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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
VeraBank
Henderson,
Texas
| $107M | +$1.98M | +2% | 1.82% | 60.6% | 89 | 3.37% | 0.5 |
|
| 4552 |
4552
First National Bank of South Miami
South Miami,
Florida
| $107M | +$2.23M | +2% | 2.84% | 35.2% | 292 | 9.93% | 0.5 |
|
| 4553 |
4553
Independent Order of Foresters
Toronto,
Ontario, Canada
| $107M | +$2.96M | +3% | 2.89% | 66.3% | 26 | 15.38% | 3.2 |
|
| 4554 |
4554
Banyan Capital Management
Atlanta,
Georgia
| $107M | +$8.54M | +9% | 7.06% | 42.5% | 21 | 4.76% | 0.5 |
|
| 4555 |
4555
Mountain Capital Investment Advisors
Westminster,
Colorado
| $106M | +$13.6M | +15% | 2.77% | 63.3% | 49 | 12.24% | 1 |
|
| 4556 |
4556
Euclidean Technologies Management
Seattle,
Washington
| $106M | -$1.6M | -1% | 0.82% | 124% | 75 | 21.33% | 1.7 |
|
| 4557 |
4557
Steinberg Asset Management
New York
| $106M | -$4.4M | -4% | 1.69% | 130% | 35 | 2.86% | 3.5 |
|
| 4558 |
4558
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $106M | +$4.14M | +4% | 6.31% | 91.9% | 68 | 10.29% | 1.8 |
|
| 4559 |
4559
Brick & Kyle Associates
Newtown,
Pennsylvania
| $106M | +$8.44M | +9% | 4.25% | 97.4% | 75 | 25.33% | 3 |
|
| 4560 |
4560
Glacier Peak Capital
Bellevue,
Washington
| $106M | -$3.89M | -4% | 2.67% | 11.8% | 98 | 54.08% | 0.7 |
|
| 4561 |
4561
Sequoia Wealth Management
Hoffman Estates,
Illinois
| $106M | -$17.8M | -14% | 3.29% | – | 75 | 34.67% | 1.2 |
|
| 4562 |
4562
Andesa Financial Management
Allentown,
Pennsylvania
| $106M | -$97.2M | -48% | 5.21% | 73.6% | 152 | 34.21% | 0.8 |
|
| 4563 |
TM
4563
Titan Managers
Scottsdale,
Arizona
| $106M | +$7.73M | +8% | 1.66% | 2.57% | 52 | 82.69% | 0.1 |
|
| 4564 |
FM
4564
Fondren Management
Houston,
Texas
| $105M | -$20.5M | -16% | 2.51% | 14.2% | 111 | 61.26% | 0.5 |
|
| 4565 |
4565
Florence Capital Advisors
New York
| $105M | +$3.16M | +3% | 2.02% | – | 18 | 16.67% | 2.2 |
|
| 4566 |
4566
Water Oak Advisors
Winter Park,
Florida
| $105M | +$47.6M | +83% | 2.6% | 12.9% | 17 | 0% | 3.5 |
|
| 4567 |
KLCM
4567
KG&L Capital Management
Saint Francisville,
Louisiana
| $105M | +$5.72M | +6% | 3.77% | 91.9% | 93 | 12.9% | 0.4 |
|
| 4568 |
4568
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $105M | +$7.98M | +8% | 1.94% | 87.2% | 118 | 48.31% | 0.5 |
|
| 4569 |
4569
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $105M | +$3.57M | +4% | 2.19% | 44.1% | 20 | 0% | 1.9 |
|
| 4570 |
VC
4570
Voit & Company
Brookfield,
Wisconsin
| $105M | +$9.7M | +10% | 3.82% | – | 87 | 28.74% | 0.4 |
|
| 4571 |
4571
Pacific Sun Financial
Los Angeles,
California
| $105M | – | – | 2.61% | 70.3% | 133 | – | 1.1 |
|
| 4572 |
4572
Robinson Value Management
San Antonio,
Texas
| $105M | – | – | 0.69% | 79.3% | 68 | – | 1.6 |
|
| 4573 |
4573
Mendel Money Management
Northbrook,
Illinois
| $105M | – | – | 5.34% | 75.4% | 50 | – | 3.2 |
|
| 4574 |
4574
DFPG Investments
Sandy,
Utah
| $104M | +$11.4M | +12% | 3.34% | 38.2% | 184 | 35.87% | 0.3 |
|
| 4575 |
4575
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $104M | -$13.2M | -11% | 5.31% | 35.7% | 7 | 57.14% | 0.3 |
|