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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8176 |
8176
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $114M | +$12.1M | +12% | 14.3% | 91.9% | 52 | 26.92% | 3.6 |
|
| 8177 |
8177
JBGlobal.com
New York
| $114M | +$12.8M | +13% | 6.4% | – | 33 | 21.21% | 0.8 |
|
| 8178 |
8178
Premier Private Wealth Management
Palm Harbor,
Florida
| $114M | +$19.5M | +21% | 11.9% | – | 60 | 11.67% | 0.4 |
|
| 8179 |
8179
Vavra Capital Management
Collegeville,
Pennsylvania
| $114M | +$11.4M | +11% | 11% | – | 24 | 8.33% | 0.5 |
|
| 8180 |
8180
Explore Capital Management
Wilmington,
Delaware
| $114M | +$7.27M | +7% | 30.5% | – | 12 | 16.67% | 0.7 |
|
| 8181 |
8181
TSG Consumer Partners
Larkspur,
California
| $114M | -$1.51M | -1% | 41.7% | 70.1% | 1 | 0% | 4.5 |
|
| 8182 |
8182
Fremen Capital Management
Stamford,
Connecticut
| $114M | -$2.86M | -2% | 39.7% | – | 20 | 45% | 0.4 |
|
| 8183 |
8183
Redwood Family Wealth
Addison,
Texas
| $114M | +$11.6M | +11% | 10.4% | – | 118 | 20.34% | 0.4 |
|
| 8184 |
8184
Shepherd Street Advisors
Larkspur,
California
| $114M | +$12.5M | +12% | 17.8% | – | 90 | 8.89% | 0.5 |
|
| 8185 |
8185
Lane Generational
Dover,
Massachusetts
| $114M | -$11.7M | -9% | 20.5% | 148% | 48 | 29.17% | 1.9 |
|
| 8186 |
SFO
8186
Standard Family Office
Sioux Falls,
South Dakota
| $114M | +$17M | +18% | 14.3% | 67.6% | 31 | 0% | 2.2 |
|
| 8187 |
8187
Royal Palms Capital
Whitefish,
Montana
| $114M | +$12.8M | +13% | 12.7% | – | 57 | 12.28% | 0.4 |
|
| 8188 |
8188
Surience Private Wealth
Yakima,
Washington
| $114M | +$20.5M | +22% | 12.7% | 169% | 57 | 50.88% | 0.4 |
|
| 8189 |
8189
River's Edge Wealth Management
Beaver,
Pennsylvania
| $114M | +$7.11M | +7% | 11.4% | – | 46 | 4.35% | 0.5 |
|
| 8190 |
8190
IFC & Insurance Marketing
Auburn,
California
| $114M | +$17.8M | +19% | 13% | – | 83 | 19.28% | 0.4 |
|
| 8191 |
8191
Michael Brady & Co
Westlake,
Ohio
| $113M | +$13.8M | +14% | 13.4% | – | 58 | 6.9% | 0.5 |
|
| 8192 |
8192
Ally Bridge Group
New York
| $113M | -$10.7M | -9% | 16% | 844% | 39 | 66.67% | 0.4 |
|
| 8193 |
8193
Invested Advisors
State College,
Pennsylvania
| $113M | +$14M | +14% | 11.9% | – | 162 | 20.99% | 0.5 |
|
| 8194 |
8194
Lotus Asset Management
Nashville,
Tennessee
| $113M | – | – | 15.9% | – | 43 | – | 0 |
|
| 8195 |
8195
Clear Point Advisors
Melville,
New York
| $113M | -$16.2M | -13% | 10.2% | – | 132 | 72.73% | 0.8 |
|
| 8196 |
8196
Objective Capital Management
Pepper Pike,
Ohio
| $113M | +$13.5M | +14% | 14% | – | 109 | 18.35% | 2.5 |
|
| 8197 |
8197
Ark Wealth Advisors
Yorba Linda,
California
| $113M | +$11.7M | +12% | 13% | – | 89 | 12.36% | 0.4 |
|
| 8198 |
TWS
8198
Thomas W. Smith
| $113M | +$11.4M | +11% | 41.9% | – | 5 | 0% | 9.9 |
|
| 8199 |
8199
OFC Financial Planning
Short Hills,
New Jersey
| $113M | +$10.8M | +11% | 12.8% | – | 60 | 13.33% | 1.4 |
|
| 8200 |
8200
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| $113M | +$11.1M | +11% | 10.6% | – | 26 | 15.38% | 0.4 |
|