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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 |
4051
Court Place Advisors
Ellicott City,
Maryland
| $319M | +$8.72M | +3% | 0.55% | 92% | 164 | 9.15% | 6.8 |
|
| 4052 |
CCM
4052
Contrarian Capital Management
Greenwich,
Connecticut
| $318M | -$48.2M | -13% | 8.28% | 29.4% | 32 | 18.75% | 2.5 |
|
| 4053 |
4053
Uncommon Cents Investing
Janesville,
Wisconsin
| $318M | -$8.44M | -3% | 2.02% | 91.4% | 190 | 3.68% | 4 |
|
| 4054 |
4054
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $318M | -$3.08M | -1% | 0.43% | 64.7% | 233 | 8.58% | 2.1 |
|
| 4055 |
4055
DSC Meridian Capital
New York
| $318M | +$123M | +63% | 0.58% | – | 15 | 60% | 0.2 |
|
| 4056 |
4056
Aries Wealth Management
Portland,
Maine
| $317M | +$7.07M | +2% | 2.29% | 87.7% | 217 | 8.29% | 1.9 |
|
| 4057 |
HA
4057
Hamel Associates
Chatham,
New Jersey
| $317M | +$5.53M | +2% | 1.3% | 50.6% | 78 | 11.54% | 6 |
|
| 4058 |
4058
Myriad Asset Management US
West Palm Beach,
Florida
| $317M | – | – | 7.91% | – | 1 | – | 0.5 |
|
| 4059 |
4059
Coston McIsaac & Partners
Bar Harbor,
Maine
| $317M | +$5.91M | +2% | 0.7% | 34.3% | 865 | 6.59% | 1.7 |
|
| 4060 |
FSI
4060
Flow State Investments
Chicago,
Illinois
| $317M | -$32.9M | -9% | 0.84% | – | 271 | 40.96% | 0.6 |
|
| 4061 |
4061
Arvin Capital Management
Austin,
Texas
| $317M | +$49.9M | +19% | 3.86% | – | 36 | 41.67% | 0.3 |
|
| 4062 |
4062
MilWealth Group
Milwaukee,
Wisconsin
| $317M | +$3.17M | +1% | 0.27% | 36.8% | 69 | 10.14% | 3.8 |
|
| 4063 |
4063
Navalign LLC
Encino,
California
| $317M | +$15M | +5% | 2.65% | 50.7% | 120 | 7.5% | 2.7 |
|
| 4064 |
4064
Meridian Investment Counsel
Lafayette,
California
| $316M | +$15.4M | +5% | 2.53% | 116% | 216 | 6.02% | 6.5 |
|
| 4065 |
PA
4065
PSI Advisors
Tampa,
Florida
| $316M | +$39.2M | +14% | 1.57% | 58.2% | 916 | 16.81% | 2.1 |
|
| 4066 |
4066
SimplyRich
Carlsbad,
California
| $316M | +$6.46M | +2% | 3.69% | 98.3% | 188 | 10.11% | 3.3 |
|
| 4067 |
4067
American Assets Capital Advisers
San Diego,
California
| $316M | -$35.2M | -10% | 4.74% | 73.5% | 36 | 11.11% | 3.3 |
|
| 4068 |
4068
O'Brien Greene & Co
Media,
Pennsylvania
| $316M | +$11.6M | +4% | 1.33% | 81.4% | 144 | 12.5% | 3.4 |
|
| 4069 |
AFA
4069
Alta Fundamental Advisers
New York
| $316M | +$51.2M | +19% | 19.9% | 340% | 30 | 36.67% | 1.2 |
|
| 4070 |
4070
EdenTree Asset Management
London,
United Kingdom
| $316M | +$282K | +0.1% | 1.34% | 50.2% | 66 | 6.06% | 0.9 |
|
| 4071 |
4071
Buckley Wealth Management
Las Vegas,
Nevada
| $316M | +$3.65M | +1% | 4.41% | 88% | 109 | 11.01% | 4.5 |
|
| 4072 |
4072
Bank of Stockton
Stockton,
California
| $315M | -$8.56M | -3% | 1.71% | 99.2% | 135 | 8.15% | 5.7 |
|
| 4073 |
4073
Avalon Capital Management
Port Of Redwood City,
California
| $315M | +$71.3M | +29% | 6.83% | 151% | 129 | 30.23% | 1.4 |
|
| 4074 |
4074
Okabena Investment Services
Minneapolis,
Minnesota
| $315M | +$15M | +5% | 1.77% | 72.4% | 115 | 20% | 1.5 |
|
| 4075 |
4075
Ballast Advisors
Woodbury,
Minnesota
| $315M | +$18.4M | +6% | 4.12% | 66.7% | 174 | 7.47% | 3.6 |
|