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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $319M | +$16.5M | +5% | 2.46% | 43.7% | 7 | 0% | 2.2 |
|
| 3752 |
3752
LDR Capital Management
New York
| $318M | +$99.4M | +45% | 0.17% | 28.4% | 74 | 52.7% | 0.5 |
|
| 3753 |
3753
Bedel Financial Consulting
Indianapolis,
Indiana
| $318M | -$3.29M | -1% | 0.85% | 104% | 1,114 | 14.36% | 2.8 |
|
| 3754 |
3754
Voss Capital
Houston,
Texas
| $318M | -$5.46M | -2% | 11.7% | 78.4% | 47 | 38.3% | 0.8 |
|
| 3755 |
3755
Flagstar Advisors
New York
| $318M | -$7.85M | -2% | 4.46% | 81.9% | 147 | 12.24% | 0.4 |
|
| 3756 |
CAM
3756
Centre Asset Management
New York
| $318M | +$121M | +61% | 19.8% | 45.3% | 75 | 44% | 1.7 |
|
| 3757 |
3757
IAG Wealth Partners
Waukesha,
Wisconsin
| $318M | +$5.92M | +2% | 4.52% | 47.3% | 483 | 21.95% | 1.5 |
|
| 3758 |
3758
Partners in Financial Planning
Salem,
Virginia
| $318M | -$9.01M | -3% | 5.2% | 38.9% | 95 | 8.42% | 0.7 |
|
| 3759 |
3759
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $318M | -$4.39M | -1% | 0.46% | 69.7% | 61 | 0% | 6.6 |
|
| 3760 |
3760
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $318M | -$5.3M | -2% | 0.74% | 67.9% | 144 | 9.72% | 3.9 |
|
| 3761 |
3761
Progressive Investment Management
Lake Oswego,
Oregon
| $317M | -$43M | -12% | 10% | 139% | 57 | 5.26% | 3.2 |
|
| 3762 |
3762
Prysm Capital
Princeton,
New Jersey
| $317M | -$338M | -52% | 51.5% | 46.6% | 1 | 0% | 0.3 |
|
| 3763 |
KS
3763
Karpas Strategies
Litchfield,
Connecticut
| $317M | +$5.06M | +2% | 1.52% | 16.1% | 127 | 6.3% | 5.9 |
|
| 3764 |
3764
Marino Stram & Associates
Braintree,
Massachusetts
| $317M | -$8.55M | -3% | 2.2% | 72.2% | 150 | 8% | 1.9 |
|
| 3765 |
AIP
3765
Ahrens Investment Partners
Lafayette,
Louisiana
| $317M | +$90.8M | +40% | 4.73% | 82.3% | 1,161 | 17.92% | 0.7 |
|
| 3766 |
3766
Black Diamond Financial
Towson,
Maryland
| $317M | +$19.9M | +7% | 4.55% | 68.3% | 131 | 29.77% | 1.5 |
|
| 3767 |
3767
Corrigan Financial
Middletown,
Rhode Island
| $316M | -$31.5M | -9% | 4.33% | 9.54% | 93 | 10.75% | 3.1 |
|
| 3768 |
3768
Doliver Advisors
Houston,
Texas
| $316M | -$3.74M | -1% | 7.73% | 92.3% | 193 | 30.57% | 1.8 |
|
| 3769 |
3769
Perennial Investment Advisors
Los Angeles,
California
| $316M | -$3.71M | -1% | 2.34% | 84.3% | 245 | 19.18% | 1.4 |
|
| 3770 |
3770
Centric Wealth Management
Chicago,
Illinois
| $316M | +$12.3M | +4% | 3.45% | 44.4% | 174 | 24.71% | 1.6 |
|
| 3771 |
3771
Parkside Advisors
Berkeley,
California
| $316M | -$13.6M | -4% | 5.53% | 36.7% | 73 | 8.22% | 3.6 |
|
| 3772 |
3772
Beaconlight Capital
New York
| $316M | +$26.3M | +9% | 8.2% | 282% | 54 | 57.41% | 0.8 |
|
| 3773 |
SFS
3773
Security Financial Services
Fort Wayne,
Indiana
| $316M | +$15.8M | +5% | 3.64% | 67.7% | 148 | 21.62% | 0.2 |
|
| 3774 |
3774
SignalPoint Asset Management
Springfield,
Missouri
| $316M | -$12.1M | -4% | 2.4% | 36% | 253 | 15.42% | 4.2 |
|
| 3775 |
3775
NVWM LLC
Yardley,
Pennsylvania
| $315M | -$5.26M | -2% | 3.05% | 119% | 654 | 35.47% | 1.8 |
|