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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
Ballast Inc
Lexington,
Kentucky
| $205M | -$9.8M | -5% | 5.36% | 71.3% | 111 | 9.91% | 3.3 |
|
| 4202 |
4202
L.M. Kohn & Company
Cincinnati,
Ohio
| $204M | -$9.8M | -5% | 3.88% | 97.9% | 236 | 8.9% | 0.5 |
|
| 4203 |
4203
Davidson Capital Management
Corpus Christi,
Texas
| $204M | -$7.72M | -4% | 2.52% | 79.4% | 87 | 9.2% | 1.6 |
|
| 4204 |
4204
Enzi Wealth
Austin,
Texas
| $204M | – | – | 4.79% | 77% | 70 | – | 0 |
|
| 4205 |
CPFP
4205
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| $204M | -$52.6M | -20% | 5.36% | – | 243 | 27.98% | 1.2 |
|
| 4206 |
4206
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $204M | -$4.65M | -2% | 2.36% | 72.3% | 99 | 8.08% | 2.5 |
|
| 4207 |
4207
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $204M | +$1.65M | +0.8% | 6.08% | 164% | 90 | 44.44% | 2 |
|
| 4208 |
SEP
4208
Southland Equity Partners
Wildwood,
Missouri
| $204M | -$15.5M | -7% | 4.58% | 66.1% | 170 | 10.59% | 1.4 |
|
| 4209 |
4209
Ramius Advisors
New York
| $203M | +$1.62M | +0.8% | 6.92% | 187% | 340 | 21.18% | 0.2 |
|
| 4210 |
4210
Arjuna Capital
Durham,
North Carolina
| $203M | -$3.13M | -2% | 3.32% | 105% | 103 | 29.13% | 2.3 |
|
| 4211 |
4211
Roberts Wealth Advisors
Palo Alto,
California
| $203M | -$26.1M | -11% | 5.53% | 81.1% | 88 | 14.77% | 0.9 |
|
| 4212 |
4212
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $203M | -$20.7M | -9% | 7.75% | 116% | 19 | 0% | 6 |
|
| 4213 |
4213
Mokosak Advisory Group
Urbandale,
Iowa
| $203M | -$6.42M | -3% | 4.88% | 59.2% | 24 | 12.5% | 2.8 |
|
| 4214 |
4214
Black Swift Group
Boulder,
Colorado
| $203M | -$12.2M | -6% | 2.46% | 139% | 88 | 47.73% | 0.9 |
|
| 4215 |
4215
MSH Capital Advisors
Scottsdale,
Arizona
| $203M | -$12.2M | -6% | 5.56% | 66.5% | 197 | 7.11% | 0.7 |
|
| 4216 |
ECG
4216
EPIQ Capital Group
San Francisco,
California
| $203M | -$51.8M | -20% | 14.2% | 6.25% | 48 | 10.42% | 2 |
|
| 4217 |
IBOK
4217
Independence Bank of Kentucky
Owensboro,
Kentucky
| $203M | -$20.3M | -9% | 5.73% | 94.3% | 437 | 8.01% | 3.3 |
|
| 4218 |
4218
Stolper & Co
Tulsa,
Oklahoma
| $203M | -$10.2M | -5% | 6.93% | 77.1% | 84 | 5.95% | 2.1 |
|
| 4219 |
4219
Revolution Growth Management Company
Washington,
District of Columbia
| $203M | +$42.8M | +27% | 36.4% | 23.5% | 4 | 0% | 1.1 |
|
| 4220 |
LJHT
4220
Laurie J. Hall Trustee
| $203M | -$11M | -5% | 5.15% | 105% | 328 | 4.27% | 5.4 |
|
| 4221 |
HCA
4221
Hyperion Capital Advisors
New York
| $203M | -$11.4M | -5% | 1.56% | 86.1% | 59 | 6.78% | 1.9 |
|
| 4222 |
4222
Independent Family Office
Albany,
New York
| $203M | +$185K | +0.1% | 3.77% | 68.4% | 72 | 15.28% | 1.8 |
|
| 4223 |
4223
Engine No 1 LLC
San Francisco,
California
| $203M | -$24.2M | -11% | 6.05% | 536% | 20 | 50% | 0.6 |
|
| 4224 |
4224
State of Wyoming
Cheyenne,
Wyoming
| $203M | +$41.1M | +25% | 2.66% | 131% | 2,125 | 40.14% | 0.7 |
|
| 4225 |
4225
Financial Management Network
Mission Viejo,
California
| $203M | +$14.5M | +8% | 5.19% | 62.5% | 136 | 12.5% | 1.3 |
|