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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Sovereign Financial Group
Stamford,
Connecticut
| $254M | +$7.27M | +3% | 6.71% | 90.7% | 230 | 16.09% | 1.4 |
|
| 3927 |
3927
Broadleaf Partners
Hudson,
Ohio
| $254M | +$13.2M | +5% | 10.7% | 180% | 74 | 9.46% | 3.1 |
|
| 3928 |
3928
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $253M | +$13.6M | +6% | 35.3% | 184% | 1 | 0% | 6 |
|
| 3929 |
3929
Ford Financial Group
Fresno,
California
| $253M | +$13.2M | +5% | 6.56% | 47.7% | 128 | 10.16% | 2.2 |
|
| 3930 |
3930
Westover Capital Advisors
Wilmington,
Delaware
| $253M | -$8.6M | -3% | 7.29% | 144% | 169 | 24.85% | 2.9 |
|
| 3931 |
HCM
3931
Hudson Capital Management
Ramsey,
New Jersey
| $253M | +$51.8M | +26% | 8.17% | 66.8% | 68 | 17.65% | 2.8 |
|
| 3932 |
SCP
3932
Syntal Capital Partners
Midland,
Texas
| $253M | +$7.99M | +3% | 9.65% | 102% | 104 | 17.31% | 2 |
|
| 3933 |
3933
Institutional Venture Management XIV
Menlo Park,
California
| $252M | -$75.2M | -23% | 2.08% | 18.1% | 5 | 0% | 2.1 |
|
| 3934 |
3934
Summit Financial Group
Moorefield,
West Virginia
| $252M | +$11.6M | +5% | 9.84% | 26.1% | 196 | 4.59% | 3.4 |
|
| 3935 |
KDA
3935
Kraft Davis & Associates
St. Louis,
Missouri
| $252M | – | – | 6.75% | 81.8% | 98 | – | 0 |
|
| 3936 |
3936
Evergreen Advisors
Chattanooga,
Tennessee
| $252M | +$14.4M | +6% | 7.04% | – | 17 | 29.41% | 2.1 |
|
| 3937 |
3937
O'Brien Wealth Partners
Waltham,
Massachusetts
| $252M | +$14.2M | +6% | 3.15% | 56.7% | 65 | 24.62% | 2.4 |
|
| 3938 |
3938
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $252M | +$38M | +18% | 7.73% | 81% | 1,054 | 7.02% | 2.5 |
|
| 3939 |
3939
Nextech Invest
Zurich,
Switzerland
| $251M | -$58.3M | -19% | 5.76% | 982% | 14 | 0% | 0.9 |
|
| 3940 |
3940
Corbyn Investment Management
Lutherville,
Maryland
| $251M | +$16.7M | +7% | 8.43% | 71% | 80 | 26.25% | 3.8 |
|
| 3941 |
3941
SimplyRich
Carlsbad,
California
| $251M | +$29.2M | +13% | 10.2% | 98.3% | 175 | 15.43% | 2.7 |
|
| 3942 |
3942
Sunburst Financial Group
Vestavia Hills,
Alabama
| $251M | +$44.7M | +22% | 6.46% | 55.7% | 90 | 11.11% | 2 |
|
| 3943 |
3943
Trinity Legacy Partners
Houston,
Texas
| $251M | +$17.1M | +7% | 9.86% | 63.3% | 85 | 21.18% | 2 |
|
| 3944 |
CAN
3944
Claraphi Advisory Network
Aliso Viejo,
United States
| $251M | +$66.4M | +36% | 7.71% | 88.3% | 235 | 51.06% | 1.6 |
|
| 3945 |
3945
RIT Capital Partners
London,
United Kingdom
| $251M | +$234M | +1,379% | 3.68% | 71.4% | 11 | 72.73% | 0.3 |
|
| 3946 |
3946
Trifecta Capital Advisors
Northbrook,
Illinois
| $251M | – | – | 7.16% | 149% | 445 | – | 0 |
|
| 3947 |
3947
Semmax Financial Advisors
Winston Salem,
North Carolina
| $251M | +$14.7M | +6% | 11.3% | – | 311 | 8.36% | 2.8 |
|
| 3948 |
3948
Whitcomb & Hess
Ashland,
Ohio
| $251M | +$28.5M | +13% | 8.33% | 54% | 37 | 16.22% | 1.1 |
|
| 3949 |
3949
Quattro Financial Advisors
The Woodlands,
Texas
| $250M | +$198K | +0.1% | 5.72% | 77.6% | 95 | 26.32% | 1.4 |
|
| 3950 |
3950
Meridian Investment Counsel
Lafayette,
California
| $250M | +$25.6M | +11% | 12% | 116% | 209 | 3.83% | 5.7 |
|