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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
Mandatum Life Insurance Company
Helsinki,
Finland
| $438M | +$19.3M | +5% | 5.13% | 108% | 87 | 18.39% | 5.6 |
|
| 3952 |
3952
Farmers & Merchants Trust Company
Long Beach,
California
| $438M | -$35.4M | -7% | 2.18% | 79.8% | 213 | 16.43% | 4.6 |
|
| 3953 |
3953
Stokes Capital Advisors
Greenwood,
South Carolina
| $438M | +$8.04M | +2% | 0.1% | 61.3% | 80 | 15% | 4.5 |
|
| 3954 |
3954
Standpoint Asset Management
Scottsdale,
Arizona
| $438M | -$4.72M | -1% | 2.49% | 71.9% | 8 | 0% | 3 |
|
| 3955 |
3955
Prentice Wealth Management
Rochester,
New York
| $438M | +$32M | +8% | 1.54% | 47.8% | 117 | 6.84% | 2.8 |
|
| 3956 |
SI
3956
Schusterman Interests
Tulsa,
Oklahoma
| $437M | -$661K | -0.2% | 0.64% | 344% | 9 | 33.33% | 1 |
|
| 3957 |
3957
Q3 Asset Management
Birmingham,
Michigan
| $437M | +$145M | +50% | 2.96% | 105% | 87 | 65.52% | 0.4 |
|
| 3958 |
3958
Tempus Wealth Planning
Irvine,
California
| $436M | +$740K | +0.2% | 2.07% | 95% | 296 | 13.85% | 2.5 |
|
| 3959 |
VDBMI
3959
Van Den Berg Management I
Austin,
Texas
| $436M | +$37.3M | +9% | 11.2% | 187% | 128 | 18.75% | 3 |
|
| 3960 |
L
3960
Laurore
Hong Kong,
| $436M | – | – | 23.6% | – | 1 | – | 0 |
|
| 3961 |
3961
First PREMIER Bank
Sioux Falls,
South Dakota
| $436M | -$4.24M | -1% | 1.91% | 63% | 404 | 7.18% | 5.3 |
|
| 3962 |
3962
Kelleher Financial Advisors
New York
| $436M | +$35.6M | +9% | 2.27% | 80.3% | 771 | 22.05% | 1 |
|
| 3963 |
3963
Trinity Legacy Partners
Houston,
Texas
| $436M | +$1.46M | +0.3% | 2.22% | 63.3% | 99 | 3.03% | 3.5 |
|
| 3964 |
3964
Collective Family Office
York,
Pennsylvania
| $436M | +$19.3M | +5% | 2.03% | 52.5% | 162 | 4.94% | 3.6 |
|
| 3965 |
3965
Prudent Investors Network
Lake Forest,
California
| $436M | +$27.5M | +7% | 0.63% | – | 76 | 14.47% | 2 |
|
| 3966 |
3966
West Michigan Advisors
Holland,
Michigan
| $436M | +$19.6M | +5% | 1.81% | 86.6% | 292 | 18.49% | 1.9 |
|
| 3967 |
3967
Meiji Yasuda America
New York
| $436M | – | – | 4.93% | – | 56 | – | 0 |
|
| 3968 |
3968
Lighthouse Financial Services
Brea,
California
| $435M | – | – | 2.56% | – | 95 | – | 0 |
|
| 3969 |
3969
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $435M | +$19.9M | +5% | 5.45% | 83.4% | 75 | 10.67% | 3.5 |
|
| 3970 |
WC
3970
Weil Company
San Diego,
California
| $435M | +$19.2M | +5% | 2.28% | 71.7% | 119 | 5.88% | 3.9 |
|
| 3971 |
A6
3971
Anchor @ 65
Singapore
| $434M | -$49.2M | -10% | 10% | – | 2 | 0% | 1 |
|
| 3972 |
3972
UG Investment Advisers
Taipei,
Taiwan
| $434M | -$205M | -32% | 7.03% | 183% | 14 | 28.57% | 1.5 |
|
| 3973 |
3973
High Net Worth Advisory Group
Naples,
Florida
| $434M | +$18.2M | +4% | 2.15% | 75.7% | 249 | 9.24% | 2.8 |
|
| 3974 |
3974
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $433M | +$5.53M | +1% | 1.86% | 137% | 39 | 7.69% | 8.2 |
|
| 3975 |
3975
Creek Drive Management Group
San Francisco,
California
| $433M | – | – | 9.88% | – | 50 | – | 0 |
|