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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Security Benefit Life Insurance Company
Topeka,
Kansas
| $156M | -$9.9M | -6% | 1.33% | 60.6% | 8 | 25% | 0.4 |
|
| 3952 |
3952
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $155M | +$3.59M | +2% | 3.31% | 13.1% | 85 | 8.24% | 1.4 |
|
| 3953 |
3953
Malaga Cove Capital
Pv Estates,
California
| $155M | -$8.27M | -5% | 1.16% | 88.1% | 176 | 17.05% | 1.4 |
|
| 3954 |
3954
Timber Creek Capital Management
Boston,
Massachusetts
| $155M | +$6.92M | +5% | 4.99% | 139% | 132 | 6.82% | 3.9 |
|
| 3955 |
3955
C-J Advisory
San Jose,
California
| $155M | +$1.4M | +0.9% | 2.36% | 39.2% | 185 | 10.81% | 2 |
|
| 3956 |
3956
Semmax Financial Advisors
Winston Salem,
North Carolina
| $155M | +$10.4M | +7% | 1.98% | – | 484 | 26.86% | 0.5 |
|
| 3957 |
3957
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $155M | +$21.6M | +16% | 2.41% | 49.6% | 72 | 45.83% | 0.7 |
|
| 3958 |
CWM
3958
Cedar Wealth Management
Walnut Creek,
California
| $155M | -$5.04M | -3% | 2.99% | 68.1% | 176 | 11.93% | 1.8 |
|
| 3959 |
3959
HCSF Management
San Francisco,
California
| $155M | +$12.7M | +9% | 5.57% | 58.8% | 13 | 15.38% | 1.8 |
|
| 3960 |
MCA
3960
Mercer Capital Advisers
Little Silver,
New Jersey
| $154M | +$5.4M | +4% | 5.1% | 59.6% | 221 | 7.69% | 4 |
|
| 3961 |
3961
Scholtz & Company
Stamford,
Connecticut
| $154M | +$4.38M | +3% | 4.48% | 89.2% | 63 | 20.63% | 1.2 |
|
| 3962 |
3962
Thrive Capital Management (New York)
New York
| $154M | -$44.9M | -23% | 15.9% | 205% | 5 | 80% | 0.1 |
|
| 3963 |
PGM
3963
Parian Global Management
Pound Ridge,
New York
| $154M | +$10.6M | +7% | 2.22% | 65.2% | 25 | 64% | 0.2 |
|
| 3964 |
3964
Turiya Advisors Asia
Hong Kong
| $154M | -$19.6M | -11% | 9.12% | 247% | 5 | 40% | 0.3 |
|
| 3965 |
3965
Concentric Wealth Management
Lafayette,
California
| $154M | +$6.07M | +4% | 2.47% | 33.4% | 90 | 5.56% | 2.2 |
|
| 3966 |
APSI
3966
Asset Planning Services Inc
Covington,
Louisiana
| $154M | +$7.69M | +5% | 3.27% | 138% | 39 | 5.13% | 1.9 |
|
| 3967 |
3967
Uncommon Cents Investing
Janesville,
Wisconsin
| $154M | +$495K | +0.3% | 1.3% | 91.4% | 83 | 1.2% | 1.4 |
|
| 3968 |
AFA
3968
Alta Fundamental Advisers
New York
| $154M | +$4.53M | +3% | 2.26% | 340% | 21 | 28.57% | 1.4 |
|
| 3969 |
3969
Alethea Capital Management
Mercer Island,
Washington
| $154M | +$13.1M | +9% | 19.9% | 275% | 99 | 42.42% | 1.2 |
|
| 3970 |
3970
Jackson Financial Management
Costa Mesa,
California
| $154M | +$2.99M | +2% | 3.07% | – | 40 | 17.5% | 1.1 |
|
| 3971 |
3971
Wills Financial Group
Richmond,
Virginia
| $154M | +$6.09M | +4% | 4.59% | 57.5% | 58 | 8.62% | 3.6 |
|
| 3972 |
FSA
3972
Financial Services Advisory
Rockville,
Maryland
| $153M | +$37.4M | +32% | 4.05% | 75.8% | 26 | 46.15% | 0.2 |
|
| 3973 |
3973
Prentiss Smith & Co
Brattleboro,
Vermont
| $153M | -$4.09M | -3% | 0.47% | 63.9% | 66 | 19.7% | 4 |
|
| 3974 |
3974
Stellar Capital Management
Phoenix,
Arizona
| $153M | $0 | 0% | 2.53% | 23.4% | 83 | 0% | 3.7 |
|
| 3975 |
3975
Steginsky Capital
Port Washington,
New York
| $153M | +$12.5M | +9% | 5.56% | 99.4% | 8 | 0% | 2.4 |
|