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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Stableford Capital II
Scottsdale,
Arizona
| $134M | -$11.1M | -8% | 13.5% | 66.9% | 79 | 62.03% | 1 |
|
| 4402 |
4402
AltraVue Capital
Bellevue,
Washington
| $133M | +$12.3M | +10% | 19.9% | 221% | 32 | 9.38% | 1.3 |
|
| 4403 |
4403
AlphaSimPlex Group
Boston,
Massachusetts
| $133M | +$67.2M | +102% | 18.6% | 35.5% | 286 | 73.78% | 0.4 |
|
| 4404 |
4404
Americana Partners
Houston,
Texas
| $133M | +$35.5M | +36% | 27.3% | 82.9% | 111 | 23.42% | 0.5 |
|
| 4405 |
SL
4405
SIB LLC
New York,
New York
| $133M | +$28.9M | +28% | 39.1% | 29.2% | 26 | 7.69% | 5.6 |
|
| 4406 |
CSA
4406
Cottage Street Advisors
Marion,
Massachusetts
| $133M | +$22.3M | +20% | 20.8% | 95.8% | 100 | 19% | 3 |
|
| 4407 |
4407
Bennicas & Associates
Portola Valley,
California
| $133M | +$20M | +18% | 22.4% | 40.3% | 82 | 4.88% | 5.3 |
|
| 4408 |
4408
Kapitalo Investimentos
Sao Paulo,
Brazil
| $133M | +$94M | +241% | 50.5% | 66.5% | 25 | 72% | 0.2 |
|
| 4409 |
4409
J. Safra Asset Management
New York
| $133M | +$51.6M | +63% | 21.6% | 84.3% | 21 | 42.86% | 1.4 |
|
| 4410 |
4410
Baldrige Asset Management
Allentown,
Pennsylvania
| $133M | +$18.4M | +16% | 15% | 43.5% | 76 | 7.89% | 1 |
|
| 4411 |
FBT
4411
First Bank & Trust
Brookings,
South Dakota
| $133M | +$21.8M | +20% | 17.8% | 85.6% | 445 | 14.16% | 2.1 |
|
| 4412 |
4412
Unified Trust Company
Lexington,
Kentucky
| $133M | -$17.2M | -11% | 19.7% | 69.7% | 57 | 10.53% | 1.3 |
|
| 4413 |
4413
Axel Capital Management
New York
| $133M | +$56.2M | +73% | 45.1% | 194% | 46 | 65.22% | 0.2 |
|
| 4414 |
4414
AllSquare Wealth Management
Albany,
New York
| $133M | +$17.8M | +15% | 15.1% | 62.4% | 508 | 13.39% | 2.7 |
|
| 4415 |
4415
Horton Capital Management
Philadelphia,
Pennsylvania
| $133M | +$27M | +26% | 23.1% | – | 8 | 12.5% | 0.4 |
|
| 4416 |
4416
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $133M | +$6.46M | +5% | 12.6% | 60.9% | 30 | 13.33% | 0.2 |
|
| 4417 |
4417
Aristides Capital
Louisville,
Kentucky
| $133M | -$5.27M | -4% | 49.8% | 126% | 196 | 68.88% | 0.2 |
|
| 4418 |
4418
Juncture Wealth Strategies
Scottsdale,
Arizona
| $133M | +$24.1M | +22% | 17.1% | 76.5% | 107 | 25.23% | 2.3 |
|
| 4419 |
4419
TrueFG
Cedar Park,
Texas
| $132M | +$21.9M | +20% | 16.2% | 54.2% | 31 | 9.68% | 0.4 |
|
| 4420 |
4420
Maltin Wealth Management
Ridgewood,
New Jersey
| $132M | +$14.8M | +13% | 16.8% | 58.2% | 93 | 27.96% | 0.4 |
|
| 4421 |
4421
C-J Advisory
San Jose,
California
| $132M | +$21.6M | +19% | 18.2% | 39.2% | 31 | 9.68% | 3.1 |
|
| 4422 |
MAM
4422
Marketfield Asset Management
New York
| $132M | +$16.2M | +14% | 29.8% | 61.5% | 40 | 12.5% | 3.3 |
|
| 4423 |
LWPC
4423
Legacy Wealth Partners (California)
Calabasas,
California
| $132M | +$24.9M | +23% | 21.4% | – | 115 | 46.96% | 0.3 |
|
| 4424 |
FA
4424
Financial Advantage
Columbia,
Maryland
| $132M | +$17.8M | +16% | 17.1% | 24.3% | 169 | 39.64% | 1.4 |
|
| 4425 |
4425
Sowa Financial Group
Lincoln,
Rhode Island
| $132M | +$18.5M | +16% | 16.9% | 100% | 365 | 6.85% | 0.5 |
|