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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $349M | +$180M | +107% | 2.68% | 116% | 635 | 65.83% | 0.7 |
|
| 3852 |
3852
NFC Investments
Memphis,
Tennessee
| $349M | +$873K | +0.3% | 0.68% | – | 37 | 16.22% | 5.4 |
|
| 3853 |
3853
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $349M | +$7.69M | +2% | 3.29% | – | 835 | 25.27% | 1.4 |
|
| 3854 |
3854
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $349M | +$24.5M | +8% | 0.08% | 71.1% | 232 | 16.38% | 2 |
|
| 3855 |
3855
MSD Capital
New York
| $348M | +$31.1M | +10% | 11.4% | 11.5% | 3 | 0% | 4.5 |
|
| 3856 |
3856
Sage Capital Advisors
Sioux Falls,
South Dakota
| $348M | +$3.3M | +1% | 4.84% | 105% | 141 | 11.35% | 3.4 |
|
| 3857 |
3857
Stonebrook Private
Northville,
Michigan
| $348M | +$5.07M | +1% | 3.21% | – | 227 | 27.75% | 0.5 |
|
| 3858 |
3858
Quarry LP
New York
| $348M | -$176M | -34% | 0.8% | 83.2% | 2,225 | 48.22% | 0.4 |
|
| 3859 |
3859
ALM First Financial Advisors
Dallas,
Texas
| $348M | -$13.5M | -4% | 0.15% | 50.5% | 23 | 8.7% | 1.3 |
|
| 3860 |
3860
Noble Family Wealth
Clearwater,
Florida
| $347M | -$3.77M | -1% | 1.08% | 60% | 61 | 0% | 1.2 |
|
| 3861 |
CA
3861
Crumly & Associates
Springfield,
Illinois
| $347M | -$33M | -9% | 0.48% | 58.1% | 141 | 9.93% | 2 |
|
| 3862 |
3862
Centric Wealth Management
Chicago,
Illinois
| $347M | +$32.6M | +10% | 0.81% | 44.4% | 182 | 25.27% | 2.1 |
|
| 3863 |
3863
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| $347M | +$18.4M | +6% | 5.16% | – | 24 | 0% | 1.7 |
|
| 3864 |
3864
Kore Advisors
Boynton Beach,
Florida
| $347M | -$1.91M | -0.5% | 12% | – | 21 | 9.52% | 0.4 |
|
| 3865 |
3865
Aikya Investment Management
London,
United Kingdom
| $346M | +$73.3M | +27% | 8.59% | – | 3 | 0% | 0.5 |
|
| 3866 |
3866
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $346M | +$1.35M | +0.4% | 0.51% | 55.5% | 94 | 12.77% | 3.7 |
|
| 3867 |
3867
Integris Wealth Management
Monterey,
California
| $346M | -$15.6M | -4% | 0.82% | 60.3% | 97 | 6.19% | 1.3 |
|
| 3868 |
3868
Parus Finance (UK)
London,
United Kingdom
| $346M | +$80.3M | +30% | 8.63% | 199% | 36 | 5.56% | 3.3 |
|
| 3869 |
3869
Hedeker Wealth
Lincolnshire,
Illinois
| $345M | -$2.19M | -0.6% | 3.39% | 161% | 97 | 20.62% | 3 |
|
| 3870 |
HCM
3870
Horrell Capital Management
Little Rock,
Arkansas
| $345M | -$16.3M | -5% | 4.37% | 55.6% | 238 | 10.5% | 6.1 |
|
| 3871 |
3871
RAM Investment Partners
Bellevue,
Washington
| $345M | +$26.5M | +8% | 2.47% | 61.9% | 94 | 18.09% | 0.9 |
|
| 3872 |
3872
Wambolt & Associates
Littleton,
Colorado
| $344M | +$10M | +3% | 3.23% | 62.2% | 223 | 10.76% | 3.7 |
|
| 3873 |
3873
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $344M | +$2.29M | +0.7% | 0.96% | 64.9% | 42 | 11.9% | 1.4 |
|
| 3874 |
3874
Geisinger Health
Danville,
Pennsylvania
| $344M | -$14.7M | -4% | 1.24% | – | 6 | 33.33% | 1 |
|
| 3875 |
3875
Harrell Investment Partners
Austin,
Texas
| $344M | +$6.57M | +2% | 3.79% | 121% | 94 | 7.45% | 3.1 |
|