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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
Avalon Capital Management
Port Of Redwood City,
California
| $344M | +$34.4M | +11% | 1.24% | 163% | 160 | 39.38% | 1.5 |
|
| 4027 |
4027
Tillman Hartley LLC
Denver,
Colorado
| $344M | -$4.17M | -1% | 0.56% | 48.7% | 83 | 6.02% | 2 |
|
| 4028 |
4028
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $344M | -$11.4M | -3% | 4.08% | 17.8% | 1 | 0% | 11.8 |
|
| 4029 |
4029
Platform Technology Partners
New York
| $343M | +$13.3M | +4% | 2.09% | – | 246 | 15.85% | 3.1 |
|
| 4030 |
4030
Firetrail Investments
Sydney, NSW,
Australia
| $343M | +$9.5M | +3% | 0.88% | 139% | 27 | 22.22% | 0.9 |
|
| 4031 |
4031
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $343M | -$1.8M | -0.5% | 0.66% | 83.4% | 71 | 2.82% | 3.2 |
|
| 4032 |
4032
Edenbrook Capital
Mt. Kisco,
New York
| $343M | -$11.8M | -3% | 14.8% | 267% | 19 | 52.63% | 2.1 |
|
| 4033 |
4033
Coston McIsaac & Partners
Bar Harbor,
Maine
| $343M | +$5.23M | +2% | 2.48% | 40.6% | 899 | 20.47% | 2.3 |
|
| 4034 |
NTIC
4034
Napean Trading & Investment Company
Singapore
| $343M | -$61.6M | -15% | 0.65% | 313% | 39 | 20.51% | 0.9 |
|
| 4035 |
4035
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| $343M | +$71.4M | +26% | 2.43% | – | 132 | 9.85% | 0.9 |
|
| 4036 |
4036
Oldfield Partners
London,
United Kingdom
| $342M | -$2.62M | -0.8% | 1.6% | 98% | 31 | 25.81% | 4.2 |
|
| 4037 |
4037
Augustine Asset Management
Jacksonville,
Florida
| $342M | -$38.3M | -10% | 4.28% | 316% | 111 | 7.21% | 4 |
|
| 4038 |
4038
Voisard Asset Management Group
Grand Rapids,
Michigan
| $342M | +$43M | +14% | 0.65% | 50.5% | 85 | 9.41% | 1 |
|
| 4039 |
SWG
4039
Summit Wealth Group
White River Junction,
Vermont
| $342M | -$3.08M | -0.9% | 1.49% | 53% | 103 | 7.77% | 1.5 |
|
| 4040 |
4040
Johnson & Johnson
New Brunswick,
New Jersey
| $342M | -$44.3M | -11% | 1.66% | 339% | 20 | 0% | 2.6 |
|
| 4041 |
4041
The Wealth Group
Eden Prairie,
Minnesota
| $341M | -$4.59M | -1% | 4.28% | 71.9% | 71 | 15.49% | 1.1 |
|
| 4042 |
4042
Hill Island Financial
Grand Rapids,
Michigan
| $341M | -$1.21M | -0.4% | 3.39% | 78.3% | 75 | 24% | 2.2 |
|
| 4043 |
4043
Uncommon Cents Investing
Janesville,
Wisconsin
| $341M | +$5.11M | +2% | 4.9% | 91.4% | 201 | 4.98% | 4.5 |
|
| 4044 |
4044
Montanaro Asset Management
London,
United Kingdom
| $341M | -$144M | -30% | 5.5% | 49.6% | 49 | 10.2% | 2.7 |
|
| 4045 |
IAA
4045
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $341M | -$7.91M | -2% | 2.93% | 49.3% | 75 | 22.67% | 3.3 |
|
| 4046 |
4046
Hollow Brook Wealth Management
Katonah,
New York
| $341M | +$15.3M | +5% | 4.44% | 97.8% | 90 | 8.89% | 4.1 |
|
| 4047 |
4047
Vermillion Wealth Management
Rosemount,
Minnesota
| $341M | +$145M | +74% | 0.19% | – | 1,351 | 60.62% | 0.1 |
|
| 4048 |
4048
Curtis Advisory Group
Santa Barbara,
California
| $340M | -$37.6M | -10% | 4.94% | 79.8% | 103 | 9.71% | 3 |
|
| 4049 |
4049
Kendall Capital Management
Rockville,
Maryland
| $340M | -$1.41M | -0.4% | 1.5% | 130% | 227 | 8.37% | 3.4 |
|
| 4050 |
4050
Beck Capital Management
Austin,
Texas
| $340M | -$36.5M | -10% | 3.96% | 291% | 125 | 22.4% | 1.9 |
|