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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
EDMP Inc
Lutz,
Florida
| $106M | +$9.12M | +9% | 9.23% | 71.6% | 58 | 8.62% | 3.3 |
|
| 4352 |
4352
JVL Associates
Wyoming,
Michigan
| $106M | +$3.55M | +3% | 2.46% | 81% | 39 | 7.69% | 0.7 |
|
| 4353 |
4353
Old North State Trust
Greensboro,
North Carolina
| $106M | – | – | 5.66% | – | 382 | – | 0 |
|
| 4354 |
4354
Wilshire Advisors
Santa Monica,
California
| $106M | -$209K | -0.2% | 1.47% | 118% | 29 | 13.79% | 1.8 |
|
| 4355 |
4355
Avondale Wealth Management
West Lake Hills,
Texas
| $106M | -$14.9M | -12% | 5.75% | 83.8% | 100 | 7% | 0.7 |
|
| 4356 |
4356
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $106M | -$2.25M | -2% | 7.74% | 70.6% | 500 | 43% | 0.8 |
|
| 4357 |
4357
Clifford Capital Partners
Alpine,
Utah
| $106M | +$9.34M | +10% | 4.94% | 77.3% | 33 | 9.09% | 0.7 |
|
| 4358 |
4358
Cordasco Financial Network
Naples,
Florida
| $105M | +$3.2M | +3% | 5.19% | 31.1% | 416 | 14.18% | 2.3 |
|
| 4359 |
4359
UBP Investment Advisors
Geneva,
Switzerland
| $105M | +$19.8M | +23% | 1.36% | 11.2% | 60 | 30% | 0.5 |
|
| 4360 |
4360
Penbrook Management
New York
| $104M | +$443K | +0.4% | 5.86% | 107% | 116 | 14.66% | 3.1 |
|
| 4361 |
4361
Orser Capital Management
Southlake,
Texas
| $104M | -$10.6M | -9% | 11.4% | 128% | 97 | 21.65% | 0.6 |
|
| 4362 |
4362
Washington Capital Management
Seattle,
Washington
| $104M | +$6.92M | +7% | 6.96% | 81.8% | 108 | 10.19% | 2.3 |
|
| 4363 |
ILM
4363
Indigo Latam Management
Phoenix,
Arizona
| $104M | +$33.2M | +47% | 46.9% | 39.3% | 1 | 0% | 4.8 |
|
| 4364 |
MI
4364
M3F Inc
Salt Lake City,
Utah
| $104M | +$11.4M | +12% | 2.12% | 139% | 30 | 16.67% | 1.3 |
|
| 4365 |
LI
4365
Longer Investments
Fayetteville,
Arkansas
| $104M | +$837K | +0.8% | 3.97% | 20.4% | 35 | 28.57% | 2.7 |
|
| 4366 |
4366
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $104M | +$3.75M | +4% | 5.77% | 64.5% | 341 | 9.97% | 0.7 |
|
| 4367 |
CHA
4367
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $104M | +$10.5M | +11% | 7.99% | 39.7% | 127 | 12.6% | 0.7 |
|
| 4368 |
4368
Mountain Capital Investment Advisors
Westminster,
Colorado
| $103M | +$941K | +0.9% | 5.53% | 63.3% | 52 | 26.92% | 0.6 |
|
| 4369 |
4369
Mendel Money Management
Northbrook,
Illinois
| $103M | – | – | 7.45% | 75.4% | 46 | – | 3 |
|
| 4370 |
4370
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $103M | +$7.22M | +8% | 8.92% | 61.1% | 116 | 11.21% | 3.1 |
|
| 4371 |
4371
Maso Capital Partners
Hong Kong
| $103M | -$73.6M | -42% | 17.7% | 8.67% | 28 | 71.43% | 0.4 |
|
| 4372 |
SSCM
4372
Summit Street Capital Management
New York
| $103M | -$523K | -0.5% | 6.62% | 217% | 33 | 12.12% | 1.8 |
|
| 4373 |
4373
Performa Ltd (US)
Charleston,
South Carolina
| $103M | +$10.1M | +11% | 6.68% | 55.8% | 2 | 0% | 0.5 |
|
| 4374 |
4374
Horan Securities
Cincinnati,
United States
| $103M | -$2.61M | -2% | 2.18% | 50.1% | 233 | 11.16% | 1.3 |
|
| 4375 |
4375
Concorde Asset Management
Ann Arbor,
Michigan
| $102M | +$14.8M | +17% | 5.65% | – | 153 | 26.14% | 1.4 |
|