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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
Bourgeon Capital Management
Darien,
Connecticut
| $554M | +$47.3M | +9% | 9.45% | 121% | 119 | 18.49% | 3.9 |
|
| 3352 |
3352
Kirr Marbach & Co
Columbus,
Indiana
| $554M | +$48.1M | +10% | 9.36% | 121% | 59 | 10.17% | 4.1 |
|
| 3353 |
3353
Arvin Capital Management
Austin,
Texas
| $554M | +$65.4M | +13% | 7.48% | – | 54 | 59.26% | 0.4 |
|
| 3354 |
3354
Ellis Investment Partners
Berwyn,
Pennsylvania
| $554M | +$39.1M | +8% | 8.23% | 70.8% | 248 | 8.47% | 4.7 |
|
| 3355 |
3355
Legacy Financial Strategies
Overland Park,
Kansas
| $554M | +$44.1M | +9% | 6.97% | 76.7% | 140 | 12.86% | 2.9 |
|
| 3356 |
3356
Truvestments Capital
Sarasota,
Florida
| $553M | +$53.4M | +11% | 11.3% | 131% | 1,133 | 19.59% | 1.4 |
|
| 3357 |
SP
3357
Saranac Partners
London,
| $552M | +$364M | +193% | 3.1% | 69% | 326 | 53.99% | 0.2 |
|
| 3358 |
3358
Essex LLC
Deer Park,
Illinois
| $552M | +$43.7M | +9% | 10.7% | 91.4% | 187 | 12.83% | 2.7 |
|
| 3359 |
3359
Trigran Investments
Northbrook,
Illinois
| $552M | -$24.3M | -4% | 15.1% | 30.2% | 17 | 5.88% | 4.3 |
|
| 3360 |
3360
Hiddenite Capital Partners
New York
| $551M | +$169M | +44% | 19.7% | 466% | 45 | 73.33% | 0.4 |
|
| 3361 |
3361
CoreCommodity Management
Stamford,
Connecticut
| $551M | -$56.5M | -9% | 18.6% | 65.8% | 149 | 21.48% | 3.6 |
|
| 3362 |
3362
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| $551M | +$33.9M | +7% | 6.17% | – | 152 | 5.92% | 0.7 |
|
| 3363 |
3363
Aire Advisors
Beverly Hills,
California
| $551M | +$34.5M | +7% | 8.82% | 77.4% | 173 | 8.09% | 2.5 |
|
| 3364 |
3364
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $551M | +$24M | +5% | 2.92% | 24.5% | 37 | 16.22% | 6.5 |
|
| 3365 |
3365
Elgethun Capital Management
Sioux Falls,
South Dakota
| $551M | +$53.7M | +11% | 5.9% | 61.5% | 160 | 8.13% | 4.7 |
|
| 3366 |
3366
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $551M | -$114M | -17% | 5.85% | 64.7% | 202 | 40.59% | 2.1 |
|
| 3367 |
3367
Canvas Wealth Advisors
Shawnee,
Kansas
| $550M | +$42.8M | +8% | 12.7% | 115% | 227 | 14.54% | 1.9 |
|
| 3368 |
3368
DGS Capital Management
Jersey City,
New Jersey
| $550M | +$65.5M | +14% | 8.7% | 177% | 460 | 25.43% | 1.6 |
|
| 3369 |
3369
Inspire Trust Company
Reno,
Nevada
| $549M | +$64.6M | +13% | 6.67% | – | 113 | 7.96% | 1.5 |
|
| 3370 |
3370
Affiance Financial
St. Louis Park,
Minnesota
| $549M | +$56.9M | +12% | 6.82% | 57.8% | 108 | 7.41% | 5.6 |
|
| 3371 |
OP
3371
ORG Partners
Roanoke,
Indiana
| $549M | +$79.7M | +17% | 9.53% | 69.5% | 1,723 | 16.42% | 1 |
|
| 3372 |
3372
Austin Asset Management
Austin,
Texas
| $548M | +$35M | +7% | 6.76% | 93.4% | 76 | 5.26% | 2.5 |
|
| 3373 |
3373
Wedgewood Partners
St Louis,
Missouri
| $548M | +$32.7M | +6% | 8.13% | 78.1% | 19 | 0% | 6.2 |
|
| 3374 |
3374
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $548M | +$65.4M | +14% | 8.68% | 87.9% | 267 | 11.99% | 3.5 |
|
| 3375 |
3375
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $548M | +$10M | +2% | 4.52% | 69.7% | 101 | 5.94% | 4.5 |
|