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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 |
SCA
3951
Sander Capital Advisors
Seattle,
Washington
| $151M | -$6.43M | -4% | 1.3% | 113% | 11 | 27.27% | 1.3 |
|
| 3952 |
3952
Courant Investment Management
Franklin,
Tennessee
| $151M | -$11.9M | -7% | 0.33% | 35.2% | 13 | 23.08% | 1.7 |
|
| 3953 |
VST
3953
Van Strum & Towne
San Francisco,
California
| $151M | +$10.7M | +8% | 0.07% | 62.2% | 80 | 13.75% | 4.1 |
|
| 3954 |
3954
Biechele Royce Advisors
Fishers,
Indiana
| $151M | -$230K | -0.2% | 2.87% | 39.2% | 40 | 5% | 1.5 |
|
| 3955 |
3955
TFG Advisers
Auburn Hills,
Michigan
| $151M | +$4.59M | +3% | 2.39% | 61.8% | 164 | 7.32% | 0.7 |
|
| 3956 |
3956
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $151M | -$4.41M | -3% | 0.53% | 13.1% | 87 | 22.99% | 1.5 |
|
| 3957 |
3957
Howard Financial Services
Dallas,
Texas
| $151M | +$4.78M | +3% | 0.96% | 55.9% | 118 | 6.78% | 0.6 |
|
| 3958 |
FSA
3958
Financial Services Advisory
Rockville,
Maryland
| $151M | -$2.4M | -2% | 1.41% | 75.8% | 25 | 28% | 0.4 |
|
| 3959 |
SWMG
3959
Signature Wealth Management Group
Atlanta,
Georgia
| $151M | +$1.28M | +0.9% | 1.92% | – | 81 | 13.58% | 1.4 |
|
| 3960 |
3960
JRM Investment Counsel
Omaha,
Nebraska
| $151M | +$7.2M | +5% | 2.11% | 65.5% | 28 | 10.71% | 3.5 |
|
| 3961 |
3961
Adalta Capital Management
New York
| $151M | -$1.2M | -0.8% | 0.81% | 80.4% | 96 | 25% | 1.6 |
|
| 3962 |
3962
Brand Asset Management Group
Chesterfield,
Missouri
| $151M | -$1.46M | -1% | 0.12% | 70.2% | 333 | 9.31% | 0.9 |
|
| 3963 |
3963
Parisi Gray Wealth Management
Mendham,
New Jersey
| $151M | +$3.9M | +3% | 1.44% | 137% | 104 | 4.81% | 1.6 |
|
| 3964 |
3964
Global Trust Asset Management
West Palm Beach,
Florida
| $151M | +$1.64M | +1% | 2.65% | 178% | 468 | 21.15% | 1.4 |
|
| 3965 |
3965
Leonard Rickey Investment Advisors
Yakima,
Washington
| $150M | +$1.7M | +1% | 0.24% | 55.9% | 83 | 12.05% | 1.2 |
|
| 3966 |
3966
Aries Wealth Management
Portland,
Maine
| $150M | +$7.3M | +5% | 1.74% | 87.7% | 168 | 11.31% | 1.3 |
|
| 3967 |
HIS
3967
Horizon Investment Services
Hammond,
Indiana
| $150M | +$3.13M | +2% | 4.36% | 250% | 106 | 26.42% | 2.1 |
|
| 3968 |
CAGAS
3968
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $150M | +$377K | +0.3% | 0.59% | 54.8% | 466 | 8.58% | 1.2 |
|
| 3969 |
3969
Capital Asset Advisory Services
Williamston,
Michigan
| $150M | +$20.4M | +16% | 1.88% | 51% | 118 | 14.41% | 1.5 |
|
| 3970 |
3970
Qube Research & Technologies (QRT)
London,
United Kingdom
| $150M | -$270M | -64% | 0.09% | 69.2% | 505 | 76.44% | 0.3 |
|
| 3971 |
3971
Birchview Capital
Burlington,
Vermont
| $150M | -$14.4M | -9% | 2.44% | 327% | 55 | 10.91% | 2.3 |
|
| 3972 |
3972
JLP Asset Management
New York
| $150M | -$2.76M | -2% | 6.95% | 16.1% | 31 | 9.68% | 0.7 |
|
| 3973 |
3973
Advocacy Wealth Management Services
Atlanta,
Georgia
| $150M | +$11.7M | +8% | 0.49% | 48.3% | 192 | 27.08% | 2.2 |
|
| 3974 |
OCM
3974
Ogborne Capital Management
San Francisco,
California
| $150M | -$32.8M | -18% | 2.68% | 251% | 13 | 53.85% | 0.6 |
|
| 3975 |
3975
Aldebaran Financial
| $150M | +$5.07M | +4% | 1.82% | 89.7% | 96 | 9.38% | 4 |
|