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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
FCT
4051
Family Capital Trust
Peabody,
Massachusetts
| $219M | -$33.8M | -13% | 11.7% | 39.1% | 51 | 1.96% | 7.2 |
|
| 4052 |
4052
Boltwood Capital Management
Walnut Creek,
California
| $218M | -$12.6M | -5% | 5.91% | 63% | 153 | 10.46% | 5.4 |
|
| 4053 |
4053
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $218M | -$14.2M | -6% | 1.93% | 119% | 58 | 13.79% | 1.6 |
|
| 4054 |
4054
Arisaig Partners (Asia)
Singapore
| $218M | -$32.3M | -13% | 3.86% | – | 8 | 0% | 0.8 |
|
| 4055 |
4055
Lebenthal Global Advisors
Hauppauge,
New York
| $218M | +$12.1M | +6% | 5.38% | 50.8% | 141 | 26.24% | 1.1 |
|
| 4056 |
ETH
4056
Exos TFP Holdings
New York
| $218M | – | – | 0.48% | – | 528 | – | 0 |
|
| 4057 |
4057
Wakefield Asset Management
Englewood,
Colorado
| $218M | -$15.7M | -7% | 1.07% | 139% | 220 | 55% | 1.1 |
|
| 4058 |
4058
Biltmore Wealth Management
Tempe,
Arizona
| $218M | -$9.6M | -4% | 4.57% | 59.8% | 52 | 15.38% | 2.9 |
|
| 4059 |
4059
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $218M | -$14.6M | -6% | 5.75% | 115% | 39 | 5.13% | 6.2 |
|
| 4060 |
DI
4060
Disciplined Investments
Tulsa,
Oklahoma
| $218M | -$3.63M | -2% | 4.67% | 51.4% | 1,724 | 7.48% | 0.9 |
|
| 4061 |
4061
Virtus Investment Advisers
Hartford,
Connecticut
| $218M | – | – | 1.69% | 172% | 375 | – | 0 |
|
| 4062 |
4062
Madrona Venture Group
Seattle,
Washington
| $218M | +$1.94M | +0.9% | 4.34% | 233% | 6 | 0% | 1 |
|
| 4063 |
4063
Auxano Advisors
Bellevue,
Washington
| $217M | +$15.4M | +8% | 2.91% | 85.4% | 103 | 31.07% | 1.3 |
|
| 4064 |
4064
Rothschild Capital Partners
New York
| $217M | -$21.7M | -9% | 3.93% | 90.8% | 30 | 0% | 4.7 |
|
| 4065 |
4065
Compton Financial Group
Towson,
Maryland
| $217M | -$4.16M | -2% | 5.75% | 37.7% | 33 | 9.09% | 1.4 |
|
| 4066 |
4066
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $217M | -$15.9M | -7% | 6.44% | 19.4% | 92 | 10.87% | 1.6 |
|
| 4067 |
4067
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $217M | -$26.3M | -11% | 4.1% | 84.8% | 109 | 12.84% | 2.2 |
|
| 4068 |
4068
Apeiron RIA
Dallas,
Texas
| $217M | -$141M | -39% | 6.46% | 68.5% | 222 | 58.56% | 0.4 |
|
| 4069 |
4069
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $217M | -$11M | -5% | 5.79% | 63.2% | 79 | 11.39% | 2.6 |
|
| 4070 |
4070
Hendley & Co
Zanesville,
Ohio
| $217M | -$16.4M | -7% | 4.88% | 54.8% | 62 | 12.9% | 5.2 |
|
| 4071 |
4071
KCS Wealth Advisory
Los Angeles,
California
| $217M | -$8.08M | -4% | 5.59% | 45.3% | 161 | 18.63% | 2.9 |
|
| 4072 |
4072
JCIC Asset Management
Toronto,
Ontario, Canada
| $217M | +$31M | +17% | 5.59% | – | 124 | 18.55% | 3.1 |
|
| 4073 |
VST
4073
Van Strum & Towne
San Francisco,
California
| $217M | -$18.1M | -8% | 5.88% | 62.2% | 95 | 4.21% | 4.9 |
|
| 4074 |
4074
11 Capital Partners
Darien,
Connecticut
| $217M | -$5.63M | -3% | 3.17% | 101% | 17 | 41.18% | 0.9 |
|
| 4075 |
4075
Kize Capital
New York
| $216M | -$28.3M | -12% | 10% | 34.7% | 7 | 0% | 1.5 |
|