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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $130M | +$4.1M | +3% | 4.77% | 37.8% | 28 | 3.57% | 4.3 |
|
| 4602 |
4602
KPCB GGF Associates
Menlo Park,
California
| $130M | – | – | 12.9% | – | 2 | – | 0 |
|
| 4603 |
4603
Claro Advisors
Boston,
Massachusetts
| $130M | +$17.2M | +15% | 8.45% | 85.5% | 182 | 15.93% | 0.8 |
|
| 4604 |
4604
Shilanski & Associates
Anchorage,
Alaska
| $130M | +$6.06M | +5% | 7.08% | 84.2% | 104 | 27.88% | 0.4 |
|
| 4605 |
4605
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $130M | +$16.8M | +15% | 7.89% | 67.8% | 139 | 13.67% | 4.6 |
|
| 4606 |
4606
Bellevue Asset Management
Bellevue,
Washington
| $130M | – | – | 9.47% | 56.7% | 549 | – | 0 |
|
| 4607 |
4607
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $130M | +$4.25M | +3% | 7.86% | – | 353 | 15.01% | 2.8 |
|
| 4608 |
4608
Rain Capital Management
Lake Oswego,
Oregon
| $129M | +$4.24M | +3% | 3.11% | 18.2% | 31 | 0% | 2.4 |
|
| 4609 |
4609
Caprin Asset Management
Henrico,
Virginia
| $129M | -$987K | -0.8% | 0.08% | 7.87% | 18 | 0% | 3 |
|
| 4610 |
4610
Harrington Investments
Napa,
California
| $129M | +$7.81M | +6% | 8.93% | 109% | 83 | 7.23% | 2 |
|
| 4611 |
RMSCM
4611
R.M. Sincerbeaux Capital Management
New York
| $129M | +$2.95M | +2% | 7.98% | 76.4% | 51 | 3.92% | 4.9 |
|
| 4612 |
4612
Aristides Capital
Louisville,
Kentucky
| $129M | – | – | 6.17% | 126% | 229 | – | 0 |
|
| 4613 |
4613
Exeter Financial
Scottsdale,
Arizona
| $129M | +$3.18M | +3% | 7.35% | 59.1% | 69 | 1.45% | 1.8 |
|
| 4614 |
4614
Armor Investment Advisors
Raleigh,
North Carolina
| $129M | +$6.6M | +5% | 5.74% | 56.6% | 158 | 8.86% | 2.3 |
|
| 4615 |
4615
SkyTop Capital Management
Rutherford,
New Jersey
| $129M | +$1.05M | +0.8% | 5.17% | 50.2% | 25 | 48% | 0.8 |
|
| 4616 |
MAM
4616
Miria Asset Management
St. Julians,
Malta
| $129M | – | – | 18% | 265% | 14 | – | 0 |
|
| 4617 |
RCIM
4617
Russell Clark Investment Management
London,
United Kingdom
| $128M | +$2.5M | +2% | 10.1% | 174% | 48 | 12.5% | 1.3 |
|
| 4618 |
4618
Loudon Investment Management
West Lebanon,
New Hampshire
| $128M | +$9.6M | +8% | 7.46% | 61.6% | 86 | 6.98% | 4 |
|
| 4619 |
4619
Western Standard LLC
Los Angeles,
California
| $128M | +$2.17M | +2% | 4.24% | 83.7% | 46 | 28.26% | 0.9 |
|
| 4620 |
4620
Juncture Wealth Strategies
Scottsdale,
Arizona
| $128M | +$14.8M | +13% | 5.23% | 76.5% | 104 | 11.54% | 2.4 |
|
| 4621 |
4621
Freestate Advisors
Overland Park,
Kansas
| $128M | -$5.46M | -4% | 4.56% | – | 5 | 40% | 0.3 |
|
| 4622 |
HF
4622
Halpern Financial
Ashburn,
Virginia
| $128M | – | – | 7.85% | 26.3% | 183 | – | 0 |
|
| 4623 |
4623
Blue Square Asset Management
New York
| $128M | +$1.11M | +0.9% | 9.44% | 104% | 92 | 18.48% | 0.2 |
|
| 4624 |
4624
MilWealth Group
Milwaukee,
Wisconsin
| $128M | +$9.03M | +8% | 4.86% | 36.8% | 74 | 12.16% | 0.9 |
|
| 4625 |
MI
4625
M3F Inc
Salt Lake City,
Utah
| $128M | -$9.08M | -7% | 7.86% | 139% | 37 | 13.51% | 1.8 |
|