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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
AIA
4376
AIMZ Investment Advisors
Los Altos,
California
| $225M | -$7.86M | -3% | 1.55% | 81.3% | 116 | 6.03% | 6.4 |
|
| 4377 |
SIM
4377
SW Investment Management
Telluride,
Colorado
| $225M | -$45.1M | -17% | 13.2% | 143% | 13 | 38.46% | 1.4 |
|
| 4378 |
4378
Acima Private Wealth
Richmond,
Virginia
| $225M | +$15.8M | +8% | 3.43% | 51.1% | 262 | 5.34% | 3.5 |
|
| 4379 |
4379
Webs Creek Capital Management
Dallas,
Texas
| $224M | +$79.4M | +55% | 17.9% | 133% | 14 | 50% | 0.4 |
|
| 4380 |
LPC
4380
Lion Point Capital
New York
| $224M | +$3.13M | +1% | 4.4% | 319% | 37 | 32.43% | 1.2 |
|
| 4381 |
4381
Vienna Insurance Group
Warsaw,
Poland
| $224M | +$8.61M | +4% | 4.34% | 188% | 92 | 5.43% | 0.8 |
|
| 4382 |
4382
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $224M | -$960K | -0.4% | 8.72% | 7.8% | 306 | 33.66% | 0.9 |
|
| 4383 |
4383
First Pacific Financial
Vancouver,
Washington
| $224M | -$11.3M | -5% | 4.15% | 53.6% | 258 | 15.12% | 1.1 |
|
| 4384 |
DL
4384
DOHJ LLC
Seattle,
Washington
| $224M | -$8.96M | -4% | 3.53% | 51.5% | 87 | 4.6% | 2.8 |
|
| 4385 |
SSCM
4385
Summit Street Capital Management
New York
| $224M | +$11.9M | +6% | 7.96% | 217% | 31 | 0% | 4.9 |
|
| 4386 |
4386
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $224M | +$12.9M | +6% | 3.4% | 59.6% | 109 | 9.17% | 2.4 |
|
| 4387 |
4387
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $224M | +$15.1M | +7% | 3.08% | 13% | 62 | 19.35% | 3.8 |
|
| 4388 |
4388
First National Advisers
Omaha,
Nebraska
| $224M | +$115M | +106% | 2.95% | 87.9% | 152 | 25% | 0.8 |
|
| 4389 |
4389
Verum Partners
Charlotte,
North Carolina
| $224M | +$114M | +103% | 2.83% | 57.7% | 152 | 44.08% | 0.4 |
|
| 4390 |
4390
Passive Capital Management
Baltimore,
Maryland
| $224M | -$11.9M | -5% | 4.1% | 37.7% | 55 | 7.27% | 1.4 |
|
| 4391 |
4391
Rivermont Capital Management
New York
| $224M | +$6.46M | +3% | 0.57% | 555% | 25 | 44% | 0.5 |
|
| 4392 |
4392
Syverson Strege & Co
West Des Moines,
Iowa
| $223M | -$10.1M | -4% | 3.33% | 66.8% | 62 | 3.23% | 2.4 |
|
| 4393 |
4393
Nicollet Investment Management
Minneapolis,
Minnesota
| $223M | -$1.15M | -0.5% | 1.95% | 104% | 62 | 3.23% | 4.2 |
|
| 4394 |
4394
RIA Advisory Group
Des Moines,
Iowa
| $223M | -$9.05M | -4% | 0.58% | – | 141 | 28.37% | 0.5 |
|
| 4395 |
WA
4395
Wealth Advisors
Rancho Santa Fe,
California
| $223M | -$11.2M | -5% | 3.77% | 40% | 71 | 14.08% | 2.3 |
|
| 4396 |
4396
Guidance Capital
Lousville,
Kentucky
| $223M | -$6.69M | -3% | 1.9% | 62.6% | 159 | 9.43% | 0.2 |
|
| 4397 |
4397
Hayek Kallen Investment Management
Fairhope,
Alabama
| $223M | -$11.8M | -5% | 3.14% | 71.9% | 90 | 6.67% | 5.7 |
|
| 4398 |
4398
Next Capital Management
New York
| $223M | +$7.16M | +3% | 1.07% | 61.3% | 126 | 15.87% | 2.6 |
|
| 4399 |
4399
G2 Capital Management
Columbus,
Ohio
| $223M | -$6.71M | -3% | 3.45% | 55.1% | 44 | 2.27% | 1.5 |
|
| 4400 |
4400
Carmel Capital Partners
San Diego,
California
| $223M | +$28.8M | +15% | 2.89% | 65.1% | 782 | 48.59% | 0.4 |
|