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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
Hayek Kallen Investment Management
Fairhope,
Alabama
| $221M | +$4.11M | +2% | 7.83% | 71.9% | 86 | 5.81% | 5.4 |
|
| 4352 |
4352
LCNB Corp
Lebanon,
Ohio
| $221M | +$5.69M | +3% | 5.26% | 75.2% | 176 | 4.55% | 3.9 |
|
| 4353 |
PCA
4353
Prospect Capital Advisors
Sausalito,
California
| $221M | +$27.7M | +14% | 9.69% | 202% | 34 | 17.65% | 2.4 |
|
| 4354 |
4354
Madison International Realty Holdings
New York
| $221M | -$9.7M | -4% | 2.2% | – | 3 | 0% | 5.2 |
|
| 4355 |
WC
4355
Weil Company
San Diego,
California
| $220M | +$658K | +0.3% | 7.42% | 71.7% | 154 | 17.53% | 2.4 |
|
| 4356 |
4356
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $220M | +$36.9M | +20% | 20.2% | 36.7% | 4 | 0% | 5 |
|
| 4357 |
4357
Brightlight Capital Management
Westport,
Connecticut
| $220M | -$15.8M | -7% | 13.9% | 202% | 13 | 30.77% | 2 |
|
| 4358 |
4358
Solidarity Wealth
Lehi,
Utah
| $220M | – | – | 9.36% | 85.9% | 93 | – | 0.8 |
|
| 4359 |
WWMSC
4359
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $220M | +$58.5M | +36% | 3.38% | 36.4% | 243 | 15.23% | 2.7 |
|
| 4360 |
4360
Rather & Kittrell
Knoxville,
Tennessee
| $220M | +$32M | +17% | 3.71% | 41.1% | 59 | 5.08% | 1 |
|
| 4361 |
IAA
4361
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $220M | +$1.98M | +0.9% | 2.86% | 49.3% | 92 | 5.43% | 2.6 |
|
| 4362 |
4362
Entrust Global Partners
New York
| $220M | +$13.4M | +6% | 9.41% | 82.3% | 6 | 0% | 1.4 |
|
| 4363 |
4363
VELA Investment Management
New Albany,
Ohio
| $220M | +$17.4M | +9% | 3.34% | 56.8% | 146 | 15.07% | 1 |
|
| 4364 |
4364
MVM Partners
Boston,
Massachusetts
| $220M | -$73.8M | -25% | 9.89% | 77.3% | 3 | 0% | 0.3 |
|
| 4365 |
4365
University of Chicago
Chicago,
Illinois
| $220M | +$89.6M | +69% | 5.81% | 62.3% | 6 | 16.67% | 2.6 |
|
| 4366 |
4366
KFA Private Wealth Group
Tysons,
Virginia
| $220M | +$23.7M | +12% | 4.71% | 62.8% | 79 | 13.92% | 2.2 |
|
| 4367 |
4367
Oakwell Private Wealth Management
Austin,
Texas
| $220M | +$10.2M | +5% | 6.12% | 68.2% | 63 | 7.94% | 1.8 |
|
| 4368 |
4368
Pecaut & Co
Sioux City,
Iowa
| $220M | +$8.9M | +4% | 4.32% | 62.8% | 116 | 12.07% | 2.6 |
|
| 4369 |
4369
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $219M | -$8.45M | -4% | 3.4% | 63.9% | 138 | 6.52% | 4.8 |
|
| 4370 |
RG
4370
Retirement Group
San Diego,
California
| $219M | +$12.9M | +6% | 4.03% | 33.7% | 777 | 11.33% | 1.7 |
|
| 4371 |
4371
RDA Financial Network
Akron,
Iowa
| $219M | +$20.3M | +10% | 8.15% | 93.4% | 232 | 12.93% | 2.6 |
|
| 4372 |
4372
Peloton Wealth Strategists
Indianapolis,
Indiana
| $219M | +$11.2M | +5% | 5.39% | 51.3% | 92 | 10.87% | 3.1 |
|
| 4373 |
4373
Portland Investment Counsel
Burlington,
Ontario, Canada
| $219M | +$42.5M | +24% | 0.06% | 108% | 41 | 21.95% | 3.5 |
|
| 4374 |
4374
Weik Capital Management
Wyomissing,
Pennsylvania
| $219M | +$4.55M | +2% | 4.17% | 66.9% | 104 | 7.69% | 6.7 |
|
| 4375 |
PL
4375
Polianta Ltd
St Helier,
Jersey
| $219M | +$84.3M | +63% | 3.66% | 31.6% | 97 | 53.61% | 0.5 |
|