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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 |
WAM
4351
Westport Asset Management
Southport,
Connecticut
| $228M | +$8.63M | +4% | 4.02% | 64.2% | 76 | 1.32% | 4.2 |
|
| 4352 |
4352
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $228M | +$10.2M | +5% | 5.74% | 54.3% | 382 | 6.28% | 2.5 |
|
| 4353 |
4353
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $228M | +$58.6M | +35% | 5.6% | 44% | 67 | 13.43% | 1.4 |
|
| 4354 |
4354
Cornell Pochily Investment Advisors
Ithaca,
New York
| $227M | +$19M | +9% | 5.65% | 97% | 161 | 9.94% | 2.5 |
|
| 4355 |
4355
Delta Financial Advisors
New Orleans,
Louisiana
| $227M | +$13.5M | +6% | 7.25% | 96% | 117 | 9.4% | 1.7 |
|
| 4356 |
4356
JFG Wealth Management
Denver,
Colorado
| $227M | +$47.9M | +27% | 9.93% | 65.2% | 47 | 57.45% | 0.7 |
|
| 4357 |
SC
4357
Schulhoff & Co
Cincinnati,
Ohio
| $227M | +$8.48M | +4% | 3.21% | 51.8% | 118 | 1.69% | 5.6 |
|
| 4358 |
4358
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $227M | +$16.6M | +8% | 4.46% | 58.5% | 33 | 21.21% | 2.1 |
|
| 4359 |
4359
Oregon Health & Science University
Portland,
Oregon
| $227M | +$18.2M | +9% | 8.45% | – | 1 | 0% | 0.5 |
|
| 4360 |
4360
Phoenician Capital
New York
| $227M | +$33.4M | +17% | 0.24% | 41.1% | 15 | 26.67% | 1 |
|
| 4361 |
4361
PhiloSmith Capital
Stamford,
Connecticut
| $227M | -$4.06M | -2% | 2.6% | 47% | 32 | 9.38% | 3.6 |
|
| 4362 |
4362
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $226M | +$11M | +5% | 5.29% | 72.6% | 73 | 8.22% | 5.8 |
|
| 4363 |
4363
RDA Financial Network
Akron,
Iowa
| $226M | -$6.7M | -3% | 7.34% | 93.4% | 240 | 12.08% | 1.7 |
|
| 4364 |
4364
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $226M | -$33.3M | -13% | 6.99% | 58.6% | 308 | 53.9% | 1.6 |
|
| 4365 |
4365
TA Associates
Boston,
Massachusetts
| $226M | – | – | 0% | – | 1 | – | 0 |
|
| 4366 |
4366
Tuttle Capital Management
Riverside,
Connecticut
| $226M | -$27.1M | -11% | 4.99% | 115% | 437 | 85.58% | 0.1 |
|
| 4367 |
4367
KPCB DGF III Associates
Menlo Park,
California
| $226M | – | – | 1.55% | – | 1 | – | 0 |
|
| 4368 |
4368
Magnolia Capital Advisors
Jackson,
Mississippi
| $226M | +$175M | +347% | 5.88% | 78.7% | 155 | 56.13% | 0.4 |
|
| 4369 |
4369
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $226M | +$21.3M | +10% | 4.98% | 106% | 37 | 5.41% | 1.4 |
|
| 4370 |
4370
Guinness Atkinson Asset Management
Pasadena,
California
| $226M | +$23.5M | +12% | 10.3% | 132% | 94 | 3.19% | 3.7 |
|
| 4371 |
IBOK
4371
Independence Bank of Kentucky
Owensboro,
Kentucky
| $226M | +$19.9M | +10% | 6.23% | 80.6% | 403 | 9.93% | 2.6 |
|
| 4372 |
4372
Bank OZK
Little Rock,
Arkansas
| $226M | +$8.44M | +4% | 5.95% | 112% | 127 | 4.72% | 5 |
|
| 4373 |
4373
FC Advisory
West Chester,
Pennsylvania
| $225M | +$20M | +10% | 5.27% | 46.6% | 65 | 3.08% | 3.8 |
|
| 4374 |
DI
4374
DAGCO Inc
Westlake,
Ohio
| $225M | +$23.8M | +12% | 5.11% | 75% | 110 | 8.18% | 1.8 |
|
| 4375 |
4375
Mirsky Financial Management
Rochester,
New York
| $225M | +$9.7M | +5% | 3.86% | 39.3% | 47 | 4.26% | 1.6 |
|