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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
PWS
4126
Peloton Wealth Strategists
Indianapolis,
Indiana
| $123M | -$22.5M | -15% | 12.8% | 51.3% | 61 | 11.48% | 2.7 |
|
| 4127 |
DIM
4127
DC Investments Management
Mclean,
Virginia
| $123M | -$25.2M | -17% | 5.47% | 56.3% | 343 | 51.9% | 0.5 |
|
| 4128 |
4128
Quantinno Capital Management
New York
| $123M | – | – | 12.5% | 119% | 337 | – | 0 |
|
| 4129 |
MSWM
4129
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $123M | -$6.25M | -5% | 1.42% | 53.1% | 27 | 81.48% | 0.4 |
|
| 4130 |
LD
4130
Lipe & Dalton
Syracuse,
New York
| $123M | -$23.8M | -16% | 13.4% | 101% | 73 | 10.96% | 3.1 |
|
| 4131 |
SCG
4131
Sonata Capital Group
Seattle,
Washington
| $123M | -$24.8M | -17% | 13.2% | 57.4% | 107 | 12.15% | 3.5 |
|
| 4132 |
DCM
4132
Dean Capital Management
Overland Park,
Kansas
| $123M | -$19.6M | -14% | 17.6% | 89.7% | 84 | 36.9% | 0.9 |
|
| 4133 |
PCC
4133
Park Circle Company
Baltimore,
Maryland
| $123M | -$37.1M | -23% | 10% | 70.5% | 84 | 23.81% | 2.5 |
|
| 4134 |
AGA
4134
Arkos Global Advisors
Houston,
Texas
| $122M | – | – | 8.45% | 43.6% | 54 | – | 0 |
|
| 4135 |
UWM
4135
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $122M | -$17.2M | -12% | 8.37% | 55% | 76 | 55.26% | 0.7 |
|
| 4136 |
FA
4136
Financial Advantage
Columbia,
Maryland
| $122M | -$10.2M | -8% | 10.2% | 24.3% | 101 | 69.31% | 1 |
|
| 4137 |
IAMOG
4137
Investors Asset Management of Georgia
Atlanta,
Georgia
| $122M | -$21.2M | -15% | 12.4% | 113% | 152 | 5.92% | 3.4 |
|
| 4138 |
SCM
4138
Smith Capital Management
Little Rock,
Arkansas
| $122M | – | – | 10.7% | – | 73 | – | 0 |
|
| 4139 |
HIM
4139
Harbour Investment Management
Edmonds,
Washington
| $122M | -$15.1M | -11% | 9.87% | 58.8% | 67 | 11.94% | 4.5 |
|
| 4140 |
OCP
4140
Oakcliff Capital Partners
New York
| $122M | -$13.1M | -10% | 14.6% | 133% | 11 | 9.09% | 1.2 |
|
| 4141 |
PGM
4141
Parian Global Management
Pound Ridge,
New York
| $122M | – | – | 21.9% | 65.2% | 15 | – | 0 |
|
| 4142 |
MP
4142
Meghalaya Partners
Greenwich,
Connecticut
| $121M | -$255M | -68% | 19.1% | – | 25 | 32% | 0.8 |
|
| 4143 |
BAM
4143
Boyar Asset Management
New York
| $121M | -$25.4M | -17% | 12.6% | 75.5% | 76 | 13.16% | 3.9 |
|
| 4144 |
LRIA
4144
Leonard Rickey Investment Advisors
Yakima,
Washington
| $121M | -$15.8M | -12% | 11.4% | 55.9% | 79 | 32.91% | 0.8 |
|
| 4145 |
PC
4145
Pecaut & Co
Sioux City,
Iowa
| $121M | -$23.3M | -16% | 14.2% | 67.6% | 76 | 18.42% | 2.4 |
|
| 4146 |
LC
4146
LCNB Corp
Lebanon,
Ohio
| $121M | -$20.4M | -14% | 10.6% | 75.2% | 150 | 14% | 1.3 |
|
| 4147 |
PWM
4147
Paulson Wealth Management
Wheaton,
Illinois
| $121M | +$9.69M | +9% | 10.6% | 57.1% | 141 | 29.79% | 0.8 |
|
| 4148 |
CCG
4148
Ceeto Capital Group
Coral Gables,
Florida
| $121M | -$24.6M | -17% | 15.3% | 94.4% | 141 | 15.6% | 1 |
|
| 4149 |
PI
4149
Pathlight Investors
Phoenix,
Arizona
| $121M | – | – | 12.6% | – | 105 | – | 0 |
|
| 4150 |
AIA
4150
Allied Investment Advisors
Billings,
Montana
| $121M | -$13.5M | -10% | 12.2% | 68.4% | 44 | 2.27% | 1 |
|