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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $268M | +$8.68M | +3% | 5.42% | 62.3% | 104 | 10.58% | 3.9 |
|
| 4027 |
4027
Jacobs Asset Management
New York
| $268M | +$14.8M | +6% | 2.9% | 114% | 57 | 38.6% | 1.3 |
|
| 4028 |
4028
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $268M | +$13.4M | +5% | 6.51% | 57.3% | 215 | 10.7% | 2.2 |
|
| 4029 |
4029
Summit Financial Group
Moorefield,
West Virginia
| $267M | +$26.5M | +11% | 4.55% | 26.1% | 197 | 8.12% | 2.3 |
|
| 4030 |
JCA
4030
Jade Capital Advisors
Essex Fells,
New Jersey
| $267M | +$16.1M | +6% | 0.72% | 28.9% | 102 | 51.96% | 0.4 |
|
| 4031 |
4031
Central Asset Investments & Management Holdings
Hong Kong
| $267M | +$93.2M | +54% | 7.64% | 3,210% | 79 | 53.16% | 0.5 |
|
| 4032 |
4032
Stewardship Advisors
Mount Joy,
Pennsylvania
| $267M | +$12.6M | +5% | 4.48% | 46.1% | 54 | 16.67% | 1 |
|
| 4033 |
4033
Laffer Tengler Investments
Nashville,
Tennessee
| $267M | +$2.71M | +1% | 4.7% | 96.5% | 447 | 51.01% | 0.9 |
|
| 4034 |
4034
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $267M | +$12.6M | +5% | 13.1% | 164% | 93 | 53.76% | 2 |
|
| 4035 |
4035
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $267M | +$14M | +6% | 8.34% | 73.3% | 104 | 6.73% | 4.6 |
|
| 4036 |
4036
Horiko Capital Management
New York
| $267M | +$45.1M | +20% | 11.9% | 275% | 27 | 11.11% | 1.8 |
|
| 4037 |
4037
Blue Zone Wealth Advisors
Los Angeles,
California
| $266M | +$31.3M | +13% | 9.56% | 91.1% | 86 | 5.81% | 0.9 |
|
| 4038 |
4038
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $266M | +$15.6M | +6% | 5.81% | 19.4% | 89 | 5.62% | 0.4 |
|
| 4039 |
4039
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $266M | +$25M | +10% | 4.66% | 58.2% | 50 | 12% | 1.6 |
|
| 4040 |
4040
Blue Water Life Science Advisors
Larkspur,
California
| $266M | +$61.1M | +30% | 7.78% | 503% | 26 | 23.08% | 0.4 |
|
| 4041 |
AFS
4041
Aft Forsyth & Sober
Valrico,
Florida
| $266M | +$21.3M | +9% | 6.91% | 94.6% | 79 | 6.33% | 1.9 |
|
| 4042 |
4042
Allied Investment Advisors
Billings,
Montana
| $266M | +$32M | +14% | 5.66% | 68.4% | 58 | 13.79% | 2.5 |
|
| 4043 |
4043
ICICI Prudential Asset Management
Mumbai,
India
| $265M | +$70.6M | +36% | 8.14% | 62.1% | 50 | 18% | 1.5 |
|
| 4044 |
4044
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $265M | -$38.6M | -13% | 7.27% | 38.2% | 121 | 31.4% | 2.2 |
|
| 4045 |
4045
Bridgefront Capital
Austin,
Texas
| $265M | -$55.9M | -17% | 4.66% | 52.1% | 1,024 | 81.25% | 0.1 |
|
| 4046 |
4046
Sara-Bay Financial
Sarasota,
Florida
| $265M | +$20.1M | +8% | 11.8% | 233% | 88 | 19.32% | 0.8 |
|
| 4047 |
4047
Alpha Paradigm Partners
Chicago,
Illinois
| $265M | +$9.09M | +4% | 10.5% | – | 737 | 65.13% | 0.2 |
|
| 4048 |
LJHT
4048
Laurie J. Hall Trustee
| $265M | +$4.6M | +2% | 7.52% | 105% | 340 | 5.29% | 4.5 |
|
| 4049 |
4049
Covenant Partners
Nashville,
Tennessee
| $265M | +$13.8M | +5% | 6.32% | 70.3% | 208 | 6.73% | 1.6 |
|
| 4050 |
4050
Friess Associates
Greenville,
Delaware
| $265M | +$7.91M | +3% | 16.2% | 256% | 124 | 55.65% | 0.6 |
|