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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $212M | -$34.4M | -14% | 14% | 184% | 1 | 0% | 3.5 |
|
| 3552 |
3552
Hendley & Co
Zanesville,
Ohio
| $212M | +$33.6M | +19% | 17.9% | 64.9% | 62 | 16.13% | 4.4 |
|
| 3553 |
3553
Frisch Financial Group
Melville,
New York
| $212M | +$39.9M | +23% | 13.8% | 66.6% | 112 | 21.43% | 1.2 |
|
| 3554 |
3554
EnerVest
Houston,
Texas
| $211M | +$71.9M | +52% | 51.5% | 20.5% | 1 | 0% | 1.5 |
|
| 3555 |
3555
Fulcrum Equity Management
Plano,
Texas
| $211M | +$71.2M | +51% | 23.9% | 116% | 143 | 69.23% | 0.4 |
|
| 3556 |
3556
Sloy Dahl & Holst
Vancouver,
Washington
| $211M | +$80.1M | +61% | 63.9% | 132% | 44 | 29.55% | 0.4 |
|
| 3557 |
3557
Virtus ETF Advisers
New York
| $211M | -$31.9M | -13% | 35.9% | 177% | 499 | 29.26% | 1 |
|
| 3558 |
3558
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $211M | +$42M | +25% | 24.9% | 70.2% | 177 | 22.6% | 2.5 |
|
| 3559 |
3559
Retirement Capital Strategies
San Jose,
California
| $211M | +$27.7M | +15% | 18.7% | 59% | 55 | 41.82% | 1.8 |
|
| 3560 |
3560
Ibex Investors
Denver,
Colorado
| $211M | +$111M | +112% | 41.6% | 16.6% | 54 | 68.52% | 0.6 |
|
| 3561 |
3561
Affinity Investment Advisors
Newport Beach,
California
| $210M | +$14.2M | +7% | 24% | 189% | 161 | 29.19% | 2.1 |
|
| 3562 |
3562
Larson Financial Group
St Louis,
Missouri
| $210M | +$50.5M | +32% | 16.2% | 81.2% | 796 | 26.88% | 1 |
|
| 3563 |
3563
Winch Advisory Services
Appleton,
Wisconsin
| $210M | +$9.26M | +5% | 18% | 80.8% | 428 | 16.36% | 2.6 |
|
| 3564 |
SRAM
3564
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $210M | +$65.7M | +45% | 42.4% | 74.7% | 158 | 49.37% | 0.3 |
|
| 3565 |
3565
Thomas Story & Son
Culver,
Indiana
| $210M | +$36.4M | +21% | 25.4% | 101% | 60 | 11.67% | 4.2 |
|
| 3566 |
3566
Wakefield Asset Management
Englewood,
Colorado
| $210M | +$23.5M | +13% | 21.4% | 139% | 223 | 62.78% | 0.4 |
|
| 3567 |
3567
WealthStone
Columbus,
Ohio
| $210M | +$110M | +111% | 25.5% | – | 179 | 84.92% | 0.1 |
|
| 3568 |
PH
3568
Pinnacle Holdings
Tulsa,
Oklahoma
| $210M | +$35.2M | +20% | 23.5% | 79.6% | 221 | 14.03% | 3.7 |
|
| 3569 |
3569
Rip Road Capital Partners
Boston,
Massachusetts
| $210M | +$58.1M | +38% | 59.9% | 121% | 21 | 23.81% | 0.4 |
|
| 3570 |
3570
CMH Wealth Management
Portsmouth,
New Hampshire
| $209M | +$38.3M | +22% | 27.3% | 88% | 52 | 15.38% | 1.9 |
|
| 3571 |
3571
Starfire Investment Advisers
Southfield,
Michigan
| $209M | +$27.5M | +15% | 19% | 19.2% | 162 | 12.35% | 2.1 |
|
| 3572 |
3572
Greenlea Lane Capital Management
Weston,
Connecticut
| $209M | +$57M | +37% | 38.6% | 99.7% | 10 | 20% | 1.1 |
|
| 3573 |
3573
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $209M | +$28.7M | +16% | 15.3% | 38.2% | 60 | 11.67% | 3.3 |
|
| 3574 |
3574
Summit Partners
Boston,
Massachusetts
| $209M | +$28.8M | +16% | 16.3% | 23.2% | 5 | 0% | 4.7 |
|
| 3575 |
3575
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $209M | +$35.5M | +20% | 21% | 83.6% | 165 | 11.52% | 4 |
|