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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
REDW Wealth
Albuquerque,
New Mexico
| $102M | +$3.93M | +4% | 1.52% | 54.1% | 76 | 11.84% | 0.5 |
|
| 4002 |
4002
Mountain Capital Investment Advisors
Westminster,
Colorado
| $102M | – | – | 2.53% | 63.3% | 534 | – | 0 |
|
| 4003 |
4003
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $102M | +$583K | +0.6% | 2.71% | 61% | 83 | 4.82% | 3 |
|
| 4004 |
4004
Steginsky Capital
Port Washington,
New York
| $102M | -$13.3M | -12% | 2.58% | 99.4% | 9 | 0% | 0.5 |
|
| 4005 |
4005
Providence First Trust
Scottsdale,
Arizona
| $102M | – | – | 2.13% | 64.1% | 72 | – | 0 |
|
| 4006 |
4006
Luzich Partners
Las Vegas,
Nevada
| $102M | -$6.18M | -6% | 2.94% | – | 17 | 17.65% | 0.5 |
|
| 4007 |
4007
Hampstead Capital
London,
United Kingdom
| $102M | +$4.95M | +5% | 2.66% | – | 34 | 20.59% | 0.4 |
|
| 4008 |
4008
SpiderRock Advisors
Wilimington,
Delaware
| $102M | -$4.7M | -4% | 6.74% | – | 1,334 | 0% | 0.2 |
|
| 4009 |
4009
Franklin Square Holdings
Philadelphia,
Pennsylvania
| $101M | +$1.13M | +1% | 7.98% | – | 36 | 27.78% | 0.3 |
|
| 4010 |
SCM
4010
Samson Capital Management
Leawood,
Kansas
| $101M | -$5.11M | -5% | 5.01% | 13.4% | 17 | 23.53% | 2 |
|
| 4011 |
4011
Trustco Bank (New York)
Albany,
New York
| $101M | +$4.71M | +5% | 0.67% | 131% | 73 | 16.44% | 2.8 |
|
| 4012 |
4012
William Marsh Rice University
Houston,
Texas
| $101M | -$14.9M | -13% | 13.6% | 1.81% | 4 | 50% | 0.5 |
|
| 4013 |
4013
Beaton Management Company
Haverhill,
Massachusetts
| $101M | – | – | 2.2% | 95.9% | 110 | – | 0 |
|
| 4014 |
4014
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $101M | -$1.06M | -1% | 2.13% | 61.1% | 134 | 6.72% | 2.2 |
|
| 4015 |
4015
Continuum Advisory
Eagle,
Idaho
| $101M | +$17.5M | +21% | 1.64% | 77% | 144 | 22.92% | 0.2 |
|
| 4016 |
4016
Armor Investment Advisors
Raleigh,
North Carolina
| $101M | +$261K | +0.3% | 0.96% | 56.6% | 138 | 3.62% | 0.5 |
|
| 4017 |
4017
Cartica Management
Washington,
District of Columbia
| $100M | -$46.4M | -32% | 5.08% | 92.9% | 1 | 0% | 2.3 |
|
| 4018 |
4018
Kissinger Financial Services
Hunt Valley,
Maryland
| $100M | +$3.45M | +4% | 2.3% | – | 83 | 19.28% | 0.6 |
|
| 4019 |
4019
Stockman Wealth Management
Billings,
Montana
| $100M | -$75.7M | -43% | 0.38% | 73.5% | 138 | 17.39% | 1.5 |
|
| 4020 |
4020
Gibraltar Capital Management
Tulsa,
Oklahoma
| $100M | -$6.46M | -6% | 4.29% | 56.6% | 30 | 20% | 1.8 |
|
| 4021 |
4021
First Houston Capital
Houston,
Texas
| $100M | -$7.34M | -7% | 3.43% | 39.2% | 72 | 23.61% | 2 |
|
| 4022 |
4022
Ridgewood Investments
Springfield,
New Jersey
| $100M | +$6.69M | +7% | 2.02% | – | 143 | 9.09% | 0.4 |
|
| 4023 |
4023
P.A.W. Capital
Greenwich,
Connecticut
| $100M | +$750K | +0.8% | 9.32% | 54.6% | 76 | 13.16% | 2.3 |
|
| 4024 |
4024
Family Legacy Inc
Greenville,
South Carolina
| $100M | +$3.69M | +4% | 1.76% | 89% | 105 | 14.29% | 0.2 |
|
| 4025 |
4025
Firsthand Capital Management
San Jose,
California
| $99.1M | +$5.58M | +6% | 9.97% | 265% | 50 | 24% | 2.1 |
|