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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
Siena Capital Partners
Chicago,
Illinois
| $337M | -$25.7M | -7% | 2.74% | 44.2% | 108 | 9.26% | 4 |
|
| 4077 |
4077
Kera Capital Partners
San Jose,
California
| $336M | -$10.9M | -3% | 5.08% | – | 227 | 48.02% | 0.2 |
|
| 4078 |
4078
NFC Investments
Memphis,
Tennessee
| $336M | -$26M | -7% | 0.76% | – | 38 | 7.89% | 5.5 |
|
| 4079 |
4079
Lisanti Capital Growth
New York
| $336M | -$79.5M | -19% | 8.1% | 1,588% | 166 | 68.07% | 0.4 |
|
| 4080 |
4080
Grey Rock Energy Management
Dallas,
Texas
| $336M | -$21M | -6% | 5.88% | – | 1 | 0% | 0.3 |
|
| 4081 |
4081
Troluce Capital Advisors
Dorado,
Puerto Rico
| $336M | -$2.53B | -88% | 12.2% | 61.1% | 57 | 85.96% | 0.1 |
|
| 4082 |
4082
Sio Capital Management
New York
| $336M | -$19.6M | -6% | 15.5% | 564% | 65 | 38.46% | 0.7 |
|
| 4083 |
4083
Keystone Financial Planning
Cleveland,
Ohio
| $336M | +$13.3M | +4% | 4.15% | 46% | 46 | 0% | 6.2 |
|
| 4084 |
4084
RDA Financial Network
Akron,
Iowa
| $335M | -$7.59M | -2% | 2.4% | 93.4% | 256 | 12.11% | 3.5 |
|
| 4085 |
4085
Pensionfund Sabic
Sittard,
Netherlands
| $335M | -$45.6M | -12% | 1.24% | 63.6% | 211 | 2.37% | 4.8 |
|
| 4086 |
4086
Scott Capital Advisors
Portland,
Oregon
| $335M | -$12.7M | -4% | 2.98% | 50.9% | 50 | 4% | 2.4 |
|
| 4087 |
4087
Encompass More Asset Management
Danville,
California
| $335M | +$31.8M | +10% | 1.51% | 80.4% | 225 | 30.67% | 0.6 |
|
| 4088 |
VM
4088
Venator Management
Pittsburgh,
Pennsylvania
| $335M | -$12.1M | -3% | 0.75% | 101% | 27 | 29.63% | 2.6 |
|
| 4089 |
WC
4089
Weil Company
San Diego,
California
| $335M | +$46.1M | +16% | 0.72% | 71.7% | 113 | 15.04% | 3.7 |
|
| 4090 |
4090
Aspire Capital Advisors
Seattle,
Washington
| $335M | -$14.6M | -4% | 2.19% | 59.3% | 103 | 26.21% | 1.7 |
|
| 4091 |
4091
Shikiar Asset Management
New York
| $335M | -$42.5M | -11% | 3.54% | 117% | 82 | 14.63% | 4.5 |
|
| 4092 |
4092
LTS One Management
New York
| $335M | -$23.8M | -7% | 6.18% | 67.9% | 29 | 65.52% | 0.2 |
|
| 4093 |
4093
Wick Capital Partners
Wayne,
Pennsylvania
| $335M | -$4.24M | -1% | 3.2% | 60% | 115 | 32.17% | 1 |
|
| 4094 |
4094
Tempus Wealth Planning
Irvine,
California
| $335M | +$7.43M | +2% | 1.64% | 95% | 275 | 18.55% | 2.2 |
|
| 4095 |
4095
Tema ETFs
New York
| $335M | +$93.9M | +39% | 2.81% | – | 174 | 30.46% | 0.2 |
|
| 4096 |
4096
von Borstel & Associates
The Dalles,
Oregon
| $335M | +$79.3M | +31% | 0.01% | – | 148 | 74.32% | 0.1 |
|
| 4097 |
4097
InceptionR
Lafayette,
California
| $335M | -$114M | -25% | 2.22% | 62.9% | 883 | 74.18% | 0.2 |
|
| 4098 |
4098
Jentner Corp
Akron,
Ohio
| $334M | -$9.2M | -3% | 1.67% | 38.9% | 58 | 10.34% | 3.8 |
|
| 4099 |
MLCM
4099
M & L Capital Management
London,
United Kingdom
| $334M | -$76.6M | -19% | 16% | – | 27 | 44.44% | 0.2 |
|
| 4100 |
4100
Peak Financial Management
Wellesley,
Massachusetts
| $334M | +$16.7K | +0% | 0.46% | 58.2% | 108 | 21.3% | 4 |
|