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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Fruth Investment Management
Houston,
Texas
| $352M | +$5.87M | +2% | 3.13% | 79.4% | 222 | 3.15% | 7.1 |
|
| 3452 |
3452
McRae Capital Management
Morristown,
New Jersey
| $352M | +$4.47M | +1% | 6.17% | 78.2% | 101 | 7.92% | 5.8 |
|
| 3453 |
3453
Vectors Research Management
New York
| $352M | -$36.2M | -9% | 2.2% | 67.3% | 140 | 9.29% | 3.5 |
|
| 3454 |
3454
Austin Asset Management
Austin,
Texas
| $352M | +$39.3M | +13% | 5.21% | 93.4% | 62 | 16.13% | 1.1 |
|
| 3455 |
FNBOMD
3455
First National Bank of Mount Dora
Mount Dora,
Florida
| $352M | +$21M | +6% | 7.67% | 96.2% | 145 | 15.86% | 4.6 |
|
| 3456 |
MCG
3456
McCollum Christoferson Group
Amherst,
New York
| $351M | +$26.8M | +8% | 6.89% | 59.4% | 72 | 12.5% | 3.6 |
|
| 3457 |
AFS
3457
Annapolis Financial Services
Annapolis,
Maryland
| $351M | +$21.5M | +7% | 3.58% | 15% | 504 | 13.69% | 1.8 |
|
| 3458 |
3458
Paradiem
Covington,
Louisiana
| $351M | +$29M | +9% | 8.82% | 107% | 104 | 5.77% | 1.6 |
|
| 3459 |
3459
High Falls Advisors
Rochester,
New York
| $351M | +$14.6M | +4% | 4.64% | 56.9% | 117 | 15.38% | 2.9 |
|
| 3460 |
3460
Lineweaver Wealth Advisors
Valley View,
Ohio
| $351M | +$25.1M | +8% | 5.57% | 68.4% | 135 | 14.07% | 2.1 |
|
| 3461 |
3461
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $350M | -$19.4M | -5% | 2.63% | 52.1% | 137 | 24.82% | 3 |
|
| 3462 |
3462
Ionic Capital Management
New York
| $350M | +$7.48M | +2% | 5.27% | 163% | 373 | 41.02% | 1.1 |
|
| 3463 |
3463
Private Capital Management (Colorado)
Denver,
Colorado
| $350M | +$15.8M | +5% | 6.74% | 20% | 227 | 12.78% | 1.6 |
|
| 3464 |
3464
First PREMIER Bank
Sioux Falls,
South Dakota
| $350M | +$7.06M | +2% | 4.28% | 63% | 407 | 11.06% | 4.1 |
|
| 3465 |
3465
Blue Fin Capital
Warren,
Rhode Island
| $350M | +$40.6M | +13% | 14% | 147% | 132 | 3.03% | 5.9 |
|
| 3466 |
3466
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $350M | +$17.7M | +5% | 5.55% | 57.7% | 317 | 8.83% | 2.7 |
|
| 3467 |
3467
Richard P. Slaughter Associates
Austin,
Texas
| $350M | +$42.7M | +14% | 2.78% | 55.7% | 135 | 11.85% | 2 |
|
| 3468 |
3468
Bank of New Hampshire
Laconia,
New Hampshire
| $350M | +$16.3M | +5% | 6.09% | 96.5% | 520 | 8.27% | 1.4 |
|
| 3469 |
UAM
3469
UAS Asset Management
New York
| $349M | +$56M | +19% | 15.8% | 98% | 26 | 61.54% | 2.9 |
|
| 3470 |
3470
AdvisorShares Investments
Bethesda,
Maryland
| $349M | +$28.7M | +9% | 5.95% | 110% | 348 | 46.55% | 1.1 |
|
| 3471 |
3471
Crane Advisory
Fullerton,
California
| $348M | +$54M | +18% | 3.54% | 38.2% | 31 | 19.35% | 0.5 |
|
| 3472 |
3472
Callodine Capital Management
Boston,
Massachusetts
| $348M | +$9.28M | +3% | 3.87% | 53.8% | 47 | 27.66% | 1.8 |
|
| 3473 |
3473
Cypress Capital
Franklin,
Tennessee
| $348M | +$28M | +9% | 2.98% | 43.6% | 90 | 23.33% | 1.9 |
|
| 3474 |
3474
Goehring & Rozencwajg Associates
New York
| $348M | +$54.5M | +19% | 4.83% | 148% | 54 | 20.37% | 0.4 |
|
| 3475 |
3475
GenWealth Group
Maplewood,
New Jersey
| $348M | +$21.2M | +6% | 5.55% | 73.9% | 73 | 8.22% | 3.6 |
|