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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Humankind Investments
New York
| $207M | -$1.7M | -0.8% | 6.1% | 62.5% | 114 | 11.4% | 1.2 |
|
| 4177 |
4177
MBM Wealth Consultants
Chesterfield,
Missouri
| $207M | +$2.86M | +1% | 3.6% | 57.1% | 292 | 9.59% | 2.5 |
|
| 4178 |
4178
Vickerman Investment Advisors
Spokane,
Washington
| $207M | -$4.08M | -2% | 3.83% | 47.3% | 75 | 12% | 1 |
|
| 4179 |
4179
Okabena Investment Services
Minneapolis,
Minnesota
| $207M | +$12.6M | +6% | 5.39% | 72.4% | 194 | 27.32% | 1.1 |
|
| 4180 |
4180
Physicians Financial Services
Raleigh,
North Carolina
| $207M | -$17.8M | -8% | 4.2% | 100% | 116 | 6.9% | 5.1 |
|
| 4181 |
4181
Hidden Lake Asset Management
New York
| $207M | -$354M | -63% | 2.54% | 849% | 45 | 84.44% | 0.2 |
|
| 4182 |
4182
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $207M | -$33.9M | -14% | 4.7% | 73.9% | 633 | 5.37% | 1.4 |
|
| 4183 |
4183
Amtrust Financial Services
New York
| $207M | -$11.2M | -5% | 4.8% | 61.9% | 21 | 9.52% | 1.5 |
|
| 4184 |
4184
Stableford Capital II
Scottsdale,
Arizona
| $207M | -$9.3M | -4% | 4.26% | 66.9% | 124 | 13.71% | 1.9 |
|
| 4185 |
4185
Horan Capital Advisors
Cincinnati,
Ohio
| $207M | -$8.76M | -4% | 5.09% | 26.6% | 92 | 8.7% | 4.4 |
|
| 4186 |
4186
SYM Financial Corp
Winona Lake,
Indiana
| $207M | -$4.92M | -2% | 6.79% | 64.3% | 124 | 23.39% | 2.4 |
|
| 4187 |
4187
Sunburst Financial Group
Vestavia Hills,
Alabama
| $206M | -$2.08M | -1% | 4.55% | 55.7% | 85 | 5.88% | 1.9 |
|
| 4188 |
4188
Oak Asset Management
Westlake Village,
California
| $206M | -$4.47M | -2% | 6.49% | 91.8% | 160 | 94.38% | 0.2 |
|
| 4189 |
4189
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $206M | -$6.58M | -3% | 7.85% | 83.4% | 69 | 20.29% | 1.3 |
|
| 4190 |
4190
Blankinship & Foster
Solana Beach,
California
| $206M | -$10.8M | -5% | 6.27% | 67.1% | 55 | 7.27% | 3.8 |
|
| 4191 |
4191
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $206M | -$20.3M | -9% | 3.9% | 350% | 10 | 10% | 2.3 |
|
| 4192 |
4192
Tenere Capital
New York
| $206M | -$6.8M | -3% | 7.19% | 131% | 26 | 38.46% | 0.4 |
|
| 4193 |
4193
Verde Capital Management
Clarkston,
Michigan
| $206M | -$12.2M | -6% | 5.2% | 80.3% | 40 | 7.5% | 1.9 |
|
| 4194 |
AFS
4194
Aft Forsyth & Sober
Valrico,
Florida
| $206M | -$9.44M | -4% | 3.95% | 94.6% | 85 | 0% | 2.2 |
|
| 4195 |
SA
4195
SAM Advisors
Oakhurst,
California
| $205M | +$5.73M | +3% | 5.06% | 57.5% | 42 | 30.95% | 0.7 |
|
| 4196 |
4196
Covenant Partners
Nashville,
Tennessee
| $205M | -$10.9M | -5% | 5.84% | 70.3% | 195 | 24.1% | 2.4 |
|
| 4197 |
4197
Bridge Advisory
Pasadena,
California
| $205M | -$2.46M | -1% | 6.6% | 6.7% | 127 | 15.75% | 1.1 |
|
| 4198 |
4198
Washington State Investment Board
Olympia,
Washington
| $205M | -$22.9M | -10% | 10.7% | 567% | 2 | 50% | 1.1 |
|
| 4199 |
4199
Jackson Square Capital
San Francisco,
California
| $205M | -$31.7M | -13% | 1.76% | 423% | 155 | 32.26% | 1.8 |
|
| 4200 |
4200
Arabesque Asset Management
London,
United Kingdom
| $205M | +$15.3M | +8% | 2.76% | 122% | 144 | 39.58% | 0.8 |
|