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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Strategic Investment Solutions
Orland Park,
Illinois
| $437M | +$23.3M | +6% | 15.3% | – | 759 | 16.21% | 1.9 |
|
| 4252 |
4252
Westend Capital Management
Sausalito,
California
| $437M | +$104M | +31% | 21.9% | – | 309 | 40.13% | 1.6 |
|
| 4253 |
4253
IDG-Accel China Capital II Associates
Palo Alto,
California
| $437M | -$231M | -35% | 34.4% | – | 1 | 0% | 0.5 |
|
| 4254 |
4254
City State Bank
Norwalk,
Iowa
| $436M | +$51.1M | +13% | 19.8% | 79.1% | 821 | 5.97% | 3.3 |
|
| 4255 |
4255
Boltwood Capital Management
Walnut Creek,
California
| $436M | +$44.3M | +11% | 13.4% | 63% | 195 | 7.18% | 6.5 |
|
| 4256 |
AWA
4256
Aquire Wealth Advisors
South Jordan,
Utah
| $436M | +$55.8M | +15% | 11.9% | 60.2% | 55 | 12.73% | 2.9 |
|
| 4257 |
4257
Prosperity Planning
Kansas City,
Missouri
| $436M | +$41.6M | +11% | 7.89% | 43.5% | 120 | 8.33% | 3.2 |
|
| 4258 |
4258
Monarch Capital Management
Fort Wayne,
Indiana
| $436M | +$27.6M | +7% | 12.9% | 77% | 132 | 5.3% | 8.4 |
|
| 4259 |
4259
Bare Financial Services
Gap,
Pennsylvania
| $436M | +$57.5M | +15% | 11.3% | – | 1,946 | 19.42% | 0.8 |
|
| 4260 |
4260
Able Wealth Management
Toms River,
New Jersey
| $436M | +$61.8M | +17% | 13.2% | 58.1% | 206 | 44.66% | 1 |
|
| 4261 |
4261
Peak Financial Management
Wellesley,
Massachusetts
| $436M | +$41.6M | +11% | 10.3% | 58.2% | 120 | 21.67% | 4.2 |
|
| 4262 |
4262
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| $435M | +$4M | +0.9% | 10.2% | – | 2 | 0% | 1.3 |
|
| 4263 |
4263
Goodman Advisory Group
Needham,
Massachusetts
| $435M | +$49.6M | +13% | 20.4% | 88.8% | 185 | 63.78% | 1.6 |
|
| 4264 |
LCM
4264
Lionstone Capital Management
New York
| $435M | +$22M | +5% | 5.77% | 74.1% | 12 | 8.33% | 4.8 |
|
| 4265 |
4265
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $435M | +$56M | +15% | 14.6% | 80% | 98 | 16.33% | 5.1 |
|
| 4266 |
4266
One Charles Private Wealth Services
Hingham,
Massachusetts
| $434M | +$34.8M | +9% | 11.8% | 99.7% | 180 | 13.89% | 2.9 |
|
| 4267 |
4267
Cape Ann Asset Management
London,
United Kingdom
| $434M | -$5.9M | -1% | 2.09% | 199% | 12 | 8.33% | 2.5 |
|
| 4268 |
4268
Carr Financial Group
Worcester,
Massachusetts
| $434M | +$55.3M | +15% | 15.1% | 66.1% | 190 | 12.63% | 2.4 |
|
| 4269 |
4269
New Republic Capital
Charlotte,
North Carolina
| $434M | +$137M | +46% | 18.2% | 91.4% | 372 | 21.51% | 1.8 |
|
| 4270 |
NICM
4270
Neo Ivy Capital Management
New York
| $434M | +$55M | +14% | 22% | – | 520 | 73.08% | 0.3 |
|
| 4271 |
4271
Hussman Strategic Advisors
Ellicott City,
Maryland
| $434M | -$28.5M | -6% | 8.02% | 41.6% | 334 | 50.6% | 2 |
|
| 4272 |
DCM
4272
Divisar Capital Management
San Francisco,
California
| $434M | +$41.6M | +11% | 48.4% | 194% | 28 | 7.14% | 3.5 |
|
| 4273 |
4273
Seafarer Capital Partners
Larkspur,
California
| $434M | -$1.86M | -0.4% | 5.28% | 43% | 9 | 0% | 3.6 |
|
| 4274 |
CEI
4274
Clark Estates Inc
New York
| $434M | +$17.5M | +4% | 6.94% | 34.5% | 108 | 26.85% | 2.5 |
|
| 4275 |
4275
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $434M | +$47.9M | +12% | 12.1% | 47.9% | 1,354 | 8.57% | 1.4 |
|