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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 |
BE
4601
Bonness Enterprises
Washington,
District of Columbia
| $285M | -$15.8M | -5% | 4.41% | 98.6% | 38 | 2.63% | 10.7 |
|
| 4602 |
4602
Palo Alto Wealth Advisors
Palo Alto,
California
| $285M | +$43.4M | +18% | 7.45% | 108% | 54 | 12.96% | 1.4 |
|
| 4603 |
4603
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $285M | +$6.55M | +2% | 2.65% | 87.3% | 400 | 33.25% | 2.4 |
|
| 4604 |
4604
Missouri Trust & Investment Company
Springfield,
Missouri
| $285M | -$1.64M | -0.6% | 0.99% | 81.6% | 453 | 16.11% | 2.2 |
|
| 4605 |
4605
GCQ Funds Management
Sydney,
Australia
| $285M | – | – | 10.7% | – | 10 | – | 0 |
|
| 4606 |
4606
OLIO Financial Planning
Mclean,
Virginia
| $285M | +$47M | +20% | 2.26% | 52.9% | 67 | 34.33% | 1.9 |
|
| 4607 |
4607
Bill Few Associates
Pittsburgh,
Pennsylvania
| $284M | +$2.67M | +0.9% | 1.41% | 91.5% | 186 | 10.75% | 2.2 |
|
| 4608 |
4608
Concentrum Wealth Management
San Jose,
California
| $284M | +$27.3M | +11% | 5.4% | 174% | 85 | 20% | 2.8 |
|
| 4609 |
4609
Field & Main Bank
Henderson,
Kentucky
| $284M | +$3.64M | +1% | 2.68% | 107% | 258 | 7.75% | 6 |
|
| 4610 |
VST
4610
Van Strum & Towne
San Francisco,
California
| $284M | -$4.69M | -2% | 0.18% | 72.3% | 110 | 7.27% | 5.7 |
|
| 4611 |
4611
Anchorage Capital Group
New York
| $284M | -$97.8M | -26% | 2% | 24.9% | 7 | 0% | 3.1 |
|
| 4612 |
4612
Passive Capital Management
Baltimore,
Maryland
| $284M | -$2.34M | -0.8% | 2.92% | 37.7% | 66 | 3.03% | 2.1 |
|
| 4613 |
4613
Performa Ltd (US)
Charleston,
South Carolina
| $284M | +$14.8M | +5% | 0% | 59.6% | 59 | 22.03% | 2.4 |
|
| 4614 |
4614
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $284M | -$9.8M | -3% | 1.55% | – | 302 | 16.89% | 2.3 |
|
| 4615 |
IAS
4615
Investment Advisory Services
The Woodlands,
Texas
| $284M | +$539K | +0.2% | 0.45% | 74.9% | 121 | 8.26% | 3.4 |
|
| 4616 |
4616
Lightspeed Management Company
Menlo Park,
California
| $284M | – | – | 80.8% | – | 10 | – | 0 |
|
| 4617 |
4617
City State Bank
Norwalk,
Iowa
| $283M | +$9.06M | +3% | 0.67% | 79.1% | 766 | 8.49% | 2.4 |
|
| 4618 |
4618
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $283M | -$12.8M | -4% | 4.25% | 13.4% | 4 | 0% | 7.6 |
|
| 4619 |
4619
Promethos Capital
Boston,
Massachusetts
| $283M | +$2.63M | +0.9% | 0.91% | – | 89 | 17.98% | 0.8 |
|
| 4620 |
4620
JRM Investment Counsel
Omaha,
Nebraska
| $283M | -$7.45M | -3% | 1.45% | 65.5% | 20 | 0% | 5.2 |
|
| 4621 |
4621
First Washington Corp
Seattle,
Washington
| $283M | +$31.2M | +12% | 3.78% | 142% | 58 | 12.07% | 4.5 |
|
| 4622 |
4622
Joule Financial
Lexington,
Kentucky
| $283M | +$8.09M | +3% | 0.83% | 55.5% | 116 | 14.66% | 1.7 |
|
| 4623 |
4623
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $283M | -$26.9M | -9% | 4.35% | 117% | 84 | 21.43% | 2.5 |
|
| 4624 |
4624
Metavasi Capital
Larchmont,
New York
| $283M | +$62.6M | +28% | 26.7% | 840% | 40 | 45% | 0.8 |
|
| 4625 |
4625
West Oak Capital
Westlake Village,
California
| $283M | -$255M | -47% | 0.5% | 110% | 328 | 7.32% | 6.4 |
|