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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
RFG Holdings
Argyle,
Texas
| $263M | +$25.3M | +11% | 2.55% | 72.3% | 49 | 16.33% | 1 |
|
| 4552 |
4552
Standard General
New York
| $263M | +$105M | +67% | 292% | 259% | 3 | 0% | 5.8 |
|
| 4553 |
4553
Aquamarine Zurich
Zurich,
Switzerland
| $263M | +$623K | +0.2% | 0.36% | 74.8% | 14 | 14.29% | 1.5 |
|
| 4554 |
FNWM
4554
Financial Network Wealth Management
Draper,
Utah
| $263M | +$51.3M | +24% | 5.45% | – | 109 | 63.3% | 1 |
|
| 4555 |
4555
Viola Ventures VC Management 4
Herzliya,
Israel
| $262M | -$10.6M | -4% | 4.66% | 79.1% | 5 | 0% | 1.3 |
|
| 4556 |
4556
Jeppson Wealth Management
Manhattan Beach,
California
| $262M | +$4.39M | +2% | 4.24% | 107% | 217 | 9.68% | 2.6 |
|
| 4557 |
4557
Iron Horse Wealth Management
Johston,
Iowa
| $262M | +$8.86M | +4% | 0.04% | 29.1% | 496 | 10.69% | 1.5 |
|
| 4558 |
4558
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $262M | – | – | 4.25% | – | 149 | – | 2.5 |
|
| 4559 |
4559
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $261M | -$8.09M | -3% | 0.92% | 106% | 44 | 2.27% | 3.8 |
|
| 4560 |
4560
Bard Associates
Chicago,
Illinois
| $261M | -$16.8M | -6% | 0.91% | 241% | 179 | 5.59% | 5.5 |
|
| 4561 |
4561
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $261M | +$16.8M | +7% | 0.56% | 62.6% | 74 | 6.76% | 1.3 |
|
| 4562 |
4562
Anatole Investment Management
Central,
Hong Kong
| $261M | -$62.6M | -19% | 9.71% | 3,486% | 11 | 63.64% | 0.3 |
|
| 4563 |
4563
Sandbox Financial Partners
Bethesda,
Maryland
| $261M | +$22.8M | +10% | 6.24% | 69.6% | 103 | 11.65% | 2 |
|
| 4564 |
PAM
4564
Pegasus Asset Management
Montebello,
New York
| $261M | +$2.57M | +1% | 3.42% | 89% | 73 | 8.22% | 4.8 |
|
| 4565 |
4565
Allred Capital Management
Dallas,
Texas
| $261M | +$4.74M | +2% | 2.09% | 73.5% | 175 | 5.14% | 3.9 |
|
| 4566 |
4566
Bourne Lent Asset Management
Pawling,
New York
| $261M | +$12.8M | +5% | 7.57% | 76.1% | 63 | 3.17% | 6.4 |
|
| 4567 |
MCF
4567
MKA Charitable Fund
San Francisco,
California
| $261M | -$27.9M | -10% | 8.08% | 17.1% | 1 | 0% | 0.5 |
|
| 4568 |
4568
Sicart Associates
New York
| $261M | -$12.4M | -5% | 0.53% | 99.1% | 79 | 12.66% | 3.9 |
|
| 4569 |
4569
McCarthy & Cox
Marysville,
Ohio
| $261M | -$4.22M | -2% | 0.31% | – | 54 | 14.81% | 0.2 |
|
| 4570 |
4570
Bill Few Associates
Pittsburgh,
Pennsylvania
| $261M | +$14M | +6% | 3.77% | 91.5% | 181 | 11.05% | 1.7 |
|
| 4571 |
4571
Swiss Re
Zurich,
Switzerland
| $260M | -$238M | -48% | 4.56% | – | 2 | 0% | 1.1 |
|
| 4572 |
4572
Snow Phipps Group
New York
| $260M | -$30.6M | -11% | 0.06% | 58% | 2 | 0% | 4.3 |
|
| 4573 |
4573
Fielder Capital Group
Nashville,
Tennessee
| $260M | +$36.4M | +16% | 4.31% | – | 207 | 22.22% | 0.4 |
|
| 4574 |
4574
Stiles Financial Services
Edina,
Minnesota
| $260M | +$10.4M | +4% | 4.35% | 133% | 187 | 8.56% | 1.9 |
|
| 4575 |
4575
3G Capital Partners
New York
| $260M | +$21.9M | +9% | 8.6% | 351% | 15 | 40% | 0.4 |
|