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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Courant Investment Management
Franklin,
Tennessee
| $160M | +$1.61M | +1% | 3.74% | 35.2% | 17 | 35.29% | 0.9 |
|
| 3677 |
3677
Boston Standard Wealth Management
Winchester,
Massachusetts
| $160M | +$2.61M | +2% | 0.7% | 47.1% | 29 | 3.45% | 1.9 |
|
| 3678 |
GA
3678
GRS Advisors
Chicago,
Illinois
| $160M | -$13.2M | -8% | 3.83% | 54.3% | 27 | 40.74% | 0.9 |
|
| 3679 |
3679
Prosight Management
Dallas,
Texas
| $159M | +$23.5M | +17% | 0.46% | 39.5% | 41 | 53.66% | 0.2 |
|
| 3680 |
3680
Landmark Financial Advisors
Bowling Green,
Kentucky
| $159M | +$1.34M | +0.8% | 2.13% | 11.8% | 57 | 8.77% | 2.6 |
|
| 3681 |
3681
Lowe Wealth Advisors
Columbia,
Maryland
| $159M | -$4.81M | -3% | 0.95% | 63.3% | 286 | 12.24% | 2.3 |
|
| 3682 |
3682
NewFocus Financial Group
Vancouver,
Washington
| $159M | -$4.94M | -3% | 0.01% | 55.4% | 81 | 27.16% | 2.3 |
|
| 3683 |
SM
3683
Saya Management
New York
| $159M | +$1.92M | +1% | 0.73% | 34.8% | 13 | 46.15% | 0.3 |
|
| 3684 |
3684
Trimaran Fund Management
New York
| $159M | -$6.7M | -4% | 4.04% | 82.8% | 1 | 0% | 3.3 |
|
| 3685 |
3685
First National Bank of Hutchinson
Hutchinson,
Kansas
| $159M | -$9.8M | -6% | 0.5% | 121% | 88 | 20.45% | 2.3 |
|
| 3686 |
3686
Perennial Advisors
New York
| $158M | -$2.64M | -2% | 0.18% | – | 220 | 15% | 1 |
|
| 3687 |
3687
Timber Creek Capital Management
Boston,
Massachusetts
| $158M | -$1.8M | -1% | 0.54% | 139% | 128 | 7.81% | 3.2 |
|
| 3688 |
KFA
3688
Kabarec Financial Advisors
Palatine,
Illinois
| $158M | -$5.26M | -3% | 0.03% | – | 98 | 25.51% | 0.2 |
|
| 3689 |
3689
WealthShield Partners
Cary,
North Carolina
| $158M | -$6.45M | -4% | 0.69% | 71% | 266 | 27.44% | 0.2 |
|
| 3690 |
3690
Eads & Heald Wealth Management
Atlanta,
Georgia
| $158M | -$11.9M | -7% | 0.26% | 84.4% | 130 | 8.46% | 4 |
|
| 3691 |
3691
Davis Rea
Toronto,
Ontario, Canada
| $158M | -$23.3M | -13% | 2.24% | 66.9% | 51 | 19.61% | 2.9 |
|
| 3692 |
EP
3692
Elkhorn Partners
Omaha,
Nebraska
| $158M | -$34K | -0% | 1.06% | 32.2% | 33 | 0% | 4 |
|
| 3693 |
SL
3693
SOF Ltd
George Town,
Cayman Islands
| $157M | -$4.89M | -3% | 3.01% | 42.3% | 1 | 0% | 1.3 |
|
| 3694 |
BW
3694
Biegel & Waller
Columbia,
Maryland
| $157M | -$14.7M | -9% | 2.58% | 28.2% | 62 | 12.9% | 1 |
|
| 3695 |
3695
Sagil Capital
London,
United Kingdom
| $157M | +$11.6M | +8% | 1.37% | 104% | 26 | 30.77% | 0.2 |
|
| 3696 |
MKC
3696
M. Kraus & Co
Shelburne,
Vermont
| $157M | -$7.7M | -5% | 1.08% | 65.9% | 47 | 8.51% | 3.4 |
|
| 3697 |
3697
Neumann Capital Management
Foster City,
California
| $157M | -$6.11M | -4% | 0.73% | 89.9% | 77 | 5.19% | 2.8 |
|
| 3698 |
3698
Kingfisher Capital
Charlotte,
North Carolina
| $157M | -$348K | -0.2% | 0.07% | 58.5% | 131 | 9.16% | 2.3 |
|
| 3699 |
3699
XL Group Investments
Hamilton,
Bermuda
| $157M | -$10.7M | -6% | 5.09% | – | 7 | 28.57% | 1.1 |
|
| 3700 |
3700
Creative Financial Designs
Kokomo,
Indiana
| $156M | +$8.86M | +6% | 0.27% | 56.2% | 809 | 19.53% | 1 |
|