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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
Travelers Companies
Saint Paul,
Minnesota
| $132M | +$12.7M | +11% | 9.39% | – | 2 | 50% | 0.9 |
|
| 7202 |
7202
Cannon Wealth Management Services
Winston Salem,
North Carolina
| $132M | +$9.7M | +8% | 6.14% | – | 86 | 11.63% | 0.9 |
|
| 7203 |
7203
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| $132M | +$1.65M | +1% | 5.22% | – | 62 | 3.23% | 0.7 |
|
| 7204 |
7204
Flight Deck Capital
San Francisco,
California
| $132M | +$37.6M | +40% | 60% | 379% | 17 | 41.18% | 0.9 |
|
| 7205 |
7205
Orca Wealth Management
New Port Richey,
Florida
| $132M | +$13.3M | +11% | 11.2% | – | 70 | 10% | 0.7 |
|
| 7206 |
7206
Opulen Financial Group
Arlington,
Virginia
| $132M | +$10M | +8% | 5.46% | – | 108 | 9.26% | 0.6 |
|
| 7207 |
7207
Clayton Partners
Berkeley,
California
| $132M | +$12.8M | +11% | 12.4% | 109% | 41 | 21.95% | 2.4 |
|
| 7208 |
7208
Womack Financial
Dallas,
Texas
| $132M | +$11.7M | +10% | 7.35% | – | 68 | 4.41% | 0.7 |
|
| 7209 |
7209
Leibman Financial Services
Louisville,
Nebraska
| $132M | +$1.61M | +1% | 6.86% | 59.2% | 53 | 16.98% | 1.3 |
|
| 7210 |
7210
GeoSphere Capital Management
Miami Beach,
Florida
| $132M | +$14.9M | +13% | 33% | 446% | 55 | 49.09% | 0.4 |
|
| 7211 |
WSA
7211
Warm Springs Advisors
Larkspur,
California
| $132M | +$15.2M | +13% | 9.64% | – | 50 | 16% | 0.7 |
|
| 7212 |
7212
Finward Bancorp
Munster,
Indiana
| $132M | +$5M | +4% | 8.8% | – | 109 | 10.09% | 0.7 |
|
| 7213 |
7213
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| $132M | -$23M | -15% | 13.1% | 61.6% | 5 | 0% | 2.8 |
|
| 7214 |
7214
Affinity Wealth
Canton,
Ohio
| $132M | +$14.1M | +12% | 7.65% | – | 84 | 52.38% | 0.4 |
|
| 7215 |
7215
Institutional Venture Management XV
Menlo Park,
California
| $131M | -$111M | -46% | 8.8% | 116% | 4 | 25% | 3.1 |
|
| 7216 |
7216
PMG Wealth Management
Hawthorn Woods,
Illinois
| $131M | +$10.1M | +8% | 6.09% | – | 55 | 3.64% | 0.6 |
|
| 7217 |
7217
TT Capital Management
Coto De Caza,
California
| $131M | +$7.55M | +6% | 0.98% | – | 77 | 22.08% | 0.6 |
|
| 7218 |
7218
Pine Brook Road Advisors
Bedford,
New York
| $131M | -$1.02M | -0.8% | 9.47% | – | 2 | 50% | 1.8 |
|
| 7219 |
HC
7219
Hoese & Co
Glencoe,
Minnesota
| $131M | +$6.85M | +6% | 4.86% | 51% | 154 | 18.83% | 3 |
|
| 7220 |
7220
SIMA Wealth Partners
North Chesterfield,
Virginia
| $131M | +$6.89M | +6% | 5.51% | – | 183 | 26.23% | 1 |
|
| 7221 |
7221
Kids Capital Management
Los Angeles,
California
| $131M | +$8.7M | +7% | 7.25% | – | 13 | 7.69% | 1.4 |
|
| 7222 |
7222
Family Legacy Financial Solutions
Cary,
North Carolina
| $131M | +$12.7M | +11% | 4.08% | – | 292 | 28.08% | 0.2 |
|
| 7223 |
7223
Kennondale Capital Management
Richmond,
Virginia
| $131M | +$32.6M | +33% | 17.2% | – | 84 | 4.76% | 0.7 |
|
| 7224 |
HAM
7224
Hedges Asset Management
Reno,
Nevada
| $131M | +$6.08M | +5% | 11.6% | – | 110 | 15.45% | 2.8 |
|
| 7225 |
PAYA
7225
Phil A. Younker & Associates
Fairbanks,
Alaska
| $131M | +$29.1M | +29% | 3.9% | – | 34 | 17.65% | 0.6 |
|