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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
SCHF (GPE)
Wilson,
Wyoming
| $418M | – | – | 2.31% | – | 3 | – | 0.6 |
|
| 3577 |
3577
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $417M | +$4.05M | +1% | 1.49% | 111% | 180 | 13.89% | 4.4 |
|
| 3578 |
3578
Systelligence LLC
Bloomington,
Minnesota
| $416M | +$11.2M | +3% | 0.66% | 58.3% | 51 | 25.49% | 1.3 |
|
| 3579 |
3579
Core Alternative Capital
Peachtree Corners,
Georgia
| $416M | -$62.4M | -13% | 0.58% | 74.5% | 365 | 6.85% | 3.3 |
|
| 3580 |
UAM
3580
UAS Asset Management
New York
| $416M | +$1M | +0.2% | 3.89% | 98% | 16 | 37.5% | 5 |
|
| 3581 |
3581
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $416M | -$6.1M | -1% | 0.01% | 81.5% | 235 | 6.38% | 4.7 |
|
| 3582 |
3582
Parkside Advisors
Berkeley,
California
| $415M | -$9.01M | -2% | 1.31% | 36.7% | 83 | 6.02% | 4.5 |
|
| 3583 |
3583
Hamilton Wealth
Encino,
California
| $415M | +$2.64M | +0.6% | 0.4% | 108% | 135 | 50.37% | 1.6 |
|
| 3584 |
3584
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $415M | +$2.54M | +0.6% | 4.57% | 240% | 99 | 43.43% | 2.2 |
|
| 3585 |
3585
Marietta Investment Partners
Milwaukee,
Wisconsin
| $415M | -$39M | -9% | 0.89% | 160% | 167 | 12.57% | 5.2 |
|
| 3586 |
LT
3586
Legacy Trust
Grand Rapids,
Michigan
| $415M | -$16M | -4% | 3.72% | 110% | 163 | 6.13% | 2 |
|
| 3587 |
GWM
3587
Gibbs Wealth Management
Alpharetta,
Georgia
| $415M | +$46.2M | +13% | 0.82% | – | 321 | 15.58% | 0.7 |
|
| 3588 |
3588
Shelter Mutual Insurance
Columbia,
Missouri
| $415M | +$13.6M | +3% | 4.26% | 51.2% | 57 | 0% | 6.5 |
|
| 3589 |
3589
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $415M | +$10.6M | +3% | 0.76% | 38.9% | 765 | 16.99% | 1.3 |
|
| 3590 |
3590
Balboa Wealth Partners
Scottsdale,
Arizona
| $414M | -$24.1M | -5% | 6.8% | 214% | 380 | 25.26% | 1.3 |
|
| 3591 |
NAMP
3591
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $414M | -$22.4M | -5% | 4.37% | 90.2% | 146 | 2.74% | 6.9 |
|
| 3592 |
3592
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $414M | -$36.9M | -8% | 7.19% | 105% | 17 | 17.65% | 2.3 |
|
| 3593 |
3593
FCPM III Services
Naarden,
Netherlands
| $414M | -$179M | -30% | 28.8% | – | 8 | 12.5% | 1 |
|
| 3594 |
3594
Patton Fund Management
Dallas,
Texas
| $413M | -$97.4M | -19% | 1.61% | 211% | 91 | 32.97% | 1.4 |
|
| 3595 |
3595
Founders Financial Alliance
Raleigh,
North Carolina
| $413M | +$48.9M | +13% | 1.61% | 84.9% | 657 | 18.72% | 2.7 |
|
| 3596 |
3596
Arista Wealth Management
Las Vegas,
Nevada
| $413M | -$4.5M | -1% | 3.07% | 67% | 68 | 5.88% | 1.3 |
|
| 3597 |
3597
Hussman Strategic Advisors
Ellicott City,
Maryland
| $413M | +$74.1M | +22% | 1.26% | 43.1% | 327 | 57.49% | 1.9 |
|
| 3598 |
3598
Francis Financial
| $412M | +$17.4M | +4% | 1.64% | 56.2% | 98 | 13.27% | 2.1 |
|
| 3599 |
3599
Bienville Capital Management
New York
| $412M | +$4.15M | +1% | 5.91% | 36.3% | 84 | 28.57% | 3.3 |
|
| 3600 |
3600
Estuary Capital Management
Wayzata,
Minnesota
| $412M | +$69.9M | +20% | 6.16% | – | 16 | 50% | 0.6 |
|