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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7626 |
7626
Perkins Capital Management
Wayzata,
Minnesota
| $99.5M | +$4.62M | +5% | 23.2% | 303% | 87 | 10.34% | 5.6 |
|
| 7627 |
7627
Verus Wealth Management
De Pere,
Wisconsin
| $99.4M | +$8.17M | +9% | 6.86% | – | 57 | 10.53% | 0.5 |
|
| 7628 |
IC
7628
Immersion Capital
London,
United Kingdom
| $99.4M | -$46.4M | -32% | 15.6% | 63.4% | 11 | 18.18% | 1.3 |
|
| 7629 |
7629
Guardian Investment Management
Tiburon,
California
| $99.4M | -$19.4M | -16% | 4.9% | 103% | 57 | 10.53% | 7.3 |
|
| 7630 |
7630
Integras Partners
Alpharetta,
Georgia
| $99.3M | -$11.5M | -10% | 7.04% | – | 64 | 23.44% | 0.5 |
|
| 7631 |
7631
Smart Portfolios LLC
Seattle,
Washington
| $99.2M | +$7.26M | +8% | 10.4% | 41.3% | 100 | 7% | 1.9 |
|
| 7632 |
7632
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $99.2M | +$61.3K | +0.1% | 7.07% | 91.9% | 40 | 10% | 4.1 |
|
| 7633 |
7633
21 West Wealth Management
Tustin,
California
| $99.1M | – | – | 5.95% | – | 59 | – | 0 |
|
| 7634 |
7634
Infinity Wealth Counsel
Loveland,
Ohio
| $99.1M | +$6.48M | +7% | 5.86% | – | 60 | 5% | 0.5 |
|
| 7635 |
7635
RD Lewis Holdings
Maitland,
Florida
| $99.1M | +$10.7M | +12% | 11.2% | – | 89 | 13.48% | 0.5 |
|
| 7636 |
7636
Putney Financial Group
San Rafael,
California
| $99M | +$4M | +4% | 10.9% | – | 307 | 13.36% | 0.4 |
|
| 7637 |
7637
Rip Road Capital Partners
Boston,
Massachusetts
| $98.7M | +$7.76M | +9% | 16% | 121% | 24 | 41.67% | 1.5 |
|
| 7638 |
7638
Kitching Partners
Conshohocken,
Pennsylvania
| $98.5M | +$11.6M | +13% | 6.27% | – | 38 | 15.79% | 0.9 |
|
| 7639 |
7639
4Wealth Advisors
Burr Ridge,
Illinois
| $98.4M | +$6.68M | +7% | 7.96% | – | 141 | 17.73% | 0.4 |
|
| 7640 |
7640
Kennondale Capital Management
Richmond,
Virginia
| $98M | +$6.27M | +7% | 10.6% | – | 83 | 3.61% | 0.5 |
|
| 7641 |
7641
ClientFirst Wealth Management
Little Rock,
Arkansas
| $97.9M | +$9.6M | +11% | 13.4% | – | 48 | 4.17% | 2.2 |
|
| 7642 |
7642
Florin Court Capital
London,
United Kingdom
| $97.8M | +$1.34M | +1% | 10.3% | 108% | 36 | 25% | 1.3 |
|
| 7643 |
7643
Ibex Investors
Denver,
Colorado
| $97.7M | +$22.5M | +30% | 28% | 16.6% | 9 | 11.11% | 3.4 |
|
| 7644 |
7644
Fulcrum Equity Management
Plano,
Texas
| $97.4M | +$5.82M | +6% | 8.73% | 116% | 128 | 45.31% | 1.4 |
|
| 7645 |
7645
SharpePoint
Phoenix,
Arizona
| $97.2M | -$17M | -15% | 17.4% | – | 79 | 48.1% | 0.4 |
|
| 7646 |
7646
Aozora Bank
Tokyo,
Japan
| $97M | +$1.32M | +1% | 1.38% | 5.45% | 2 | 0% | 4 |
|
| 7647 |
7647
DRH Investments
Thousand Oaks,
California
| $96.8M | +$11.3M | +13% | 6.94% | 81.2% | 12 | 16.67% | 3 |
|
| 7648 |
7648
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $96.6M | +$6.48M | +7% | 7.53% | 82.6% | 41 | 4.88% | 7.5 |
|
| 7649 |
7649
Villanova Investment Management
Wayne,
Pennsylvania
| $96.6M | -$4.34M | -4% | 4.66% | – | 56 | 7.14% | 0.9 |
|
| 7650 |
7650
Variant Private Wealth
Tysons,
Virginia
| $96.4M | +$3.22M | +3% | 17% | – | 41 | 12.2% | 0.5 |
|