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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Fruth Investment Management
Houston,
Texas
| $237M | +$41.8M | +21% | 21.6% | 79.4% | 199 | 8.04% | 5.1 |
|
| 3352 |
3352
Retirement Income Solutions
Ann Arbor,
Michigan
| $237M | +$58.7M | +33% | 19.6% | 60.8% | 84 | 19.05% | 1.7 |
|
| 3353 |
3353
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $237M | +$27.6M | +13% | 22.4% | 83.3% | 86 | 17.44% | 3.1 |
|
| 3354 |
PI
3354
Pennant Investors
Summit,
New Jersey
| $237M | -$41M | -15% | 45.6% | 372% | 24 | 29.17% | 1 |
|
| 3355 |
3355
FundX Investment Group
San Francisco,
California
| $237M | -$35.3M | -13% | 14% | 94.6% | 45 | 51.11% | 0.5 |
|
| 3356 |
3356
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
| $237M | +$30.9M | +15% | 20.1% | – | 27 | 29.63% | 0.4 |
|
| 3357 |
3357
Nishkama Capital LLC
Dorado,
Puerto Rico
| $237M | +$167M | +239% | 38.3% | 723% | 50 | 92% | 0.1 |
|
| 3358 |
3358
Stratos Investment Management
Beachwood,
Ohio
| $237M | +$48.7M | +26% | 17.9% | 58.2% | 110 | 17.27% | 0.8 |
|
| 3359 |
3359
Seven Post Investment Office
San Francisco,
California
| $237M | +$45.7M | +24% | 17.9% | 44.4% | 44 | 15.91% | 1.5 |
|
| 3360 |
3360
Cadence Bank NA
Houston,
Texas
| $236M | +$40.3M | +21% | 18.4% | 33.3% | 180 | 13.33% | 3.7 |
|
| 3361 |
BFM
3361
Blacksheep Fund Management
Co. Dublin,
Ireland
| $236M | +$33.7M | +17% | 29.9% | 71.5% | 7 | 42.86% | 0.3 |
|
| 3362 |
3362
PL Capital Advisors
Naples,
Florida
| $236M | +$23.5M | +11% | 14.1% | 100% | 43 | 20.93% | 2.8 |
|
| 3363 |
3363
Ellington Management Group
Old Greenwich,
Connecticut
| $236M | -$190M | -45% | 19.9% | 16.1% | 523 | 95.03% | 0.8 |
|
| 3364 |
3364
Outlook Wealth Advisors
Shenandoah,
Texas
| $236M | +$58.8M | +33% | 14.8% | 76% | 184 | 28.26% | 0.8 |
|
| 3365 |
3365
White Pine Capital
Bloomington,
Minnesota
| $236M | +$38.9M | +20% | 20.6% | 143% | 222 | 13.06% | 4.4 |
|
| 3366 |
LCM
3366
Lionstone Capital Management
New York
| $236M | +$80.5M | +52% | 32% | 74.1% | 19 | 15.79% | 1.8 |
|
| 3367 |
3367
Wind River Trust Company
Jackson,
Wyoming
| $236M | +$36M | +18% | 18% | 62.1% | 10 | 0% | 5 |
|
| 3368 |
3368
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $235M | +$38.9M | +20% | 18% | 39% | 371 | 19.14% | 2.2 |
|
| 3369 |
3369
Perennial Advisors
New York
| $235M | +$55.7M | +31% | 16.8% | – | 234 | 64.96% | 1 |
|
| 3370 |
3370
AdvisorShares Investments
Bethesda,
Maryland
| $235M | +$120M | +104% | 29.8% | 110% | 129 | 29.46% | 0.3 |
|
| 3371 |
CAN
3371
Claraphi Advisory Network
Aliso Viejo,
United States
| $234M | +$22.7M | +11% | 34.9% | 88.3% | 1,354 | 79.62% | 1.1 |
|
| 3372 |
3372
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $234M | +$35.9M | +18% | 17.2% | 67.5% | 714 | 20.03% | 1.1 |
|
| 3373 |
3373
TSP Capital Management Group
Summit,
New Jersey
| $234M | +$57.3M | +32% | 57% | 186% | 57 | 0% | 0.9 |
|
| 3374 |
CNBTD
3374
Citizens National Bank Trust Department
Meridian,
Mississippi
| $234M | +$46.5M | +25% | 16.9% | 114% | 118 | 16.95% | 0.2 |
|
| 3375 |
3375
TCI Wealth Advisors
Tucson,
Arizona
| $234M | +$31.2M | +15% | 23.7% | 68.2% | 1,787 | 23.45% | 3.2 |
|