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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7651 |
7651
Barington Capital Group
New York
| $142M | +$19.1M | +15% | 18.4% | 71.1% | 10 | 30% | 2.2 |
|
| 7652 |
KC
7652
KHIS Custodian
Dallas,
Texas
| $142M | -$174M | -55% | 37.6% | – | 1 | 0% | 0.5 |
|
| 7653 |
7653
Legacy Advisory Services
Exton,
Pennsylvania
| $142M | +$11.1M | +8% | 9.38% | 59.4% | 57 | 19.3% | 1.3 |
|
| 7654 |
7654
MY Wealth Management
Germantown,
Maryland
| $142M | +$38.7M | +37% | 12.9% | 41.2% | 50 | 56% | 1.7 |
|
| 7655 |
AF
7655
ASL Financial
Los Gatos,
California
| $142M | +$16.8M | +13% | 13.4% | – | 100 | 10% | 0.4 |
|
| 7656 |
7656
Hallstatt Advisors
New York
| $142M | +$15.5M | +12% | 15.4% | – | 17 | 35.29% | 0.4 |
|
| 7657 |
7657
Connective Capital Management
Palo Alto,
California
| $142M | +$20.8M | +17% | 37.1% | 188% | 96 | 58.33% | 0.8 |
|
| 7658 |
7658
Kropog Financial Group
Mandeville,
Louisiana
| $142M | +$18.8M | +15% | 15.1% | – | 41 | 24.39% | 0.9 |
|
| 7659 |
7659
Sentinel Wealth Management
Reston,
Virginia
| $142M | +$16.9M | +13% | 12.7% | – | 39 | 0% | 1 |
|
| 7660 |
7660
K2 Financial
Glendora,
California
| $142M | +$4.18M | +3% | 7.76% | – | 60 | 1.67% | 1.4 |
|
| 7661 |
7661
Travelers Companies
Saint Paul,
Minnesota
| $142M | +$14.9M | +12% | 27.4% | – | 2 | 50% | 1.3 |
|
| 7662 |
7662
iSAM Funds (UK)
London,
United Kingdom
| $142M | -$60.9M | -30% | 7.85% | 53.7% | 445 | 80.45% | 0.1 |
|
| 7663 |
7663
L1 Global Manager
Melbourne,
| $142M | -$7.87M | -5% | 1.04% | – | 164 | 52.44% | 0.2 |
|
| 7664 |
KL
7664
Keenan LLC
Boston,
Massachusetts
| $142M | +$23M | +19% | 16.1% | – | 47 | 14.89% | 0.4 |
|
| 7665 |
7665
PartnerRe Asset Management
Greenwich,
Connecticut
| $142M | +$3.49M | +3% | 2.69% | – | 2 | 0% | 0.5 |
|
| 7666 |
7666
Merited Wealth
North Bay Village,
Florida
| $141M | +$20.8M | +17% | 12.5% | – | 79 | 7.59% | 0.5 |
|
| 7667 |
7667
Nestegg Advisors
Hauppauge,
New York
| $141M | +$27.5M | +24% | 12.8% | – | 56 | 14.29% | 1.2 |
|
| 7668 |
7668
Spectrum Advisors
Plano,
Texas
| $141M | +$14.8M | +12% | 8.93% | – | 56 | 12.5% | 0.2 |
|
| 7669 |
7669
Veratis Advisors
Cary,
North Carolina
| $141M | – | – | 9.84% | – | 84 | – | 0.4 |
|
| 7670 |
7670
Alessandra Capital Management
Torrance,
California
| $141M | +$24M | +20% | 25.9% | – | 134 | 21.64% | 0.4 |
|
| 7671 |
7671
Strategic Advisory Partners
Greensboro,
North Carolina
| $141M | +$14.1M | +11% | 8.65% | – | 101 | 62.38% | 0.4 |
|
| 7672 |
7672
SIMA Wealth Partners
North Chesterfield,
Virginia
| $141M | +$9.8M | +7% | 10.3% | – | 131 | 0.76% | 1.9 |
|
| 7673 |
7673
Campbell Deegan Wealth Management
Richmond,
Virginia
| $141M | +$16.1M | +13% | 10.7% | – | 58 | 12.07% | 1.1 |
|
| 7674 |
7674
Ball & Co Wealth Management
Franklin,
Tennessee
| $141M | +$21.5M | +18% | 5.94% | – | 90 | 31.11% | 1.2 |
|
| 7675 |
7675
Avise Financial Cooperative
Los Angeles,
California
| $141M | +$20.1M | +17% | 10.5% | – | 121 | 21.49% | 0.4 |
|