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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
SCH
3976
Shengqi Capital (HK)
Hong Kong
| $484M | +$416M | +616% | 188% | – | 12 | 58.33% | 0.1 |
|
| 3977 |
3977
Aspire Private Capital
Cornelius,
North Carolina
| $484M | +$40.7M | +9% | 9.87% | 49.6% | 186 | 14.52% | 3.9 |
|
| 3978 |
3978
Heartland Bank & Trust
Bloomington,
Illinois
| $483M | +$40.9M | +9% | 14.9% | 105% | 215 | 6.05% | 1.8 |
|
| 3979 |
SM
3979
Sciencast Management
Princeton,
New Jersey
| $482M | -$303M | -39% | 12.3% | 72.5% | 390 | 77.44% | 0.2 |
|
| 3980 |
3980
Capital City Trust
Tallahassee,
Florida
| $482M | +$44.8M | +10% | 9.32% | 98.5% | 130 | 13.08% | 6.5 |
|
| 3981 |
3981
Storgate
Dallas,
Texas
| $482M | +$355M | +278% | 20.6% | – | 359 | 54.87% | 0.2 |
|
| 3982 |
3982
Sage Capital Advisors
Sioux Falls,
South Dakota
| $482M | +$50.7M | +12% | 15.6% | 105% | 145 | 14.48% | 4.1 |
|
| 3983 |
3983
Stewardship Advisors
Mount Joy,
Pennsylvania
| $481M | +$46.2M | +11% | 11.6% | 46.1% | 189 | 18.52% | 1.9 |
|
| 3984 |
3984
Winch Advisory Services
Appleton,
Wisconsin
| $481M | +$43.4M | +10% | 15.1% | 80.8% | 581 | 11.7% | 5.1 |
|
| 3985 |
3985
Bender Robert & Associates
Pasadena,
California
| $481M | +$64.3M | +15% | 27.9% | 146% | 46 | 17.39% | 1.6 |
|
| 3986 |
3986
Mudita Advisors
London,
United Kingdom
| $481M | -$9.02M | -2% | 15.1% | 143% | 28 | 14.29% | 1.9 |
|
| 3987 |
3987
NovaPoint Capital
Atlanta,
Georgia
| $481M | +$82.3M | +21% | 15.3% | 94% | 161 | 50.93% | 2.1 |
|
| 3988 |
3988
Hurlow Wealth Management Group
Bloomington,
Indiana
| $481M | +$60.5M | +14% | 11.7% | 60.7% | 129 | 10.08% | 4.5 |
|
| 3989 |
3989
Mason & Associates (Virginia)
Newport News,
Virginia
| $481M | +$43.9M | +10% | 8.66% | – | 48 | 14.58% | 1.6 |
|
| 3990 |
3990
Old Mission Investment Co
Traverse City,
Michigan
| $481M | +$52.2M | +12% | 14.3% | 82% | 167 | 13.17% | 3.4 |
|
| 3991 |
3991
Standard General
New York
| $480M | +$144M | +43% | 42.8% | 259% | 2 | 0% | 6.8 |
|
| 3992 |
3992
Napier Financial
Braintree,
Massachusetts
| $480M | +$43.9M | +10% | 10.8% | – | 633 | 29.23% | 0.3 |
|
| 3993 |
MM
3993
Marino Management
Westport,
Connecticut
| $480M | -$67.2M | -12% | 12% | – | 11 | 0% | 1.4 |
|
| 3994 |
3994
Continental General Insurance Company
Austin,
Texas
| $480M | -$214M | -31% | 17.3% | 188% | 11 | 18.18% | 1.2 |
|
| 3995 |
3995
CAZ Investments
Houston,
Texas
| $479M | +$394M | +460% | 0.79% | 263% | 57 | 26.32% | 2 |
|
| 3996 |
3996
Farmers National Bank
Danville,
Kentucky
| $479M | +$25.9M | +6% | 10.4% | – | 186 | 3.76% | 6.5 |
|
| 3997 |
3997
Bank of New Hampshire
Laconia,
New Hampshire
| $479M | +$42M | +10% | 17.2% | 96.5% | 574 | 12.02% | 3.1 |
|
| 3998 |
3998
ValueWorks
New York
| $479M | +$112M | +31% | 52% | 190% | 44 | 34.09% | 4 |
|
| 3999 |
3999
Triune Financial Partners
Overland Park,
Kansas
| $479M | +$58.4M | +14% | 11.7% | 61.6% | 51 | 11.76% | 2.8 |
|
| 4000 |
KDA
4000
Kraft Davis & Associates
St. Louis,
Missouri
| $479M | +$9.46M | +2% | 18.2% | 81.8% | 162 | 11.11% | 2 |
|