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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 |
3251
Peavine Capital
Reno,
Nevada
| $230M | -$9.7M | -4% | 1.44% | 30.8% | 14 | 7.14% | 3.3 |
|
| 3252 |
3252
C.V. Starr & Co Trust
New York
| $230M | +$4.37M | +2% | 1.92% | 51.7% | 29 | 6.9% | 4.5 |
|
| 3253 |
3253
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $230M | -$8.07M | -3% | 1.59% | 83.3% | 87 | 11.49% | 2.8 |
|
| 3254 |
3254
Empowered Funds
Havertown,
Pennsylvania
| $230M | -$9.5M | -4% | 2.03% | 127% | 131 | 56.49% | 0.5 |
|
| 3255 |
3255
Wakefield Asset Management
Englewood,
Colorado
| $230M | -$23.1M | -9% | 3.2% | 139% | 214 | 49.07% | 0.5 |
|
| 3256 |
3256
Financial Consulate
Hunt Valley,
Maryland
| $230M | +$7.37M | +3% | 0.39% | 61.4% | 109 | 16.51% | 2.6 |
|
| 3257 |
3257
Tree Line Advisors
Central,
Hong Kong
| $230M | +$26.1M | +13% | 6.52% | 670% | 7 | 14.29% | 0.7 |
|
| 3258 |
3258
Wittenberg Investment Management
Carlisle,
Massachusetts
| $229M | -$4.67M | -2% | 0.41% | 89.9% | 83 | 10.84% | 2.1 |
|
| 3259 |
WWM
3259
Windsor Wealth Management
Indianapolis,
Indiana
| $229M | +$1.5M | +0.7% | 1.41% | 37.3% | 190 | 15.79% | 1.2 |
|
| 3260 |
3260
Bank of Stockton
Stockton,
California
| $229M | +$31.7M | +16% | 2.27% | 99.2% | 113 | 12.39% | 3.9 |
|
| 3261 |
3261
Starr International Company
Zug,
Switzerland
| $228M | -$11.8M | -5% | 1.39% | 26.1% | 35 | 17.14% | 2.7 |
|
| 3262 |
3262
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $228M | +$2.89M | +1% | 1.59% | 75% | 163 | 6.75% | 3.6 |
|
| 3263 |
3263
Inspirion Wealth Advisors
Libertyville,
Illinois
| $228M | -$3.26M | -1% | 1.34% | 52.5% | 79 | 7.59% | 3.3 |
|
| 3264 |
3264
Artemis Wealth Advisors
New York
| $228M | +$32.3M | +16% | 1.18% | 174% | 30 | 3.33% | 2.4 |
|
| 3265 |
LCP
3265
Legacy Capital Partners
Milwaukee,
Wisconsin
| $228M | +$3.15M | +1% | 2.94% | 85.6% | 152 | 9.87% | 3.6 |
|
| 3266 |
AWW
3266
Alan W. Weber
| $228M | -$33.9M | -13% | 4.49% | 191% | 85 | 8.24% | 2.8 |
|
| 3267 |
3267
Claar Advisors
New York
| $228M | +$7.79M | +4% | 2.29% | 65.5% | 31 | 12.9% | 1.5 |
|
| 3268 |
3268
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $228M | +$4.64M | +2% | 1.58% | 101% | 128 | 11.72% | 4.2 |
|
| 3269 |
3269
Manchester Financial
Westlake Village,
California
| $228M | +$5.6M | +3% | 0.74% | 73% | 524 | 88.74% | 0.7 |
|
| 3270 |
3270
Farmers & Merchants Trust Company
Long Beach,
California
| $228M | +$4.27M | +2% | 1.75% | 79.8% | 139 | 2.16% | 0.7 |
|
| 3271 |
3271
Northstar Wealth Partners
West Hartford,
Connecticut
| $228M | +$3.29M | +1% | 1.59% | 36.2% | 189 | 11.11% | 1.7 |
|
| 3272 |
QCI
3272
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $228M | -$18.4M | -7% | 4.78% | 107% | 28 | 10.71% | 3.1 |
|
| 3273 |
3273
NewFocus Financial Group
Vancouver,
Washington
| $228M | +$11.9M | +5% | 2.39% | 55.4% | 102 | 8.82% | 2.5 |
|
| 3274 |
3274
Beck Bode LLC
Dedham,
Massachusetts
| $228M | +$3.2M | +1% | 2.19% | 155% | 72 | 25% | 0.5 |
|
| 3275 |
3275
Private Advisory Group
Redmond,
Washington
| $228M | +$9.7M | +4% | 0.76% | 177% | 152 | 52.63% | 0.9 |
|