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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
CVC Management Holdings II
St. Helier,
Jersey
| $467M | +$46.9M | +11% | 4.52% | – | 4 | 25% | 1.3 |
|
| 4077 |
4077
Rothschild Capital Partners
New York
| $467M | +$58.9M | +14% | 14.5% | 90.8% | 101 | 21.78% | 2.8 |
|
| 4078 |
4078
Poehling Capital Management
Madison,
Wisconsin
| $466M | -$8.7M | -2% | 10.8% | 83% | 179 | 21.79% | 3.5 |
|
| 4079 |
4079
PW Nova Financial Services
Newtown,
Pennsylvania
| $466M | +$67.5M | +17% | 17.9% | – | 215 | 21.86% | 0.3 |
|
| 4080 |
4080
Pilgrim Global Advisors
Reno,
Nevada
| $466M | -$306M | -40% | 11.9% | – | 3 | 0% | 2.2 |
|
| 4081 |
4081
Meridian Investment Counsel
Lafayette,
California
| $466M | +$46M | +11% | 21.9% | 116% | 254 | 8.27% | 6.2 |
|
| 4082 |
4082
Skaana Management
Brooklyn,
New York
| $465M | +$170M | +57% | 43.6% | 269% | 211 | 44.08% | 0.7 |
|
| 4083 |
4083
Eldred Rock Partners
San Antonio,
Texas
| $465M | +$72.2M | +18% | 23.8% | 109% | 31 | 6.45% | 2 |
|
| 4084 |
4084
Farmers & Merchants Trust Company
Long Beach,
California
| $465M | +$39.1M | +9% | 11.8% | 79.8% | 208 | 13.94% | 4.6 |
|
| 4085 |
UAM
4085
UAS Asset Management
New York
| $464M | +$5.75M | +1% | 13.8% | 98% | 14 | 28.57% | 4.9 |
|
| 4086 |
4086
SMART Wealth
Omaha,
Nebraska
| $464M | +$123M | +36% | 18.9% | 77.7% | 263 | 36.88% | 1 |
|
| 4087 |
4087
Paradiem
Covington,
Louisiana
| $464M | +$9.9M | +2% | 15.4% | 107% | 80 | 27.5% | 1.6 |
|
| 4088 |
4088
Nikulski Financial
Bettendorf,
Iowa
| $464M | +$58.5M | +14% | 20.8% | 95.8% | 188 | 11.17% | 3.4 |
|
| 4089 |
4089
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $463M | +$63.5M | +16% | 14.2% | 74% | 115 | 19.13% | 5.2 |
|
| 4090 |
4090
Centennial Wealth Advisory
Traverse City,
Michigan
| $463M | +$50.2M | +12% | 10.5% | 63% | 198 | 27.78% | 2 |
|
| 4091 |
4091
Mariner Investment Group
Harrison,
New York
| $463M | +$117M | +34% | 1.37% | – | 154 | 50% | 0.4 |
|
| 4092 |
4092
James T. Borello
East Dundee,
Illinois
| $463M | +$68M | +17% | 15% | 71.2% | 1,308 | 15.67% | 0.9 |
|
| 4093 |
4093
Step Capital Management
Singapore,
| $463M | +$214M | +86% | 143% | – | 32 | 34.38% | 0.4 |
|
| 4094 |
4094
SWS Partners
Columbus,
Ohio
| $463M | +$57.6M | +14% | 28.2% | 127% | 115 | 8.7% | 3.5 |
|
| 4095 |
4095
Opal Wealth Advisors
Jericho,
New York
| $463M | +$20.6M | +5% | 10.8% | 62.3% | 612 | 64.38% | 2.3 |
|
| 4096 |
4096
Whitcomb & Hess
Ashland,
Ohio
| $463M | +$34.2M | +8% | 7.3% | 54% | 68 | 8.82% | 3 |
|
| 4097 |
4097
Outlook Wealth Advisors
Shenandoah,
Texas
| $463M | +$49.6M | +12% | 15.5% | 76% | 338 | 18.05% | 2.4 |
|
| 4098 |
4098
Milestone Investment Advisors
Middleton,
Wisconsin
| $463M | +$48.7M | +12% | 12.3% | 52.8% | 147 | 9.52% | 2.7 |
|
| 4099 |
4099
Great Oak Capital Partners
South Easton,
Massachusetts
| $463M | +$32.9M | +8% | 9.35% | – | 48 | 8.33% | 1.8 |
|
| 4100 |
SA
4100
Strategic Advisors
New York
| $463M | -$140M | -23% | 15.1% | 106% | 196 | 22.96% | 5.5 |
|