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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
Matters Capital
Miami,
Florida
| $143M | +$30.1M | +27% | 25.7% | – | 78 | 21.79% | 0.4 |
|
| 7627 |
7627
Camelot Portfolios
Maumee,
Ohio
| $143M | +$7.65M | +6% | 7.69% | 41.3% | 215 | 15.35% | 3.3 |
|
| 7628 |
7628
Midwestern Financial
Iowa City,
Iowa
| $143M | +$15.7M | +12% | 9.62% | – | 54 | 0% | 1 |
|
| 7629 |
7629
Strategic Value Bank Partners
Cleveland,
Ohio
| $143M | -$43.3M | -23% | 11.1% | 98.1% | 15 | 40% | 2.8 |
|
| 7630 |
7630
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $143M | +$24.1M | +20% | 16.1% | 111% | 95 | 21.05% | 2.4 |
|
| 7631 |
7631
LifePlan Financial
Mankato,
Minnesota
| $143M | +$7.45M | +6% | 11.7% | 69.9% | 92 | 13.04% | 1.8 |
|
| 7632 |
7632
Gilbert Capital Group
North Yarmouth,
Maine
| $143M | +$13.3M | +10% | 14.5% | – | 63 | 30.16% | 0.7 |
|
| 7633 |
GPCM
7633
Guardsman Private Capital Management
Sarasota,
Florida
| $143M | +$14.7M | +11% | 11.4% | – | 44 | 4.55% | 0.5 |
|
| 7634 |
7634
Twin City Private Wealth
Winston-Salem,
North Carolina
| $143M | +$10.8M | +8% | 9.23% | – | 106 | 11.32% | 1.8 |
|
| 7635 |
OF
7635
Outfitter Financial
Brunswick,
Maine
| $143M | +$13.4M | +10% | 19.5% | 97.6% | 85 | 11.76% | 3.4 |
|
| 7636 |
7636
Emmett Investment Management
New York
| $143M | +$11.8M | +9% | 18.5% | – | 35 | 51.43% | 0.7 |
|
| 7637 |
7637
Rye Brook Capital
Greenwich,
Connecticut
| $143M | +$34.2M | +31% | 13.7% | 77.2% | 44 | 45.45% | 0.9 |
|
| 7638 |
7638
Clearfield Capital Management
New York
| $143M | -$45.3M | -24% | 94.7% | 421% | 18 | 77.78% | 0.7 |
|
| 7639 |
7639
Peak Wealth Management
Nashua,
New Hampshire
| $143M | +$20.6M | +17% | 15.2% | – | 61 | 14.75% | 0.4 |
|
| 7640 |
7640
Somerset Group
Wayzata,
Minnesota
| $142M | +$7.82M | +6% | 16.2% | 84.6% | 59 | 1.69% | 7.8 |
|
| 7641 |
7641
Virtue Asset Management
Barrington,
Illinois
| $142M | +$16.9M | +13% | 15.4% | – | 118 | 18.64% | 0.6 |
|
| 7642 |
7642
Seelaus Asset Management
Chatham,
New Jersey
| $142M | +$3.71M | +3% | 24% | 134% | 239 | 29.71% | 3.1 |
|
| 7643 |
GCM
7643
Gunpowder Capital Management
Towson,
Maryland
| $142M | +$10.5M | +8% | 9.38% | – | 428 | 9.35% | 0.5 |
|
| 7644 |
7644
Greenhouse Wealth Management
Westport,
Connecticut
| $142M | -$19.4M | -12% | 16% | 87.2% | 60 | 18.33% | 3.9 |
|
| 7645 |
7645
Richwood Investment Advisors
Cincinnati,
Ohio
| $142M | +$12.4M | +10% | 14.4% | 66% | 109 | 12.84% | 3.6 |
|
| 7646 |
7646
Barington Capital Group
New York
| $142M | +$19.1M | +15% | 18.4% | 71.1% | 10 | 30% | 2.2 |
|
| 7647 |
KC
7647
KHIS Custodian
Dallas,
Texas
| $142M | -$174M | -55% | 37.6% | – | 1 | 0% | 0.5 |
|
| 7648 |
7648
Legacy Advisory Services
Exton,
Pennsylvania
| $142M | +$11.1M | +8% | 9.38% | 59.4% | 57 | 19.3% | 1.3 |
|
| 7649 |
7649
MY Wealth Management
Germantown,
Maryland
| $142M | +$38.7M | +37% | 12.9% | 41.2% | 50 | 56% | 1.7 |
|
| 7650 |
AF
7650
ASL Financial
Los Gatos,
California
| $142M | +$16.8M | +13% | 13.4% | – | 100 | 10% | 0.4 |
|