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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 |
JPC
4351
Jabodon PT Co
Reno,
Nevada
| $109M | +$31.8M | +41% | 20.7% | 61.9% | 29 | 75.86% | 0.3 |
|
| 4352 |
4352
Bennicas & Associates
Portola Valley,
California
| $109M | -$6.68M | -6% | 1.2% | 40.3% | 95 | 10.53% | 4.2 |
|
| 4353 |
4353
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $109M | – | – | 15.7% | 282% | 124 | – | 0 |
|
| 4354 |
4354
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $109M | – | – | 10.8% | 87.5% | 45 | – | 0 |
|
| 4355 |
4355
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $108M | -$12M | -10% | 13.4% | 82% | 59 | 33.9% | 1.1 |
|
| 4356 |
4356
United Bank (Georgia)
Zebulon,
Georgia
| $108M | -$18.1M | -14% | 10.5% | 81.2% | 79 | 8.86% | 1.6 |
|
| 4357 |
MI
4357
M3F Inc
Salt Lake City,
Utah
| $108M | +$4.5M | +4% | 12.8% | 139% | 40 | 32.5% | 1.2 |
|
| 4358 |
4358
Martin Capital Partners
Eugene,
Oregon
| $108M | -$3.26M | -3% | 7.15% | 42.3% | 60 | 21.67% | 0.9 |
|
| 4359 |
NS
4359
NewDay Solutions
Hampton,
New Hampshire
| $108M | – | – | 9.96% | – | 147 | – | 0 |
|
| 4360 |
4360
Johns Hopkins University
Baltimore,
Maryland
| $108M | – | – | 14.3% | 30.6% | 2 | – | 0 |
|
| 4361 |
4361
Guardian Investment Management
Tiburon,
California
| $108M | -$5.42M | -5% | 12.4% | 89.7% | 59 | 16.95% | 3.5 |
|
| 4362 |
4362
Donald L. Hagan LLC
Sarasota,
Florida
| $108M | -$20.3M | -16% | 11.7% | 47.9% | 95 | 32.63% | 2 |
|
| 4363 |
4363
Larson Financial Group
St Louis,
Missouri
| $108M | +$20.7M | +24% | 12.3% | 81.2% | 536 | 88.81% | 0.1 |
|
| 4364 |
4364
Deep Field Asset Management
Beverly Hills,
California
| $108M | – | – | 15.7% | 20.1% | 19 | – | 0 |
|
| 4365 |
4365
Glacier Peak Capital
Bellevue,
Washington
| $108M | +$16.5M | +18% | 21.4% | 11.8% | 72 | 59.72% | 0.6 |
|
| 4366 |
4366
Ironwood Investment Management
Boston,
Massachusetts
| $108M | -$35.1M | -25% | 18.1% | 164% | 166 | 13.25% | 3.9 |
|
| 4367 |
4367
Flossbach von Storch AG Zurich
Zurich,
Switzerland
| $108M | – | – | 13.4% | – | 25 | – | 0 |
|
| 4368 |
RMSCM
4368
R.M. Sincerbeaux Capital Management
New York
| $108M | -$15.5M | -13% | 13.5% | 76.4% | 57 | 14.04% | 4 |
|
| 4369 |
4369
Droms Strauss Advisors
St. Louis,
Missouri
| $108M | – | – | 14.2% | 68.7% | 33 | – | 0 |
|
| 4370 |
4370
United Capital Management of KS
Salina,
Kansas
| $108M | -$16.5M | -13% | 11.7% | 272% | 119 | 15.97% | 0.2 |
|
| 4371 |
HA
4371
Havens Advisors
New York
| $108M | -$36.6M | -25% | 9.56% | 460% | 51 | 70.59% | 0.3 |
|
| 4372 |
4372
Cincinnati Casualty Company
Fairfield,
Ohio
| $108M | -$13.6M | -11% | 10.5% | 56% | 27 | 14.81% | 3.6 |
|
| 4373 |
4373
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $108M | – | – | 12.7% | 58.7% | 42 | – | 0 |
|
| 4374 |
4374
Clearstead Trust
Portland,
Maine
| $108M | -$22.8M | -17% | 9.94% | 111% | 249 | 27.31% | 1 |
|
| 4375 |
LIC
4375
Laurus Investment Counsel
Toronto,
Canada
| $107M | -$32.1M | -23% | 17.9% | 14.1% | 32 | 12.5% | 0.9 |
|