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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Squar Milner Financial Services
Irvine,
California
| $113M | +$34.3M | +43% | 2.37% | – | 857 | 80.98% | 0.1 |
|
| 4227 |
4227
Signia Capital Management
Spokane,
Washington
| $113M | +$14.8M | +15% | 17.2% | 27% | 27 | 18.52% | 1.7 |
|
| 4228 |
4228
PFG Advisors
Phoenix,
Arizona
| $113M | +$7.78M | +7% | 1.11% | 82.7% | 155 | 15.48% | 0.4 |
|
| 4229 |
4229
Kendall Capital Management
Rockville,
Maryland
| $113M | -$2.16M | -2% | 0.64% | 120% | 114 | 14.04% | 0.4 |
|
| 4230 |
4230
Mork Capital Management
Healdsburg,
California
| $113M | +$8.87M | +8% | 1.33% | 61.9% | 101 | 5.94% | 1.7 |
|
| 4231 |
4231
Virtus ETF Advisers
New York
| $113M | -$2.14M | -2% | 10.3% | 177% | 280 | 18.93% | 1 |
|
| 4232 |
4232
Spectrum Asset Management (California)
Newport Beach,
California
| $113M | -$701K | -0.6% | 4.54% | 68.3% | 72 | 13.89% | 1.8 |
|
| 4233 |
4233
Burford Capital Investment Management
Chicago,
Illinois
| $113M | +$8.92M | +9% | 0.59% | 46.3% | 6 | 66.67% | 0.3 |
|
| 4234 |
4234
Norwest Venture Partners X
Palo Alto,
California
| $113M | -$12.2M | -10% | 6.56% | 11.3% | 3 | 0% | 2.6 |
|
| 4235 |
4235
LexAurum Advisors
Overland Park,
Kansas
| $113M | -$5.53M | -5% | 1.12% | – | 161 | 21.12% | 0.4 |
|
| 4236 |
4236
Bennicas & Associates
Portola Valley,
California
| $113M | +$563K | +0.5% | 2.2% | 40.3% | 92 | 4.35% | 3.8 |
|
| 4237 |
4237
Sagil Capital
London,
United Kingdom
| $112M | -$45M | -29% | 15.9% | 104% | 25 | 40% | 0.4 |
|
| 4238 |
4238
Paragon Capital Management (Colorado)
Denver,
Colorado
| $112M | -$115M | -50% | 5.81% | 109% | 221 | 14.48% | 1.2 |
|
| 4239 |
4239
Marino Stram & Associates
Braintree,
Massachusetts
| $112M | +$4.4M | +4% | 2.05% | 72.2% | 556 | 21.76% | 0.4 |
|
| 4240 |
EWG
4240
Executive Wealth Group
Kirkland,
Washington
| $112M | -$3.75M | -3% | 0.25% | 14.9% | 36 | 2.78% | 0.5 |
|
| 4241 |
4241
Ridgewood Investments
Springfield,
New Jersey
| $112M | +$3.55M | +3% | 0.68% | – | 162 | 13.58% | 1.2 |
|
| 4242 |
IC
4242
Immersion Capital
London,
United Kingdom
| $112M | -$186M | -62% | 18.5% | 63.4% | 3 | 33.33% | 0.5 |
|
| 4243 |
4243
Jackson Financial Management
Costa Mesa,
California
| $112M | +$3.24M | +3% | 3.05% | – | 44 | 27.27% | 0.4 |
|
| 4244 |
4244
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $112M | +$1.85M | +2% | 2.45% | 65.5% | 274 | 5.11% | 1.4 |
|
| 4245 |
WA1
4245
Wimmer Associates 1
Pasadena,
California
| $112M | -$1.29M | -1% | 3.13% | 78.9% | 110 | 10.91% | 2.2 |
|
| 4246 |
SWM
4246
Strategic Wealth Management
Kirkland,
Washington
| $112M | -$6.13M | -5% | 0.52% | 52.8% | 27 | 33.33% | 1.1 |
|
| 4247 |
4247
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $112M | -$3.44M | -3% | 0.41% | 49.6% | 39 | 7.69% | 0.4 |
|
| 4248 |
4248
Cascade Investment Advisors
Oregon City,
Oregon
| $112M | -$15M | -12% | 4.18% | 71.4% | 234 | 27.35% | 1.3 |
|
| 4249 |
4249
Kiley Juergens Wealth Management
Olympia,
Washington
| $112M | +$19.8M | +22% | 3.77% | 106% | 736 | 88.99% | 0.1 |
|
| 4250 |
4250
Clearstead Trust
Portland,
Maine
| $112M | -$4.58M | -4% | 4.77% | 111% | 218 | 51.38% | 0.7 |
|