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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
Prentiss Smith & Co
Brattleboro,
Vermont
| $208M | +$13M | +7% | 9.22% | 63.9% | 79 | 10.13% | 4.1 |
|
| 4552 |
4552
Seafarer Capital Partners
Larkspur,
California
| $208M | +$76.8M | +59% | 19.8% | 43% | 4 | 25% | 1.5 |
|
| 4553 |
4553
Davidson Capital Management
Corpus Christi,
Texas
| $207M | +$15.8M | +8% | 6.77% | 79.4% | 93 | 19.35% | 0.9 |
|
| 4554 |
4554
J. Safra Asset Management
New York
| $207M | -$6.68M | -3% | 6.4% | 84.3% | 35 | 17.14% | 1.3 |
|
| 4555 |
FBT
4555
First Bank & Trust
Brookings,
South Dakota
| $207M | +$8.55M | +4% | 7.4% | 85.6% | 430 | 4.65% | 2.7 |
|
| 4556 |
4556
TFG Advisers
Auburn Hills,
Michigan
| $207M | +$13.2M | +7% | 6.13% | 61.8% | 194 | 3.09% | 1.9 |
|
| 4557 |
CPFP
4557
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| $207M | +$34.5M | +20% | 4.7% | – | 216 | 15.74% | 0.4 |
|
| 4558 |
4558
Stadium Capital Management
New Canaan,
Connecticut
| $207M | -$7.07M | -3% | 1.11% | 10.9% | 12 | 25% | 1.3 |
|
| 4559 |
RCA
4559
Rex Capital Advisors
Providence,
Rhode Island
| $207M | +$66.7M | +47% | 5.59% | 7.31% | 22 | 9.09% | 2.9 |
|
| 4560 |
4560
Collaborative Holdings Management
New York
| $207M | +$25.8M | +14% | 6.29% | 591% | 25 | 56% | 0.3 |
|
| 4561 |
4561
Omega Financial Group
Santa Barbara,
California
| $207M | +$10.4M | +5% | 5.08% | 45.2% | 63 | 4.76% | 2 |
|
| 4562 |
4562
Paulson Wealth Management
Wheaton,
Illinois
| $207M | +$5.41M | +3% | 5.34% | 57.1% | 91 | 5.49% | 2.2 |
|
| 4563 |
CA
4563
Crumly & Associates
Springfield,
Illinois
| $206M | +$35.3M | +21% | 6.96% | 58.1% | 103 | 16.5% | 0.8 |
|
| 4564 |
GA
4564
Greytown Advisors
Miami,
Florida
| $206M | +$4.6M | +2% | 6.99% | 14.1% | 111 | 15.32% | 2.1 |
|
| 4565 |
BIA
4565
Bigelow Investment Advisors
Portland,
Maine
| $206M | +$8.86M | +4% | 5.33% | 75.7% | 144 | 5.56% | 2.6 |
|
| 4566 |
4566
Ategra Capital Management
Vienna,
Virginia
| $206M | +$25.5M | +14% | 5.1% | 114% | 118 | 14.41% | 1.3 |
|
| 4567 |
4567
Birch Grove Capital
New York
| $206M | -$24.6M | -11% | 0.84% | 2.66% | 59 | 35.59% | 0.5 |
|
| 4568 |
4568
J. Arnold Wealth Management
Youngstown,
Ohio
| $206M | +$24.9M | +14% | 6.82% | 46.2% | 111 | 20.72% | 0.7 |
|
| 4569 |
4569
Brand Asset Management Group
Chesterfield,
Missouri
| $206M | +$9.2M | +5% | 6.01% | 70.2% | 284 | 73.24% | 2.7 |
|
| 4570 |
4570
Black Swift Group
Boulder,
Colorado
| $206M | -$109M | -35% | 8.11% | 139% | 227 | 74.89% | 0.8 |
|
| 4571 |
SCM
4571
Stonehill Capital Management
New York
| $206M | -$7.12M | -3% | 4.74% | 117% | 20 | 50% | 0.9 |
|
| 4572 |
4572
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $206M | +$14.9M | +8% | 5.93% | 44.2% | 126 | 34.13% | 1.4 |
|
| 4573 |
4573
Wealth Alliance Advisory Group
Wichita,
Kansas
| $206M | +$10.5M | +5% | 7.03% | 72.7% | 159 | 8.81% | 2.2 |
|
| 4574 |
4574
Roman Butler Fullerton & Co
St Louis,
Missouri
| $205M | +$5.55M | +3% | 9.46% | 121% | 205 | 16.59% | 1.6 |
|
| 4575 |
FP
4575
Financial Perspectives
Minneapolis,
Minnesota
| $205M | +$18.5M | +10% | 7.32% | 87.8% | 668 | 8.83% | 1.2 |
|