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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
M. Kulyk & Associates
Decatur,
Georgia
| $460M | +$23.2M | +5% | 8.12% | 63.3% | 110 | 10% | 2.9 |
|
| 3552 |
3552
Eclectic Associates
Fullerton,
California
| $460M | +$86.8M | +23% | 8.11% | 53.8% | 125 | 5.6% | 2.5 |
|
| 3553 |
3553
VisionPoint Advisory Group
Dallas,
Texas
| $460M | +$168M | +58% | 8.66% | 79.3% | 376 | 50.27% | 1.1 |
|
| 3554 |
3554
Technology Crossover Management VIII
Menlo Park,
California
| $460M | -$10.2M | -2% | 1.92% | 77.9% | 6 | 16.67% | 5.3 |
|
| 3555 |
III
3555
Independent Investors Inc
Nesconset,
New York
| $459M | -$12.2M | -3% | 1.42% | 61.6% | 70 | 4.29% | 8.9 |
|
| 3556 |
3556
Raub Brock Capital Management
Larkspur,
California
| $459M | +$11.1M | +2% | 8.77% | 54.7% | 45 | 28.89% | 3.2 |
|
| 3557 |
3557
Madison Wealth Partners
Madison,
Wisconsin
| $458M | +$53.1M | +13% | 9.77% | 66.9% | 178 | 14.04% | 2.2 |
|
| 3558 |
3558
Old Second National Bank of Aurora
Aurora,
Illinois
| $458M | +$33.3M | +8% | 12.1% | 93.7% | 322 | 10.87% | 6.8 |
|
| 3559 |
3559
Liquid Strategies
Atlanta,
Georgia
| $458M | -$73.3M | -14% | 7.55% | 46.8% | 14 | 50% | 4.4 |
|
| 3560 |
3560
Single Point Partners
Boston,
Massachusetts
| $457M | +$31.2M | +7% | 7.41% | 56.4% | 93 | 11.83% | 1.3 |
|
| 3561 |
3561
Montag & Caldwell
Atlanta,
Georgia
| $457M | +$25.8M | +6% | 12.9% | 91.3% | 135 | 19.26% | 3.4 |
|
| 3562 |
3562
Marietta Investment Partners
Milwaukee,
Wisconsin
| $457M | +$41.8M | +10% | 15.2% | 160% | 165 | 12.12% | 5.2 |
|
| 3563 |
3563
Boundary Creek Advisors
New York
| $457M | +$80.9M | +22% | 13.4% | 15% | 21 | 71.43% | 1.5 |
|
| 3564 |
3564
Sycale Advisors
New York
| $457M | +$93.6M | +26% | 16.8% | 31.5% | 26 | 23.08% | 0.8 |
|
| 3565 |
3565
Patton Fund Management
Dallas,
Texas
| $457M | +$43.5M | +11% | 8.71% | 211% | 471 | 84.71% | 0.3 |
|
| 3566 |
3566
iSAM Funds (UK)
London,
United Kingdom
| $456M | +$254M | +126% | 5.84% | 53.7% | 617 | 76.34% | 0.1 |
|
| 3567 |
3567
G2 Investment Partners Management
New York
| $456M | +$150M | +49% | 72.4% | 1,145% | 80 | 57.5% | 0.8 |
|
| 3568 |
MAM
3568
Morse Asset Management
Darien,
Connecticut
| $456M | +$60.2M | +15% | 22.3% | 222% | 387 | 17.83% | 1.8 |
|
| 3569 |
3569
Drive Wealth Management
Lehi,
Utah
| $456M | +$30.6M | +7% | 11.2% | 94.4% | 378 | 22.75% | 1.5 |
|
| 3570 |
3570
Pettinga Financial Advisors
Evansville,
Indiana
| $456M | +$31M | +7% | 9.6% | 78.1% | 138 | 10.87% | 3.1 |
|
| 3571 |
3571
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $456M | +$39.6M | +10% | 10.2% | 97.5% | 186 | 8.6% | 4.4 |
|
| 3572 |
SEP
3572
Southland Equity Partners
Wildwood,
Missouri
| $456M | +$26.5M | +6% | 5.15% | 66.1% | 250 | 14% | 2.7 |
|
| 3573 |
3573
Octagon Capital Advisors
New York
| $456M | -$61.2M | -12% | 21.4% | 2,969% | 37 | 24.32% | 1.1 |
|
| 3574 |
3574
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $456M | +$54.4M | +14% | 13.8% | 80.8% | 65 | 9.23% | 3.2 |
|
| 3575 |
3575
PSquared Asset Management
Zurich,
Switzerland
| $455M | +$321M | +240% | 2.71% | 178% | 10 | 60% | 0.3 |
|