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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
Montecito Bank & Trust
Santa Barbara,
California
| $607M | -$19.9M | -3% | 0.45% | – | 276 | 7.61% | 6.5 |
|
| 3252 |
3252
Everest Financial Group
Minneapolis,
Minnesota
| $607M | +$160M | +36% | 3.69% | – | 202 | 57.43% | 0.1 |
|
| 3253 |
3253
Altiora Financial Group
Lebanon,
Ohio
| $607M | +$26.9M | +5% | 0.05% | 41.1% | 112 | 15.18% | 2 |
|
| 3254 |
3254
SMI Advisory Services
Columbus,
Indiana
| $607M | +$26.6M | +5% | 2.5% | 80.7% | 66 | 19.7% | 1.3 |
|
| 3255 |
3255
Pier Capital
Stamford,
Connecticut
| $606M | -$20.2M | -3% | 7.23% | 223% | 144 | 28.47% | 1.8 |
|
| 3256 |
3256
Topline Capital Management
Santa Monica,
California
| $605M | -$500M | -45% | 17.9% | – | 56 | 35.71% | 0.7 |
|
| 3257 |
3257
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $605M | +$21.1M | +4% | 5.84% | 71.4% | 319 | 4.7% | 4.4 |
|
| 3258 |
3258
Steginsky Capital
Port Washington,
New York
| $605M | +$11.6M | +2% | 0.15% | 99.4% | 8 | 0% | 8.1 |
|
| 3259 |
3259
Fortis Group Advisors
Westwood,
New Jersey
| $605M | +$8.53M | +1% | 1.36% | 102% | 632 | 16.61% | 2.2 |
|
| 3260 |
3260
Elgethun Capital Management
Sioux Falls,
South Dakota
| $605M | +$25.7M | +4% | 0.32% | 61.5% | 169 | 4.73% | 4.8 |
|
| 3261 |
3261
San Luis Wealth Advisors
San Luis Obispo,
California
| $604M | +$7.25M | +1% | 0.21% | 65% | 190 | 12.11% | 1.6 |
|
| 3262 |
3262
Partners in Financial Planning
Salem,
Virginia
| $603M | +$12.3M | +2% | 0.33% | 42% | 123 | 7.32% | 3.4 |
|
| 3263 |
3263
Intrinsic Edge Capital Management
Chicago,
Illinois
| $603M | +$41.7M | +7% | 6.79% | 283% | 141 | 59.57% | 0.6 |
|
| 3264 |
3264
Elk River Wealth Management
Denver,
Colorado
| $602M | -$19.9M | -3% | 1.08% | 81.8% | 107 | 11.21% | 3.9 |
|
| 3265 |
SA
3265
Strategic Advisors
New York
| $602M | -$36.3M | -6% | 3.51% | 106% | 186 | 4.84% | 5.2 |
|
| 3266 |
MTC
3266
Matrix Trust Company
Denver,
Colorado
| $602M | -$3.8M | -0.6% | 0.03% | 51.4% | 257 | 47.08% | 1.6 |
|
| 3267 |
3267
Capricorn Investment Group
Palo Alto,
California
| $602M | -$224M | -27% | 10.8% | 95.9% | 7 | 0% | 2.9 |
|
| 3268 |
3268
North Peak Capital Management
New York
| $601M | -$575M | -49% | 18.8% | 301% | 10 | 30% | 2 |
|
| 3269 |
3269
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $601M | -$119M | -17% | 7.21% | 87.8% | 82 | 17.07% | 4.7 |
|
| 3270 |
3270
Clear Trail Advisors
Houston,
Texas
| $601M | +$170M | +39% | 5.66% | – | 151 | 17.88% | 0.2 |
|
| 3271 |
CNBTD
3271
Citizens National Bank Trust Department
Meridian,
Mississippi
| $601M | +$20.9M | +4% | 3.38% | 124% | 390 | 8.21% | 3.8 |
|
| 3272 |
3272
Clifford Capital Partners
Alpine,
Utah
| $600M | +$11.9M | +2% | 1.9% | 77.3% | 48 | 25% | 2.5 |
|
| 3273 |
3273
Beverly Hills Private Wealth
Beverly Hills,
California
| $600M | +$15.8M | +3% | 1.49% | 91.6% | 369 | 15.45% | 2.2 |
|
| 3274 |
3274
Matthew Goff Investment Advisor
Houston,
Texas
| $600M | +$35.6M | +6% | 2.98% | 89.6% | 121 | 39.67% | 3.7 |
|
| 3275 |
WAM
3275
Warberg Asset Management
Winnetka,
Illinois
| $600M | -$232M | -28% | 10.1% | 61.5% | 240 | 47.92% | 0.7 |
|