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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Somerset Trust
Somerset,
Pennsylvania
| $189M | -$4.59M | -2% | 2.62% | 80.5% | 103 | 3.88% | 4.7 |
|
| 3577 |
3577
McIlrath & Eck
Arlington,
Washington
| $189M | +$9.02M | +5% | 1.66% | 44% | 698 | 14.76% | 1.3 |
|
| 3578 |
VIA
3578
Vantis Investment Advisers
Miami,
Florida
| $189M | +$23.3M | +14% | 1.55% | 39.6% | 21 | 66.67% | 0.5 |
|
| 3579 |
RCM
3579
Ratan Capital Management
Miami Beach,
Florida
| $189M | -$261M | -58% | 3% | 616% | 49 | 53.06% | 0.3 |
|
| 3580 |
TC
3580
Tavio Capital
New York
| $189M | -$57.2M | -23% | 3.87% | 81.4% | 15 | 60% | 0.6 |
|
| 3581 |
3581
Globe Life
Mckinney,
Texas
| $189M | +$3.34M | +2% | 1.28% | 60.1% | 1 | 0% | 2.8 |
|
| 3582 |
3582
Aull & Monroe Investment Management
Mobile,
Alabama
| $189M | +$816K | +0.4% | 3.13% | 98.3% | 135 | 10.37% | 4.7 |
|
| 3583 |
LA
3583
Lau Associates
Greenville,
Delaware
| $189M | -$20.2M | -10% | 2.54% | 44.5% | 101 | 12.87% | 3.2 |
|
| 3584 |
3584
Essex Savings Bank
Essex,
Connecticut
| $189M | -$95.3M | -34% | 0.82% | 95.2% | 764 | 77.36% | 0.7 |
|
| 3585 |
3585
Weaver Consulting Group
Huntington Beach,
California
| $189M | +$5.43M | +3% | 1.69% | 56.4% | 875 | 3.66% | 0.5 |
|
| 3586 |
3586
Waller Financial Planning Group
Columbus,
Ohio
| $189M | +$9.06M | +5% | 0.04% | 47.5% | 45 | 11.11% | 0.7 |
|
| 3587 |
3587
WealthShield Partners
Cary,
North Carolina
| $189M | +$16.2M | +9% | 1.34% | 71% | 272 | 22.43% | 1.1 |
|
| 3588 |
3588
Sycomore Asset Management
Paris,
France
| $188M | +$16.5M | +10% | 5.01% | 151% | 37 | 13.51% | 0.6 |
|
| 3589 |
MCM
3589
McMillion Capital Management
Greensboro,
North Carolina
| $188M | -$1.09M | -0.6% | 2.05% | 59.3% | 288 | 3.82% | 1.1 |
|
| 3590 |
3590
Covenant Partners
Nashville,
Tennessee
| $188M | +$100K | +0.1% | 0.03% | 70.3% | 213 | 29.58% | 0.5 |
|
| 3591 |
3591
WealthStone
Columbus,
Ohio
| $188M | -$34.8M | -16% | 0.57% | – | 990 | 98.28% | 0.2 |
|
| 3592 |
3592
Wisconsin Capital Management
Madison,
Wisconsin
| $188M | +$1.69M | +0.9% | 1.28% | 153% | 66 | 13.64% | 3 |
|
| 3593 |
3593
Wynnefield Capital
New York
| $188M | -$7.13M | -4% | 0.38% | 52.1% | 30 | 13.33% | 3.6 |
|
| 3594 |
3594
Elgethun Capital Management
Sioux Falls,
South Dakota
| $188M | +$4.57M | +2% | 1.54% | 61.5% | 97 | 8.25% | 2.1 |
|
| 3595 |
3595
Nixon Peabody Trust
Boston,
Massachusetts
| $188M | +$10.3M | +6% | 3.03% | 101% | 82 | 12.2% | 2.7 |
|
| 3596 |
3596
Retirement Income Solutions
Ann Arbor,
Michigan
| $187M | -$175K | -0.1% | 0.84% | 60.8% | 74 | 10.81% | 1.4 |
|
| 3597 |
3597
American Money Management
Rancho Santa Fe,
California
| $187M | +$180K | +0.1% | 1.19% | 65% | 86 | 9.3% | 3.4 |
|
| 3598 |
3598
Verger Capital Management
Winston-Salem,
North Carolina
| $187M | -$1.23M | -0.7% | 0.73% | 58.3% | 14 | 14.29% | 3.2 |
|
| 3599 |
3599
Jupiter Wealth Management
Glendale,
Colorado
| $187M | -$14.6M | -7% | 2.26% | 99.2% | 87 | 13.79% | 0.4 |
|
| 3600 |
3600
Beech Hill Advisors
New York
| $187M | -$3.34M | -2% | 0.53% | 105% | 83 | 19.28% | 2.7 |
|