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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
First PREMIER Bank
Sioux Falls,
South Dakota
| $379M | -$6.88M | -2% | 1.95% | 63% | 391 | 14.07% | 3.4 |
|
| 3402 |
AH
3402
Aviva Holdings
New Providence,
Bahamas
| $379M | -$235M | -38% | 35.7% | 36.5% | 5 | 0% | 2.6 |
|
| 3403 |
3403
Hexagon Capital Partners
Rogers,
Arkansas
| $379M | -$2.94M | -0.8% | 1.66% | 104% | 1,015 | 13.5% | 1.2 |
|
| 3404 |
NIC
3404
Northwest Investment Counselors
Lake Oswego,
Oregon
| $378M | -$28.2M | -7% | 5.94% | 32.4% | 635 | 23.94% | 1.6 |
|
| 3405 |
3405
Forest Hill Capital
Little Rock,
Arkansas
| $378M | +$12.1M | +3% | 2.46% | 112% | 51 | 17.65% | 3.6 |
|
| 3406 |
3406
Paradigm Biocapital Advisors
New York
| $378M | +$28M | +8% | 9.38% | 803% | 31 | 41.94% | 0.2 |
|
| 3407 |
3407
Vesa Equity Investment
Luxembourg
| $378M | -$178M | -32% | 32% | 2.97% | 1 | 0% | 1.3 |
|
| 3408 |
3408
Monarch Capital Management
Fort Wayne,
Indiana
| $378M | -$11.9M | -3% | 1.51% | 77% | 126 | 4.76% | 5.7 |
|
| 3409 |
HWM
3409
HFR Wealth Management
Niskayuna,
New York
| $378M | -$20.5M | -5% | 3.67% | 47.5% | 65 | 7.69% | 0.7 |
|
| 3410 |
3410
Mass Ave Global
New York
| $378M | +$187M | +98% | 3.77% | – | 42 | 59.52% | 0.1 |
|
| 3411 |
3411
Monetary Management Group
St Louis,
Missouri
| $378M | -$26.7M | -7% | 4.11% | 138% | 361 | 8.31% | 4.9 |
|
| 3412 |
3412
Waller Financial Planning Group
Columbus,
Ohio
| $377M | -$21.8M | -5% | 5.54% | 47.5% | 55 | 10.91% | 2.6 |
|
| 3413 |
AIS
3413
AM Investment Strategies
Chattanooga,
Tennessee
| $377M | -$39.9M | -10% | 0.16% | 121% | 123 | 17.89% | 1.2 |
|
| 3414 |
3414
BCM Advisors
Lafayette,
Louisiana
| $377M | -$11.6M | -3% | 1.53% | 59.3% | 56 | 7.14% | 2.7 |
|
| 3415 |
3415
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $377M | -$14.7M | -4% | 2.7% | 116% | 279 | 46.95% | 1.2 |
|
| 3416 |
3416
Perennial Advisors
New York
| $377M | +$5.77M | +2% | 4.25% | – | 96 | 15.63% | 3.5 |
|
| 3417 |
3417
Greenspring Advisors
Towson,
Maryland
| $377M | -$11.7M | -3% | 4.14% | – | 123 | 15.45% | 0.2 |
|
| 3418 |
3418
Physician Wealth Advisors
Midvale,
Utah
| $377M | -$4.72M | -1% | 3.75% | 79.9% | 171 | 16.37% | 1.8 |
|
| 3419 |
3419
Barry Investment Advisors
New Bedford,
Massachusetts
| $377M | -$3M | -0.8% | 2.34% | 66.7% | 141 | 17.02% | 2.5 |
|
| 3420 |
PT
3420
Plimoth Trust
Plymouth,
Massachusetts
| $376M | -$18M | -5% | 3.05% | 110% | 169 | 3.55% | 3.6 |
|
| 3421 |
3421
American Money Management
Rancho Santa Fe,
California
| $376M | -$9.13M | -2% | 3.34% | 65% | 145 | 7.59% | 2.9 |
|
| 3422 |
3422
Gemsstock Ltd
London,
United Kingdom
| $376M | +$116M | +44% | 24.6% | 149% | 22 | 59.09% | 0.8 |
|
| 3423 |
EEP
3423
Edgehill Endowment Partners
Hamden,
Connecticut
| $376M | +$15.6M | +4% | 4.04% | 11.6% | 10 | 30% | 2 |
|
| 3424 |
3424
Northside Capital Management
Hood River,
Oregon
| $376M | -$2.61M | -0.7% | 2.19% | 99.6% | 98 | 13.27% | 3.9 |
|
| 3425 |
GF
3425
Greenfield FTC
Reno,
Nevada
| $376M | -$11.3M | -3% | 5.15% | 75.4% | 3 | 0% | 1.3 |
|