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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 |
FFG
4651
Fortem Financial Group
Palm Desert,
California
| $197M | +$24.6M | +14% | 8.53% | 179% | 178 | 17.42% | 1.4 |
|
| 4652 |
MCP
4652
Martin Capital Partners
Eugene,
Oregon
| $197M | +$8.84M | +5% | 3.52% | 42.3% | 70 | 4.29% | 2.1 |
|
| 4653 |
PIN
4653
Prudent Investors Network
Lake Forest,
California
| $197M | +$20M | +11% | 4.43% | – | 33 | 21.21% | 0.9 |
|
| 4654 |
BBNB
4654
Baker Boyer National Bank
Walla Walla,
Washington
| $197M | – | – | 3.25% | 44.7% | 81 | – | 3.3 |
|
| 4655 |
SAM
4655
Secure Asset Management
Troy,
Michigan
| $197M | +$17.4M | +10% | 7.56% | 86.5% | 205 | 24.88% | 0.9 |
|
| 4656 |
MCL
4656
MIK Capital LP
New York
| $197M | -$73.8M | -27% | 7.06% | – | 79 | 86.08% | 0.1 |
|
| 4657 |
4657
Americana Partners
Houston,
Texas
| $197M | +$35.1M | +22% | 7.48% | 82.9% | 144 | 25.69% | 0.9 |
|
| 4658 |
CHA
4658
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $197M | +$15.4M | +8% | 7% | 39.7% | 807 | 6.57% | 1.5 |
|
| 4659 |
T
4659
TrueFG
Cedar Park,
Texas
| $197M | +$13M | +7% | 5.08% | 54.2% | 35 | 2.86% | 1.3 |
|
| 4660 |
FCM
4660
Fortis Capital Management
Bellevue,
Washington
| $197M | +$23.2M | +13% | 9.24% | 82% | 141 | 48.23% | 0.5 |
|
| 4661 |
FMN
4661
Financial Management Network
Mission Viejo,
California
| $197M | +$3.57M | +2% | 7.8% | 62.5% | 129 | 6.2% | 0.4 |
|
| 4662 |
IC
4662
Innealta Capital
Austin,
Texas
| $196M | +$31.9M | +19% | 6.88% | 63.7% | 57 | 22.81% | 1.1 |
|
| 4663 |
BIMC
4663
Benson Investment Management Company
Roanoke,
Virginia
| $196M | +$24.9M | +15% | 6.7% | 99.8% | 66 | 25.76% | 2 |
|
| 4664 |
UFG
4664
United Fire Group
Cedar Rapids,
Iowa
| $196M | +$3.62M | +2% | 3.3% | 27.4% | 49 | 4.08% | 7 |
|
| 4665 |
BA
4665
Bridge Advisory
Pasadena,
California
| $196M | +$35M | +22% | 4.21% | 6.7% | 90 | 21.11% | 0.4 |
|
| 4666 |
LBC
4666
Lawrence B. Cohen
| $196M | +$11.6M | +6% | 9.24% | 41.8% | 76 | 5.26% | 5 |
|
| 4667 |
JCM
4667
Jacobsen Capital Management
Salt Lake City,
Utah
| $196M | +$14.7M | +8% | 6.84% | 86.7% | 55 | 1.82% | 1.6 |
|
| 4668 |
SIM
4668
Seaview Investment Managers
Miami,
Florida
| $196M | +$59.2M | +43% | 6.4% | 148% | 97 | 40.21% | 0.3 |
|
| 4669 |
AFA
4669
Abacus FCF Advisors
Orlando,
Florida
| $196M | -$658K | -0.3% | 9.93% | 197% | 171 | 28.07% | 0.8 |
|
| 4670 |
KCMRT
4670
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $196M | +$10.2M | +5% | 5.48% | 21.9% | 2 | 0% | 2.4 |
|
| 4671 |
1CM
4671
1492 Capital Management
Milwaukee,
Wisconsin
| $196M | +$20.1M | +11% | 7.8% | 332% | 118 | 21.19% | 1.2 |
|
| 4672 |
MWVC
4672
Morgens Waterfall Vintiadis & Co
New York
| $196M | +$15.7M | +9% | 19.5% | 594% | 40 | 37.5% | 1.6 |
|
| 4673 |
FPWM
4673
FSB Premier Wealth Management
Waterloo,
Iowa
| $195M | +$9.8M | +5% | 4.4% | 53.9% | 108 | 13.89% | 0.5 |
|
| 4674 |
PWM
4674
Prentice Wealth Management
Rochester,
New York
| $195M | +$15.3M | +9% | 6.02% | 44.2% | 359 | 11.14% | 0.2 |
|
| 4675 |
MFS
4675
Madrona Financial Services
Everett,
Washington
| $195M | -$190K | -0.1% | 6.69% | 75.4% | 61 | 8.2% | 2.6 |
|