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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
BC
4626
Bruce & Co
Chicago,
Illinois
| $323M | +$14.5M | +5% | 13.1% | 94.5% | 40 | 2.5% | 6.6 |
|
| 4627 |
CVA
4627
Central Valley Advisors
Sacramento,
California
| $323M | +$29.1M | +10% | 6.93% | 77.8% | 149 | 11.41% | 1.1 |
|
| 4628 |
4628
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $323M | +$18M | +6% | 5.71% | 78% | 192 | 8.85% | 2.4 |
|
| 4629 |
4629
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $323M | +$28.7M | +10% | 7.25% | 66% | 131 | 13.74% | 1.9 |
|
| 4630 |
AFS
4630
Aft Forsyth & Sober
Valrico,
Florida
| $323M | +$25.7M | +9% | 9.86% | 94.6% | 65 | 18.46% | 4.5 |
|
| 4631 |
4631
Punch Card Management
Winter Park,
Florida
| $322M | +$12.5M | +4% | 1.09% | 41% | 7 | 28.57% | 2.3 |
|
| 4632 |
4632
Centerpoint Advisors
Needham,
Massachusetts
| $322M | +$27.5M | +9% | 8.96% | 74.2% | 472 | 13.35% | 3.4 |
|
| 4633 |
TM
4633
TigerOak Management
Albuquerque,
New Mexico
| $322M | +$30.4M | +10% | 10.7% | – | 121 | 8.26% | 0.7 |
|
| 4634 |
4634
Blue Owl Capital Holdings
New York
| $322M | +$12.3M | +4% | 27.7% | 145% | 80 | 20% | 0.9 |
|
| 4635 |
4635
Lightspeed Management Company
Menlo Park,
California
| $322M | +$83.2M | +35% | 10.3% | – | 8 | 50% | 0.4 |
|
| 4636 |
4636
Congress Park Capital
Saratoga Springs,
New York
| $322M | +$16.7M | +5% | 5.89% | 99.9% | 135 | 19.26% | 3.7 |
|
| 4637 |
4637
VSM Wealth Advisory
Hunt Valley,
Maryland
| $322M | +$18.8M | +6% | 6.64% | – | 519 | 15.41% | 0.7 |
|
| 4638 |
4638
Hobbs Group Advisors
Columbia,
South Carolina
| $321M | +$28.8M | +10% | 6.47% | – | 165 | 15.15% | 1.2 |
|
| 4639 |
CAGAS
4639
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $321M | +$43.1M | +16% | 7% | 54.8% | 186 | 10.22% | 2.6 |
|
| 4640 |
4640
Oldfather Financial Services
Kearney,
Nebraska
| $321M | +$30.2M | +10% | 7.71% | 60.8% | 92 | 8.7% | 3.4 |
|
| 4641 |
4641
Denver PWM
Denver,
Colorado
| $321M | +$81.6K | +0% | 4.48% | 48.6% | 78 | 0% | 2.8 |
|
| 4642 |
4642
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $321M | +$48.2M | +18% | 6.84% | 70.3% | 141 | 7.09% | 4.7 |
|
| 4643 |
4643
Ceera Investments
Bellaire,
Texas
| $321M | -$5.98M | -2% | 0.39% | 56.1% | 117 | 10.26% | 2.2 |
|
| 4644 |
4644
Oldfield Partners
London,
United Kingdom
| $320M | +$29.2M | +10% | 1.03% | 98% | 20 | 5% | 4.5 |
|
| 4645 |
4645
X-Square Capital
Guaynabo,
Puerto Rico
| $320M | +$42.1M | +15% | 10.8% | 158% | 173 | 13.87% | 3.3 |
|
| 4646 |
EE
4646
EWG Elevate
Roseville,
California
| $320M | -$4.57M | -1% | 7.79% | 76% | 170 | 46.47% | 1.9 |
|
| 4647 |
SC
4647
Slotnik Capital
Dallas,
Texas
| $320M | +$57.5M | +22% | 13.2% | – | 42 | 85.71% | 0.2 |
|
| 4648 |
4648
FIFTHDELTA
London,
United Kingdom
| $320M | +$9.47M | +3% | 8.61% | 16.6% | 10 | 60% | 1.2 |
|
| 4649 |
4649
Pure Portfolios Holdings
Lake Oswego,
Oregon
| $320M | +$24.7M | +8% | 7.92% | – | 107 | 8.41% | 0.9 |
|
| 4650 |
4650
JCIC Asset Management
Toronto,
Ontario, Canada
| $320M | – | – | 12.4% | – | 111 | – | 4.2 |
|