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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
SC
3501
Saybrook Capital
Winston Salem,
North Carolina
| $332M | -$4.83M | -1% | 1.13% | 72.5% | 46 | 4.35% | 8 |
|
| 3502 |
3502
EPG Wealth Management
Atlanta,
Georgia
| $332M | -$6.48M | -2% | 3.09% | 96% | 439 | 10.25% | 1.7 |
|
| 3503 |
3503
Elgethun Capital Management
Sioux Falls,
South Dakota
| $332M | -$257K | -0.1% | 1.22% | 61.5% | 161 | 3.73% | 3.3 |
|
| 3504 |
3504
Bornite Capital Management
New York
| $331M | -$186M | -36% | 3.18% | 208% | 62 | 38.71% | 0.6 |
|
| 3505 |
3505
Advisors Management Group
La Crosse,
Wisconsin
| $331M | -$3.82M | -1% | 3.46% | 125% | 155 | 9.03% | 4 |
|
| 3506 |
3506
Pettinga Financial Advisors
Evansville,
Indiana
| $331M | -$5.97M | -2% | 2.19% | 78.1% | 113 | 13.27% | 2.8 |
|
| 3507 |
3507
Stordahl Capital Management
Greenwood Village,
Colorado
| $331M | -$16M | -5% | 3.57% | 54% | 58 | 18.97% | 4.1 |
|
| 3508 |
3508
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $331M | -$13.4M | -4% | 3.27% | 80.6% | 153 | 28.76% | 1.5 |
|
| 3509 |
3509
Grace & Mercy Foundation
New York
| $330M | +$1.31M | +0.4% | 1.87% | 67.6% | 20 | 35% | 0.5 |
|
| 3510 |
3510
HughesLittle Investment Management
Vancouver,
| $330M | -$23.4M | -7% | 6.27% | 106% | 16 | 0% | 5.4 |
|
| 3511 |
FCA
3511
FLC Capital Advisors
Palm Desert,
California
| $330M | -$11.8M | -3% | 2.49% | 59.3% | 153 | 8.5% | 3 |
|
| 3512 |
3512
Nextech Invest
Zurich,
Switzerland
| $330M | +$35.8M | +12% | 40.6% | 982% | 14 | 7.14% | 1.5 |
|
| 3513 |
3513
Silverarc Capital Management
Boston,
Massachusetts
| $330M | +$6.54M | +2% | 20.7% | 2,765% | 104 | 44.23% | 0.7 |
|
| 3514 |
3514
First Reserve GP XIII
Stamford,
Connecticut
| $330M | +$31.2M | +10% | 10.5% | 5.56% | 1 | 0% | 1 |
|
| 3515 |
3515
Noked Israel
Ramat Hasharon,
Israel
| $330M | +$37.2M | +13% | 0.62% | 265% | 40 | 45% | 0.8 |
|
| 3516 |
3516
GenWealth Group
Maplewood,
New Jersey
| $330M | -$18M | -5% | 4.34% | 73.9% | 72 | 8.33% | 4 |
|
| 3517 |
3517
RJA Asset Management
Stamford,
Connecticut
| $329M | -$54.9M | -14% | 10.4% | 80.2% | 4 | 0% | 1.1 |
|
| 3518 |
3518
Conversant Capital
Summit,
New Jersey
| $329M | -$73.4M | -18% | 4.89% | 228% | 23 | 52.17% | 0.9 |
|
| 3519 |
3519
Herold Advisors
New York
| $329M | +$2.03M | +0.6% | 2.57% | 90.2% | 261 | 14.18% | 1.4 |
|
| 3520 |
3520
Old Second National Bank of Aurora
Aurora,
Illinois
| $329M | -$17M | -5% | 2.27% | 93.7% | 377 | 11.94% | 5.7 |
|
| 3521 |
3521
O'Dell Group
Cincinnati,
Ohio
| $328M | -$23.7M | -7% | 4.24% | 72.2% | 519 | 84.2% | 2.6 |
|
| 3522 |
BCA
3522
Bray Capital Advisors
Naples,
Florida
| $328M | -$5.19M | -2% | 1.75% | 36.6% | 262 | 4.2% | 5.4 |
|
| 3523 |
3523
LMG Wealth Partners
Shreveport,
Louisiana
| $328M | +$1.41M | +0.4% | 3.32% | 88.9% | 111 | 10.81% | 0.7 |
|
| 3524 |
KMWM
3524
Keudell/Morrison Wealth Management
Salem,
Oregon
| $328M | -$18.9M | -5% | 3.3% | – | 190 | 7.89% | 3.1 |
|
| 3525 |
3525
RV Capital
Schindellegi,
Switzerland
| $328M | +$21.1M | +7% | 8.55% | 250% | 8 | 12.5% | 2.5 |
|