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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Skaana Management
Brooklyn,
New York
| $291M | -$173M | -37% | 3.87% | 269% | 134 | 28.36% | 0.5 |
|
| 3477 |
3477
Pettinga Financial Advisors
Evansville,
Indiana
| $291M | -$42.7M | -13% | 6.55% | 78.1% | 102 | 6.86% | 2.4 |
|
| 3478 |
3478
Community Bank of Raymore
Raymore,
Missouri
| $291M | -$38M | -12% | 10.3% | 91.9% | 73 | 15.07% | 4 |
|
| 3479 |
TA
3479
Trivest Advisors
Hong Kong
| $290M | -$171M | -37% | 3.34% | 2,977% | 30 | 60% | 0.5 |
|
| 3480 |
3480
American Financial Group
Cincinnati,
Ohio
| $290M | -$6.66M | -2% | 8.31% | 32.5% | 94 | 6.38% | 3.9 |
|
| 3481 |
3481
Pathway Financial Advisors
South Burlington,
Vermont
| $290M | +$50M | +21% | 3.91% | 52.7% | 139 | 14.39% | 3.1 |
|
| 3482 |
3482
Mount Lucas Management
Newtown,
Pennsylvania
| $290M | -$8.23M | -3% | 2.85% | 109% | 93 | 3.23% | 0.7 |
|
| 3483 |
3483
Gleason Group
Prospect,
Kentucky
| $290M | -$430K | -0.1% | 5.6% | 69.1% | 268 | 16.04% | 2.1 |
|
| 3484 |
3484
Aire Advisors
Beverly Hills,
California
| $290M | +$9.33M | +3% | 6.22% | 77.4% | 159 | 19.5% | 0.6 |
|
| 3485 |
3485
Leelyn Smith
Geneva,
Illinois
| $290M | -$96.1M | -25% | 4.91% | 77.3% | 519 | 27.94% | 1.5 |
|
| 3486 |
3486
Running Oak Capital
Edina,
Minnesota
| $290M | – | – | 2.75% | 32.7% | 58 | – | 2 |
|
| 3487 |
PT
3487
Plimoth Trust
Plymouth,
Massachusetts
| $289M | -$27.7M | -9% | 6.12% | 110% | 163 | 4.29% | 4.1 |
|
| 3488 |
SL
3488
SWF LLC
Omaha,
Nebraska
| $289M | -$44.4M | -13% | 2.83% | 87.4% | 2 | 0% | 4.8 |
|
| 3489 |
3489
Stanley Capital Management
Houston,
Texas
| $289M | -$25.5M | -8% | 2.92% | 158% | 43 | 4.65% | 3.4 |
|
| 3490 |
MWM
3490
Mascoma Wealth Management
Hanover,
New Hampshire
| $289M | -$3.82M | -1% | 4.79% | 43.7% | 642 | 7.63% | 1.3 |
|
| 3491 |
3491
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $289M | -$15.1M | -5% | 3.62% | 66.3% | 82 | 13.41% | 1.4 |
|
| 3492 |
3492
Harbour Capital Advisors
Tysons Corner,
Virginia
| $288M | -$18.4M | -6% | 4.25% | 168% | 244 | 23.36% | 2.3 |
|
| 3493 |
3493
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
| $288M | -$74.7M | -21% | 2.1% | 30.9% | 1 | 0% | 1.3 |
|
| 3494 |
FCA
3494
FLC Capital Advisors
Palm Desert,
California
| $288M | -$12.2M | -4% | 5.49% | 59.3% | 167 | 17.37% | 2.5 |
|
| 3495 |
FA
3495
Financial Advisors
Andover,
Massachusetts
| $288M | +$4.52M | +2% | 5.55% | 71.5% | 80 | 10% | 2.8 |
|
| 3496 |
3496
M. Kulyk & Associates
Decatur,
Georgia
| $288M | -$33.7M | -10% | 6.87% | 63.3% | 101 | 8.91% | 1.2 |
|
| 3497 |
PFMOSF
3497
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $287M | -$53M | -16% | 4.19% | 209% | 48 | 64.58% | 0.4 |
|
| 3498 |
3498
Bain Capital Credit
Boston,
Massachusetts
| $287M | -$238M | -45% | 8.28% | 14.4% | 9 | 11.11% | 2 |
|
| 3499 |
3499
Clearstead Trust
Portland,
Maine
| $287M | +$156M | +119% | 5.95% | 111% | 383 | 50.65% | 1.4 |
|
| 3500 |
3500
America First Investment Advisors
Omaha,
Nebraska
| $287M | -$23.5M | -8% | 6.75% | 78.2% | 83 | 14.46% | 5.6 |
|