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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
CNBTD
4301
Citizens National Bank Trust Department
Meridian,
Mississippi
| $263M | -$88.3M | -25% | 11.5% | 124% | 309 | 55.66% | 0.7 |
|
| 4302 |
4302
Copperwynd Financial
Scottsdale,
Arizona
| $263M | +$20.9M | +9% | 10.6% | 90% | 129 | 20.16% | 2.4 |
|
| 4303 |
4303
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $263M | +$42.9M | +19% | 9.68% | 81.3% | 111 | 10.81% | 2.6 |
|
| 4304 |
4304
Octahedron Capital Management
Burlingame,
California
| $263M | – | – | 11.4% | 234% | 33 | – | 0 |
|
| 4305 |
4305
HPS Investment Partners
New York
| $263M | +$117M | +80% | 14.5% | 55.9% | 6 | 33.33% | 0.8 |
|
| 4306 |
4306
Beech Hill Advisors
New York
| $263M | +$22.3M | +9% | 10.4% | 117% | 95 | 14.74% | 3.3 |
|
| 4307 |
4307
Okabena Investment Services
Minneapolis,
Minnesota
| $263M | +$73M | +38% | 6.12% | 72.4% | 202 | 54.95% | 0.5 |
|
| 4308 |
4308
Foresite Capital Management II
Larkspur,
California
| $263M | -$18.5M | -7% | 1.97% | 66.2% | 4 | 50% | 4.6 |
|
| 4309 |
4309
SMI Advisory Services
Columbus,
Indiana
| $263M | +$39.6M | +18% | 5.3% | 80.7% | 39 | 43.59% | 0.4 |
|
| 4310 |
4310
Prudent Man Advisors
Naperville,
Illinois
| $263M | -$1.53M | -0.6% | 7.25% | 92.5% | 213 | 15.49% | 1.2 |
|
| 4311 |
4311
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $263M | +$29.7M | +13% | 13% | 47.8% | 135 | 5.19% | 2.9 |
|
| 4312 |
4312
HM Capital Management
Clayton,
Missouri
| $263M | +$32.3M | +14% | 9.15% | 29.6% | 58 | 25.86% | 3.7 |
|
| 4313 |
4313
Firsthand Capital Management
San Jose,
California
| $263M | -$72.4M | -22% | 7.46% | 265% | 56 | 10.71% | 2.9 |
|
| 4314 |
4314
Verde Capital Management
Clarkston,
Michigan
| $263M | +$22.4M | +9% | 5.14% | 80.3% | 41 | 12.2% | 1.3 |
|
| 4315 |
4315
ETF Portfolio Partners
Leawood,
Kansas
| $262M | +$13M | +5% | 5.41% | 50.2% | 53 | 16.98% | 3.6 |
|
| 4316 |
4316
Aries Wealth Management
Portland,
Maine
| $262M | +$26M | +11% | 9.85% | 87.7% | 195 | 10.77% | 2.5 |
|
| 4317 |
4317
Piershale Financial Group
Barrington,
Illinois
| $262M | +$19.5M | +8% | 12% | 82% | 34 | 52.94% | 1.7 |
|
| 4318 |
4318
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $262M | +$23.4M | +10% | 0.21% | 105% | 19 | 36.84% | 0.6 |
|
| 4319 |
4319
Interactive Financial Advisors
New Lenox,
Illinois
| $262M | +$33.2M | +15% | 6.09% | 47.6% | 181 | 13.81% | 4.2 |
|
| 4320 |
4320
Ameraudi Asset Management
New York
| $262M | +$28.7M | +12% | 3.37% | 51.5% | 51 | 13.73% | 1.2 |
|
| 4321 |
4321
Astoria Strategic Wealth
Conroe,
Texas
| $262M | +$38M | +17% | 3.53% | 42.1% | 40 | 25% | 1.3 |
|
| 4322 |
4322
Denver PWM
Denver,
Colorado
| $262M | +$19.8M | +8% | 4.12% | 48.6% | 101 | 9.9% | 2 |
|
| 4323 |
4323
Oak Asset Management
Westlake Village,
California
| $262M | +$21.2M | +9% | 13.4% | 91.8% | 104 | 6.73% | 1.9 |
|
| 4324 |
4324
Syquant Capital SAS
Paris,
France
| $262M | +$97.7M | +60% | 9.45% | 160% | 63 | 65.08% | 0.3 |
|
| 4325 |
4325
White Mountains Insurance Group
Hanover,
New Hampshire
| $262M | -$54.9M | -17% | 17.3% | 105% | 1 | 0% | 1 |
|