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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Cadence Bank NA
Houston,
Texas
| $337M | +$2.23M | +0.7% | 0.34% | 33.3% | 220 | 5.91% | 4 |
|
| 3527 |
3527
Greystone Financial Group
Bloomfield Hills,
Michigan
| $336M | -$65.8M | -16% | 1.44% | 79.3% | 94 | 20.21% | 0.6 |
|
| 3528 |
3528
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $336M | -$5.58M | -2% | 0.76% | 111% | 627 | 15.47% | 2.3 |
|
| 3529 |
3529
Permit Capital
West Conshohocken,
Pennsylvania
| $336M | +$3.67M | +1% | 1.39% | 121% | 25 | 8% | 4 |
|
| 3530 |
3530
Hunting Hill Global Capital
New York
| $336M | -$10.6M | -3% | 1.44% | 132% | 122 | 70.49% | 0.3 |
|
| 3531 |
3531
McIlrath & Eck
Arlington,
Washington
| $336M | +$6.85M | +2% | 0.22% | 44% | 857 | 7.93% | 2.3 |
|
| 3532 |
3532
Paradiem
Covington,
Louisiana
| $336M | +$13.7M | +4% | 3.78% | 107% | 110 | 12.73% | 0.6 |
|
| 3533 |
3533
Boston Research & Management
Manchester,
Massachusetts
| $336M | +$6.12M | +2% | 0.28% | 53.2% | 110 | 3.64% | 6.1 |
|
| 3534 |
3534
22NW LP
Seattle,
Washington
| $336M | -$36.4M | -10% | 6.89% | 138% | 34 | 17.65% | 1.6 |
|
| 3535 |
3535
BCWM LLC
Overland Park,
Kansas
| $335M | -$3.16M | -0.9% | 2.94% | – | 69 | 13.04% | 3.4 |
|
| 3536 |
3536
Firsthand Capital Management
San Jose,
California
| $335M | -$63.9M | -16% | 8.5% | 265% | 64 | 25% | 2.7 |
|
| 3537 |
3537
Hoey Investments
Coatesville,
Pennsylvania
| $335M | -$1.92M | -0.6% | 1.56% | 247% | 258 | 16.28% | 1 |
|
| 3538 |
3538
Insight Advisors
Newtown,
Pennsylvania
| $335M | +$16M | +5% | 0.67% | 74% | 339 | 16.52% | 0.6 |
|
| 3539 |
3539
Strategic Wealth Investment Group
Louisville,
Kentucky
| $335M | +$52.5M | +19% | 0.43% | – | 94 | 10.64% | 1.2 |
|
| 3540 |
3540
Boston Standard Wealth Management
Winchester,
Massachusetts
| $335M | +$4.12M | +1% | 1% | 47.1% | 40 | 7.5% | 3.4 |
|
| 3541 |
3541
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $334M | +$3.22M | +1% | 1.4% | 44.3% | 67 | 16.42% | 0.6 |
|
| 3542 |
3542
Cypress Wealth Services
Palm Desert,
California
| $334M | -$32.2M | -9% | 0.51% | 82.7% | 270 | 19.26% | 0.7 |
|
| 3543 |
3543
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $334M | -$1.1M | -0.3% | 0.89% | 17.8% | 1 | 0% | 8.3 |
|
| 3544 |
3544
Clare Market Investments
Dallas,
Texas
| $334M | +$22.4M | +7% | 0.03% | – | 158 | 24.05% | 1.3 |
|
| 3545 |
3545
ArchPoint Investors
Coral Gables,
Florida
| $334M | +$39M | +13% | 0.64% | 111% | 120 | 62.5% | 1.6 |
|
| 3546 |
3546
Community Bank of Raymore
Raymore,
Missouri
| $334M | +$19.6M | +6% | 1.76% | 91.9% | 72 | 6.94% | 4 |
|
| 3547 |
3547
EnerVest
Houston,
Texas
| $333M | -$26.3M | -7% | 13.8% | 20.5% | 1 | 0% | 2.8 |
|
| 3548 |
3548
Zeal Asset Management
Central,
Hong Kong
| $333M | -$105M | -24% | 20.7% | 26.9% | 9 | 44.44% | 0.9 |
|
| 3549 |
3549
Pier 88 Investment Partners
San Francisco,
California
| $333M | -$14.8M | -4% | 0.93% | 36.1% | 120 | 10.83% | 1.4 |
|
| 3550 |
3550
Cedar Brook Financial Partners
Cleveland,
Ohio
| $333M | -$13M | -4% | 0.82% | 47% | 381 | 11.81% | 1.7 |
|