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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 |
3426
Martin Investment Management
Palm Beach Gardens,
Florida
| $355M | +$7.08M | +2% | 6.26% | 44% | 53 | 7.55% | 4.6 |
|
| 3427 |
3427
Park Place Capital
Homewood,
Alabama
| $354M | -$1.83M | -0.5% | 4.65% | 60% | 1,043 | 7.48% | 0.5 |
|
| 3428 |
3428
Westside Investment Management
Santa Monica,
California
| $354M | +$13.6M | +4% | 6.99% | 114% | 865 | 5.9% | 3.9 |
|
| 3429 |
3429
SkyOak Wealth
Southfield,
Michigan
| $354M | +$26.1M | +8% | 8.64% | 73.4% | 271 | 15.87% | 2.2 |
|
| 3430 |
3430
Coppell Advisory Solutions
Coppell,
Texas
| $354M | +$48.6M | +16% | 3.45% | – | 1,448 | 86.12% | 0.2 |
|
| 3431 |
3431
HughesLittle Investment Management
Vancouver,
| $354M | +$24.9M | +8% | 8.01% | 106% | 16 | 0% | 5.1 |
|
| 3432 |
3432
SFE Investment Counsel
Los Angeles,
California
| $353M | +$30M | +9% | 8.19% | 105% | 113 | 1.77% | 5.3 |
|
| 3433 |
3433
Wellspring Financial Advisors
Cleveland,
Ohio
| $353M | +$16.5M | +5% | 5.09% | 77.2% | 131 | 16.03% | 2 |
|
| 3434 |
3434
WestHill Financial Advisors
San Rafael,
California
| $353M | +$19.1M | +6% | 5.26% | 62.9% | 114 | 4.39% | 2 |
|
| 3435 |
3435
Washington State Investment Board
Olympia,
Washington
| $353M | -$11.6M | -3% | 14.4% | 567% | 2 | 0% | 1.9 |
|
| 3436 |
3436
Marino Stram & Associates
Braintree,
Massachusetts
| $353M | +$22.1M | +7% | 5.07% | 72.2% | 164 | 6.71% | 2.6 |
|
| 3437 |
3437
Boston Research & Management
Manchester,
Massachusetts
| $353M | +$18.3M | +5% | 4.72% | 53.2% | 115 | 6.09% | 7 |
|
| 3438 |
3438
Mach-1 Financial Group
Rogers,
Arkansas
| $353M | +$337M | +2,145% | 7.26% | 83.4% | 373 | 77.48% | 0.5 |
|
| 3439 |
3439
True North Advisors
Dallas,
Texas
| $353M | +$12.7M | +4% | 11.7% | 82.9% | 241 | 33.61% | 1.7 |
|
| 3440 |
3440
Opes Wealth Management
Menlo Park,
California
| $353M | +$42.4M | +14% | 5.72% | 54.1% | 123 | 13.82% | 2.1 |
|
| 3441 |
3441
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $353M | +$4.21M | +1% | 7.23% | 70.3% | 66 | 10.61% | 3.2 |
|
| 3442 |
3442
Manchester Financial
Westlake Village,
California
| $352M | +$7.1M | +2% | 3.6% | 73% | 104 | 16.35% | 2.4 |
|
| 3443 |
SFS
3443
Security Financial Services
Fort Wayne,
Indiana
| $352M | +$23.4M | +7% | 5.07% | 60.7% | 155 | 17.42% | 1.1 |
|
| 3444 |
3444
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $352M | +$14M | +4% | 6.85% | 85.6% | 145 | 6.21% | 4.6 |
|
| 3445 |
3445
EnCap Energy Capital Fund IX
Houston,
Texas
| $352M | +$283M | +412% | 8.97% | 69.2% | 2 | 50% | 1.3 |
|
| 3446 |
3446
Nicolet Bankshares
Green Bay,
Wisconsin
| $352M | +$44M | +14% | 7.61% | 75.5% | 208 | 8.65% | 4.8 |
|
| 3447 |
3447
Harbourvest Partners
Boston,
Massachusetts
| $352M | +$55.2M | +19% | 26.9% | 8.96% | 64 | 7.81% | 1.9 |
|
| 3448 |
3448
Perkins Coie Trust Company
Seattle,
Washington
| $352M | +$18.3M | +5% | 6.01% | 83.2% | 253 | 14.23% | 6.8 |
|
| 3449 |
3449
O'Dell Group
Cincinnati,
Ohio
| $352M | +$41.7M | +13% | 5.58% | 72.2% | 523 | 85.85% | 0.4 |
|
| 3450 |
3450
Fruth Investment Management
Houston,
Texas
| $352M | +$5.87M | +2% | 3.13% | 79.4% | 222 | 3.15% | 7.1 |
|