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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $389M | +$34.6M | +10% | 28.4% | 147% | 309 | 7.44% | 4.2 |
|
| 4552 |
4552
Narus Financial Partners
Salt Lake City,
Utah
| $389M | +$7.72M | +2% | 4.57% | 85.3% | 185 | 16.76% | 3.8 |
|
| 4553 |
4553
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $389M | +$45.9M | +13% | 20.7% | 101% | 153 | 17.65% | 5.9 |
|
| 4554 |
4554
Trinity Financial Advisors
Columbus,
Ohio
| $389M | +$37.9M | +11% | 12% | 74.5% | 97 | 10.31% | 2.8 |
|
| 4555 |
CWM
4555
Cedar Wealth Management
Walnut Creek,
California
| $389M | +$45.4M | +13% | 14.4% | 68.1% | 103 | 24.27% | 4.5 |
|
| 4556 |
4556
St. Clair Advisors
Mayfield Hts,
Ohio
| $389M | +$12.9M | +3% | 13.3% | 77.5% | 83 | 7.23% | 3.8 |
|
| 4557 |
4557
MSA Advisors
Santa Monica,
California
| $389M | +$55.9M | +17% | 14.8% | – | 54 | 27.78% | 1.3 |
|
| 4558 |
4558
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $388M | +$47.7M | +14% | 14.5% | 66% | 139 | 20.14% | 2.2 |
|
| 4559 |
4559
Provident Wealth Management
Brentwood,
Tennessee
| $388M | +$57.8M | +17% | 12.2% | 61.1% | 164 | 20.12% | 2.6 |
|
| 4560 |
4560
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $388M | +$54.7M | +16% | 13.4% | 61.9% | 90 | 12.22% | 3.4 |
|
| 4561 |
4561
Keystone Financial Planning
Cleveland,
Ohio
| $388M | +$13.6M | +4% | 2.16% | 46% | 42 | 11.9% | 6.9 |
|
| 4562 |
MJP
4562
Michael J. Puzo
| $388M | +$44.5M | +13% | 27.1% | 90.3% | 71 | 12.68% | 7.2 |
|
| 4563 |
4563
Terril Brothers
St. Louis,
Missouri
| $388M | +$22M | +6% | 5.52% | 94.4% | 77 | 10.39% | 3.6 |
|
| 4564 |
4564
Post Oak Energy Holdings
Houston,
Texas
| $388M | -$61.3M | -14% | 13.6% | 64.6% | 1 | 0% | 3.5 |
|
| 4565 |
4565
CDAM (UK)
London,
United Kingdom
| $387M | -$63.5M | -14% | 13% | 7.89% | 12 | 8.33% | 3.7 |
|
| 4566 |
4566
Stolper & Co
Tulsa,
Oklahoma
| $387M | +$34.8M | +10% | 8.91% | 77.1% | 98 | 13.27% | 4.5 |
|
| 4567 |
4567
Osprey Private Wealth
New York
| $387M | +$41.9M | +12% | 8.65% | – | 88 | 12.5% | 1.1 |
|
| 4568 |
SC
4568
Slotnik Capital
Dallas,
Texas
| $387M | +$45.1M | +13% | 15.7% | – | 43 | 72.09% | 0.2 |
|
| 4569 |
4569
LOM Asset Management
Hamilton,
| $387M | +$39.1M | +11% | 24.2% | – | 292 | 9.59% | 0.9 |
|
| 4570 |
4570
Donoghue Forlines
Boston,
Massachusetts
| $387M | +$25.3M | +7% | 42.1% | 199% | 164 | 58.54% | 0.7 |
|
| 4571 |
RM
4571
Rudius Management
New York
| $386M | +$28.8M | +8% | 2.9% | 8.92% | 10 | 70% | 1.2 |
|
| 4572 |
4572
Prairiewood Capital
Fargo,
North Dakota
| $386M | +$40M | +12% | 7.9% | 42.6% | 83 | 9.64% | 3 |
|
| 4573 |
4573
Gate City Capital Management
Chicago,
Illinois
| $386M | +$129M | +50% | 84.6% | – | 19 | 26.32% | 1.3 |
|
| 4574 |
4574
Topline Capital Management
Santa Monica,
California
| $386M | -$220M | -36% | 10.9% | – | 52 | 48.08% | 0.8 |
|
| 4575 |
4575
Baron Wealth Management
Troy,
Michigan
| $386M | +$51.3M | +15% | 15% | 88.6% | 326 | 21.17% | 1.5 |
|