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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
Heartland Bank & Trust
Bloomington,
Illinois
| $442M | +$206M | +87% | 0.2% | 105% | 209 | 27.27% | 1.6 |
|
| 3902 |
3902
Empire Financial Management Company
New York
| $442M | -$17.9M | -4% | 1.11% | 78.3% | 224 | 12.05% | 2.2 |
|
| 3903 |
CMAI
3903
Capital Management Associates Inc
Minneapolis,
Minnesota
| $442M | -$10M | -2% | 2.02% | 75.6% | 166 | 15.06% | 1.3 |
|
| 3904 |
3904
Performa Ltd (US)
Charleston,
South Carolina
| $442M | +$47.9M | +12% | 2.07% | 59.6% | 56 | 25% | 3 |
|
| 3905 |
3905
De Burlo Group
Boston,
Massachusetts
| $441M | -$383M | -46% | 6.64% | 164% | 94 | 22.34% | 3.6 |
|
| 3906 |
3906
Endeavour Capital Advisors
Greenwich,
Connecticut
| $441M | +$81.6M | +23% | 0.24% | 76.7% | 39 | 15.38% | 3.4 |
|
| 3907 |
3907
EWA LLC
Pittsbugh,
Pennsylvania
| $441M | +$31.3M | +8% | 1.14% | 102% | 317 | 25.87% | 1.3 |
|
| 3908 |
3908
Decker Wealth Management LLC
Nashville,
Tennessee
| $441M | -$15.2M | -3% | 0.4% | – | 110 | 9.09% | 0.2 |
|
| 3909 |
3909
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $441M | -$33.7M | -7% | 0.33% | 83.6% | 213 | 7.04% | 6.5 |
|
| 3910 |
3910
Cove Private Wealth
Oyster Bay Cove,
New York
| $440M | +$105M | +31% | 2.77% | 126% | 188 | 17.02% | 1.2 |
|
| 3911 |
3911
Austin Wealth Management
Austin,
Texas
| $440M | -$236M | -35% | 1.29% | 52.4% | 169 | 33.14% | 2 |
|
| 3912 |
3912
Cape Ann Asset Management
London,
United Kingdom
| $440M | +$72.7M | +20% | 12.4% | 199% | 11 | 9.09% | 2.5 |
|
| 3913 |
3913
SailingStone Capital Partners
Houston,
Texas
| $440M | +$37.8M | +9% | 12.4% | 152% | 17 | 11.76% | 3.2 |
|
| 3914 |
3914
Abound Wealth Management
Franklin,
Tennessee
| $440M | +$13.1M | +3% | 1.36% | 65.7% | 1,623 | 19.72% | 2.1 |
|
| 3915 |
3915
Founders Grove Wealth Partners
Richmond,
Virginia
| $440M | -$4.67M | -1% | 1.63% | – | 169 | 14.79% | 0.9 |
|
| 3916 |
3916
Doliver Advisors
Houston,
Texas
| $440M | +$40.3M | +10% | 15.4% | 92.3% | 186 | 8.6% | 3.8 |
|
| 3917 |
3917
DAFNA Capital Management
Los Angeles,
California
| $440M | +$9.07M | +2% | 11.1% | 313% | 87 | 16.09% | 3 |
|
| 3918 |
3918
Creek Drive Management Group
San Francisco,
California
| $439M | +$5.68M | +1% | 6.48% | – | 68 | 48.53% | 0.2 |
|
| 3919 |
3919
The Wealth Group
Eden Prairie,
Minnesota
| $439M | -$7.73M | -2% | 3.87% | 71.9% | 98 | 13.27% | 1.5 |
|
| 3920 |
3920
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $439M | -$23M | -5% | 5.4% | 34.2% | 47 | 29.79% | 7.4 |
|
| 3921 |
3921
Harvey Capital Management
Palm Beach,
Florida
| $439M | -$30.1M | -6% | 4.91% | 147% | 92 | 19.57% | 3.9 |
|
| 3922 |
3922
Whitener Capital Management
Rocky Mount,
North Carolina
| $438M | -$1.04M | -0.2% | 0.4% | 113% | 179 | 8.38% | 4.9 |
|
| 3923 |
3923
Winch Advisory Services
Appleton,
Wisconsin
| $438M | -$14.1M | -3% | 2.96% | 92.4% | 540 | 6.11% | 5.2 |
|
| 3924 |
3924
Detalus Advisors
St. Louis,
Missouri
| $438M | +$27.6M | +7% | 2.27% | 75.7% | 190 | 12.63% | 3.1 |
|
| 3925 |
3925
Capital City Trust
Tallahassee,
Florida
| $437M | -$12.3M | -3% | 0.12% | 98.5% | 118 | 8.47% | 7.2 |
|