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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
HNP Capital
Rochester,
New York
| $171M | +$9.7M | +6% | 3.74% | 52.4% | 109 | 5.5% | 0.5 |
|
| 3802 |
3802
Teza Capital Management
Chicago,
Illinois
| $171M | -$17.8M | -9% | 1.84% | 140% | 514 | 84.24% | 0.1 |
|
| 3803 |
CAN
3803
Claraphi Advisory Network
Aliso Viejo,
United States
| $171M | +$11M | +7% | 3.22% | 88.3% | 271 | 24.72% | 0.9 |
|
| 3804 |
3804
CMH Wealth Management
Portsmouth,
New Hampshire
| $170M | +$5.38M | +3% | 4.32% | 88% | 53 | 9.43% | 1.5 |
|
| 3805 |
3805
Quantinno Capital Management
New York
| $170M | +$14.3M | +9% | 4.95% | 119% | 558 | 60.04% | 0.2 |
|
| 3806 |
3806
Resource Planning Group
Atlanta,
Georgia
| $170M | +$18.8M | +12% | 2.53% | 1.9% | 58 | 15.52% | 0.5 |
|
| 3807 |
3807
Physicians Financial Services
Raleigh,
North Carolina
| $170M | +$9.04M | +6% | 3.64% | 100% | 124 | 11.29% | 2.6 |
|
| 3808 |
3808
Lake Street Private Wealth
Chicago,
Illinois
| $170M | +$24.3M | +17% | 3.47% | 105% | 124 | 25% | 0.2 |
|
| 3809 |
3809
HHM Wealth Advisors
Chattanooga,
Tennessee
| $170M | +$13.3M | +9% | 2.73% | 62.3% | 76 | 6.58% | 0.4 |
|
| 3810 |
3810
Long Road Investment Counsel
Kalamazoo,
Michigan
| $170M | +$6.28M | +4% | 5.32% | 53.8% | 73 | 1.37% | 3.7 |
|
| 3811 |
3811
Total Wealth Planning
Cincinnati,
Ohio
| $169M | +$7.44M | +5% | 2.41% | 37.2% | 34 | 0% | 0.5 |
|
| 3812 |
3812
First United Bank & Trust
Oakland,
Maryland
| $169M | +$7.11M | +4% | 3.26% | 78% | 124 | 8.87% | 3.6 |
|
| 3813 |
GA
3813
GRS Advisors
Chicago,
Illinois
| $169M | -$1.39M | -0.8% | 3.23% | 54.3% | 33 | 63.64% | 0.6 |
|
| 3814 |
3814
GQ Asset Management
New York City,
New York
| $169M | +$11.1M | +7% | 2.69% | – | 188 | 53.72% | 0.2 |
|
| 3815 |
3815
Calixto Global Investors
Coral Gables,
Florida
| $169M | -$68.1M | -29% | 11.6% | 180% | 18 | 55.56% | 0.4 |
|
| 3816 |
3816
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $169M | +$6.02M | +4% | 7.55% | 95.4% | 28 | 3.57% | 4.4 |
|
| 3817 |
3817
Lucerne Capital Management
Greenwich,
Connecticut
| $169M | +$17.4M | +12% | 13.4% | – | 2 | 0% | 1 |
|
| 3818 |
3818
Providence Capital Advisors
Charlotte,
North Carolina
| $169M | +$9.7M | +6% | 2.49% | 47.4% | 310 | 25.48% | 1 |
|
| 3819 |
3819
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $168M | -$848K | -0.5% | 3.39% | 117% | 309 | 14.89% | 1.5 |
|
| 3820 |
3820
Bandera Partners
New York
| $168M | +$6.98M | +4% | 5.53% | 55.4% | 16 | 18.75% | 2.7 |
|
| 3821 |
SL
3821
SWF LLC
Omaha,
Nebraska
| $168M | +$25.3M | +18% | 6.48% | 87.4% | 2 | 0% | 1.5 |
|
| 3822 |
3822
Schoolcraft Capital
Boulder,
Colorado
| $168M | +$12.7M | +8% | 2.36% | 58.7% | 56 | 21.43% | 0.2 |
|
| 3823 |
FVCM
3823
F&V Capital Management
Boca Raton,
Florida
| $168M | -$7.29M | -4% | 2.09% | 123% | 60 | 13.33% | 3.8 |
|
| 3824 |
HCIA
3824
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $168M | -$59K | -0% | 2.53% | 42.7% | 116 | 10.34% | 2.3 |
|
| 3825 |
EP
3825
Elkhorn Partners
Omaha,
Nebraska
| $168M | +$924K | +0.6% | 0.99% | 32.2% | 38 | 21.05% | 4.1 |
|