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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
EAM
4651
Eukles Asset Management
Cincinnati,
Ohio
| $118M | +$21.5M | +22% | 23.3% | 77.2% | 161 | 5.59% | 1.4 |
|
| 4652 |
4652
Stonebridge Financial Planning Group
Orlando,
Florida
| $117M | +$17.1M | +17% | 21.1% | 67.2% | 431 | 12.3% | 0.4 |
|
| 4653 |
4653
Delta Capital Management
Red Bank,
New Jersey
| $117M | -$5.95M | -5% | 16.5% | 129% | 68 | 10.29% | 4.6 |
|
| 4654 |
4654
Field & Main Bank
Henderson,
Kentucky
| $117M | – | – | 20.7% | 107% | 178 | – | 4.6 |
|
| 4655 |
MC
4655
MRJ Capital
New York
| $117M | +$24.1M | +26% | 26.7% | 127% | 53 | 15.09% | 3.8 |
|
| 4656 |
4656
First Financial Corp
Terre Haute,
Indiana
| $117M | +$8.43M | +8% | 17.7% | 95.3% | 400 | 21.25% | 4.2 |
|
| 4657 |
4657
Benchmark Wealth Management
Old Lyme,
Connecticut
| $117M | +$17.4M | +17% | 13.4% | 42.7% | 51 | 17.65% | 0.5 |
|
| 4658 |
IAS
4658
Investment Advisory Services
The Woodlands,
Texas
| $117M | +$23.7M | +25% | 18.9% | 65.4% | 74 | 12.16% | 0.4 |
|
| 4659 |
4659
Yost Capital Management
Houston,
Texas
| $117M | +$11.1M | +11% | 22.8% | 125% | 16 | 62.5% | 0.3 |
|
| 4660 |
SL
4660
SOF Ltd
George Town,
Cayman Islands
| $117M | +$29M | +33% | 32.9% | 42.3% | 1 | 0% | 3.5 |
|
| 4661 |
CC
4661
Claybrook Capital
Wellesley,
Massachusetts
| $117M | +$6.7M | +6% | 13.2% | 7.15% | 106 | 39.62% | 1.1 |
|
| 4662 |
4662
1492 Capital Management
Milwaukee,
Wisconsin
| $117M | +$33.2M | +40% | 59.6% | 332% | 99 | 33.33% | 1.4 |
|
| 4663 |
4663
Friedenthal Financial
Marlton,
New Jersey
| $117M | +$11.6M | +11% | 10.6% | 111% | 55 | 40% | 2.5 |
|
| 4664 |
4664
ValueWorks
New York
| $117M | +$13.6M | +13% | 31.9% | 190% | 37 | 27.03% | 2.8 |
|
| 4665 |
4665
Vista Investment Management
Pittsburgh,
Pennsylvania
| $116M | +$18.6M | +19% | 18.8% | 54.4% | 135 | 10.37% | 2.1 |
|
| 4666 |
4666
Grace Capital
Quincy,
Massachusetts
| $116M | +$14.7M | +14% | 26.5% | 127% | 223 | 22.87% | 1.3 |
|
| 4667 |
4667
Hixon Zuercher
Findlay,
Ohio
| $116M | +$46.9M | +68% | 22.8% | 101% | 51 | 31.37% | 0.3 |
|
| 4668 |
LFGH
4668
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $116M | +$29.1M | +33% | 22.8% | 12.9% | 45 | 60% | 0.8 |
|
| 4669 |
4669
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $116M | -$378M | -76% | 24.2% | 142% | 26 | 26.92% | 1.9 |
|
| 4670 |
4670
Sagil Capital
London,
United Kingdom
| $116M | -$34.4M | -23% | 19.2% | 104% | 26 | 50% | 1.1 |
|
| 4671 |
4671
Brendel Financial Advisors
Hanover,
New Hampshire
| $116M | +$31.2M | +37% | 27% | 126% | 92 | 39.13% | 0.9 |
|
| 4672 |
LAM
4672
LifePro Asset Management
San Diego,
California
| $116M | – | – | 54.9% | 49% | 26 | – | 0 |
|
| 4673 |
4673
Performa Ltd (US)
Charleston,
South Carolina
| $116M | +$16.3M | +16% | 18.3% | 55.8% | 8 | 25% | 1 |
|
| 4674 |
4674
Courant Investment Management
Franklin,
Tennessee
| $116M | +$7.1M | +7% | 17.9% | 35.2% | 13 | 15.38% | 2.1 |
|
| 4675 |
4675
TLW Wealth Management
Indian Rocks Beach,
Florida
| $116M | +$24.5M | +27% | 34% | 82.9% | 20 | 5% | 1.1 |
|