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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
LCNB Corp
Lebanon,
Ohio
| $184M | -$8.88M | -5% | 5.54% | 75.2% | 167 | 7.19% | 3.7 |
|
| 4427 |
4427
Seven Springs Wealth Group
Brentwood,
Tennessee
| $184M | -$15.6M | -8% | 3.67% | 59.2% | 69 | 24.64% | 2 |
|
| 4428 |
TFA
4428
Triad Financial Advisors
Greensboro,
North Carolina
| $184M | +$3.38M | +2% | 4.46% | – | 109 | 12.84% | 0.7 |
|
| 4429 |
CVV
4429
Curative Ventures V
Dallas,
Texas
| $184M | +$8.36M | +5% | 4.76% | 30.2% | 1 | 0% | 0.8 |
|
| 4430 |
4430
Chicago Capital Management
Chicago,
Illinois
| $184M | +$7.57M | +4% | 36.8% | 270% | 50 | 80% | 0.1 |
|
| 4431 |
4431
Triumph Capital Management
Denver,
Colorado
| $184M | -$5.59M | -3% | 5.48% | 55.5% | 235 | 33.62% | 0.7 |
|
| 4432 |
XS
4432
XR Securities
Chicago,
Illinois
| $184M | -$118M | -39% | 4.93% | 17% | 510 | 55.88% | 0.9 |
|
| 4433 |
4433
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $184M | -$9.47M | -5% | 4.86% | 36.7% | 4 | 0% | 4.5 |
|
| 4434 |
4434
Veracity Capital
Atlanta,
Georgia
| $184M | -$4.39M | -2% | 3.59% | 149% | 198 | 17.17% | 1.8 |
|
| 4435 |
SC
4435
Sawyer & Company
Boston,
Massachusetts
| $183M | -$13.5M | -7% | 5.83% | 111% | 176 | 3.98% | 3.5 |
|
| 4436 |
4436
Norway Savings Bank
Portland,
Maine
| $183M | -$9.7M | -5% | 5.02% | 117% | 294 | 3.74% | 4.4 |
|
| 4437 |
4437
Goodman Advisory Group
Needham,
Massachusetts
| $183M | -$40.9M | -18% | 6.12% | 88.8% | 178 | 11.24% | 0.4 |
|
| 4438 |
4438
Sanchez Wealth Management Group
Jacksonville,
Florida
| $183M | -$18M | -9% | 4.44% | 56.9% | 35 | 17.14% | 2.8 |
|
| 4439 |
4439
RDA Financial Network
Akron,
Iowa
| $183M | -$15.1M | -8% | 6.63% | 93.4% | 216 | 9.72% | 2.7 |
|
| 4440 |
4440
Prentice Wealth Management
Rochester,
New York
| $183M | +$84.9M | +86% | 5.37% | 47.8% | 194 | 77.32% | 0.6 |
|
| 4441 |
4441
MSD Capital
New York
| $183M | -$42.6M | -19% | 17.9% | 11.5% | 5 | 0% | 4.4 |
|
| 4442 |
4442
Kabouter Management
Chicago,
Illinois
| $183M | +$3.45M | +2% | 12.7% | 12.9% | 11 | 27.27% | 1 |
|
| 4443 |
4443
Nicollet Investment Management
Minneapolis,
Minnesota
| $183M | -$2.65M | -1% | 2.65% | 104% | 59 | 5.08% | 3.8 |
|
| 4444 |
4444
Lexington Partners
New York
| $183M | -$10.8M | -6% | 5.81% | 1.27% | 8 | 25% | 1.3 |
|
| 4445 |
4445
Long Road Investment Counsel
Kalamazoo,
Michigan
| $183M | -$12.5M | -6% | 3.87% | 53.8% | 69 | 2.9% | 6.6 |
|
| 4446 |
4446
Aull & Monroe Investment Management
Mobile,
Alabama
| $183M | -$15M | -8% | 4.96% | 98.3% | 132 | 4.55% | 6.9 |
|
| 4447 |
4447
Wolf Group Capital Advisors
Fairfax,
Virginia
| $183M | -$9.9M | -5% | 5.22% | 28.2% | 110 | 3.64% | 2.7 |
|
| 4448 |
4448
Metavasi Capital
Larchmont,
New York
| $182M | +$54.8M | +43% | 6.71% | 840% | 30 | 50% | 0.4 |
|
| 4449 |
CNBT
4449
Cornerstone National Bank & Trust
Palatine,
Illinois
| $182M | -$17.3M | -9% | 5.35% | 38.5% | 62 | 8.06% | 2.4 |
|
| 4450 |
4450
Fluent Financial
Dallas,
Texas
| $182M | -$12.8M | -7% | 5.11% | 46.9% | 69 | 13.04% | 1.3 |
|