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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
LexAurum Advisors
Overland Park,
Kansas
| $162M | +$10.9M | +7% | 2.54% | – | 186 | 17.74% | 1 |
|
| 3877 |
KC
3877
Kingfisher Capital
Charlotte,
North Carolina
| $162M | +$5.75M | +4% | 4.14% | 58.5% | 128 | 6.25% | 3.1 |
|
| 3878 |
AIM
3878
Alambic Investment Management
Belvedere,
California
| $162M | -$81.8M | -34% | 1.04% | 47.6% | 436 | 54.13% | 0.6 |
|
| 3879 |
BHTS
3879
Bar Harbor Trust Services
Ellsworth,
Maine
| $162M | -$17.9M | -10% | 6.17% | 86.4% | 65 | 18.46% | 3.6 |
|
| 3880 |
SRSA
3880
S.R. Schill & Associates
Mercer Island,
Washington
| $162M | -$4.17M | -3% | 0.09% | 36.7% | 83 | 14.46% | 2.6 |
|
| 3881 |
HCM
3881
HM Capital Management
Clayton,
Missouri
| $161M | +$25.8M | +19% | 4.03% | 29.6% | 44 | 25% | 3.2 |
|
| 3882 |
SCA
3882
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $161M | +$6.45M | +4% | 4.7% | 58.6% | 137 | 7.3% | 1.8 |
|
| 3883 |
3883
Anderson Hoagland & Co
St Louis,
Missouri
| $161M | -$4.75M | -3% | 4.14% | 95.1% | 94 | 9.57% | 3.5 |
|
| 3884 |
FA
3884
FC Advisory
West Chester,
Pennsylvania
| $161M | +$3.82M | +2% | 2.5% | 46.6% | 54 | 5.56% | 2.8 |
|
| 3885 |
LFASL
3885
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $161M | -$5.58M | -3% | 2.85% | 44.9% | 166 | 22.29% | 0.7 |
|
| 3886 |
BHWM
3886
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $161M | +$14.6M | +10% | 2.35% | 47.9% | 458 | 24.89% | 0.4 |
|
| 3887 |
NCM
3887
Neumann Capital Management
Foster City,
California
| $161M | +$4.84M | +3% | 1.8% | 89.9% | 74 | 2.7% | 3.9 |
|
| 3888 |
OAM
3888
Oak Asset Management
Westlake Village,
California
| $161M | +$10.2M | +7% | 2.65% | 91.8% | 98 | 12.24% | 1.2 |
|
| 3889 |
3889
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $161M | +$47.9M | +42% | 0.41% | 71.4% | 198 | 22.73% | 0.4 |
|
| 3890 |
3890
Qtron Investments
Boston,
Massachusetts
| $161M | +$51.3M | +47% | 4.06% | 139% | 271 | 41.33% | 0.3 |
|
| 3891 |
CA
3891
CastleArk Alternatives
Chicago,
Illinois
| $161M | -$5.33M | -3% | 2.58% | – | 50 | 26% | 1 |
|
| 3892 |
MIC
3892
MU Investments Company
Tokyo,
Japan
| $161M | +$5.99M | +4% | 1.77% | 40.4% | 26 | 0% | 3.2 |
|
| 3893 |
ETI
3893
Enterprise Trust & Investment
Los Gatos,
California
| $161M | – | – | 0.85% | 58.6% | 184 | – | 0 |
|
| 3894 |
BI
3894
Ballast Inc
Lexington,
Kentucky
| $161M | +$7.46M | +5% | 2.69% | 66% | 104 | 4.81% | 1.1 |
|
| 3895 |
CHA
3895
Cooper/Haims Advisors
Victor,
New York
| $161M | +$3.96M | +3% | 2.76% | 53.1% | 59 | 13.56% | 1.3 |
|
| 3896 |
3896
Bellecapital
Zurich,
Switzerland
| $161M | +$3.67M | +2% | 1.35% | 128% | 133 | 20.3% | 1.5 |
|
| 3897 |
3897
Steel Grove Capital Advisors
Memphis,
Tennessee
| $161M | +$6.38M | +4% | 2.72% | 106% | 124 | 10.48% | 2.9 |
|
| 3898 |
UC
3898
Unio Capital
Princeton,
New Jersey
| $161M | +$17.7M | +12% | 8.96% | 97.8% | 75 | 24% | 1.3 |
|
| 3899 |
MAS
3899
Madden Advisory Services
Jacksonville,
Florida
| $160M | -$26.3M | -14% | 2.98% | 52.3% | 90 | 11.11% | 4.5 |
|
| 3900 |
3900
Chandler Asset Management
San Diego,
California
| $160M | +$6.86M | +4% | 2.1% | 35.6% | 18 | 5.56% | 1.4 |
|