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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
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $375M | +$33.6M | +10% | 6.54% | 70.2% | 312 | 13.78% | 2.4 |
|
| 3527 |
3527
Abacus Planning Group
Columbia,
South Carolina
| $374M | +$60.4M | +19% | 7.94% | 67.8% | 219 | 15.53% | 2.2 |
|
| 3528 |
3528
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $374M | +$121M | +48% | 7.36% | 68% | 92 | 14.13% | 2.5 |
|
| 3529 |
3529
Bulldog Investors
Saddle Brook,
New Jersey
| $374M | +$21.5M | +6% | 1.07% | 22.5% | 364 | 50% | 0.6 |
|
| 3530 |
3530
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $374M | – | – | 9.55% | 46% | 2 | – | 0 |
|
| 3531 |
3531
Simon Quick Advisors
Morristown,
New Jersey
| $374M | -$14.8M | -4% | 8.15% | 77.8% | 431 | 14.15% | 2.5 |
|
| 3532 |
3532
Retirement Income Solutions
Ann Arbor,
Michigan
| $374M | +$75.4M | +25% | 9.24% | 60.8% | 115 | 17.39% | 2.3 |
|
| 3533 |
3533
First Sabrepoint Capital Management
Dallas,
Texas
| $374M | -$2.75M | -0.7% | 1.52% | 218% | 35 | 22.86% | 1.2 |
|
| 3534 |
3534
Leelyn Smith
Geneva,
Illinois
| $374M | +$28.5M | +8% | 7.63% | 86% | 421 | 19.24% | 1.4 |
|
| 3535 |
3535
Essex LLC
Deer Park,
Illinois
| $374M | +$13.1M | +4% | 3.6% | 91.4% | 175 | 5.71% | 0.2 |
|
| 3536 |
3536
Bourne Lent Asset Management
Pawling,
New York
| $374M | +$25.4M | +7% | 9.25% | 95.1% | 63 | 6.35% | 4.7 |
|
| 3537 |
3537
Teza Capital Management
Chicago,
Illinois
| $374M | +$166M | +80% | 8.94% | 133% | 564 | 69.5% | 0.3 |
|
| 3538 |
3538
CoreView Capital Management
Hong Kong
| $374M | – | – | 8.35% | 50.9% | 11 | – | 0.5 |
|
| 3539 |
3539
Bar Harbor Trust Services
Ellsworth,
Maine
| $373M | +$53.4M | +17% | 12.2% | 86.4% | 134 | 8.96% | 2.8 |
|
| 3540 |
3540
Single Point Partners
Boston,
Massachusetts
| $373M | +$328M | +716% | 6.15% | 56.4% | 89 | 71.91% | 0.3 |
|
| 3541 |
LPC
3541
Lion Point Capital
New York
| $373M | -$160M | -30% | 3.37% | 319% | 48 | 54.17% | 0.9 |
|
| 3542 |
IFS
3542
Ifrah Financial Services
Little Rock,
Arkansas
| $373M | +$25.1M | +7% | 6.96% | 64.1% | 227 | 11.45% | 3.4 |
|
| 3543 |
3543
West Financial Advisors
Des Moines,
Iowa
| $373M | +$31.2M | +9% | 4.8% | 49.1% | 178 | 16.85% | 0.8 |
|
| 3544 |
3544
Sourcerock Group
Denver,
Colorado
| $373M | +$92.5M | +33% | 2.42% | 59.1% | 20 | 45% | 0.5 |
|
| 3545 |
3545
Truxt Investmentos
Rio De Janeiro,
Brazil
| $372M | -$347M | -48% | 21.3% | – | 20 | 70% | 0.5 |
|
| 3546 |
AP
3546
Arlington Partners
Birmingham,
Alabama
| $372M | +$25M | +7% | 8.03% | 46.4% | 712 | 52.39% | 0.7 |
|
| 3547 |
3547
Northwest Quadrant Wealth Management
Bend,
Oregon
| $372M | +$23.4M | +7% | 5.49% | 45.6% | 66 | 4.55% | 3.4 |
|
| 3548 |
3548
Greylock 15
Menlo Park,
California
| $372M | -$115M | -24% | 9.83% | 17.8% | 3 | 0% | 0.4 |
|
| 3549 |
3549
Vantage Consulting Group
Virginia Beach,
Virginia
| $372M | -$95M | -20% | 7.93% | 261% | 244 | 20.9% | 0.6 |
|
| 3550 |
3550
Peninsula Wealth
San Francisco,
California
| $372M | +$56.8M | +18% | 7.39% | 30% | 66 | 63.64% | 0.9 |
|