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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
First Command Financial Services
Fort Worth,
Texas
| $142M | +$17.5M | +14% | 2.97% | 34.4% | 405 | 11.85% | 0.2 |
|
| 3602 |
NCM
3602
Niemann Capital Management
Stateline,
Nevada
| $142M | -$13M | -8% | 9.11% | 103% | 28 | 75% | 0.2 |
|
| 3603 |
3603
Trafelet Capital Management
New York
| $142M | -$510K | -0.4% | 24.4% | 101% | 20 | 25% | 1.5 |
|
| 3604 |
3604
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $142M | +$7.1M | +5% | 4.17% | 51.1% | 63 | 3.17% | 1.1 |
|
| 3605 |
OA
3605
Opes Advisors
Cupertino,
California
| $142M | +$44.4M | +46% | 7.02% | – | 63 | 50.79% | 0.1 |
|
| 3606 |
3606
Parkside Investments
Deerfield,
Illinois
| $142M | – | – | 6.2% | 70.4% | 53 | – | 0 |
|
| 3607 |
3607
Globe Life
Mckinney,
Texas
| $142M | +$6.89M | +5% | 5.38% | 60.1% | 1 | 0% | 0.3 |
|
| 3608 |
3608
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $142M | – | – | 4.3% | 137% | 91 | – | 0 |
|
| 3609 |
3609
FC Advisory
West Chester,
Pennsylvania
| $142M | +$6.12M | +5% | 3.7% | 46.6% | 40 | 17.5% | 1.5 |
|
| 3610 |
3610
Pinnacle Bancorp
Beatrice,
Nebraska
| $141M | – | – | 3.79% | 72.9% | 624 | – | 0 |
|
| 3611 |
3611
MU Investments Company
Tokyo,
Japan
| $141M | +$7.83M | +6% | 7.51% | 40.4% | 186 | 16.67% | 2.2 |
|
| 3612 |
3612
Kalos Management
Alpharetta,
Georgia
| $141M | +$17.3M | +14% | 5.99% | 48.5% | 141 | 18.44% | 0.9 |
|
| 3613 |
SV
3613
Stilwell Value
New York
| $140M | -$28K | -0% | 0.17% | 87.9% | 43 | 16.28% | 1.4 |
|
| 3614 |
CSA
3614
Cottage Street Advisors
Marion,
Massachusetts
| $140M | +$9.26M | +7% | 6.65% | 95.8% | 88 | 11.36% | 1.1 |
|
| 3615 |
3615
Horan Capital Advisors
Cincinnati,
Ohio
| $140M | +$6.38M | +5% | 4.84% | 26.6% | 68 | 11.76% | 2.1 |
|
| 3616 |
3616
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $140M | +$5.49M | +4% | 4.51% | 92.4% | 384 | 6.77% | 2 |
|
| 3617 |
3617
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $140M | +$28.7M | +26% | 6.68% | 13.1% | 75 | 68% | 0.1 |
|
| 3618 |
MWM
3618
Mascoma Wealth Management
Hanover,
New Hampshire
| $140M | +$3.75M | +3% | 4.31% | 40% | 398 | 11.81% | 0.2 |
|
| 3619 |
3619
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $139M | +$19.1M | +16% | 5.14% | 53.1% | 17 | 88.24% | 0.1 |
|
| 3620 |
3620
Clear Investment Research
Alpharetta,
Georgia
| $139M | +$9.6M | +7% | 3.72% | 48.5% | 47 | 34.04% | 1.2 |
|
| 3621 |
3621
Jolley Asset Management
Rocky Mount,
North Carolina
| $139M | -$277K | -0.2% | 3.33% | 3.47% | 156 | 5.13% | 2.4 |
|
| 3622 |
3622
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $139M | +$8.86M | +7% | 4.84% | 64.1% | 152 | 13.82% | 0.2 |
|
| 3623 |
AZA
3623
Arthur Zaske & Associates
Bingham Farms,
Michigan
| $139M | +$953K | +0.7% | 4.14% | – | 95 | 36.84% | 0.3 |
|
| 3624 |
3624
Creative Financial Designs
Kokomo,
Indiana
| $139M | +$16.6M | +14% | 4.47% | 56.2% | 926 | 28.94% | 0.2 |
|
| 3625 |
TAA
3625
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $139M | -$57.4M | -29% | 33.2% | 312% | 19 | 84.21% | 0.1 |
|