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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
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $179M | +$6.49M | +4% | 3% | 70.3% | 39 | 30.77% | 2.6 |
|
| 3677 |
3677
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $179M | +$71.5M | +67% | 5.69% | 172% | 6 | 50% | 0.5 |
|
| 3678 |
3678
Eads & Heald Wealth Management
Atlanta,
Georgia
| $179M | +$2.14M | +1% | 2.69% | 84.4% | 134 | 9.7% | 4.7 |
|
| 3679 |
BW
3679
Biegel & Waller
Columbia,
Maryland
| $179M | -$16.8M | -9% | 1.45% | 28.2% | 83 | 14.46% | 1.8 |
|
| 3680 |
ITIM
3680
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $179M | -$3.81M | -2% | 2.05% | 114% | 121 | 4.96% | 4.9 |
|
| 3681 |
3681
Prism Advisors
Studio City,
California
| $179M | +$2.94M | +2% | 0.18% | 54.6% | 61 | 8.2% | 1.3 |
|
| 3682 |
3682
O'Dell Group
Cincinnati,
Ohio
| $179M | +$13.7M | +8% | 0.52% | 72.2% | 61 | 16.39% | 1.6 |
|
| 3683 |
3683
Hillman Company
Pittsburgh,
Pennsylvania
| $179M | -$32.6M | -15% | 9.75% | 134% | 11 | 18.18% | 1.7 |
|
| 3684 |
3684
Fort Sheridan Advisors
Highland Park,
Illinois
| $179M | +$5.74M | +3% | 4.33% | 109% | 117 | 17.09% | 0.6 |
|
| 3685 |
3685
Lucerne Capital Management
Greenwich,
Connecticut
| $178M | +$9.5M | +6% | 17.8% | – | 2 | 0% | 1.3 |
|
| 3686 |
3686
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $178M | -$6.47M | -4% | 1.16% | 103% | 37 | 8.11% | 3.3 |
|
| 3687 |
OFCM
3687
One Fin Capital Management
San Francisco,
California
| $178M | -$1.85M | -1% | 6.27% | 92% | 33 | 63.64% | 0.2 |
|
| 3688 |
GA
3688
GRS Advisors
Chicago,
Illinois
| $178M | +$8.76M | +5% | 5.32% | 54.3% | 28 | 53.57% | 0.7 |
|
| 3689 |
3689
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $178M | +$5.11M | +3% | 2.25% | – | 80 | 1.25% | 3.8 |
|
| 3690 |
3690
SC XII Management
Menlo Park,
California
| $178M | -$35.8M | -17% | 18.9% | 73.4% | 1 | 0% | 4 |
|
| 3691 |
3691
JT Stratford LLC
Gainesville,
Georgia
| $178M | -$2.5M | -1% | 2.01% | 103% | 175 | 27.43% | 1.3 |
|
| 3692 |
3692
Milestone Advisory Partners
Southern Pines,
North Carolina
| $178M | +$13.2M | +8% | 1.95% | 19.7% | 59 | 15.25% | 1.2 |
|
| 3693 |
AC
3693
Aperimus Capital
Marina Del Rey,
California
| $178M | -$1.26M | -0.7% | 0.66% | 44% | 3 | 0% | 6.3 |
|
| 3694 |
3694
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $177M | +$6.4M | +4% | 1.12% | 56.3% | 54 | 1.85% | 1.4 |
|
| 3695 |
3695
Ninety One
Cape Town,
South Africa
| $177M | -$1.39M | -0.8% | 0.55% | 232% | 108 | 9.26% | 1.9 |
|
| 3696 |
3696
Cook & Bynum Capital Management
Birmingham,
Alabama
| $177M | +$4.89M | +3% | 2.93% | 46.8% | 5 | 0% | 3.7 |
|
| 3697 |
3697
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $177M | +$16.1M | +10% | 0.3% | 71.4% | 211 | 9.95% | 0.6 |
|
| 3698 |
3698
Selkirk Management
Chatham,
New Jersey
| $177M | -$8.66M | -5% | 3.5% | 245% | 18 | 0% | 4.3 |
|
| 3699 |
3699
Peregrine Asset Advisers
Portland,
Oregon
| $177M | -$15.4M | -8% | 8.18% | 182% | 137 | 47.45% | 2 |
|
| 3700 |
3700
Kayak Investment Partners
San Francisco,
California
| $177M | +$35M | +25% | 3.43% | 27% | 25 | 56% | 0.7 |
|