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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $163M | +$13.3M | +9% | 8.74% | 83% | 94 | 7.45% | 3.7 |
|
| 3727 |
3727
Northwest Quadrant Wealth Management
Bend,
Oregon
| $163M | +$13.1M | +9% | 3.9% | 45.6% | 64 | 31.25% | 1.4 |
|
| 3728 |
3728
Punch Card Management
Winter Park,
Florida
| $163M | +$7.9M | +5% | 8.1% | 41% | 5 | 20% | 2.7 |
|
| 3729 |
3729
Vectors Research Management
New York
| $163M | – | – | 5.17% | 67.3% | 503 | – | 0 |
|
| 3730 |
PAM
3730
Pope Asset Management
Memphis,
Tennessee
| $162M | – | – | 0.62% | – | 26 | – | 4.1 |
|
| 3731 |
3731
Parisi Gray Wealth Management
Mendham,
New Jersey
| $162M | +$12.3M | +8% | 7% | 137% | 621 | 7.25% | 0.7 |
|
| 3732 |
3732
Inspire Investing
Meridian,
Idaho
| $162M | +$21.6M | +15% | 3.91% | 107% | 246 | 14.23% | 0.6 |
|
| 3733 |
3733
First PREMIER Bank
Sioux Falls,
South Dakota
| $162M | +$13.1M | +9% | 7.06% | 63% | 281 | 17.08% | 1.7 |
|
| 3734 |
3734
Shaker Investments
Cleveland,
Ohio
| $162M | -$447K | -0.3% | 8.38% | 205% | 79 | 21.52% | 1.8 |
|
| 3735 |
3735
Smart Portfolios LLC
Seattle,
Washington
| $162M | +$9.01M | +6% | 2.4% | 41.3% | 139 | 17.27% | 0.6 |
|
| 3736 |
3736
Knightsbridge Asset Management
Newport Beach,
California
| $161M | +$550K | +0.3% | 11% | 150% | 30 | 20% | 2 |
|
| 3737 |
3737
Paragon Wealth Strategies
Jacksonville,
Florida
| $161M | +$20.4M | +14% | 6.68% | 59.8% | 40 | 22.5% | 1.3 |
|
| 3738 |
3738
Bridge City Capital
Lake Oswego,
Oregon
| $161M | +$2.73M | +2% | 9.24% | 120% | 96 | 6.25% | 1.1 |
|
| 3739 |
3739
Truvvo Partners
New York
| $161M | +$8.83M | +6% | 3.95% | 21.1% | 52 | 11.54% | 2 |
|
| 3740 |
RCM
3740
Ratan Capital Management
Miami Beach,
Florida
| $161M | -$61.6M | -28% | 17.1% | 616% | 34 | 58.82% | 0.6 |
|
| 3741 |
HCIA
3741
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $161M | +$8.5M | +6% | 6.76% | 42.7% | 113 | 11.5% | 1.9 |
|
| 3742 |
LSC
3742
Lyon Street Capital
Sausalito,
California
| $161M | -$121M | -43% | 9.84% | – | 61 | 40.98% | 1.1 |
|
| 3743 |
SFA
3743
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $160M | +$10.1M | +7% | 7.38% | 185% | 130 | 20% | 0.4 |
|
| 3744 |
3744
FC Advisory
West Chester,
Pennsylvania
| $160M | +$6.45M | +4% | 2.85% | 46.6% | 50 | 8% | 2.3 |
|
| 3745 |
3745
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $160M | +$9.02M | +6% | 11% | 70.3% | 49 | 18.37% | 2.3 |
|
| 3746 |
3746
First Dallas Securities
Dallas,
Texas
| $160M | +$3.66M | +2% | 5.19% | 163% | 108 | 11.11% | 3 |
|
| 3747 |
3747
Sage Capital Advisors
Sioux Falls,
South Dakota
| $160M | +$16.9M | +12% | 6.68% | 105% | 95 | 16.84% | 1 |
|
| 3748 |
3748
EnCap Energy Capital Fund VIII Co-Investors
Houston,
Texas
| $160M | -$7.03M | -4% | 1.18% | 64.7% | 2 | 0% | 1 |
|
| 3749 |
3749
Cougar Global Investments
Toronto,
Ontario, Canada
| $160M | +$4.16M | +3% | 4.98% | 17.4% | 15 | 0% | 1.3 |
|
| 3750 |
3750
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $160M | +$60.5M | +61% | 7.25% | 80% | 76 | 14.47% | 1 |
|