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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Nicollet Investment Management
Minneapolis,
Minnesota
| $246M | +$17.4M | +8% | 9.27% | 104% | 70 | 11.43% | 2.7 |
|
| 4202 |
4202
Academy Capital Management
Waco,
Texas
| $245M | -$274M | -53% | 4.93% | 71.2% | 38 | 36.84% | 2.7 |
|
| 4203 |
4203
Biltmore Wealth Management
Tempe,
Arizona
| $245M | +$15.3M | +7% | 5.08% | 59.8% | 50 | 12% | 1.9 |
|
| 4204 |
4204
Highside Global Management
Dallas,
Texas
| $245M | -$998K | -0.4% | 9.01% | 11.1% | 18 | 33.33% | 0.5 |
|
| 4205 |
4205
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $245M | +$14.4M | +6% | 6.57% | 115% | 38 | 0% | 5.2 |
|
| 4206 |
4206
Lodbrok Capital
London,
United Kingdom
| $245M | +$222M | +963% | 11.4% | 25.9% | 3 | 66.67% | 0.2 |
|
| 4207 |
KRC
4207
Kehrs Ridge Capital
Holmdel,
New Jersey
| $245M | +$60.8M | +33% | 5.59% | – | 47 | 82.98% | 0.1 |
|
| 4208 |
4208
Sage Capital Advisors
Sioux Falls,
South Dakota
| $245M | +$22M | +10% | 6.36% | 105% | 115 | 15.65% | 2 |
|
| 4209 |
4209
Somerset Trust
Somerset,
Pennsylvania
| $245M | +$12.9M | +6% | 5.55% | 80.5% | 133 | 8.27% | 4.2 |
|
| 4210 |
4210
United Capital Management of KS
Salina,
Kansas
| $245M | +$27.3M | +13% | 10.2% | 272% | 97 | 11.34% | 1.7 |
|
| 4211 |
4211
BHK Investment Advisors
Birmingham,
Alabama
| $245M | +$29.5M | +14% | 5.54% | 54.6% | 67 | 8.96% | 2.5 |
|
| 4212 |
4212
Courage Miller Partners
Norfolk,
Virginia
| $245M | +$14.4M | +6% | 4.89% | 43.5% | 86 | 4.65% | 5.2 |
|
| 4213 |
4213
Marvin & Palmer Associates
Wilmington,
Delaware
| $245M | +$19.6M | +9% | 11.8% | 392% | 40 | 62.5% | 0.8 |
|
| 4214 |
4214
Searle & Co
Greenwich,
Connecticut
| $245M | +$20.3M | +9% | 8.12% | 93.8% | 151 | 9.27% | 3.3 |
|
| 4215 |
ETI
4215
Enterprise Trust & Investment
Los Gatos,
California
| $244M | +$20.8M | +9% | 9.92% | 58.6% | 221 | 25.79% | 1.4 |
|
| 4216 |
4216
Physicians Financial Services
Raleigh,
North Carolina
| $244M | +$10.5M | +4% | 7.71% | 100% | 121 | 12.4% | 4 |
|
| 4217 |
4217
Old Mission Investment Co
Traverse City,
Michigan
| $244M | +$28.8M | +13% | 7.03% | 82% | 108 | 8.33% | 1.2 |
|
| 4218 |
4218
Front Row Advisors
Tiburon,
California
| $244M | +$37.3M | +18% | 10.2% | 142% | 1,014 | 10.85% | 2.4 |
|
| 4219 |
4219
Windward Private Wealth Management
Overland Park,
Kansas
| $244M | +$18.4M | +8% | 3.78% | 35.5% | 45 | 0% | 0.5 |
|
| 4220 |
MAM
4220
Miria Asset Management
St. Julians,
Malta
| $243M | +$25.6M | +12% | 15.1% | 265% | 43 | 65.12% | 0.2 |
|
| 4221 |
4221
Vivid Financial Management
Orcutt,
California
| $243M | +$25.8M | +12% | 6.72% | – | 161 | 17.39% | 0.8 |
|
| 4222 |
4222
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $243M | +$16.8M | +7% | 7.83% | 95.9% | 132 | 6.06% | 1.2 |
|
| 4223 |
4223
Heritage Way Advisors
Rockford,
Illinois
| $243M | +$15.2M | +7% | 7.24% | 79.4% | 69 | 5.8% | 2.8 |
|
| 4224 |
4224
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $243M | +$5.99M | +3% | 10.2% | 2,136% | 21 | 9.52% | 1 |
|
| 4225 |
4225
Virtus ETF Advisers
New York
| $243M | +$6.44M | +3% | 5.45% | 177% | 410 | 16.1% | 1.5 |
|