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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
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $213M | +$17.3M | +9% | 1.21% | 7.8% | 392 | 35.2% | 0.8 |
|
| 4427 |
4427
Atwater Malick
Lancaster,
Pennsylvania
| $213M | +$10.3M | +5% | 4.46% | 83.4% | 58 | 0% | 2.9 |
|
| 4428 |
4428
First United Bank & Trust
Oakland,
Maryland
| $213M | +$8.35M | +4% | 7.18% | 78% | 147 | 4.76% | 5.3 |
|
| 4429 |
4429
Engine No 1 LLC
San Francisco,
California
| $213M | +$9.8M | +5% | 11% | 536% | 19 | 52.63% | 0.7 |
|
| 4430 |
4430
BigSur Wealth Management
Miami,
Florida
| $213M | +$5.59M | +3% | 6.56% | 94.8% | 134 | 14.18% | 3.5 |
|
| 4431 |
4431
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $213M | +$5.88M | +3% | 3.59% | 54.3% | 467 | 33.62% | 2.5 |
|
| 4432 |
4432
Terril Brothers
St. Louis,
Missouri
| $213M | +$8.63M | +4% | 6.02% | 112% | 58 | 17.24% | 3.8 |
|
| 4433 |
4433
Keeler Thomas Management
Orem,
Utah
| $213M | +$14.4M | +7% | 5.14% | 52.1% | 91 | 41.76% | 1.6 |
|
| 4434 |
4434
King Street Capital Management
New York
| $213M | -$365M | -63% | 0.91% | 140% | 18 | 55.56% | 0.6 |
|
| 4435 |
4435
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $213M | +$50M | +31% | 4.45% | 21.8% | 496 | 11.9% | 0.4 |
|
| 4436 |
4436
Little House Capital
Braintree,
Massachusetts
| $212M | +$10.4M | +5% | 7.35% | 118% | 128 | 35.16% | 1.6 |
|
| 4437 |
LFM
4437
Lumina Fund Management
New York
| $212M | -$51.6M | -20% | 9.71% | 28.1% | 78 | 6.41% | 1.9 |
|
| 4438 |
4438
Continental General Insurance Company
Austin,
Texas
| $212M | +$66.3M | +45% | 0.09% | 188% | 14 | 50% | 0.1 |
|
| 4439 |
4439
Taika Capital
Sunny Isles Beach,
Florida
| $212M | +$22M | +12% | 14.4% | 68.3% | 57 | 52.63% | 0.4 |
|
| 4440 |
4440
Equitec Proprietary Markets
Chicago,
Illinois
| $212M | -$104M | -33% | 0.93% | 352% | 240 | 49.17% | 1 |
|
| 4441 |
4441
Lifeworks Advisors
Grand Rapids,
Michigan
| $212M | +$34.2M | +19% | 7.12% | 80.4% | 147 | 25.85% | 0.8 |
|
| 4442 |
4442
Elmwood Wealth Management
Berkeley,
California
| $212M | +$11.4M | +6% | 2.26% | 42.1% | 125 | 10.4% | 3.1 |
|
| 4443 |
4443
Freedom Day Solutions
Houston,
Texas
| $212M | +$11.2M | +6% | 6.12% | 86.6% | 107 | 9.35% | 2.6 |
|
| 4444 |
4444
Frontier Asset Management
Sheridan,
Wyoming
| $212M | -$6.84M | -3% | 3.4% | 57.1% | 60 | 20% | 0.8 |
|
| 4445 |
4445
Corundum Group
Colorado Springs,
Colorado
| $211M | +$34.3M | +19% | 5.9% | 89.5% | 104 | 6.73% | 3.6 |
|
| 4446 |
7IH
4446
72 Investment Holdings
Stamford,
Connecticut
| $211M | -$6.35M | -3% | 2.41% | 1,556% | 5 | 0% | 1.7 |
|
| 4447 |
4447
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $211M | +$9.42M | +5% | 10.9% | 83.8% | 115 | 13.91% | 2.4 |
|
| 4448 |
FP
4448
Fiduciary Planning
Englewood,
Florida
| $211M | +$4.93M | +2% | 2.85% | 71.4% | 44 | 9.09% | 1.7 |
|
| 4449 |
4449
Hollow Brook Wealth Management
Katonah,
New York
| $211M | +$2.06M | +1% | 6.65% | 97.8% | 89 | 16.85% | 3 |
|
| 4450 |
4450
Regis Acquisition
Denver,
Colorado
| $211M | – | – | 11.3% | – | 39 | – | 0 |
|