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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 |
3976
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $364M | +$23.6M | +7% | 9.39% | 137% | 39 | 5.13% | 7.8 |
|
| 3977 |
3977
Birinyi Associates
Westport,
Connecticut
| $363M | +$15M | +4% | 7.62% | 133% | 62 | 12.9% | 6.3 |
|
| 3978 |
3978
Aries Wealth Management
Portland,
Maine
| $363M | -$592K | -0.2% | 0.68% | 87.7% | 235 | 6.81% | 2.2 |
|
| 3979 |
3979
Noble Family Wealth
Clearwater,
Florida
| $363M | -$8.82M | -2% | 2.11% | 60% | 62 | 6.45% | 1.7 |
|
| 3980 |
3980
Fruth Investment Management
Houston,
Texas
| $363M | -$22.4M | -6% | 3.25% | 79.4% | 222 | 4.95% | 8.1 |
|
| 3981 |
3981
BetterWealth
San Jose,
California
| $363M | +$24.6M | +7% | 0.94% | 63.3% | 75 | 25.33% | 1.7 |
|
| 3982 |
3982
Benin Management Corp
Wilton,
Connecticut
| $363M | +$7.12M | +2% | 2.44% | 91.7% | 131 | 9.92% | 6.3 |
|
| 3983 |
LHC
3983
Lodge Hill Capital
New York
| $363M | +$41.5M | +13% | 12.3% | 17.9% | 33 | 57.58% | 0.9 |
|
| 3984 |
3984
Monument Capital Management
Alexandria,
Virginia
| $363M | +$1.07M | +0.3% | 1.79% | 170% | 220 | 21.82% | 2.1 |
|
| 3985 |
3985
Hourglass Capital
Houston,
Texas
| $363M | +$3.54M | +1% | 0.37% | 94.4% | 111 | 9.91% | 5.6 |
|
| 3986 |
3986
Siena Capital Partners
Chicago,
Illinois
| $362M | +$15.6M | +4% | 4.24% | 44.2% | 111 | 8.11% | 3.9 |
|
| 3987 |
3987
Copperwynd Financial
Scottsdale,
Arizona
| $362M | +$30.1M | +9% | 4.16% | 90% | 152 | 17.76% | 3.4 |
|
| 3988 |
3988
NFC Investments
Memphis,
Tennessee
| $362M | +$14.2M | +4% | 4.5% | – | 38 | 10.53% | 5.5 |
|
| 3989 |
IFS
3989
Ifrah Financial Services
Little Rock,
Arkansas
| $362M | -$8.82M | -2% | 0.6% | 64.1% | 219 | 10.5% | 4.9 |
|
| 3990 |
3990
Prosight Management
Dallas,
Texas
| $362M | -$44.5M | -11% | 7.65% | 39.5% | 53 | 47.17% | 0.9 |
|
| 3991 |
3991
AMJ Financial Wealth Management
Leesburg,
Virginia
| $362M | +$12.6M | +4% | 7.15% | 167% | 98 | 28.57% | 1.4 |
|
| 3992 |
3992
Seaview Investment Managers
Miami,
Florida
| $362M | +$29.1M | +9% | 1.99% | 148% | 117 | 38.46% | 1.2 |
|
| 3993 |
3993
Alteri Wealth
Westlake Village,
California
| $361M | – | – | 4.99% | – | 246 | – | 0 |
|
| 3994 |
3994
Natural Investments
Windsor,
California
| $361M | – | – | 1.12% | – | 246 | – | 0 |
|
| 3995 |
3995
Landaas & Company
Milwaukee,
Wisconsin
| $361M | +$2.01M | +0.6% | 0.92% | 68.3% | 97 | 16.49% | 3.5 |
|
| 3996 |
3996
Xcel Wealth Management
Holly Hill,
Florida
| $361M | +$19M | +6% | 8.29% | 98.8% | 129 | 4.65% | 3.6 |
|
| 3997 |
3997
Stewardship Advisors
Mount Joy,
Pennsylvania
| $361M | +$6.36M | +2% | 1.04% | 46.1% | 159 | 14.47% | 1.1 |
|
| 3998 |
3998
Gavilan Investment Partners
Burlingame,
California
| $361M | +$12.5M | +4% | 5.4% | 109% | 13 | 0% | 1.8 |
|
| 3999 |
3999
Crestview Partners III
New York
| $361M | -$5.19M | -1% | 1.19% | 51.2% | 3 | 0% | 3.7 |
|
| 4000 |
4000
Wolff Financial Management
Kalamazoo,
Michigan
| $360M | -$7.75M | -2% | 1.45% | 56.7% | 100 | 8% | 2 |
|