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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
SMP
4326
Santa Monica Partners
Palm Beach Gardens,
Florida
| $107M | +$14.1M | +15% | 15.9% | 135% | 27 | 3.7% | 0.5 |
|
| 4327 |
4327
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $107M | – | – | 0.02% | 31.1% | 58 | – | 0.7 |
|
| 4328 |
4328
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $107M | +$53K | +0% | 3.5% | 61% | 88 | 15.91% | 3.3 |
|
| 4329 |
4329
Kopp Investment Advisors
Bloomington,
Minnesota
| $107M | +$8.24M | +8% | 10.6% | 109% | 67 | 14.93% | 3.1 |
|
| 4330 |
4330
Trellis Advisors
Ellensburg,
Washington
| $107M | +$1.89M | +2% | 1.47% | 23.3% | 51 | 29.41% | 0.4 |
|
| 4331 |
4331
Towerpoint Wealth
Sacramento,
California
| $106M | +$16.2M | +18% | 1.46% | 67.7% | 32 | 3.13% | 0.5 |
|
| 4332 |
4332
Diametric Capital
Boston,
Massachusetts
| $106M | -$25.9M | -20% | 2.94% | 175% | 114 | 62.28% | 0.3 |
|
| 4333 |
4333
Empirical Capital Management
Hendersonville,
Tennessee
| $106M | – | – | 20.7% | – | 17 | – | 1.8 |
|
| 4334 |
4334
Siena Capital Partners
Chicago,
Illinois
| $106M | +$6.33M | +6% | 4.98% | 44.2% | 28 | 14.29% | 1.2 |
|
| 4335 |
HCM
4335
Hall Capital Management
Barrington,
Rhode Island
| $106M | +$1.8M | +2% | 2.83% | – | 84 | 4.76% | 2.8 |
|
| 4336 |
4336
Wilshire Advisors
Santa Monica,
California
| $106M | -$1.11M | -1% | 0.66% | 118% | 26 | 3.85% | 1.7 |
|
| 4337 |
4337
Tower View Wealth Management
Shorewood,
Wisconsin
| $106M | +$5.94M | +6% | 1.55% | 132% | 154 | 14.29% | 0.4 |
|
| 4338 |
WA
4338
WP Advisors
San Francisco,
California
| $106M | +$13.4M | +14% | 1.88% | 113% | 275 | 80% | 0.3 |
|
| 4339 |
4339
Lucas Capital Management
Red Bank,
New Jersey
| $106M | +$2.52M | +2% | 3.9% | 44.5% | 101 | 11.88% | 3.2 |
|
| 4340 |
AP
4340
Arlington Partners
Birmingham,
Alabama
| $106M | -$339K | -0.3% | 3.83% | 46.4% | 152 | 20.39% | 0.4 |
|
| 4341 |
4341
Sanchez Wealth Management Group
Jacksonville,
Florida
| $106M | +$6.62M | +7% | 2.82% | 56.9% | 24 | 4.17% | 0.5 |
|
| 4342 |
4342
Deane Retirement Strategies
New Orleans,
Louisiana
| $105M | +$7.48M | +8% | 8.57% | 73.4% | 68 | 14.71% | 1.5 |
|
| 4343 |
4343
Horan Securities
Cincinnati,
United States
| $105M | -$8.56M | -8% | 0.03% | 50.1% | 239 | 20.92% | 1.1 |
|
| 4344 |
4344
OmniStar Financial Group
Wilmington,
North Carolina
| $105M | +$397K | +0.4% | 1.81% | 67.1% | 108 | 20.37% | 0.4 |
|
| 4345 |
4345
Private Wealth Group
Tampa,
Florida
| $105M | +$46.1M | +78% | 2.64% | 52.9% | 28 | 35.71% | 0.3 |
|
| 4346 |
4346
Clearshares
New York
| $105M | -$6M | -5% | 0.44% | – | 37 | 18.92% | 0.4 |
|
| 4347 |
4347
Guardian Investment Management
Tiburon,
California
| $105M | +$10.8M | +12% | 1.41% | 89.7% | 57 | 17.54% | 3.3 |
|
| 4348 |
4348
Rho Capital Partners
New York
| $105M | +$33.6M | +47% | 48% | – | 5 | 20% | 1.6 |
|
| 4349 |
4349
Congress Park Capital
Saratoga Springs,
New York
| $104M | +$6.93M | +7% | 4.87% | 99.9% | 98 | 7.14% | 0.4 |
|
| 4350 |
4350
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $104M | – | – | 0.28% | 44.8% | 131 | – | 0 |
|