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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Glendon Capital Management
Santa Monica,
California
| $155M | -$11M | -7% | 5.89% | 142% | 20 | 30% | 0.5 |
|
| 3227 |
PTB
3227
Pioneer Trust Bank
Salem,
Oregon
| $155M | +$126K | +0.1% | 0.08% | 61.4% | 74 | 4.05% | 1.6 |
|
| 3228 |
JC
3228
Jetstream Capital
Brentwood,
Tennessee
| $155M | -$1.44B | -90% | 15.2% | – | 37 | 67.57% | 0.2 |
|
| 3229 |
SFM
3229
Signature Financial Management
Norfolk,
Virginia
| $155M | -$528K | -0.3% | 4.9% | 20.8% | 107 | 18.69% | 1.3 |
|
| 3230 |
SFPIA
3230
Stevens First Principles Investment Advisors
Newport Beach,
California
| $155M | -$368K | -0.2% | 2.49% | 44% | 250 | 27.6% | 1.3 |
|
| 3231 |
PA
3231
Paracle Advisors
Mercer Island,
Washington
| $154M | -$411K | -0.3% | 1.91% | 30.9% | 35 | 5.71% | 0.7 |
|
| 3232 |
3232
Amarillo National Bank
Amarillo,
Texas
| $154M | +$12.5M | +9% | 0.1% | 56.3% | 136 | 10.29% | 1.7 |
|
| 3233 |
CBN
3233
Cadence Bank NA
Houston,
Texas
| $154M | -$25.1M | -14% | 1.29% | 33.3% | 171 | 29.82% | 1.4 |
|
| 3234 |
3234
Affinity Wealth Management
Wilmington,
Delaware
| $154M | -$15.8M | -9% | 1.97% | 116% | 60 | 28.33% | 1 |
|
| 3235 |
OPTFSNA
3235
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $154M | -$1.23M | -0.8% | 1.69% | 72.6% | 76 | 5.26% | 1.8 |
|
| 3236 |
NJBEST
3236
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $154M | -$74M | -32% | 0.71% | 42% | 215 | 49.77% | 0.9 |
|
| 3237 |
LCP
3237
Legacy Capital Partners
Milwaukee,
Wisconsin
| $154M | -$3.22M | -2% | 0.18% | 85.6% | 117 | 7.69% | 1.6 |
|
| 3238 |
BFA
3238
Benedict Financial Advisors
Atlanta,
Georgia
| $154M | -$2.09M | -1% | 1.87% | 72.4% | 99 | 1.01% | 0.5 |
|
| 3239 |
MACF
3239
Margaret A Cargill Foundation
Eden Prairie,
Minnesota
| $154M | -$114M | -43% | 0.95% | 42.6% | 3 | 33.33% | 0.6 |
|
| 3240 |
SM
3240
Scale Management
Foster City,
California
| $154M | -$46.7M | -23% | 16.7% | – | 6 | 0% | 0.5 |
|
| 3241 |
3241
Blue Edge Capital
Richmond,
Virginia
| $153M | +$4.1M | +3% | 0.56% | 67.4% | 72 | 8.33% | 1.2 |
|
| 3242 |
3242
Hyperion Asset Management
Brisbane,
Australia
| $153M | +$3.57M | +2% | 2.01% | 138% | 1 | 0% | 0.5 |
|
| 3243 |
3243
Avalon Global Asset Management
San Francisco,
California
| $153M | +$144K | +0.1% | 2.77% | 278% | 55 | 45.45% | 0.8 |
|
| 3244 |
SRC
3244
Stone Run Capital
New York
| $153M | -$2.65M | -2% | 0.11% | 77.8% | 83 | 9.64% | 1.8 |
|
| 3245 |
MC
3245
Miles Capital
West Des Moines,
Iowa
| $153M | -$15.7M | -9% | 0.36% | 15.4% | 190 | 36.32% | 0.8 |
|
| 3246 |
ST
3246
Somerset Trust
Somerset,
Pennsylvania
| $152M | +$942K | +0.6% | 0.7% | 80.5% | 189 | 19.58% | 1.3 |
|
| 3247 |
HA
3247
Hamel Associates
Chatham,
New Jersey
| $152M | +$625K | +0.4% | 1.74% | 50.6% | 96 | 8.33% | 1.3 |
|
| 3248 |
SIM
3248
Strategic Investment Management
Arlington,
Virginia
| $152M | -$103M | -40% | 0.29% | 53.3% | 157 | 65.61% | 0.4 |
|
| 3249 |
EHWM
3249
Eads & Heald Wealth Management
Atlanta,
Georgia
| $152M | -$3.72M | -2% | 1.09% | 84.4% | 138 | 6.52% | 1.7 |
|
| 3250 |
MI
3250
Mercer Investments
Boston,
Massachusetts
| $152M | +$45M | +42% | 1.98% | 33.1% | 10 | 0% | 1.1 |
|