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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
St. Clair Advisors
Mayfield Hts,
Ohio
| $229M | +$70.2M | +44% | 6.83% | 77.5% | 81 | 29.63% | 1 |
|
| 4277 |
4277
Passive Capital Management
Baltimore,
Maryland
| $229M | +$9.41M | +4% | 3.24% | 37.7% | 53 | 1.89% | 1 |
|
| 4278 |
E
4278
ETFidea
Syracuse,
New York
| $229M | +$12.8M | +6% | 4.86% | 22.7% | 108 | 5.56% | 1.1 |
|
| 4279 |
4279
Shoker Investment Counsel
Oxford,
Ohio
| $229M | +$5.81M | +3% | 4.69% | 88.9% | 93 | 5.38% | 5.1 |
|
| 4280 |
4280
BHK Investment Advisors
Birmingham,
Alabama
| $229M | +$51M | +29% | 5.47% | 54.6% | 66 | 22.73% | 3.5 |
|
| 4281 |
4281
Shaker Financial Services
Arlington,
Virginia
| $229M | +$15.1M | +7% | 1.56% | 12.9% | 174 | 28.16% | 1.6 |
|
| 4282 |
4282
Kize Capital
New York
| $229M | -$10.2M | -4% | 1.83% | 34.7% | 6 | 0% | 1.8 |
|
| 4283 |
4283
KEB Asset Management
Springfield,
Illinois
| $229M | +$40.5M | +22% | 3.7% | 68.9% | 62 | 12.9% | 0.9 |
|
| 4284 |
4284
Aspen Grove Capital
Avon,
Colorado
| $229M | +$12.5M | +6% | 6.57% | 90% | 178 | 23.03% | 0.2 |
|
| 4285 |
4285
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $229M | +$11.7M | +5% | 1.85% | 87.3% | 84 | 5.95% | 6.5 |
|
| 4286 |
4286
Divisadero Street Capital Management
Miami,
Florida
| $229M | +$94.9M | +71% | 26.5% | 718% | 71 | 77.46% | 0.3 |
|
| 4287 |
AWA
4287
Aquire Wealth Advisors
South Jordan,
Utah
| $229M | +$27.5M | +14% | 5.64% | 60.2% | 39 | 10.26% | 1 |
|
| 4288 |
4288
JRM Investment Counsel
Omaha,
Nebraska
| $228M | -$4.75M | -2% | 2.02% | 65.5% | 22 | 9.09% | 4.2 |
|
| 4289 |
NAH
4289
Neumann Advisory (HK)
Central,
Hong Kong
| $228M | +$65.5M | +40% | 53.9% | 77.3% | 14 | 0% | 3.2 |
|
| 4290 |
4290
Landmark Financial Advisors
Bowling Green,
Kentucky
| $228M | +$11M | +5% | 3.4% | 11.8% | 91 | 8.79% | 4.3 |
|
| 4291 |
4291
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $228M | +$17.5M | +8% | 4.62% | 56.7% | 322 | 15.53% | 1.5 |
|
| 4292 |
4292
Neumann Capital Management
Foster City,
California
| $228M | +$14.5M | +7% | 7.98% | 89.9% | 90 | 1.11% | 6 |
|
| 4293 |
4293
Childress Capital Advisors
Houston,
Texas
| $227M | -$74M | -25% | 3.86% | 107% | 182 | 55.49% | 1.8 |
|
| 4294 |
4294
Denver PWM
Denver,
Colorado
| $227M | +$16.5M | +8% | 4.84% | 48.6% | 106 | 15.09% | 2.5 |
|
| 4295 |
4295
Gunma Bank
Gunma,
Japan
| $227M | +$25.8M | +13% | 1.42% | 24.5% | 47 | 19.15% | 1 |
|
| 4296 |
4296
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $227M | -$11.2M | -5% | 4.72% | 96.7% | 1 | 0% | 3.3 |
|
| 4297 |
4297
SQN Investors
Menlo Park,
California
| $227M | -$31M | -12% | 20.2% | – | 20 | 45% | 1.3 |
|
| 4298 |
4298
Sanchez Wealth Management Group
Jacksonville,
Florida
| $227M | +$23.1M | +11% | 4.84% | 61.1% | 35 | 2.86% | 3 |
|
| 4299 |
4299
Mountain Capital Investment Advisors
Westminster,
Colorado
| $227M | +$7.05M | +3% | 4.34% | 70.1% | 80 | 27.5% | 1.8 |
|
| 4300 |
4300
Carr Financial Group
Worcester,
Massachusetts
| $227M | +$37M | +19% | 5.75% | 66.1% | 184 | 19.02% | 0.2 |
|