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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Eagle Rock Investment Company
Atlanta,
Georgia
| $442M | -$22.4M | -5% | 2.05% | 121% | 132 | 6.06% | 1.4 |
|
| 2952 |
2952
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $442M | -$13.9M | -3% | 3.8% | 52.1% | 113 | 10.62% | 1.4 |
|
| 2953 |
2953
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $441M | -$7.41M | -2% | 3.58% | 39.5% | 47 | 4.26% | 2.2 |
|
| 2954 |
2954
MidWestOne Financial Group
Iowa City,
Iowa
| $441M | -$20.3M | -4% | 3.3% | 62.7% | 288 | 14.58% | 2.4 |
|
| 2955 |
2955
Fort Sheridan Advisors
Highland Park,
Illinois
| $441M | +$2.69M | +0.6% | 2.27% | 109% | 210 | 9.52% | 2.8 |
|
| 2956 |
2956
White Mountains Insurance Group
Hanover,
New Hampshire
| $441M | -$67.3M | -13% | 10.6% | 105% | 2 | 0% | 1.9 |
|
| 2957 |
2957
Biltmore Family Office
Charlotte,
North Carolina
| $441M | -$31.9M | -7% | 6.58% | 78.1% | 246 | 10.16% | 3.3 |
|
| 2958 |
2958
Wilsey Asset Management
San Diego,
California
| $441M | -$11.5M | -3% | 5.04% | 66.9% | 27 | 14.81% | 3.7 |
|
| 2959 |
2959
Fourthstone LLC
St Louis,
Missouri
| $441M | +$64.5M | +17% | 2.74% | 104% | 107 | 44.86% | 0.6 |
|
| 2960 |
2960
Sky Investment Group
Hartford,
Connecticut
| $441M | -$20.4M | -4% | 3.5% | 68% | 123 | 3.25% | 6.1 |
|
| 2961 |
2961
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $441M | -$8.39M | -2% | 0.74% | 99.9% | 80 | 10% | 5.1 |
|
| 2962 |
ECM
2962
EagleClaw Capital Management
Boston,
Massachusetts
| $440M | +$5.67M | +1% | 0.24% | 104% | 129 | 7.75% | 6.2 |
|
| 2963 |
2963
Family Management
New York
| $440M | -$16.4M | -4% | 1.97% | 69% | 178 | 20.79% | 2.6 |
|
| 2964 |
2964
Capital Insight Partners
Scottsdale,
Arizona
| $440M | -$6.8M | -2% | 2.73% | 51.7% | 171 | 5.85% | 3 |
|
| 2965 |
2965
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $440M | +$47.8M | +12% | 1.86% | 43.7% | 9 | 11.11% | 1.4 |
|
| 2966 |
2966
Buffington Mohr McNeal
Boise,
Idaho
| $440M | -$23.3M | -5% | 3.19% | 29.3% | 128 | 10.16% | 5 |
|
| 2967 |
2967
Divergent Wealth Advisors
South Jordan,
Utah
| $440M | -$14.6M | -3% | 2.94% | 14.7% | 36 | 30.56% | 2.6 |
|
| 2968 |
2968
Mirador Capital Partners
Pleasanton,
California
| $439M | +$17.6M | +4% | 0.17% | 120% | 208 | 20.19% | 3.4 |
|
| 2969 |
2969
Deltec Asset Management
New York
| $439M | -$18.4M | -4% | 1.43% | 127% | 196 | 34.69% | 3 |
|
| 2970 |
2970
Cigna Investments
Bloomfield,
Connecticut
| $439M | -$101M | -19% | 2.51% | 154% | 467 | 11.78% | 5.5 |
|
| 2971 |
2971
MIC Capital Management (UK)
London,
United Kingdom
| $439M | -$52.8M | -11% | 9.42% | 67.2% | 23 | 21.74% | 1.5 |
|
| 2972 |
2972
Atom Investors
Austin,
Texas
| $439M | +$175M | +67% | 3.39% | 83.4% | 523 | 65.58% | 0.3 |
|
| 2973 |
2973
PAX Financial Group
San Antonio,
Texas
| $439M | -$3.87M | -0.9% | 3.38% | 56% | 241 | 26.56% | 1.9 |
|
| 2974 |
2974
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $438M | -$6.89M | -2% | 3.46% | 95.9% | 206 | 10.68% | 2.3 |
|
| 2975 |
2975
CVA Family Office
Denver,
Colorado
| $438M | -$38.4M | -8% | 2.74% | 71.6% | 1,014 | 77.81% | 2.7 |
|