M | +8% | 12.7% | 107% | 112 | 16.07% | 5.6 |
|
| 7015 |
7015
Sky-Mountain Capital Management
Ketchum,
Idaho
| $143M | -$7.29M | -5% | 5.01% | – | 39 | 10.26% | 0.4 |
|
| 7016 |
RCM
7016
RMR Capital Management
Tustin,
California
| $143M | +$3.28M | +2% | 5.02% | 57% | 80 | 8.75% | 1.4 |
|
| 7017 |
7017
Stillwater Wealth Management Group
Juno Beach,
Florida
| $143M | – | – | 8.65% | – | 76 | – | 0.6 |
|
| 7018 |
7018
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| $143M | +$11.3M | +9% | 6.86% | – | 54 | 7.41% | 0.7 |
|
| 7019 |
7019
Monetta Financial Services
Wheaton,
Illinois
| $143M | +$5.2M | +4% | 14.2% | 275% | 69 | 40.58% | 2.4 |
|
| 7020 |
7020
Brickwood Asset Management
London,
United Kingdom
| $143M | +$6.71M | +5% | 11.5% | – | 9 | 11.11% | 0.4 |
|
| 7021 |
7021
Instrumental Wealth
Tampa,
Florida
| $143M | +$16.8M | +13% | 6.99% | 38.2% | 74 | 24.32% | 1.3 |
|
| 7022 |
7022
1858 Wealth Management
Akron,
Ohio
| $142M | +$6.85M | +5% | 8.51% | – | 132 | 25.76% | 1.2 |
|
| 7023 |
7023
S.R. Schill & Associates
Mercer Island,
Washington
| $142M | +$6.64M | +5% | 5.53% | 42.7% | 27 | 11.11% | 4.1 |
|
| 7024 |
7024
HC Advisors
Sandy Springs,
Georgia
| $142M | +$741K | +0.5% | 6.84% | 63.5% | 63 | 7.94% | 3.1 |
|
| 7025 |
7025
Coastwise Capital Group
La Jolla,
California
| $142M | +$16.5M | +13% | 9.16% | 88.8% | 133 | 8.27% | 2.5 |
|