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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Corbenic Partners
Bethlehem,
Pennsylvania
| $138M | – | – | 7.63% | – | 181 | – | 2.6 |
|
| 4502 |
4502
Norway Savings Bank
Portland,
Maine
| $138M | +$15.1M | +12% | 6.56% | 117% | 274 | 9.12% | 2.4 |
|
| 4503 |
CIM
4503
Coastal Investment Management
Los Angeles,
California
| $138M | – | – | 13.4% | – | 12 | – | 0 |
|
| 4504 |
4504
Madrona Financial Services
Everett,
Washington
| $138M | +$1.51M | +1% | 5.78% | 85.1% | 60 | 5% | 2.1 |
|
| 4505 |
4505
Birchview Capital
Burlington,
Vermont
| $138M | -$12.5M | -8% | 23.6% | 327% | 58 | 24.14% | 2.2 |
|
| 4506 |
4506
Newport Wealth Strategies
Irvine,
California
| $138M | +$27.8M | +25% | 8.3% | 51.5% | 98 | 18.37% | 1.3 |
|
| 4507 |
4507
Polaris Venture Management Co V
Boston,
Massachusetts
| $137M | -$38.5M | -22% | 12.4% | 281% | 11 | 0% | 3.4 |
|
| 4508 |
4508
First Financial Corp
Terre Haute,
Indiana
| $137M | +$9.2M | +7% | 7.67% | 95.3% | 388 | 7.47% | 4.2 |
|
| 4509 |
FBT
4509
First Bank & Trust
Brookings,
South Dakota
| $137M | +$4.74M | +4% | 5.75% | 85.6% | 419 | 8.83% | 1.8 |
|
| 4510 |
LWPC
4510
Legacy Wealth Partners (California)
Calabasas,
California
| $137M | – | – | 8.09% | – | 87 | – | 0 |
|
| 4511 |
4511
American Trust Investment Advisors
Lebanon,
New Hampshire
| $137M | +$7.02M | +5% | 9.83% | 91% | 78 | 8.97% | 2.5 |
|
| 4512 |
4512
Detalus Advisors
St. Louis,
Missouri
| $137M | – | – | 4.69% | 75.7% | 102 | – | 0 |
|
| 4513 |
4513
CWS Financial Advisors
Kalamazoo,
Michigan
| $137M | – | – | 2.9% | 55.7% | 124 | – | 0 |
|
| 4514 |
4514
Baugh & Associates
Atlanta,
Georgia
| $137M | +$7.95M | +6% | 8.94% | 98.8% | 41 | 2.44% | 1.9 |
|
| 4515 |
4515
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $137M | -$63.7M | -32% | 3.98% | 57.9% | 50 | 62% | 1.1 |
|
| 4516 |
4516
Diametric Capital
Boston,
Massachusetts
| $137M | +$15.7M | +13% | 18.6% | 175% | 163 | 64.42% | 0.4 |
|
| 4517 |
4517
NKCFO LLC
Geneva,
Illinois
| $137M | +$1.27M | +0.9% | 8.61% | 211% | 113 | 32.74% | 0.6 |
|
| 4518 |
4518
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $137M | – | – | 5.31% | 44.8% | 135 | – | 1.1 |
|
| 4519 |
4519
EPG Wealth Management
Atlanta,
Georgia
| $137M | – | – | 7.28% | 96% | 665 | – | 0 |
|
| 4520 |
4520
Clearstead Trust
Portland,
Maine
| $136M | +$8.21M | +6% | 6.85% | 111% | 211 | 15.64% | 1.9 |
|
| 4521 |
4521
Mittleman Investment Management
Melville,
New York
| $136M | -$3.46M | -2% | 5.34% | 11.6% | 7 | 0% | 3.8 |
|
| 4522 |
4522
Piper Sandler & Co
Minneapolis,
Minnesota
| $136M | +$21.2M | +18% | 0.21% | 0.04% | 28 | 32.14% | 0.2 |
|
| 4523 |
4523
University of Maryland Foundation
Adelphi,
Maryland
| $136M | – | – | 4.61% | 51.2% | 8 | – | 0 |
|
| 4524 |
4524
Ballast Advisors
Woodbury,
Minnesota
| $136M | – | – | 9.4% | 66.7% | 163 | – | 0 |
|
| 4525 |
SL
4525
SIB LLC
New York,
New York
| $136M | -$5.13M | -4% | 9.92% | 29.2% | 26 | 15.38% | 5.6 |
|