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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8226 |
8226
RCW Management
Jacksonville,
Florida
| $112M | +$14M | +14% | 15.1% | – | 69 | 2.9% | 0.5 |
|
| 8227 |
8227
MH & Associates Securities Management
Carlsbad,
California
| $112M | -$3.1M | -3% | 10.3% | – | 101 | 3.96% | 0.5 |
|
| 8228 |
8228
Layline Advisors
Rochester,
New York
| $111M | +$22.1M | +25% | 10.9% | – | 81 | 19.75% | 0.2 |
|
| 8229 |
8229
Chiron Capital Management
Tallahassee,
Florida
| $111M | +$13.9M | +14% | 4.62% | – | 149 | 30.2% | 1.9 |
|
| 8230 |
8230
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $111M | +$6.6M | +6% | 9.01% | 52.2% | 63 | 3.17% | 6.6 |
|
| 8231 |
8231
Valued Retirements
Houston,
Texas
| $111M | +$9.04M | +9% | 13.2% | – | 105 | 18.1% | 1.6 |
|
| 8232 |
GH
8232
GLP Holdings
Cumming,
Georgia
| $111M | +$13.6M | +14% | 14% | – | 4 | 0% | 0.5 |
|
| 8233 |
KAM
8233
Kazazian Asset Management
Fort Lauderdale,
Florida
| $111M | +$19.8M | +22% | 14.6% | – | 55 | 29.09% | 1.9 |
|
| 8234 |
8234
Fortitude Financial
Spokane,
Washington
| $111M | -$77.7M | -41% | 18.7% | – | 41 | 36.59% | 0.8 |
|
| 8235 |
8235
Putney Financial Group
San Rafael,
California
| $111M | +$11.8M | +12% | 27% | – | 90 | 20% | 1.2 |
|
| 8236 |
8236
Dalton Investments
Las Vegas,
Nevada
| $111M | +$7.63M | +7% | 6.56% | 95.1% | 17 | 5.88% | 3.1 |
|
| 8237 |
8237
Beryl Capital Management
Redondo Beach,
California
| $111M | +$937K | +0.9% | 12.7% | 3,932% | 16 | 100% | 0 |
|
| 8238 |
8238
Western Pacific Wealth Management
Lake Forest,
Illinois
| $111M | +$12.2M | +12% | 15.6% | 91.4% | 214 | 23.36% | 2.8 |
|
| 8239 |
SM
8239
Sabby Management
Miami Beach,
Florida
| $111M | +$65.4M | +145% | 12.3% | 95.5% | 38 | 65.79% | 0.8 |
|
| 8240 |
IWA
8240
Independent Wealth Advisors
Cary,
North Carolina
| $111M | +$8.67M | +9% | 6.17% | – | 80 | 16.25% | 0.4 |
|
| 8241 |
8241
Ballast Financial Advisors
West Chester,
Pennsylvania
| $110M | +$12.9M | +13% | 9.97% | – | 71 | 4.23% | 0.5 |
|
| 8242 |
8242
Zenith Solutions
Philadelphia,
Pennsylvania
| $110M | – | – | 15.7% | – | 84 | – | 0 |
|
| 8243 |
8243
Karras Company
Roy,
Utah
| $110M | +$11.7M | +12% | 18% | – | 64 | 9.38% | 0.5 |
|
| 8244 |
8244
FinArc Investments
Norwood,
Massachusetts
| $110M | +$6.4M | +6% | 7.3% | – | 44 | 4.55% | 0.5 |
|
| 8245 |
8245
Catalyst Investment Management
Windham,
New Hampshire
| $110M | +$20M | +22% | 10.6% | – | 76 | 18.42% | 0.4 |
|
| 8246 |
8246
Fund Advisors of America Inc
Orland,
Florida
| $110M | +$11.5M | +12% | 33.9% | – | 128 | 14.06% | 0.4 |
|
| 8247 |
8247
Thayer Financial
Hickory,
North Carolina
| $110M | +$12M | +12% | 10.4% | – | 33 | 0% | 0.5 |
|
| 8248 |
8248
FourWorld Capital Management
New York
| $110M | -$86.1M | -44% | 11.7% | 132% | 29 | 34.48% | 1.2 |
|
| 8249 |
8249
Decision Investments
San Diego,
California
| $110M | +$21.9M | +25% | 36.7% | – | 157 | 15.92% | 0.4 |
|
| 8250 |
8250
Sycamore Partners Management
New York
| $110M | +$4.71M | +4% | 5% | 31.8% | 2 | 0% | 2.5 |
|