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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8326 |
JBL
8326
Jackson Brooke LLC
Lansing,
Michigan
| $92.3M | – | – | 36.5% | – | 1 | – | 0 |
|
| 8327 |
8327
Aspirean Wealth
Mill Valley,
California
| $92.1M | +$519K | +0.6% | 0.91% | – | 18 | 0% | 0.3 |
|
| 8328 |
8328
Marquette Associates
Chicago,
Illinois
| $91.9M | +$13.8M | +18% | 1.62% | – | 36 | 47.22% | 1.3 |
|
| 8329 |
8329
Index Technologies Group
New York
| $91.8M | -$3.97M | -4% | 3.18% | – | 171 | 38.01% | 0.2 |
|
| 8330 |
8330
Good Harbor Advisors
Gloucester,
Massachusetts
| $91.6M | +$5.67M | +7% | 1.82% | – | 83 | 14.46% | 0.2 |
|
| 8331 |
SG
8331
Sherry Group
Mountain Home,
Arkansas
| $91.6M | -$3.85M | -4% | 2.26% | – | 45 | 13.33% | 0.2 |
|
| 8332 |
KAM
8332
Kazazian Asset Management
Fort Lauderdale,
Florida
| $91.5M | -$3.46M | -4% | 11.6% | – | 56 | 35.71% | 2.1 |
|
| 8333 |
8333
Measured Risk Portfolios
San Diego,
California
| $91.4M | -$9.45M | -9% | 2.16% | – | 68 | 10.29% | 1.1 |
|
| 8334 |
8334
Miller Financial Services
Marshall,
Michigan
| $91.3M | +$6.06M | +7% | 0.46% | – | 133 | 24.06% | 0.9 |
|
| 8335 |
8335
Guilbault Capital
Metairie,
Louisiana
| $91.3M | +$1.93M | +2% | 1.64% | – | 71 | 18.31% | 0.2 |
|
| 8336 |
AM
8336
Account Management
Boxford,
Massachusetts
| $91.3M | -$1.94M | -2% | 0.53% | 87.4% | 23 | 4.35% | 4.9 |
|
| 8337 |
8337
Markin Asset Management
Rye,
New York
| $91.1M | +$112K | +0.1% | 2.57% | – | 45 | 15.56% | 0.3 |
|
| 8338 |
8338
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $91.1M | -$4.59M | -5% | 3.23% | 82.6% | 37 | 2.7% | 8.3 |
|
| 8339 |
8339
Spruce Point Capital Management
New York
| $90.9M | +$42.8M | +89% | 7.74% | – | 27 | 55.56% | 0.4 |
|
| 8340 |
8340
Plus Group Wealth Advisors
Belgium,
Wisconsin
| $90.9M | +$747K | +0.8% | 1.37% | – | 43 | 4.65% | 0.3 |
|
| 8341 |
8341
MLP3 LLC
Linwood,
New Jersey
| $90.7M | -$889K | -1% | 2.63% | – | 92 | 11.96% | 0.2 |
|
| 8342 |
8342
Provident Living Financial Services
Lehi,
Utah
| $90.6M | -$11.2M | -11% | 4.03% | – | 49 | 2.04% | 0.3 |
|
| 8343 |
ICM
8343
Incision Capital Management
San Francisco,
California
| $90.6M | -$19.6M | -18% | 9.25% | – | 7 | 57.14% | 0.2 |
|
| 8344 |
8344
General Motors Holdings
Detroit,
Michigan
| $90.5M | -$95.4M | -51% | 10.7% | 4.78% | 5 | 20% | 2.2 |
|
| 8345 |
WTCUG
8345
WD Thunder CV Ultimate GP
Houston,
Texas
| $90.3M | +$8.15M | +10% | 9.93% | – | 1 | 0% | 0.3 |
|
| 8346 |
8346
SCP Investment
Orinda,
California
| $90.3M | -$32.1M | -26% | 7.15% | 32.8% | 58 | 46.55% | 1.3 |
|
| 8347 |
8347
Catalyst Investment Management
Windham,
New Hampshire
| $90.2M | -$15.3M | -15% | 1.08% | – | 80 | 28.75% | 0.2 |
|
| 8348 |
8348
Sage Investment Counsel
Franklin,
Tennessee
| $90.1M | -$752K | -0.8% | 0.76% | – | 131 | 9.16% | 1 |
|
| 8349 |
8349
Angel Oak Capital Advisors
Atlanta,
Georgia
| $90M | +$21.2M | +31% | 3.47% | – | 39 | 25.64% | 0.9 |
|
| 8350 |
8350
Stone House Capital Management
Bay Harbor Islands,
Florida
| $90M | -$1.24M | -1% | 8.18% | 151% | 3 | 0% | 1.8 |
|