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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
OFS Enterprise
Kearney,
Nebraska
| $340M | – | – | 1.73% | – | 94 | – | 0 |
|
| 4577 |
SWK
4577
Stephen W. Kidder
| $340M | -$14.5M | -4% | 2.25% | 94.7% | 80 | 13.75% | 6.9 |
|
| 4578 |
4578
Sweeney & Michel
Chico,
California
| $340M | +$1.3M | +0.4% | 0.21% | – | 146 | 4.11% | 2.2 |
|
| 4579 |
4579
First International Bank of Israel
Tel Aviv,
| $340M | +$131M | +62% | 1.37% | – | 74 | 41.89% | 0.5 |
|
| 4580 |
4580
Bell Asset Management
Melbourne,
Australia
| $340M | -$34.3M | -9% | 10% | 45.3% | 70 | 28.57% | 3.2 |
|
| 4581 |
4581
MIO Partners
New York
| $340M | -$105M | -24% | 4.63% | – | 8 | 25% | 0.3 |
|
| 4582 |
4582
Neumann Capital Management
Foster City,
California
| $340M | -$6.58M | -2% | 0.97% | 89.9% | 104 | 4.81% | 7.8 |
|
| 4583 |
4583
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $340M | +$1.04M | +0.3% | 9.63% | 245% | 393 | 51.4% | 0.7 |
|
| 4584 |
SCM
4584
Sophron Capital Management
Summit,
New Jersey
| $339M | +$28.3M | +9% | 2.5% | – | 47 | 29.79% | 0.8 |
|
| 4585 |
4585
Myriad Asset Management Advisors
West Palm Beach,
Florida
| $339M | +$14.8M | +5% | 3.01% | – | 63 | 49.21% | 0.2 |
|
| 4586 |
4586
Verger Capital Management
Winston-Salem,
North Carolina
| $339M | +$1.44M | +0.4% | 2.74% | 58.3% | 14 | 7.14% | 8 |
|
| 4587 |
4587
Whitefort Capital Management
New York
| $339M | -$52.1M | -13% | 2.73% | 243% | 23 | 26.09% | 1.5 |
|
| 4588 |
4588
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $339M | +$84.3M | +33% | 12.3% | 39.2% | 16 | 62.5% | 0.3 |
|
| 4589 |
4589
Pinnacle Bancorp
Beatrice,
Nebraska
| $339M | -$2.33M | -0.7% | 1.46% | 72.9% | 914 | 7.66% | 5 |
|
| 4590 |
4590
Core Alternative Capital
Peachtree Corners,
Georgia
| $339M | -$23.8M | -7% | 0.58% | 74.5% | 216 | 6.48% | 4.1 |
|
| 4591 |
4591
Concentrum Wealth Management
San Jose,
California
| $339M | -$19.5M | -5% | 5.85% | 174% | 117 | 28.21% | 2.4 |
|
| 4592 |
4592
Silverleafe Capital Partners
Germantown,
Tennessee
| $339M | +$1.34M | +0.4% | 1.88% | 87.7% | 134 | 50% | 2 |
|
| 4593 |
4593
Penobscot Wealth Management
Portland,
Maine
| $338M | +$14.9M | +5% | 0.98% | 56.7% | 112 | 10.71% | 2.4 |
|
| 4594 |
4594
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| $338M | +$6.05M | +2% | 0.8% | 40.6% | 126 | 17.46% | 0.9 |
|
| 4595 |
4595
Solitude Financial Services
Charlottesville,
Virginia
| $338M | +$34.8M | +11% | 1.74% | 62.4% | 42 | 16.67% | 2.7 |
|
| 4596 |
4596
Brightline Capital Management
Miami,
Florida
| $338M | +$90.8M | +37% | 25.2% | 810% | 10 | 30% | 0.8 |
|
| 4597 |
4597
Cabot-Wellington
Boston,
Massachusetts
| $338M | +$26.2M | +8% | 2.71% | 73.1% | 5 | 0% | 5.6 |
|
| 4598 |
4598
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $338M | +$6.73M | +2% | 1.03% | 128% | 191 | 12.57% | 1.8 |
|
| 4599 |
4599
Selective Wealth Management
Forest,
Virginia
| $338M | +$17.2M | +5% | 3.93% | 74.4% | 127 | 21.26% | 3 |
|
| 4600 |
4600
NKCFO LLC
Geneva,
Illinois
| $337M | -$8.46M | -2% | 10.2% | 237% | 131 | 49.62% | 0.8 |
|