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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
City State Bank
Norwalk,
Iowa
| $346M | +$27.2M | +9% | 6.95% | 79.1% | 767 | 5.74% | 2.9 |
|
| 4427 |
4427
Continental Grain Company
New York
| $346M | -$12.7M | -4% | 1.46% | 5.73% | 4 | 0% | 2.4 |
|
| 4428 |
4428
Riverview Capital Advisers
Boston,
Massachusetts
| $346M | -$3.22M | -0.9% | 8.47% | 84.8% | 111 | 24.32% | 2.2 |
|
| 4429 |
4429
Mudita Advisors
London,
United Kingdom
| $346M | +$47.7M | +16% | 15.7% | 143% | 20 | 10% | 1.7 |
|
| 4430 |
4430
Net Worth Advisory Group
Sandy,
Utah
| $346M | -$105M | -23% | 5.91% | – | 509 | 37.33% | 0.7 |
|
| 4431 |
4431
CRCM LP
San Francisco,
California
| $346M | +$9.06M | +3% | 10.9% | – | 12 | 41.67% | 0.7 |
|
| 4432 |
4432
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $346M | -$25.2M | -7% | 13.5% | 239% | 375 | 44.27% | 0.8 |
|
| 4433 |
4433
NFC Investments
Memphis,
Tennessee
| $345M | -$4.25M | -1% | 1.97% | – | 45 | 24.44% | 4.7 |
|
| 4434 |
4434
Wright Investors Service
Shelton,
Connecticut
| $345M | +$14.1M | +4% | 10.3% | 161% | 159 | 19.5% | 4.2 |
|
| 4435 |
4435
Knuff & Co
Foster City,
California
| $345M | +$27.6M | +9% | 7.77% | 85.8% | 133 | 14.29% | 4.2 |
|
| 4436 |
4436
Droms Strauss Advisors
St. Louis,
Missouri
| $345M | +$18.9M | +6% | 7.73% | 68.7% | 71 | 1.41% | 3.6 |
|
| 4437 |
4437
Ceeto Capital Group
Coral Gables,
Florida
| $345M | +$57.6M | +20% | 13.7% | 94.4% | 191 | 13.61% | 4.2 |
|
| 4438 |
4438
TTP Investments
San Jose,
California
| $345M | +$39.3M | +13% | 13.4% | 232% | 57 | 33.33% | 1.9 |
|
| 4439 |
4439
Next Level Private
Harrison,
New York
| $345M | +$37.6M | +12% | 8.66% | 95.9% | 159 | 7.55% | 2 |
|
| 4440 |
4440
Core Alternative Capital
Peachtree Corners,
Georgia
| $345M | -$21.1M | -6% | 8.09% | 74.5% | 358 | 8.66% | 3.6 |
|
| 4441 |
4441
Atwater Malick
Lancaster,
Pennsylvania
| $344M | +$28.6M | +9% | 10.1% | 83.4% | 87 | 9.2% | 3.5 |
|
| 4442 |
4442
ForthRight Wealth Management
Alpharetta,
Georgia
| $344M | +$23.5M | +7% | 5.41% | 44.6% | 69 | 5.8% | 2.9 |
|
| 4443 |
4443
Keystone Financial Planning
Cleveland,
Ohio
| $344M | +$13.3M | +4% | 3.85% | 46% | 46 | 2.17% | 6.7 |
|
| 4444 |
4444
Accel Wealth Management
Waverly,
Iowa
| $344M | +$44.2M | +15% | 7.59% | 82.4% | 293 | 13.31% | 2.6 |
|
| 4445 |
4445
Oxler Private Wealth
Rye Brook,
New York
| $344M | +$25.5M | +8% | 9.9% | 119% | 92 | 8.7% | 3.4 |
|
| 4446 |
SGH
4446
Sivik Global Healthcare
Greenwich,
Connecticut
| $344M | -$23.9M | -6% | 6.7% | 83.8% | 64 | 59.38% | 1.9 |
|
| 4447 |
4447
Fusion Capital
Mt. Pleasant,
South Carolina
| $344M | +$51.2M | +18% | 10.5% | 108% | 100 | 10% | 3.2 |
|
| 4448 |
4448
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $344M | +$30.9M | +10% | 9.13% | 70.6% | 112 | 8.04% | 3 |
|
| 4449 |
4449
ValueWorks
New York
| $344M | +$39.8M | +13% | 19.1% | 190% | 34 | 0% | 5.6 |
|
| 4450 |
4450
TFB Advisors
Overland Park,
Kansas
| $343M | -$38.3M | -10% | 7.28% | 85% | 362 | 22.65% | 1.4 |
|