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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Independent Order of Foresters
Toronto,
Ontario, Canada
| $120M | +$3.48M | +3% | 1.82% | 66.3% | 113 | 3.54% | 3.1 |
|
| 3827 |
RCA
3827
Rex Capital Advisors
Providence,
Rhode Island
| $120M | +$4.33M | +4% | 3.28% | 7.31% | 37 | 18.92% | 1.6 |
|
| 3828 |
3828
Investment Counsel
Petoskey,
Michigan
| $120M | -$1.04M | -0.9% | 2.42% | 50.1% | 60 | 1.67% | 1.4 |
|
| 3829 |
3829
Bridge City Capital
Lake Oswego,
Oregon
| $120M | – | – | 5.11% | 120% | 91 | – | 0 |
|
| 3830 |
3830
Albert D. Mason Inc
Boston,
Massachusetts
| $120M | +$1.8M | +2% | 1.18% | 82% | 124 | 3.23% | 3 |
|
| 3831 |
3831
Blankinship & Foster
Solana Beach,
California
| $119M | +$1.34M | +1% | 1.89% | 67.1% | 30 | 16.67% | 0.4 |
|
| 3832 |
3832
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $119M | +$6.53M | +6% | 1.55% | 58.5% | 25 | 40% | 0.4 |
|
| 3833 |
3833
O'Dell Group
Cincinnati,
Ohio
| $119M | +$6.38M | +6% | 2.49% | 72.2% | 35 | 11.43% | 0.4 |
|
| 3834 |
3834
RK Asset Management
Grosse Pointe Farms,
Michigan
| $119M | -$2.67M | -2% | 0.06% | 47.6% | 20 | 15% | 1.9 |
|
| 3835 |
3835
Clear Perspective Advisors
Aurora,
Illinois
| $119M | -$32.3M | -21% | 3.1% | 88.5% | 508 | 23.43% | 0.4 |
|
| 3836 |
APSI
3836
Asset Planning Services Inc
Covington,
Louisiana
| $119M | +$1.25M | +1% | 0.81% | 138% | 35 | 5.71% | 0.5 |
|
| 3837 |
AIA
3837
AIMZ Investment Advisors
Los Altos,
California
| $119M | +$332K | +0.3% | 2.14% | 81.3% | 101 | 4.95% | 2.1 |
|
| 3838 |
DE
3838
DFT Energy
Locust Valley,
New York
| $119M | -$72.8M | -38% | 18.9% | – | 19 | 10.53% | 0.5 |
|
| 3839 |
3839
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $119M | +$31M | +35% | 2.34% | 58.7% | 74 | 20.27% | 0.4 |
|
| 3840 |
3840
Alta Park Capital
San Francisco,
California
| $119M | +$20.7M | +21% | 9.66% | 1,071% | 34 | 50% | 0.5 |
|
| 3841 |
MIM
3841
Midwest Investment Management
Cleveland,
Ohio
| $119M | +$1.44M | +1% | 2.02% | 26% | 53 | 5.66% | 2.5 |
|
| 3842 |
PK
3842
Pflug Koory
Omaha,
Nebraska
| $118M | +$3.98M | +3% | 2.55% | – | 421 | 9.5% | 0.5 |
|
| 3843 |
3843
Physicians Financial Services
Raleigh,
North Carolina
| $118M | +$2.16M | +2% | 3.02% | 100% | 111 | 3.6% | 1.4 |
|
| 3844 |
FBT
3844
First Bank & Trust
Brookings,
South Dakota
| $118M | +$2.25M | +2% | 3.45% | 85.6% | 275 | 14.91% | 0.5 |
|
| 3845 |
FA
3845
Financial Advantage
Columbia,
Maryland
| $118M | -$726K | -0.6% | 0.5% | 24.3% | 32 | 21.88% | 2.3 |
|
| 3846 |
SFA
3846
Staton Financial Advisors
Charlotte,
North Carolina
| $118M | +$1.41M | +1% | 1.87% | – | 43 | 2.33% | 1.8 |
|
| 3847 |
3847
Cascade Investment Advisors
Oregon City,
Oregon
| $118M | +$3.5M | +3% | 1.16% | 71.4% | 192 | 19.79% | 0.7 |
|
| 3848 |
MI
3848
Moneywise Inc
Forest,
Virginia
| $117M | +$7.02M | +6% | 2.35% | 58% | 39 | 12.82% | 0.6 |
|
| 3849 |
3849
Pacific Wealth Strategies Group
Santa Barbara,
California
| $117M | +$1.9M | +2% | 2.6% | 75.5% | 78 | 5.13% | 0.5 |
|
| 3850 |
3850
Heritage Way Advisors
Rockford,
Illinois
| $117M | +$8.67M | +8% | 2.67% | 79.4% | 60 | 10% | 0.5 |
|