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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 |
XS
4251
XR Securities
Chicago,
Illinois
| $239M | -$1.51B | -86% | 11% | 17% | 607 | 54.7% | 0.5 |
|
| 4252 |
4252
Castellan Group
Louisville,
Kentucky
| $238M | +$51.3M | +27% | 14.6% | 184% | 83 | 24.1% | 0.4 |
|
| 4253 |
4253
Founders Fund IV Management
San Francisco,
California
| $238M | -$104M | -30% | 21.1% | – | 3 | 66.67% | 0.1 |
|
| 4254 |
4254
Fulcrum Asset Management
London,
United Kingdom
| $238M | +$82.5M | +53% | 7.91% | – | 154 | 0% | 0.2 |
|
| 4255 |
SL
4255
SOF Ltd
George Town,
Cayman Islands
| $238M | +$8.71M | +4% | 3.79% | 42.3% | 1 | 0% | 4.5 |
|
| 4256 |
4256
Precept Management
Dallas,
Texas
| $238M | +$91.4M | +62% | 13.4% | 110% | 85 | 58.82% | 0.7 |
|
| 4257 |
4257
Mokosak Advisory Group
Urbandale,
Iowa
| $238M | +$15.1M | +7% | 6.23% | 59.2% | 22 | 4.55% | 1.9 |
|
| 4258 |
4258
Hayek Kallen Investment Management
Fairhope,
Alabama
| $238M | +$16M | +7% | 7.21% | 71.9% | 76 | 3.95% | 4.8 |
|
| 4259 |
4259
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $238M | +$15.9M | +7% | 6.98% | 282% | 316 | 30.38% | 0.9 |
|
| 4260 |
4260
Oak Asset Management
Westlake Village,
California
| $238M | +$52.3M | +28% | 6.2% | 91.8% | 97 | 51.55% | 1.6 |
|
| 4261 |
4261
Modus Advisors
Excelsior,
Minnesota
| $238M | +$21.9M | +10% | 7.34% | 89.5% | 269 | 64.31% | 0.4 |
|
| 4262 |
4262
Verde Capital Management
Clarkston,
Michigan
| $238M | +$10.6M | +5% | 5.33% | 80.3% | 41 | 9.76% | 1 |
|
| 4263 |
4263
Level Four Financial
Dallas,
Texas
| $237M | +$21.5M | +10% | 8.5% | – | 357 | 29.69% | 0.4 |
|
| 4264 |
4264
Ballast Inc
Lexington,
Kentucky
| $237M | +$29.2M | +14% | 6.03% | 71.3% | 96 | 8.33% | 2.6 |
|
| 4265 |
4265
American Securities
New York
| $237M | -$1.62M | -0.7% | 0.68% | – | 1 | 0% | 4.5 |
|
| 4266 |
4266
High Probability Advisors
Pittsford,
New York
| $237M | +$47M | +25% | 6.18% | 52.6% | 40 | 17.5% | 0.4 |
|
| 4267 |
4267
Stone House Capital Management
Bay Harbor Islands,
Florida
| $237M | +$105M | +80% | 0.95% | 151% | 4 | 75% | 0.4 |
|
| 4268 |
4268
Ballast Advisors
Woodbury,
Minnesota
| $236M | +$19.7M | +9% | 7.16% | 66.7% | 181 | 4.97% | 1.3 |
|
| 4269 |
4269
Navalign LLC
Encino,
California
| $236M | +$10M | +4% | 6.48% | 50.7% | 129 | 9.3% | 0.2 |
|
| 4270 |
4270
Affiance Financial
St. Louis Park,
Minnesota
| $236M | +$11.5M | +5% | 5.71% | 57.8% | 159 | 3.77% | 2.9 |
|
| 4271 |
4271
EPG Wealth Management
Atlanta,
Georgia
| $236M | +$30.1M | +15% | 6.97% | 96% | 213 | 13.15% | 0.9 |
|
| 4272 |
4272
Ativo Capital Management
Chicago,
Illinois
| $236M | +$38K | +0% | 8.59% | 63.2% | 140 | 15% | 2.5 |
|
| 4273 |
4273
Copperwynd Financial
Scottsdale,
Arizona
| $236M | +$13.1M | +6% | 8.97% | 90% | 129 | 17.05% | 2.1 |
|
| 4274 |
4274
Fourthstone LLC
St Louis,
Missouri
| $235M | +$34M | +17% | 4.54% | 104% | 73 | 58.9% | 0.4 |
|
| 4275 |
4275
Capital Planning
Bellevue,
Washington
| $235M | +$8.5M | +4% | 6.58% | 81.2% | 71 | 21.13% | 0.4 |
|