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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8076 |
8076
Red Mountain Financial
Fort Collins,
Colorado
| $106M | +$4.28M | +4% | 2.32% | – | 80 | 6.25% | 1.7 |
|
| 8077 |
8077
Opus Financial Solutions
Downers Grove,
Illinois
| $106M | +$182K | +0.2% | 0.03% | – | 113 | 17.7% | 0.2 |
|
| 8078 |
8078
Real Talk Capital
Franklin,
Tennessee
| $106M | +$5.69M | +6% | 2.64% | – | 97 | 9.28% | 1 |
|
| 8079 |
8079
Midway Capital Research & Management
Chicago,
Illinois
| $106M | +$3.45M | +3% | 0.55% | – | 117 | 59.83% | 0.1 |
|
| 8080 |
8080
Snowwater Investment Partners
Fairfield,
Connecticut
| $106M | -$2.58M | -2% | 0% | – | 96 | 12.5% | 0.2 |
|
| 8081 |
8081
Merrithew & Thorsten Inc
San Diego,
California
| $106M | +$11.5M | +12% | 3.96% | – | 116 | 3.45% | 0.2 |
|
| 8082 |
8082
Town Lane Management
New York
| $106M | +$606K | +0.6% | 4.38% | – | 4 | 0% | 0.3 |
|
| 8083 |
8083
Friends of the Cornell Lab of Ornithology
Riverside,
Connecticut
| $106M | +$1.65M | +2% | 1.61% | – | 5 | 0% | 0.3 |
|
| 8084 |
8084
3 Factor Indexing
Sacramento,
California
| $106M | – | – | 1.08% | – | 453 | – | 0 |
|
| 8085 |
8085
Connecticut Capital Management Group
Milford,
Connecticut
| $106M | +$1.39M | +1% | 0.16% | – | 119 | 18.49% | 0.2 |
|
| 8086 |
CIS
8086
Continental Investors Services
Longview,
Washington
| $106M | +$28.3M | +36% | 0.72% | 76.6% | 85 | 20% | 2.4 |
|
| 8087 |
PWM
8087
Pathway Wealth Management
Dallas,
Texas
| $106M | -$3.84M | -4% | 4.19% | – | 32 | 15.63% | 0.2 |
|
| 8088 |
8088
Kids Capital Management
Los Angeles,
California
| $106M | -$28.8M | -21% | 13.8% | – | 14 | 21.43% | 1.9 |
|
| 8089 |
TAR
8089
Trask Adam Roland
| $106M | – | – | 8.79% | – | 190 | – | 0 |
|
| 8090 |
8090
Ishara Investments
Los Angeles,
California
| $106M | +$18.2M | +21% | 1.21% | – | 56 | 66.07% | 0.1 |
|
| 8091 |
8091
Littlejohn & Co
Greenwich,
Connecticut
| $106M | -$86.4M | -45% | 23.7% | 56.2% | 21 | 19.05% | 3.3 |
|
| 8092 |
8092
Bayhunt Capital
Mill Valley,
California
| $106M | -$75.5M | -42% | 0.74% | – | 26 | 53.85% | 0.2 |
|
| 8093 |
8093
Timmons Wealth Management
Attleboro,
Massachusetts
| $106M | +$3.89M | +4% | 1.02% | – | 77 | 9.09% | 0.2 |
|
| 8094 |
8094
Dara Capital US
Miami,
Florida
| $105M | -$7.51M | -7% | 5.85% | – | 119 | 0% | 0.3 |
|
| 8095 |
8095
Auctus Advisors
Charlotte,
North Carolina
| $105M | -$3.09M | -3% | 4.55% | – | 29 | 10.34% | 0.2 |
|
| 8096 |
8096
Aldebaran Financial
| $105M | -$2.76M | -3% | 1.2% | 89.7% | 81 | 11.11% | 6.1 |
|
| 8097 |
8097
Sentinel Dome Partners
Burlingame,
California
| $105M | -$41.9M | -29% | 0.99% | – | 35 | 40% | 0.2 |
|
| 8098 |
8098
Helium Advisors
Everett,
Washington
| $105M | +$6.36M | +6% | 2.17% | – | 99 | 23.23% | 0.9 |
|
| 8099 |
ACA
8099
Alpha Capital Advisors
Bangor,
Maine
| $105M | -$2.71M | -3% | 1.82% | – | 33 | 3.03% | 0.3 |
|
| 8100 |
8100
Northland Securities
Minneapolis,
Minnesota
| $105M | +$751K | +0.7% | 2.75% | – | 118 | 15.25% | 0.2 |
|