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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7276 |
7276
Epacria Capital Partners
Boulder,
Colorado
| $120M | -$3.14M | -3% | 5.78% | 89.1% | 41 | 19.51% | 2 |
|
| 7277 |
7277
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $120M | +$6.61M | +6% | 8.72% | 96.8% | 372 | 10.48% | 3.4 |
|
| 7278 |
7278
RoundAngle Advisors
Red Bank,
New Jersey
| $120M | +$10.9M | +10% | 11.8% | – | 58 | 1.72% | 0.5 |
|
| 7279 |
7279
WealthTrak Capital Management
Virginia Beach,
Virginia
| $120M | +$3.66M | +3% | 7.79% | – | 1,094 | 25.78% | 0.4 |
|
| 7280 |
7280
Stone House Capital Management
Bay Harbor Islands,
Florida
| $120M | +$1.73M | +1% | 1.83% | 151% | 4 | 25% | 1.7 |
|
| 7281 |
7281
Brooklands Fund Management
London,
United Kingdom
| $120M | -$40.3M | -25% | – | – | 120 | 73.33% | 0.2 |
|
| 7282 |
PWM
7282
Pinnacle Wealth Management
Roseville,
California
| $120M | +$30.8M | +35% | 24.1% | 194% | 69 | 53.62% | 1.1 |
|
| 7283 |
7283
Travelers Companies
Saint Paul,
Minnesota
| $119M | +$2.62M | +2% | 2.35% | – | 3 | 66.67% | 1.5 |
|
| 7284 |
7284
Delta Wealth Advisors
Indianapolis,
Indiana
| $119M | +$9.2M | +8% | 6.44% | – | 47 | 19.15% | 0.9 |
|
| 7285 |
OM
7285
OV Management
Minneapolis,
Minnesota
| $119M | -$94.3M | -44% | 11.4% | – | 59 | 8.47% | 1.3 |
|
| 7286 |
7286
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| $119M | +$16.7M | +16% | 16% | – | 190 | 13.68% | 0.5 |
|
| 7287 |
7287
Clayton Partners
Berkeley,
California
| $119M | +$4.03M | +4% | 7.74% | 109% | 40 | 25% | 2.1 |
|
| 7288 |
7288
Alpha Wealth Funds
Park City,
Utah
| $119M | +$20M | +20% | 5.89% | – | 56 | 50% | 0.3 |
|
| 7289 |
7289
Collar Capital Management
Appleton,
Wisconsin
| $119M | +$8.59M | +8% | 15.7% | – | 75 | 20% | 0.4 |
|
| 7290 |
BFS
7290
Burr Financial Services
Pleasant Hill,
California
| $119M | -$8.61M | -7% | 35.6% | 478% | 36 | 19.44% | 1.1 |
|
| 7291 |
QGA
7291
Q Global Advisors
Fort Worth,
Texas
| $119M | -$4.11M | -3% | 10.1% | 79% | 55 | 16.36% | 1.5 |
|
| 7292 |
7292
Madison Park Capital Advisors
Seattle,
Washington
| $119M | +$4.86M | +4% | 8.03% | – | 63 | 11.11% | 1.1 |
|
| 7293 |
7293
Orca Wealth Management
New Port Richey,
Florida
| $119M | +$6.98M | +6% | 6.73% | – | 68 | 11.76% | 0.5 |
|
| 7294 |
7294
Willner & Heller
Encino,
California
| $119M | +$10.5M | +10% | 14.3% | – | 155 | 7.74% | 2.5 |
|
| 7295 |
BC
7295
Bulwark Capital
Fernandina Beach,
Florida
| $119M | – | – | 5.55% | – | 95 | – | 0 |
|
| 7296 |
7296
Navis Wealth Advisors
Rye Brook,
New York
| $119M | +$16.9M | +17% | 15.1% | 107% | 117 | 12.82% | 2.4 |
|
| 7297 |
7297
MFG Wealth Management
Indianapolis,
Indiana
| $119M | +$14M | +13% | 22.7% | – | 67 | 37.31% | 0.4 |
|
| 7298 |
7298
Williamson Legacy Group
Carmel,
Indiana
| $119M | +$13.3M | +13% | 19.9% | – | 139 | 51.8% | 0.5 |
|
| 7299 |
7299
Clear Point Advisors
Melville,
New York
| $119M | +$7.44M | +7% | 7.37% | – | 109 | 3.67% | 1.4 |
|
| 7300 |
7300
Corepath Wealth Partners
Scottsdale,
Arizona
| $119M | +$13.6M | +13% | 6.94% | 62.1% | 34 | 11.76% | 2.8 |
|