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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Financial Life Advisors
San Antonio,
Texas
| $268M | +$2.06M | +0.8% | 0.64% | 47% | 54 | 20.37% | 3 |
|
| 4677 |
4677
Bard Associates
Chicago,
Illinois
| $268M | -$26.2M | -9% | 1.62% | 241% | 185 | 5.95% | 5.7 |
|
| 4678 |
SHFA
4678
SS&H Financial Advisors
Troy,
Michigan
| $268M | -$6.44M | -2% | 0.12% | – | 125 | 4.8% | 2.6 |
|
| 4679 |
NTCM
4679
Nine Ten Capital Management
Chicago,
Illinois
| $268M | -$82.4M | -24% | 9.96% | 166% | 12 | 16.67% | 3.5 |
|
| 4680 |
4680
Leeward Financial Partners
Bellevue,
Washington
| $268M | -$12.7M | -5% | 4.78% | 97.9% | 98 | 18.37% | 2.1 |
|
| 4681 |
4681
First United Bank & Trust
Oakland,
Maryland
| $268M | -$7.67M | -3% | 2.68% | 78% | 421 | 14.96% | 3.1 |
|
| 4682 |
4682
Beryl Capital Management
Redondo Beach,
California
| $268M | -$175M | -40% | 48.9% | 3,932% | 41 | 92.68% | 0.1 |
|
| 4683 |
4683
Holowesko Partners
Nassau,
Bahamas
| $268M | +$49.4M | +23% | 6.27% | 51.1% | 31 | 25.81% | 3.3 |
|
| 4684 |
EE
4684
EWG Elevate
Roseville,
California
| $268M | -$60.8M | -19% | 0.18% | 76% | 167 | 38.32% | 2 |
|
| 4685 |
4685
Hi-Line Capital Management
Watertown,
South Dakota
| $267M | +$38.8M | +17% | 6.09% | 57.5% | 39 | 5.13% | 2.1 |
|
| 4686 |
4686
Peregrine Asset Advisers
Portland,
Oregon
| $267M | -$4.06M | -1% | 0.38% | 182% | 179 | 16.76% | 2.3 |
|
| 4687 |
4687
Beddow Capital Management
Jackson,
Wyoming
| $267M | +$24M | +10% | 8.18% | 50.7% | 59 | 5.08% | 5.6 |
|
| 4688 |
4688
Evelyn Partners Investment Management (Europe)
Dublin,
| $267M | -$7.74M | -3% | 1.29% | – | 191 | 2.62% | 0.2 |
|
| 4689 |
4689
Security Benefit Life Insurance Company
Topeka,
Kansas
| $267M | -$40M | -13% | 16.9% | 61.7% | 22 | 18.18% | 2.3 |
|
| 4690 |
4690
Empower Annuity Insurance Company
Hartford,
Connecticut
| $267M | +$4.55M | +2% | 1.73% | 0.86% | 1 | 0% | 2.3 |
|
| 4691 |
4691
Redwood Investments
Boston,
Massachusetts
| $267M | -$106M | -28% | 4.36% | 74.1% | 119 | 26.05% | 3 |
|
| 4692 |
SA
4692
SAM Advisors
Oakhurst,
California
| $267M | -$9.6M | -3% | 1.16% | 57.5% | 40 | 2.5% | 2 |
|
| 4693 |
4693
McElhenny Sheffield Capital Management
Dallas,
Texas
| $267M | -$31.6M | -11% | 2.92% | 89.1% | 121 | 33.88% | 2 |
|
| 4694 |
4694
FengHe Fund Management
Singapore
| $267M | -$72.2M | -21% | 9.61% | 779% | 31 | 70.97% | 0.3 |
|
| 4695 |
4695
Libra Wealth
Los Gatos,
California
| $267M | +$9.35M | +4% | 2.04% | 58.2% | 63 | 15.87% | 2.1 |
|
| 4696 |
4696
44 Wealth Management
Eugene,
Oregon
| $266M | +$6.31M | +2% | 1.95% | – | 209 | 22.01% | 2.4 |
|
| 4697 |
4697
Nordwand Advisors
Radnor,
Pennsylvania
| $266M | +$23.6M | +10% | 12.5% | 103% | 128 | 21.88% | 1.4 |
|
| 4698 |
4698
Delta Financial Advisors
New Orleans,
Louisiana
| $266M | -$2.67M | -1% | 0.78% | 107% | 112 | 3.57% | 4.7 |
|
| 4699 |
EC
4699
Euclidean Capital
New York
| $266M | -$471M | -64% | 0.41% | 79.7% | 11 | 0% | 3.1 |
|
| 4700 |
4700
Hudson Value Partners
Palm Beach,
Florida
| $266M | -$2.63M | -1% | 2.06% | 124% | 105 | 17.14% | 2.5 |
|