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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Park Edge Advisors
Cleveland,
Ohio
| $278M | -$18M | -6% | 5.14% | 61.1% | 108 | 11.11% | 0.6 |
|
| 3902 |
3902
Washington University
St Louis,
Missouri
| $278M | +$11.2M | +4% | 5.11% | 44% | 11 | 54.55% | 0.9 |
|
| 3903 |
3903
First International Bank & Trust
Watford City,
North Dakota
| $278M | -$36.1M | -11% | 1.47% | 38.6% | 89 | 21.35% | 1.5 |
|
| 3904 |
3904
Barry Investment Advisors
New Bedford,
Massachusetts
| $278M | -$18.3M | -6% | 3.49% | 66.7% | 120 | 6.67% | 3.3 |
|
| 3905 |
3905
Northwest Wealth Management
Spencer,
Iowa
| $278M | +$1.96M | +0.7% | 2.45% | 68.2% | 157 | 9.55% | 3.3 |
|
| 3906 |
AP
3906
Agilis Partners
Waltham,
Massachusetts
| $278M | +$21.7M | +8% | 4.48% | 8.47% | 23 | 0% | 4.2 |
|
| 3907 |
3907
BDT Capital Partners
Chicago,
Illinois
| $278M | -$57.2M | -17% | 6.93% | 25.5% | 3 | 0% | 0.9 |
|
| 3908 |
3908
Arch Capital Group
Pembroke,
Bermuda
| $277M | -$1.75M | -0.6% | 0.66% | 3.08% | 3 | 0% | 1.9 |
|
| 3909 |
3909
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $277M | – | – | 1.84% | – | 1,301 | – | 0.6 |
|
| 3910 |
3910
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $277M | -$15.8M | -5% | 3.22% | 63.5% | 178 | 10.67% | 1.8 |
|
| 3911 |
OH
3911
Oikos Holdings
New York
| $277M | +$24.1M | +10% | 4.35% | 5.54% | 9 | 11.11% | 2.1 |
|
| 3912 |
3912
PBMares Wealth Management
Williamsburg,
Virginia
| $277M | -$2.28M | -0.8% | 2.63% | 67.7% | 171 | 7.02% | 2.6 |
|
| 3913 |
3913
Evergreen Advisors
Chattanooga,
Tennessee
| $277M | -$5.76M | -2% | 3.79% | – | 18 | 11.11% | 2.7 |
|
| 3914 |
3914
Kiley Juergens Wealth Management
Olympia,
Washington
| $277M | -$12.9M | -4% | 2.97% | 106% | 75 | 8% | 3.3 |
|
| 3915 |
3915
Berkeley Capital Partners
Milton,
Georgia
| $277M | -$5.37M | -2% | 4.1% | 62.8% | 151 | 9.27% | 3.7 |
|
| 3916 |
3916
Bandera Partners
New York
| $277M | +$41.4M | +18% | 4.88% | 55.4% | 19 | 10.53% | 3.3 |
|
| 3917 |
PI
3917
Pennant Investors
Summit,
New Jersey
| $277M | -$22.9M | -8% | 0.91% | 372% | 18 | 27.78% | 2.7 |
|
| 3918 |
3918
Timber Creek Capital Management
Boston,
Massachusetts
| $277M | -$13.7M | -5% | 1.93% | 139% | 150 | 17.33% | 5.7 |
|
| 3919 |
3919
Georgetown University
Washington,
District of Columbia
| $277M | -$8.67M | -3% | 0.46% | 79.9% | 23 | 8.7% | 1.8 |
|
| 3920 |
3920
B&I Capital
Zurich,
Switzerland
| $276M | -$24M | -8% | 7.68% | 30.5% | 30 | 20% | 1.8 |
|
| 3921 |
3921
Defender Capital
Charlotte,
North Carolina
| $276M | -$14.7M | -5% | 1.87% | 101% | 39 | 7.69% | 2.3 |
|
| 3922 |
3922
Westover Capital Advisors
Wilmington,
Delaware
| $276M | -$11.8M | -4% | 2.71% | 144% | 189 | 17.46% | 2.7 |
|
| 3923 |
3923
Solidarity Wealth
Lehi,
Utah
| $276M | +$32.9M | +14% | 3.97% | 85.9% | 98 | 20.41% | 1.2 |
|
| 3924 |
3924
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $276M | -$7.32M | -3% | 3.71% | 63.2% | 90 | 11.11% | 3 |
|
| 3925 |
3925
Engle Capital Management
Greenwich,
Connecticut
| $276M | -$47.4M | -15% | 0.5% | 398% | 34 | 55.88% | 0.4 |
|