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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 |
EU
3826
Emory University
Atlanta,
Georgia
| $153M | +$2.13M | +1% | 4.23% | – | 52 | 23.08% | 1.3 |
|
| 3827 |
RA
3827
Resource America
New York
| $153M | +$7.98M | +6% | 1.87% | 12.2% | 45 | 13.33% | 0.6 |
|
| 3828 |
UC
3828
Unio Capital
Princeton,
New Jersey
| $153M | +$19.8M | +15% | 11.9% | 97.8% | 77 | 12.99% | 0.7 |
|
| 3829 |
FFC
3829
First Financial Corp
Terre Haute,
Indiana
| $153M | +$9.91M | +7% | 8.08% | 95.3% | 341 | 5.57% | 4.3 |
|
| 3830 |
YCM
3830
Yost Capital Management
Houston,
Texas
| $153M | -$59.7M | -28% | 4.57% | 125% | 13 | 38.46% | 1.2 |
|
| 3831 |
SWA
3831
Sutton Wealth Advisors
Tampa,
Florida
| $153M | +$8.88M | +6% | 7.07% | 40.9% | 1,175 | 8.34% | 2.1 |
|
| 3832 |
TIS
3832
Tortoise Index Solutions
Overland Park,
Kansas
| $153M | +$12.8M | +9% | 1.22% | 52.2% | 95 | 8.42% | 2.5 |
|
| 3833 |
NEIRG
3833
New England Investment & Retirement Group
North Andover,
Massachusetts
| $153M | +$2.33M | +2% | 7.1% | 72.5% | 50 | 14% | 1.7 |
|
| 3834 |
B
3834
Bellecapital
Zurich,
Switzerland
| $153M | +$14M | +10% | 7.59% | 128% | 102 | 29.41% | 1.5 |
|
| 3835 |
KAM
3835
Kassirer Asset Management
Toronto,
Ontario, Canada
| $152M | -$3.67M | -2% | 13.5% | 577% | 98 | 57.14% | 0.6 |
|
| 3836 |
WCM
3836
Whitener Capital Management
Rocky Mount,
North Carolina
| $152M | +$25.1M | +20% | 8% | 98.5% | 480 | 73.96% | 0.2 |
|
| 3837 |
EWF
3837
Epstein & White Financial
San Diego,
California
| $152M | +$17.6M | +13% | 5.25% | 51% | 111 | 27.03% | 0.6 |
|
| 3838 |
SAM
3838
Security Asset Management
New York
| $152M | +$10.4M | +7% | 9.19% | 67.4% | 81 | 0% | 2.9 |
|
| 3839 |
SL
3839
SIB LLC
New York,
New York
| $152M | +$9.32M | +7% | 2.4% | 29.2% | 25 | 0% | 4.8 |
|
| 3840 |
CCCPI
3840
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $152M | -$8.07M | -5% | 4.73% | 47.7% | 4 | 0% | 2.9 |
|
| 3841 |
SL
3841
SWF LLC
Omaha,
Nebraska
| $152M | +$92.4M | +155% | 13.3% | 87.4% | 2 | 0% | 0.8 |
|
| 3842 |
BPV
3842
Battery Partners VIII
Boston,
Massachusetts
| $152M | -$70.3M | -32% | 27.1% | – | 1 | 0% | 1.8 |
|
| 3843 |
AG
3843
Ashmore Group
London,
United Kingdom
| $152M | -$7.84M | -5% | 2.26% | 103% | 30 | 20% | 1.3 |
|
| 3844 |
AF
3844
Affiance Financial
St. Louis Park,
Minnesota
| $152M | +$20.9M | +16% | 4.04% | 50.1% | 91 | 4.4% | 2.6 |
|
| 3845 |
EA
3845
Ecofin Advisors
London,
United Kingdom
| $152M | +$2.34M | +2% | 1.64% | 77% | 25 | 20% | 2.1 |
|
| 3846 |
MWM
3846
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $152M | +$11.1M | +8% | 5.32% | 130% | 622 | 13.18% | 1.9 |
|
| 3847 |
MWM
3847
Mascoma Wealth Management
Hanover,
New Hampshire
| $152M | +$9.52M | +7% | 5.02% | 40% | 425 | 11.29% | 1.3 |
|
| 3848 |
WFG
3848
Wills Financial Group
Richmond,
Virginia
| $151M | +$13.4M | +10% | 8.24% | 57.5% | 71 | 7.04% | 2.9 |
|
| 3849 |
SCI
3849
Stableford Capital II
Scottsdale,
Arizona
| $151M | -$2.43M | -2% | 4.77% | 66.9% | 111 | 20.72% | 1.2 |
|
| 3850 |
GA
3850
Greytown Advisors
Miami,
Florida
| $151M | -$63M | -29% | 3.86% | 14.1% | 80 | 12.5% | 1.4 |
|