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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Sonata Capital Group
Seattle,
Washington
| $220M | +$11.5M | +6% | 5.66% | 66.5% | 129 | 3.88% | 4.1 |
|
| 4427 |
4427
Childress Capital Advisors
Houston,
Texas
| $220M | +$2.06M | +0.9% | 12.9% | 101% | 179 | 23.46% | 0.4 |
|
| 4428 |
4428
Cheyne Capital Management (UK)
London,
United Kingdom
| $220M | +$61.9M | +39% | 1.9% | 35.6% | 144 | 45.83% | 0.5 |
|
| 4429 |
4429
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $220M | +$14.6M | +7% | 5.27% | 27.4% | 37 | 8.11% | 1.6 |
|
| 4430 |
4430
Peregrine Asset Advisers
Portland,
Oregon
| $220M | +$23M | +12% | 7.96% | 182% | 142 | 37.32% | 1.9 |
|
| 4431 |
SFI
4431
Sonic Fund II
Honolulu,
Hawaii
| $219M | -$22.7M | -9% | 21% | 119% | 27 | 14.81% | 0.9 |
|
| 4432 |
KLCM
4432
KG&L Capital Management
Saint Francisville,
Louisiana
| $219M | +$18.4M | +9% | 7.68% | 91.9% | 149 | 17.45% | 1.4 |
|
| 4433 |
4433
Pinnacle Bancorp
Beatrice,
Nebraska
| $219M | +$12.8M | +6% | 6.65% | 72.9% | 733 | 4.37% | 2.8 |
|
| 4434 |
4434
Sanchez Wealth Management Group
Jacksonville,
Florida
| $219M | +$22.5M | +11% | 7.39% | 56.9% | 34 | 11.76% | 1.7 |
|
| 4435 |
IP
4435
Investment Partners
New Philadelphia,
Ohio
| $219M | +$13.2M | +6% | 6.05% | 74.1% | 171 | 11.7% | 3 |
|
| 4436 |
4436
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $219M | +$123K | +0.1% | 5.59% | 71.1% | 97 | 20.62% | 2.1 |
|
| 4437 |
4437
Auxano Advisors
Bellevue,
Washington
| $219M | +$56.1M | +34% | 7.57% | 85.4% | 70 | 12.86% | 0.8 |
|
| 4438 |
4438
Astoria Strategic Wealth
Conroe,
Texas
| $219M | +$22.6M | +12% | 4.38% | 42.1% | 31 | 6.45% | 1.2 |
|
| 4439 |
4439
ACON Equity Management
Washington,
District of Columbia
| $219M | +$3.36M | +2% | 8.13% | 32.1% | 1 | 0% | 3.5 |
|
| 4440 |
4440
Robertson Opportunity Capital
Dallas,
Texas
| $219M | -$16.6M | -7% | 7.89% | 93.4% | 30 | 0% | 4.5 |
|
| 4441 |
4441
Geneva Partners
Lake Geneva,
Wisconsin
| $219M | +$25.1M | +13% | 9.97% | 401% | 101 | 32.67% | 1.4 |
|
| 4442 |
4442
Colton Groome Financial Advisors
Asheville,
North Carolina
| $218M | +$39.4M | +22% | 5.33% | 65.8% | 103 | 37.86% | 0.9 |
|
| 4443 |
RM
4443
Rudius Management
New York
| $218M | +$63.4M | +41% | 2.22% | 8.92% | 5 | 20% | 0.4 |
|
| 4444 |
4444
Private Capital Management (Colorado)
Denver,
Colorado
| $218M | +$29.4M | +16% | 6.44% | 20% | 136 | 13.97% | 1.3 |
|
| 4445 |
4445
Kiley Juergens Wealth Management
Olympia,
Washington
| $218M | +$26.7M | +14% | 7.23% | 106% | 63 | 7.94% | 2 |
|
| 4446 |
4446
Keating Investment Counselors
Delray Beach,
Florida
| $218M | +$10M | +5% | 3.75% | 50% | 63 | 9.52% | 5.2 |
|
| 4447 |
4447
Equinox Partners Investment Management
Stamford,
Connecticut
| $218M | +$31.9M | +17% | 12% | 241% | 13 | 0% | 1.4 |
|
| 4448 |
4448
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $218M | +$9.8M | +5% | 6.56% | 62.3% | 70 | 18.57% | 0.4 |
|
| 4449 |
4449
Acima Private Wealth
Richmond,
Virginia
| $218M | +$14.4M | +7% | 5.6% | 51.1% | 235 | 1.28% | 2.1 |
|
| 4450 |
PP
4450
Professional Planning
Thousand Oaks,
California
| $218M | +$13M | +6% | 10.1% | 99.9% | 133 | 12.03% | 0.9 |
|