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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 |
4126
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $285M | +$29.3M | +11% | 11.2% | 80% | 84 | 8.33% | 4.2 |
|
| 4127 |
IBOK
4127
Independence Bank of Kentucky
Owensboro,
Kentucky
| $285M | +$47.9M | +20% | 11.3% | 94.3% | 539 | 14.47% | 3.4 |
|
| 4128 |
4128
Arcus Capital Partners
Atlanta,
Georgia
| $285M | -$41.2M | -13% | 23% | 69.2% | 144 | 38.89% | 2.7 |
|
| 4129 |
4129
Collective Family Office
York,
Pennsylvania
| $284M | +$27.8M | +11% | 8.55% | 52.5% | 189 | 19.58% | 1.8 |
|
| 4130 |
4130
O'Brien Greene & Co
Media,
Pennsylvania
| $284M | +$11M | +4% | 6.11% | 81.4% | 135 | 10.37% | 3.4 |
|
| 4131 |
4131
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $284M | +$171M | +152% | 18.4% | 172% | 8 | 37.5% | 1.3 |
|
| 4132 |
HA
4132
Hamel Associates
Chatham,
New Jersey
| $284M | +$10M | +4% | 6.75% | 50.6% | 76 | 13.16% | 6.2 |
|
| 4133 |
4133
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $283M | +$22.5M | +9% | 9.47% | 73.9% | 618 | 13.92% | 2.2 |
|
| 4134 |
4134
Day & Ennis
Macon,
Georgia
| $283M | +$15M | +6% | 7.82% | 15.2% | 130 | 12.31% | 3.7 |
|
| 4135 |
4135
HST Ventures
Park City,
Utah
| $283M | +$3.9M | +1% | 18.8% | 8.24% | 63 | 52.38% | 0.5 |
|
| 4136 |
4136
Smith & Howard Wealth Management
Atlanta,
Georgia
| $283M | -$2.27M | -0.8% | 8.55% | 43.8% | 76 | 15.79% | 4.6 |
|
| 4137 |
4137
Gray Foundation
Cohoes,
New York
| $283M | – | – | 17% | – | 11 | – | 0 |
|
| 4138 |
4138
Compton Financial Group
Towson,
Maryland
| $283M | +$19.4M | +7% | 7.87% | 37.7% | 35 | 14.29% | 2.2 |
|
| 4139 |
4139
Numerai
San Francisco,
California
| $282M | -$18.4M | -6% | 14.2% | 52.7% | 335 | 65.37% | 0.2 |
|
| 4140 |
4140
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $282M | +$33.5M | +13% | 8.53% | 47.2% | 69 | 21.74% | 1.9 |
|
| 4141 |
SM
4141
Samjo Management
New York
| $282M | – | – | 19% | – | 50 | – | 0 |
|
| 4142 |
4142
Weybosset Research & Management
Province,
Rhode Island
| $282M | +$31.2M | +12% | 12.8% | 74.8% | 48 | 18.75% | 4.3 |
|
| 4143 |
4143
Everhart Financial Group
Dublin,
Ohio
| $282M | +$46.5M | +20% | 12% | 123% | 251 | 19.52% | 1.5 |
|
| 4144 |
EGA
4144
E&G Advisors
Houston,
Texas
| $282M | +$8.69M | +3% | 10.4% | 97.7% | 200 | 6.5% | 2 |
|
| 4145 |
4145
Terril Brothers
St. Louis,
Missouri
| $282M | +$75.7M | +37% | 13.9% | 94.4% | 62 | 9.68% | 3.8 |
|
| 4146 |
4146
Krensavage Asset Management
New York
| $282M | +$10.2M | +4% | 4.24% | 124% | 16 | 50% | 3.2 |
|
| 4147 |
4147
Claar Advisors
New York
| $282M | +$29.5M | +12% | 14.4% | 65.5% | 34 | 8.82% | 3.5 |
|
| 4148 |
4148
GR Financial Group
Tucson,
Arizona
| $282M | -$76.3M | -21% | 11.1% | 75.4% | 15 | 20% | 0.8 |
|
| 4149 |
4149
Birinyi Associates
Westport,
Connecticut
| $281M | +$30.9M | +12% | 12.5% | 133% | 62 | 24.19% | 6.1 |
|
| 4150 |
4150
Capital Planning
Bellevue,
Washington
| $281M | +$27.5M | +11% | 13.2% | 81.2% | 78 | 12.82% | 2.1 |
|