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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
IFS Advisors
Overland Park,
Kansas
| $132M | +$9.01M | +7% | 7.69% | 54.2% | 205 | 20% | 2.5 |
|
| 7027 |
7027
Alethea Capital Management
Mercer Island,
Washington
| $132M | -$1.89M | -1% | 5.51% | 275% | 33 | 72.73% | 1.3 |
|
| 7028 |
7028
General Equity Holdings
Brooklyn,
New York
| $132M | +$21.8M | +20% | 48.1% | 775% | 10 | 40% | 1.1 |
|
| 7029 |
7029
Columbia Advisory Partners
Spokane,
Washington
| $132M | +$16.8M | +15% | 7.25% | 69.7% | 84 | 19.05% | 1.5 |
|
| 7030 |
7030
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| $132M | +$20.3M | +18% | 10% | – | 144 | 23.61% | 0.4 |
|
| 7031 |
7031
Affinity Investment Advisors
Newport Beach,
California
| $132M | +$9.32M | +8% | 14.6% | 189% | 163 | 32.52% | 3.3 |
|
| 7032 |
7032
Turning Point Benefit Group
Frederick,
Maryland
| $132M | +$25.1M | +23% | 6.85% | – | 80 | 20% | 0.4 |
|
| 7033 |
SCM
7033
Sunbeam Capital Management
Atlanta,
Georgia
| $132M | +$27M | +26% | 11.4% | – | 92 | 14.13% | 0.4 |
|
| 7034 |
7034
Commons Capital
Needham,
Massachusetts
| $132M | +$23M | +21% | 18.5% | 137% | 123 | 30.89% | 1.3 |
|
| 7035 |
7035
North Dallas Bank & Trust
Dallas,
Texas
| $132M | – | – | 9.18% | – | 99 | – | 0 |
|
| 7036 |
7036
Bruce G. Allen Investments
Denver,
Colorado
| $132M | +$5.62M | +4% | 5.09% | – | 1,147 | 11.07% | 1.3 |
|
| 7037 |
7037
Pine Brook Road Advisors
Bedford,
New York
| $132M | +$4.21M | +3% | 3.39% | – | 2 | 0% | 1.5 |
|
| 7038 |
7038
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $132M | +$5.97M | +5% | 8.41% | 92.3% | 125 | 3.2% | 2.9 |
|
| 7039 |
7039
Comprehensive Money Management Services
Coral Gables,
Florida
| $132M | +$7.96M | +6% | 4.9% | – | 189 | 7.94% | 0.5 |
|
| 7040 |
7040
Obsido Oy
Tampere,
| $132M | +$15.1M | +13% | 10.2% | – | 20 | 0% | 0.5 |
|
| 7041 |
7041
Tradewinds LLC
Raleigh,
North Carolina
| $132M | -$223M | -63% | 7.3% | – | 273 | 92.67% | 0.3 |
|
| 7042 |
7042
Merkkuri Wealth Advisors
Hicksville,
New York
| $132M | +$15M | +13% | 7.3% | – | 86 | 9.3% | 0.9 |
|
| 7043 |
7043
Catalys Pacific
Tokyo,
Japan
| $132M | -$17M | -11% | 9.04% | – | 2 | 0% | 1.5 |
|
| 7044 |
7044
Catherine Avery Investment Management
Longboat Key,
Florida
| $132M | +$20M | +18% | 9.75% | – | 176 | 14.2% | 0.4 |
|
| 7045 |
7045
Opinicus Capital
Tampa,
Florida
| $132M | +$18.5M | +16% | 13.1% | – | 108 | 11.11% | 1.2 |
|
| 7046 |
7046
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| $132M | +$13.5M | +11% | 8.01% | – | 51 | 7.84% | 0.4 |
|
| 7047 |
7047
FWG Investments
Lexington,
Kentucky
| $132M | +$46.3M | +54% | 8.97% | – | 111 | 59.46% | 0.5 |
|
| 7048 |
7048
Blantyre Capital
London,
United Kingdom
| $132M | -$27M | -17% | 17% | – | 1 | 0% | 1.5 |
|
| 7049 |
7049
Moon Capital Management
New York
| $132M | +$5.28M | +4% | 8.39% | 76.3% | 17 | 52.94% | 3.4 |
|
| 7050 |
7050
AtlasMark Financial
Austin,
Texas
| $131M | +$23.7M | +22% | 9.44% | – | 39 | 0% | 4.4 |
|