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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7551 |
LP
7551
LB Partners
Charlottesville,
Virginia
| $147M | +$35.1M | +31% | 38.6% | – | 40 | 22.5% | 1.3 |
|
| 7552 |
7552
Fjell Capital
Fargo,
North Dakota
| $147M | +$16.6M | +13% | 19.3% | – | 70 | 8.57% | 1.2 |
|
| 7553 |
7553
Sun Group Wealth Partners
Irvine,
California
| $147M | +$19.4M | +15% | 21.9% | – | 87 | 22.99% | 0.4 |
|
| 7554 |
PCM
7554
Potomac Capital Management
New York
| $147M | +$31.5M | +27% | 45.7% | – | 81 | 33.33% | 1.6 |
|
| 7555 |
7555
Guild Investment Management
Los Angeles,
California
| $146M | +$6.49M | +5% | 7.29% | 101% | 64 | 34.38% | 1.9 |
|
| 7556 |
7556
Midwest Financial Network
Tinley Park,
Illinois
| $146M | +$20.6M | +16% | 9.18% | – | 106 | 23.58% | 0.8 |
|
| 7557 |
7557
Intrinsic Value Partners
Phoenix,
Arizona
| $146M | +$16.6M | +13% | 15.7% | 126% | 73 | 5.48% | 3.1 |
|
| 7558 |
7558
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $146M | +$47.1M | +47% | 47.4% | 40.8% | 1 | 0% | 4.5 |
|
| 7559 |
7559
Luminus Management
Houston,
Texas
| $146M | -$19.2M | -12% | 0.86% | 8.7% | 37 | 54.05% | 0.8 |
|
| 7560 |
7560
Fairway Financial
Casselberry,
Florida
| $146M | +$14.7M | +11% | 10.8% | – | 23 | 0% | 1.4 |
|
| 7561 |
7561
Collier Financial
Denver,
Colorado
| $146M | +$15M | +11% | 9.48% | – | 144 | 7.64% | 1.2 |
|
| 7562 |
7562
Seneschal Advisors
Tacoma,
Washington
| $146M | +$11.3M | +8% | 9.44% | – | 625 | 9.44% | 0.7 |
|
| 7563 |
7563
Clear Retirement Advice
San Mateo,
California
| $146M | +$18.7M | +15% | 8.46% | – | 54 | 0% | 0.5 |
|
| 7564 |
7564
Bridgelight Financial Advisors
Shelton,
Connecticut
| $146M | +$28M | +24% | 12.3% | – | 51 | 25.49% | 0.4 |
|
| 7565 |
7565
Elm3 Financial Group
Alpharetta,
Georgia
| $146M | +$27.6M | +23% | 21% | – | 142 | 22.54% | 1 |
|
| 7566 |
7566
DMC Group
Birmingham,
Alabama
| $146M | -$2.06M | -1% | 24.9% | 116% | 154 | 25.32% | 2.6 |
|
| 7567 |
7567
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| $146M | +$1.13M | +0.8% | 17.1% | – | 57 | 15.79% | 1.1 |
|
| 7568 |
7568
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
| $146M | +$16.7M | +13% | 8.63% | – | 53 | 20.75% | 0.4 |
|
| 7569 |
7569
JM2 Capital
Edmond,
Oklahoma
| $146M | +$25.1M | +21% | 32.4% | – | 127 | 14.96% | 0.4 |
|
| 7570 |
7570
AWH Capital
Dallas,
Texas
| $146M | +$35.6M | +32% | 33.6% | 183% | 24 | 25% | 2.8 |
|
| 7571 |
7571
Tenzing Financial
Williamsburg,
Virginia
| $146M | +$12.4M | +9% | 10.8% | – | 84 | 16.67% | 0.4 |
|
| 7572 |
7572
Enhancing Capital
Harrisburg,
Pennsylvania
| $145M | +$10.6M | +8% | 9.47% | – | 93 | 10.75% | 3.2 |
|
| 7573 |
7573
Wynnefield Capital
New York
| $145M | -$2.12M | -1% | 0.86% | 52.1% | 9 | 11.11% | 8 |
|
| 7574 |
7574
Bingham Private Wealth
San Francisco,
California
| $145M | +$19.3M | +15% | 16.3% | – | 195 | 24.62% | 1 |
|
| 7575 |
7575
Hegarty Advisors
Garden City,
New York
| $145M | +$18.5M | +15% | 11.4% | – | 67 | 16.42% | 0.4 |
|