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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
LFG
3251
LifePlan Financial Group
Dayton,
Ohio
| $151M | +$32.6M | +28% | 3.57% | 20.2% | 83 | 19.28% | 1.1 |
|
| 3252 |
3252
Somerset Trust
Somerset,
Pennsylvania
| $150M | +$7.07M | +5% | 7.38% | 80.5% | 187 | 3.21% | 0.9 |
|
| 3253 |
3253
Roberts, Glore & Co
Deerfield,
Illinois
| $150M | +$5.45M | +4% | 4.28% | 72.3% | 146 | 12.33% | 1.3 |
|
| 3254 |
3254
Amarillo National Bank
Amarillo,
Texas
| $150M | +$6.16M | +4% | 3.96% | 56.3% | 133 | 6.02% | 1.3 |
|
| 3255 |
3255
Lipe & Dalton
Syracuse,
New York
| $150M | -$3.18M | -2% | 0.73% | 101% | 71 | 21.13% | 1.1 |
|
| 3256 |
3256
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $149M | +$10M | +7% | 4.54% | 41.6% | 46 | 4.35% | 1.4 |
|
| 3257 |
SSI
3257
Scott & Selber Inc
Houston,
Texas
| $149M | +$6.04M | +4% | 10.4% | 202% | 74 | 25.68% | 1 |
|
| 3258 |
3258
Hengistbury Investment Partners
London,
United Kingdom
| $149M | -$73.4M | -33% | 15.9% | 108% | 5 | 40% | 0.7 |
|
| 3259 |
3259
Peachtree Investment Advisors
Atlanta,
Georgia
| $149M | -$483K | -0.3% | 1.1% | 24.2% | 418 | 11.96% | 0.5 |
|
| 3260 |
3260
First Citizens Bancorporation
Columbia,
South Carolina
| $149M | +$10.5M | +8% | 5.25% | – | 120 | 13.33% | 1.1 |
|
| 3261 |
BCA
3261
Benchmark Capital Advisors
New York
| $149M | +$3.92M | +3% | 3.41% | 29.5% | 143 | 23.78% | 1.1 |
|
| 3262 |
3262
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $149M | +$6.61M | +5% | 4.06% | 72.3% | 68 | 2.94% | 1 |
|
| 3263 |
3263
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $148M | +$97.2M | +189% | 6.55% | 53.1% | 27 | 74.07% | 0.2 |
|
| 3264 |
3264
Yost Capital Management
Houston,
Texas
| $148M | – | – | 7.46% | 125% | 13 | – | 0 |
|
| 3265 |
3265
Nebula Capital Management
Stamford,
Connecticut
| $148M | +$13.2M | +10% | 9.95% | 25.6% | 34 | 35.29% | 0.8 |
|
| 3266 |
NVIM
3266
New Vernon Investment Management
Highland Park,
Illinois
| $148M | +$25.4M | +21% | 7.95% | 83.1% | 76 | 68.42% | 0.4 |
|
| 3267 |
3267
D'Orazio & Associates
Falls Church,
Virginia
| $148M | +$11.3M | +8% | 7.26% | 61.2% | 263 | 12.17% | 0.9 |
|
| 3268 |
3268
Acuta Capital Partners
Redwood City,
California
| $148M | – | – | 22.3% | 7,269% | 64 | – | 0 |
|
| 3269 |
3269
Shaker Investments
Cleveland,
Ohio
| $148M | +$1.2M | +0.8% | 9.96% | 205% | 76 | 34.21% | 0.6 |
|
| 3270 |
3270
Goodman Financial
Houston,
Texas
| $148M | -$283K | -0.2% | 3.7% | 52.5% | 50 | 44% | 0.9 |
|
| 3271 |
3271
Kays Financial Advisory
Atlanta,
Georgia
| $148M | +$10.5M | +8% | 2.08% | 23.3% | 59 | 30.51% | 0.6 |
|
| 3272 |
3272
Gemmer Asset Management
Walnut Creek,
California
| $148M | +$6.8M | +5% | 2.13% | 96.8% | 1,532 | 8.36% | 0.7 |
|
| 3273 |
3273
Avoro Capital Advisors
New York
| $148M | – | – | 32% | 512% | 30 | – | 0 |
|
| 3274 |
3274
Hyperion Asset Management
Brisbane,
Australia
| $148M | – | – | 10.7% | 151% | 1 | – | 0 |
|
| 3275 |
3275
Mosaic Financial Partners
San Francisco,
California
| $147M | +$5.45M | +4% | 1.99% | 6.05% | 50 | 12% | 1.3 |
|