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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Nucleo Capital
Sao Paulo, Sp,
Brazil
| $243M | +$119M | +97% | 65.2% | 116% | 4 | 50% | 0.3 |
|
| 3302 |
SL
3302
SWF LLC
Omaha,
Nebraska
| $243M | -$4.43M | -2% | 1.74% | 87.4% | 2 | 0% | 2.5 |
|
| 3303 |
3303
Leelyn Smith
Geneva,
Illinois
| $243M | +$55.2M | +29% | 16.1% | 77.3% | 439 | 34.4% | 0.3 |
|
| 3304 |
3304
Benedict Financial Advisors
Atlanta,
Georgia
| $242M | +$30.1M | +14% | 13.9% | 72.4% | 103 | 10.68% | 4.2 |
|
| 3305 |
3305
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $242M | +$110M | +83% | 68.1% | 21% | 6 | 33.33% | 0.5 |
|
| 3306 |
3306
Wellspring Financial Advisors
Cleveland,
Ohio
| $242M | +$34.9M | +17% | 19.3% | 77.2% | 98 | 19.39% | 0.2 |
|
| 3307 |
3307
Security National Bank
Omaha,
Nebraska
| $242M | +$51.7M | +27% | 25.9% | 125% | 69 | 8.7% | 2.3 |
|
| 3308 |
3308
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $242M | -$13.2M | -5% | 20.5% | 40% | 16 | 31.25% | 3.4 |
|
| 3309 |
3309
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $242M | +$146M | +151% | 40.3% | 135% | 107 | 69.16% | 0.4 |
|
| 3310 |
3310
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $242M | +$24.2M | +11% | 14.9% | 49.3% | 47 | 14.89% | 5.1 |
|
| 3311 |
3311
GeoWealth Management
Chicago,
Illinois
| $242M | +$100M | +71% | 11.4% | 58% | 172 | 59.88% | 0.3 |
|
| 3312 |
3312
Mosaic Family Wealth
St. Louis,
Missouri
| $242M | +$44.6M | +23% | 21.2% | 85.2% | 149 | 16.78% | 3.5 |
|
| 3313 |
3313
Glenview State Bank Trust Department
Glenview,
Illinois
| $242M | +$33.9M | +16% | 17.7% | 76.6% | 111 | 11.71% | 4.5 |
|
| 3314 |
3314
Great Diamond Partners
Portland,
Maine
| $242M | +$47.3M | +24% | 20.7% | 86.1% | 155 | 23.87% | 0.4 |
|
| 3315 |
3315
HNP Capital
Rochester,
New York
| $241M | -$433M | -64% | 15.7% | 52.4% | 319 | 79% | 0.7 |
|
| 3316 |
3316
Susquehanna International Securities
Dublin,
Ireland
| $241M | -$5.61M | -2% | 9.8% | 2.8% | 112 | 58.93% | 0.4 |
|
| 3317 |
3317
Wilsey Asset Management
San Diego,
California
| $241M | +$45.8M | +23% | 19.6% | 66.9% | 25 | 28% | 2.7 |
|
| 3318 |
3318
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $241M | +$52M | +27% | 25.6% | 111% | 460 | 11.09% | 2.2 |
|
| 3319 |
3319
Boston Research & Management
Manchester,
Massachusetts
| $241M | +$41.5M | +21% | 19% | 53.2% | 98 | 7.14% | 5.6 |
|
| 3320 |
3320
Oakwood Capital Management
Los Angeles,
California
| $240M | +$51.2M | +27% | 20.4% | 72.7% | 58 | 25.86% | 2.8 |
|
| 3321 |
TFS
3321
Thoroughbred Financial Services
Brentwood,
Tennessee
| $240M | -$40.4M | -14% | 24.3% | 166% | 270 | 29.63% | 1 |
|
| 3322 |
3322
O'Brien Wealth Partners
Waltham,
Massachusetts
| $240M | +$62.1M | +35% | 18.7% | 56.7% | 36 | 36.11% | 2.2 |
|
| 3323 |
3323
Redmond Asset Management
Henrico,
Virginia
| $240M | +$39.1M | +19% | 29.4% | 68.2% | 169 | 10.06% | 3 |
|
| 3324 |
3324
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| $240M | +$38.8M | +19% | 18.7% | 104% | 276 | 49.28% | 0.3 |
|
| 3325 |
3325
Martin Investment Management
Palm Beach Gardens,
Florida
| $240M | +$42.5M | +22% | 19.7% | 44% | 47 | 21.28% | 3.4 |
|