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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
QCIG
4276
Quad-Cities Investment Group
Davenport,
Iowa
| $114M | +$5.98M | +6% | 4.53% | 61% | 900 | 6.78% | 1.1 |
|
| 4277 |
GIM
4277
Guardian Investment Management
Tiburon,
California
| $114M | +$8.99M | +9% | 7.44% | 89.7% | 54 | 3.7% | 13.9 |
|
| 4278 |
QPWM
4278
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $114M | +$10.9M | +11% | 8.69% | 87.9% | 103 | 6.8% | 2.5 |
|
| 4279 |
SNBOSCI
4279
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $113M | +$6.67M | +6% | 7.83% | 61% | 94 | 18.09% | 12.8 |
|
| 4280 |
ETM
4280
Euclidean Technologies Management
Seattle,
Washington
| $113M | +$6.07M | +6% | 5.58% | 124% | 68 | 14.71% | 6.8 |
|
| 4281 |
IWMA
4281
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $113M | +$6.57M | +6% | 2.35% | 31.1% | 60 | 6.67% | 3.6 |
|
| 4282 |
VIM
4282
Vista Investment Management
Pittsburgh,
Pennsylvania
| $113M | +$10.8M | +11% | 4.2% | 54.4% | 146 | 7.53% | 2.7 |
|
| 4283 |
WSL
4283
Western Standard LLC
Los Angeles,
California
| $113M | +$14.4M | +15% | 5.13% | 83.7% | 61 | 39.34% | 3 |
|
| 4284 |
TA
4284
Trellis Advisors
Ellensburg,
Washington
| $113M | +$6.56M | +6% | 5.27% | 23.3% | 49 | 14.29% | 2.3 |
|
| 4285 |
HFA
4285
HC Financial Advisors
Lafayette,
California
| $113M | +$10.5M | +10% | 7.22% | 31.2% | 68 | 5.88% | 2.8 |
|
| 4286 |
SC
4286
Sagil Capital
London,
United Kingdom
| $113M | +$298K | +0.3% | 1.5% | 104% | 27 | 55.56% | 1.6 |
|
| 4287 |
RCM
4287
RB Capital Management
Reno,
Nevada
| $113M | -$22.3M | -16% | 7.17% | 79.4% | 147 | 23.13% | 5.6 |
|
| 4288 |
ACM
4288
Axel Capital Management
New York
| $113M | +$5.27M | +5% | 8.11% | 194% | 34 | 41.18% | 4.4 |
|
| 4289 |
AIA
4289
Armor Investment Advisors
Raleigh,
North Carolina
| $113M | +$1.26M | +1% | 4.99% | 56.6% | 153 | 11.11% | 6.1 |
|
| 4290 |
EIP
4290
Edgbaston Investment Partners
| $112M | +$11.3M | +11% | 11.1% | 4.67% | 2 | 0% | 3 |
|
| 4291 |
LFGH
4291
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $112M | +$4.34M | +4% | 6.68% | 12.9% | 34 | 17.65% | 2.3 |
|
| 4292 |
FMB
4292
Field & Main Bank
Henderson,
Kentucky
| $112M | +$2.16M | +2% | 8.26% | 107% | 229 | 3.49% | 12.2 |
|
| 4293 |
SSW
4293
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $112M | – | – | 7.69% | 90.2% | 118 | – | 5.3 |
|
| 4294 |
MCP
4294
Martin Capital Partners
Eugene,
Oregon
| $112M | +$13.7M | +14% | 5.79% | 42.3% | 58 | 22.41% | 2.2 |
|
| 4295 |
PWM
4295
Paulson Wealth Management
Wheaton,
Illinois
| $111M | +$10.2M | +10% | 4.38% | 57.1% | 129 | 15.5% | 2.4 |
|
| 4296 |
MC
4296
Matisse Capital
Portland,
Oregon
| $111M | -$15M | -12% | 2.59% | 66.9% | 133 | 18.8% | 6 |
|
| 4297 |
CPC
4297
Congress Park Capital
Saratoga Springs,
New York
| $111M | +$7.16M | +7% | 8.69% | 95.6% | 106 | 13.21% | 2.6 |
|
| 4298 |
AWM
4298
Aries Wealth Management
Portland,
Maine
| $111M | +$3.19M | +3% | 7% | 75% | 142 | 9.15% | 2.7 |
|
| 4299 |
DIS
4299
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $111M | +$2.97M | +3% | 6.51% | 86% | 43 | 6.98% | 12.9 |
|
| 4300 |
FM
4300
Fondren Management
Houston,
Texas
| $111M | -$19.2M | -15% | 1.07% | 14.2% | 106 | 59.43% | 1.7 |
|