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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
KSA
3426
Ken Stern & Associates
San Diego,
California
| $133M | +$4.68M | +4% | 2.35% | 39.4% | 100 | 51% | 0.2 |
|
| 3427 |
IMS
3427
Index Management Solutions
Philadelphia,
Pennsylvania
| $133M | -$593M | -82% | 4.31% | – | 953 | 37.15% | 1 |
|
| 3428 |
3428
Graybill Wealth Management
Elmhurst,
Illinois
| $133M | +$1.25M | +0.9% | 3.34% | – | 53 | 7.55% | 1.5 |
|
| 3429 |
RJA
3429
Robshaw & Julian Associates
Williamsville,
New York
| $133M | +$5.79M | +5% | 0.13% | 19.3% | 35 | 5.71% | 1.5 |
|
| 3430 |
3430
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $133M | +$8.74M | +7% | 9.77% | 52.2% | 581 | 10.5% | 1.4 |
|
| 3431 |
3431
B. Riley Wealth Management
Memphis,
Tennessee
| $133M | +$10.7M | +9% | 4.64% | 32.4% | 1,183 | 21.47% | 0.8 |
|
| 3432 |
GOCM
3432
Green Owl Capital Management
New York
| $133M | +$21M | +19% | 7.9% | – | 146 | 73.97% | 0.1 |
|
| 3433 |
NFM
3433
North Forty Management
Seattle,
Washington
| $132M | -$6.21M | -4% | 5.33% | 9.62% | 6 | 16.67% | 1.8 |
|
| 3434 |
3434
Harber Asset Management
Asheville,
North Carolina
| $132M | +$10.3M | +8% | 2.86% | 63.6% | 56 | 39.29% | 0.7 |
|
| 3435 |
3435
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $132M | +$6.15M | +5% | 1.86% | 13% | 81 | 3.7% | 0.2 |
|
| 3436 |
3436
Farmers National Bank
Danville,
Kentucky
| $132M | +$10.3M | +8% | 0.09% | – | 103 | 7.77% | 0.2 |
|
| 3437 |
3437
Cornerstone Management
Duluth,
Georgia
| $132M | +$3.6M | +3% | 1.3% | 43.6% | 47 | 8.51% | 0.3 |
|
| 3438 |
3438
Bourne Lent Asset Management
Pawling,
New York
| $132M | – | – | 1.31% | 76.1% | 59 | – | 0 |
|
| 3439 |
3439
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $132M | -$342K | -0.3% | 0.88% | 73.3% | 113 | 5.31% | 1.2 |
|
| 3440 |
3440
WESPAC Advisors
Orinda,
California
| $132M | -$10.6M | -7% | 3.36% | 112% | 146 | 39.04% | 0.8 |
|
| 3441 |
3441
Loudon Investment Management
West Lebanon,
New Hampshire
| $132M | -$1.77M | -1% | 0.72% | 61.6% | 81 | 8.64% | 1.1 |
|
| 3442 |
MIM
3442
Midwest Investment Management
Cleveland,
Ohio
| $132M | -$6.02M | -4% | 0.49% | 26% | 56 | 10.71% | 1.4 |
|
| 3443 |
3443
Keystone Financial Planning
Cleveland,
Ohio
| $132M | -$4.06M | -3% | 2.55% | 46% | 48 | 16.67% | 1 |
|
| 3444 |
AC
3444
Aperimus Capital
Marina Del Rey,
California
| $131M | -$8.7M | -6% | 3.15% | 44% | 3 | 0% | 1.8 |
|
| 3445 |
3445
Cahill Financial Advisors
Edina,
Minnesota
| $131M | +$1.75M | +1% | 1.95% | 55.9% | 106 | 9.43% | 1.1 |
|
| 3446 |
3446
RFG Advisory
Birmingham,
Alabama
| $131M | +$46.8M | +55% | 4.96% | 52.3% | 58 | 84.48% | 0.1 |
|
| 3447 |
3447
Madison International Realty Holdings
New York
| $131M | +$5.52M | +4% | 1.02% | – | 2 | 0% | 0.3 |
|
| 3448 |
LI
3448
Longer Investments
Fayetteville,
Arkansas
| $131M | -$3.88M | -3% | 1.16% | 20.4% | 46 | 32.61% | 1.1 |
|
| 3449 |
3449
Columbia Pacific Advisors
Seattle,
Washington
| $131M | -$11.8M | -8% | 1.65% | 5.27% | 56 | 60.71% | 0.3 |
|
| 3450 |
OF
3450
Orbis Financial
Tortola,
British Virgin Islands
| $131M | +$9.7M | +8% | 8.38% | – | 2 | 0% | 0.3 |
|