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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
RenaissanceRe Holdings
Pembroke,
Bermuda
| $406M | -$338M | -45% | 1.71% | 40.8% | 6 | 33.33% | 4 |
|
| 4102 |
4102
G2 Investment Partners Management
New York
| $406M | -$14.5M | -3% | 18.5% | 1,145% | 100 | 58% | 0.9 |
|
| 4103 |
4103
111 Capital
Paris,
France
| $406M | -$52.5M | -11% | 1.64% | – | 479 | 64.3% | 0.3 |
|
| 4104 |
4104
Evelyn Partners Asset Management
London,
| $406M | -$20.4M | -5% | 2.22% | – | 311 | 9.65% | 1 |
|
| 4105 |
4105
New Capital Management
Houston,
Texas
| $406M | +$7.53M | +2% | 1.22% | 55.4% | 60 | 10% | 3.6 |
|
| 4106 |
4106
Colony Family Offices
Charlotte,
North Carolina
| $406M | +$4.95M | +1% | 0.39% | 53.9% | 66 | 7.58% | 3.2 |
|
| 4107 |
4107
Strategic Financial Concepts
San Antonio,
Texas
| $405M | +$296M | +271% | 0.26% | 56.8% | 310 | 63.23% | 0.6 |
|
| 4108 |
4108
Natural Investments
Windsor,
California
| $405M | +$3.62M | +0.9% | 3.02% | – | 304 | 13.16% | 0.8 |
|
| 4109 |
4109
SWS Partners
Columbus,
Ohio
| $405M | -$8.83M | -2% | 0.81% | 127% | 117 | 5.98% | 3.4 |
|
| 4110 |
4110
Nikulski Financial
Bettendorf,
Iowa
| $405M | -$13.2M | -3% | 0.37% | 107% | 182 | 12.64% | 3.4 |
|
| 4111 |
4111
Carderock Capital Management
Chevy Chase,
Maryland
| $405M | -$7.93M | -2% | 2.31% | 97.6% | 77 | 15.58% | 5.4 |
|
| 4112 |
4112
O'Keefe Stevens Advisory
Rochester,
New York
| $405M | +$19.4M | +5% | 5.68% | 208% | 79 | 20.25% | 3.5 |
|
| 4113 |
4113
Peterson Wealth Services
South Ogden,
Utah
| $405M | +$13.7M | +3% | 3.31% | 160% | 223 | 5.83% | 2 |
|
| 4114 |
CWM
4114
Compass Wealth Management
Guilford,
Connecticut
| $405M | +$3.56M | +0.9% | 4.4% | 103% | 79 | 8.86% | 2.7 |
|
| 4115 |
4115
Meiji Yasuda America
New York
| $404M | -$31.1M | -7% | 3.58% | – | 58 | 5.17% | 0.2 |
|
| 4116 |
4116
COFG Advisors
Oak Brook,
Illinois
| $404M | -$488K | -0.1% | 1.71% | – | 247 | 10.12% | 0.2 |
|
| 4117 |
4117
Northeast Financial Group
Tannersville,
Pennsylvania
| $404M | -$38.2M | -9% | 0.68% | 31.6% | 103 | 17.48% | 2.2 |
|
| 4118 |
4118
Aspen Capital Management
Boise,
Idaho
| $404M | +$177K | +0% | 0.37% | – | 84 | 13.1% | 0.9 |
|
| 4119 |
4119
Keating Investment Counselors
Delray Beach,
Florida
| $404M | +$43.1M | +12% | 13.5% | 50% | 65 | 13.85% | 6.8 |
|
| 4120 |
DI
4120
Diligent Investors
Redlands,
California
| $404M | -$2.9M | -0.7% | 0.73% | 82.2% | 357 | 8.12% | 4.5 |
|
| 4121 |
MI
4121
M3F Inc
Salt Lake City,
Utah
| $404M | +$39.4M | +11% | 8.41% | 139% | 30 | 23.33% | 3.7 |
|
| 4122 |
4122
McElhenny Sheffield Capital Management
Dallas,
Texas
| $403M | -$7.55M | -2% | 0.06% | 89.1% | 115 | 30.43% | 2.3 |
|
| 4123 |
4123
Flagstone Financial Management
Lincoln,
Nebraska
| $403M | +$12.9M | +3% | 0.46% | 46.2% | 72 | 9.72% | 2.1 |
|
| 4124 |
4124
CLG LLC
Long Beach,
California
| $403M | +$1.07M | +0.3% | 3.61% | – | 149 | 14.09% | 1 |
|
| 4125 |
4125
Steamboat Capital Partners
Rye,
New York
| $403M | +$38M | +10% | 0.39% | 280% | 69 | 33.33% | 2.2 |
|