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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Centric Wealth Management
Chicago,
Illinois
| $115M | +$6.58M | +6% | 0.14% | 44.4% | 116 | 22.41% | 0.4 |
|
| 4452 |
4452
Spectrum Equity Management
San Francisco,
California
| $115M | -$66M | -37% | 9.03% | – | 2 | 0% | 0.5 |
|
| 4453 |
BI
4453
Bredin Investment
Wilmington,
Delaware
| $115M | +$30K | +0% | 2.91% | – | 77 | 6.49% | 1.4 |
|
| 4454 |
4454
Quad-Cities Investment Group
Davenport,
Iowa
| $115M | +$4.45M | +4% | 2.19% | 67.3% | 897 | 7.92% | 0.9 |
|
| 4455 |
4455
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $114M | +$113K | +0.1% | 3% | 65.5% | 326 | 8.9% | 1.8 |
|
| 4456 |
WA1
4456
Wimmer Associates 1
Pasadena,
California
| $114M | +$1.63M | +1% | 3.49% | 78.9% | 106 | 6.6% | 3 |
|
| 4457 |
4457
First Dallas Securities
Dallas,
Texas
| $114M | -$24.7M | -18% | 1.04% | 163% | 96 | 15.63% | 3.2 |
|
| 4458 |
4458
Tieton Capital Management
Yakima,
Washington
| $114M | +$1.82M | +2% | 0.77% | 172% | 30 | 3.33% | 3.2 |
|
| 4459 |
4459
Deer VII & Co
Larchmont,
New York
| $114M | +$82.4M | +260% | 27.3% | 241% | 5 | 40% | 3 |
|
| 4460 |
KMWM
4460
Keudell/Morrison Wealth Management
Salem,
Oregon
| $114M | +$517K | +0.5% | 2.41% | – | 150 | 12.67% | 0.2 |
|
| 4461 |
4461
Conrad N. Hilton Foundation
Agoura Hills,
California
| $114M | -$6.36M | -5% | 1.69% | – | 4 | 0% | 1.5 |
|
| 4462 |
4462
Mad River Investors
Boston,
Massachusetts
| $114M | +$1.31M | +1% | 3.68% | 225% | 29 | 3.45% | 3.4 |
|
| 4463 |
4463
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $114M | -$1.12M | -1% | 9.16% | 961% | 72 | 36.11% | 0.2 |
|
| 4464 |
4464
Liberty Wealth Management
Oakland,
California
| $114M | -$18.8M | -14% | 3.07% | 64.2% | 972 | 22.12% | 0.4 |
|
| 4465 |
BRC
4465
Bell Rock Capital
Rehoboth Beach,
Delaware
| $114M | -$60.1M | -35% | 5.27% | – | 491 | 30.35% | 1.9 |
|
| 4466 |
4466
Tegean Capital Management
New York
| $114M | -$33.5M | -23% | 5.88% | – | 23 | 34.78% | 1.9 |
|
| 4467 |
4467
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $114M | +$504K | +0.4% | 2.94% | 67.8% | 130 | 4.62% | 4.7 |
|
| 4468 |
4468
Leisure Capital Management
Costa Mesa,
California
| $114M | -$5.38M | -5% | 4.18% | 98% | 133 | 18.05% | 2.5 |
|
| 4469 |
4469
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $114M | +$3.04M | +3% | 4.03% | 82% | 50 | 14% | 1.5 |
|
| 4470 |
4470
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $114M | +$22.5M | +25% | 4.77% | 117% | 38 | 21.05% | 0.4 |
|
| 4471 |
4471
Bell & Brown Wealth Advisors
Newport Beach,
California
| $113M | +$3.77M | +3% | 5.05% | 123% | 88 | 9.09% | 1.3 |
|
| 4472 |
AAM
4472
Ascension Asset Management
New York
| $113M | +$1.96M | +2% | 5.36% | – | 74 | 4.05% | 1.4 |
|
| 4473 |
4473
Founders Capital Management (Texas)
Houston,
Texas
| $113M | +$6.73M | +6% | 3.36% | 131% | 340 | 5.88% | 1.8 |
|
| 4474 |
4474
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $113M | +$1.41M | +1% | 1.03% | 63.2% | 40 | 2.5% | 1.4 |
|
| 4475 |
4475
Elmwood Wealth Management
Berkeley,
California
| $113M | +$4.91M | +5% | 2.34% | 42.1% | 313 | 14.06% | 1 |
|