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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7476 |
7476
Eagle Harbor Asset Management
Seattle,
Washington
| $115M | +$11.6M | +11% | 9.84% | 76.2% | 136 | 12.5% | 2.5 |
|
| 7477 |
7477
R.H. Investment Group
Scottsdale,
Arizona
| $115M | +$6.11M | +6% | 7.03% | – | 34 | 11.76% | 0.7 |
|
| 7478 |
7478
Dynamic Financial Group
Cedar Falls,
Iowa
| $115M | +$11.4M | +11% | 2.79% | – | 66 | 7.58% | 0.6 |
|
| 7479 |
7479
Alpine Peaks Capital
New York
| $115M | +$1.81M | +2% | 5.58% | 24.3% | 24 | 4.17% | 2.9 |
|
| 7480 |
7480
Sentinel Wealth Management
Reston,
Virginia
| $115M | +$8.68M | +8% | 6.35% | – | 39 | 2.56% | 0.3 |
|
| 7481 |
7481
AJU IB Investment Company
Seoul,
South Korea
| $115M | +$23.2M | +25% | 26.1% | – | 8 | 12.5% | 4.3 |
|
| 7482 |
TC
7482
Teilinger Capital
Houston,
Texas
| $115M | +$12.5M | +12% | 11.9% | 30.2% | 10 | 50% | 0.8 |
|
| 7483 |
7483
Golden Bell Financial Planning
Alpharetta,
Georgia
| $115M | +$8.9M | +8% | 4.32% | – | 36 | 8.33% | 0.7 |
|
| 7484 |
7484
Michelson Medical Research Foundation
Los Angeles,
California
| $115M | +$10.8M | +10% | 11.7% | 52.2% | 21 | 9.52% | 1.7 |
|
| 7485 |
7485
Sherwood Financial Partners
Westlake Village,
California
| $115M | +$5.51M | +5% | 5.27% | – | 9 | 11.11% | 0.5 |
|
| 7486 |
7486
Parvin Asset Management
Sioux Falls,
South Dakota
| $115M | +$15M | +15% | 21.1% | – | 303 | 9.57% | 0.7 |
|
| 7487 |
7487
Blalock Williams
Alexander City,
Alabama
| $114M | +$14.1M | +14% | 8.28% | – | 143 | 20.98% | 0.6 |
|
| 7488 |
7488
New Dimensions Wealth Management
Allen,
Texas
| $114M | +$4.66M | +4% | 5.07% | – | 20 | 5% | 0.5 |
|
| 7489 |
7489
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| $114M | -$5M | -4% | 2.89% | – | 234 | 30.34% | 0.5 |
|
| 7490 |
7490
Broyhill Asset Management
Charlotte,
North Carolina
| $114M | +$4.05M | +4% | 1.24% | – | 85 | 14.12% | 0.6 |
|
| 7491 |
7491
Ehrenkranz Partners
New York
| $114M | – | – | 7.9% | – | 32 | – | 0 |
|
| 7492 |
7492
MY Wealth Management
Germantown,
Maryland
| $114M | +$9.7M | +9% | 4.62% | 41.2% | 34 | 8.82% | 2 |
|
| 7493 |
7493
M Wealth Management LLC
San Diego,
California
| $114M | +$5.43M | +5% | 5.43% | – | 50 | 10% | 0.6 |
|
| 7494 |
7494
Houlihan Financial Resource Group
Ashburn,
Virginia
| $114M | -$127M | -53% | 6.37% | 50.6% | 107 | 32.71% | 3.1 |
|
| 7495 |
7495
Bain Capital Venture Investors
Boston,
Massachusetts
| $114M | -$10.1M | -8% | 8.11% | 34.2% | 2 | 0% | 2.5 |
|
| 7496 |
7496
IFS Group
York,
Pennsylvania
| $114M | – | – | 7.35% | – | 145 | – | 0 |
|
| 7497 |
7497
Fjell Capital
Fargo,
North Dakota
| $114M | +$5.7M | +5% | 6.84% | – | 58 | 8.62% | 0.6 |
|
| 7498 |
7498
Perkins Capital Management
Wayzata,
Minnesota
| $113M | +$14M | +14% | 23.4% | 303% | 88 | 11.36% | 5.8 |
|
| 7499 |
7499
EHP Funds Inc
Toronto,
Canada
| $113M | -$174M | -61% | 15.8% | 173% | 117 | 82.05% | 0.1 |
|
| 7500 |
7500
Sellaronda Global Management
New York
| $113M | -$834K | -0.7% | 0.49% | – | 11 | 54.55% | 0.4 |
|