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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 |
AP
4551
Agilis Partners
Waltham,
Massachusetts
| $96.5M | +$3.92M | +4% | 10.4% | 8.47% | 21 | 61.9% | 1.3 |
|
| 4552 |
AQA
4552
Alpha Quant Advisors
Irving,
Texas
| $96.4M | – | – | 11.6% | – | 359 | – | 0 |
|
| 4553 |
CAM
4553
Crown Advisors Management
Larkspur,
California
| $96.3M | -$20.9M | -18% | 11.6% | 284% | 50 | 38% | 0.7 |
|
| 4554 |
4554
Euclidean Technologies Management
Seattle,
Washington
| $96.2M | -$17.1M | -15% | 16.3% | 124% | 70 | 18.57% | 1.6 |
|
| 4555 |
4555
Siena Capital Partners
Chicago,
Illinois
| $96M | -$2.58M | -3% | 14.3% | 44.2% | 29 | 17.24% | 1.4 |
|
| 4556 |
4556
Holistic Financial Partners
Indianapolis,
Indiana
| $96M | -$11.2M | -10% | 8.52% | 95.7% | 83 | 19.28% | 0.6 |
|
| 4557 |
EAM
4557
Eukles Asset Management
Cincinnati,
Ohio
| $95.9M | – | – | 12.5% | 77.2% | 154 | – | 0 |
|
| 4558 |
ASA
4558
Armstrong Shaw Associates
New Canaan,
Connecticut
| $95.7M | -$20.7M | -18% | 12.9% | 51.2% | 43 | 11.63% | 3.6 |
|
| 4559 |
SCM
4559
Stumpf Capital Management
Scottsdale,
Arizona
| $95.7M | -$13.2M | -12% | 11.9% | 44.5% | 37 | 21.62% | 1 |
|
| 4560 |
4560
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $95.7M | – | – | 3.4% | 36.2% | 39 | – | 0 |
|
| 4561 |
4561
Freedom Day Solutions
Houston,
Texas
| $95.4M | -$31.3M | -25% | 11.8% | 86.6% | 88 | 23.86% | 0.8 |
|
| 4562 |
BCM
4562
Bratton Capital Management
Fort Worth,
Texas
| $95.4M | – | – | 49.8% | 152% | 2 | – | 0 |
|
| 4563 |
FP
4563
Factorial Partners
Mt. Kisco,
New York
| $95.4M | -$21M | -18% | 20% | 88.7% | 135 | 37.04% | 0.6 |
|
| 4564 |
4564
Nikulski Financial
Bettendorf,
Iowa
| $95.3M | -$12M | -11% | 14.3% | 95.8% | 84 | 16.67% | 0.8 |
|
| 4565 |
4565
Solas Capital Management
Darien,
Connecticut
| $95M | – | – | 22.5% | 62.5% | 28 | – | 0 |
|
| 4566 |
4566
West Branch Capital
Amherst,
Massachusetts
| $94.9M | -$39.9M | -30% | 13.7% | 156% | 91 | 20.88% | 0.7 |
|
| 4567 |
4567
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $94.9M | – | – | 12% | 71.4% | 142 | – | 0 |
|
| 4568 |
4568
Aisling Capital Management
New York
| $94.9M | – | – | 23% | 793% | 12 | – | 0 |
|
| 4569 |
4569
Wilshire Advisors
Santa Monica,
California
| $94.9M | -$11M | -10% | 7.83% | 118% | 28 | 7.14% | 2.2 |
|
| 4570 |
SRCM
4570
Swift Run Capital Management
Charlottesville,
Virginia
| $94.8M | -$19.8M | -17% | 16.8% | 9.9% | 36 | 5.56% | 3.2 |
|
| 4571 |
4571
KCS Wealth Advisory
Los Angeles,
California
| $94.8M | -$12.9M | -12% | 10.4% | 45.3% | 163 | 18.4% | 0.8 |
|
| 4572 |
4572
Coyle Financial Counsel
Glenview,
Illinois
| $94.7M | +$4.73M | +5% | 13.4% | 62.4% | 44 | 38.64% | 0.9 |
|
| 4573 |
PC
4573
PA Capital
Richmond,
Virginia
| $94.6M | – | – | 16.4% | – | 111 | – | 0 |
|
| 4574 |
4574
Monte Financial Group
Guilford,
Connecticut
| $94.5M | -$12.4M | -12% | 11.3% | 57.9% | 74 | 13.51% | 0.8 |
|
| 4575 |
4575
Wisconsin Capital Management
Madison,
Wisconsin
| $94.5M | – | – | 17.8% | 153% | 50 | – | 3.2 |
|