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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
University of Massachusetts Foundation
Newton,
Massachusetts
| $205M | -$7.85M | -4% | 3.69% | 53.6% | 4 | 0% | 3.4 |
|
| 4602 |
4602
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $204M | -$20.9M | -9% | 1.36% | 61.9% | 137 | 26.28% | 0.6 |
|
| 4603 |
4603
DGS Capital Management
Jersey City,
New Jersey
| $204M | +$3.56M | +2% | 1.01% | 177% | 252 | 15.08% | 1.2 |
|
| 4604 |
4604
Centurion Wealth Management
Mclean,
Virginia
| $204M | -$3.09M | -1% | 3.75% | – | 172 | 20.93% | 0.6 |
|
| 4605 |
WA
4605
Win Advisors
Palm Beach Gardens,
Florida
| $204M | +$129M | +173% | 1.85% | 226% | 72 | 87.5% | 0.2 |
|
| 4606 |
SL
4606
SOF Ltd
George Town,
Cayman Islands
| $204M | +$11.2M | +6% | 5.83% | 42.3% | 1 | 0% | 6.8 |
|
| 4607 |
4607
United Community Bank
Greenville,
South Carolina
| $204M | +$90.2M | +79% | 2.39% | 72.7% | 348 | 37.64% | 1 |
|
| 4608 |
BCH
4608
Berkshire Capital Holdings
San Jose,
California
| $204M | -$38.6M | -16% | 1.27% | 2,748% | 88 | 4.55% | 2.7 |
|
| 4609 |
4609
Stone Run Capital
New York
| $204M | -$21.1M | -9% | 4.44% | 77.8% | 59 | 6.78% | 7.2 |
|
| 4610 |
4610
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $204M | -$53.3M | -21% | 2.46% | 75.5% | 510 | 3.33% | 2.1 |
|
| 4611 |
4611
Iron Horse Wealth Management
Johston,
Iowa
| $204M | +$132K | +0.1% | 3.9% | 29.1% | 513 | 39.77% | 0.9 |
|
| 4612 |
4612
Headlands Technologies
Chicago,
Illinois
| $203M | -$109M | -35% | 1.84% | 158% | 1,279 | 70.13% | 0.1 |
|
| 4613 |
4613
Sutton Wealth Advisors
Tampa,
Florida
| $203M | -$3.04M | -1% | 3.4% | 40.9% | 893 | 7.39% | 4.9 |
|
| 4614 |
4614
Weik Capital Management
Wyomissing,
Pennsylvania
| $203M | -$8.42M | -4% | 0.9% | 66.9% | 98 | 5.1% | 7.2 |
|
| 4615 |
MWM
4615
MTC Wealth Management
Tampa,
Florida
| $203M | -$4.01M | -2% | 4.07% | 30.5% | 13 | 0% | 2 |
|
| 4616 |
4616
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $203M | +$13.7M | +7% | 2.87% | 60.6% | 85 | 11.76% | 1.3 |
|
| 4617 |
4617
SimpliFi Inc
San Diego,
California
| $203M | -$8.6M | -4% | 3.43% | 27.9% | 34 | 2.94% | 2.3 |
|
| 4618 |
4618
LSP Investment Advisors
New York
| $203M | +$24.5M | +14% | 27.3% | 79.5% | 24 | 8.33% | 2 |
|
| 4619 |
4619
Aquamarine Zurich
Zurich,
Switzerland
| $203M | -$6.91M | -3% | 2.71% | 74.8% | 12 | 0% | 1 |
|
| 4620 |
4620
Norway Savings Bank
Portland,
Maine
| $203M | +$19.3M | +11% | 3.56% | 117% | 136 | 15.44% | 4.9 |
|
| 4621 |
4621
Summit Rock Advisors
New York
| $203M | -$3.36M | -2% | 0.59% | – | 4 | 50% | 0.3 |
|
| 4622 |
PL
4622
Polianta Ltd
St Helier,
Jersey
| $203M | -$12.9M | -6% | 4.36% | 31.6% | 104 | 62.5% | 0.4 |
|
| 4623 |
WCM
4623
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $203M | -$983K | -0.5% | 1.01% | 33.6% | 92 | 2.17% | 4.7 |
|
| 4624 |
LFGO
4624
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $203M | +$2.42M | +1% | 2.75% | 64.2% | 73 | 9.59% | 0.6 |
|
| 4625 |
RL
4625
Rogco LP
Claremore,
Oklahoma
| $203M | – | – | 3.68% | 53.3% | 269 | – | 0 |
|