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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Promethos Capital
Boston,
Massachusetts
| $368M | -$4.39M | -1% | 16.3% | – | 60 | 33.33% | 1.3 |
|
| 4702 |
4702
Sterling Financial Planning
Sparta,
New Jersey
| $368M | +$30.4M | +9% | 9.53% | 59.3% | 125 | 8% | 3.9 |
|
| 4703 |
4703
Fortress Private Ledger
Raleigh,
North Carolina
| $368M | +$47.5M | +15% | 17.2% | – | 303 | 25.08% | 0.9 |
|
| 4704 |
4704
New Wave Wealth Advisors
Springdale,
Arkansas
| $367M | +$79.3M | +28% | 16.6% | – | 239 | 34.31% | 1 |
|
| 4705 |
4705
One Advisory Partners
Overland Park,
Kansas
| $367M | +$42.9M | +13% | 15% | 58.3% | 77 | 18.18% | 2.4 |
|
| 4706 |
4706
Whelan Financial
Fresno,
California
| $367M | +$45.1M | +14% | 15.8% | 64.6% | 103 | 16.5% | 1.8 |
|
| 4707 |
4707
Storen Legacy Partners
Zionsville,
Indiana
| $367M | +$47.8M | +15% | 13.4% | – | 118 | 15.25% | 0.4 |
|
| 4708 |
VST
4708
Van Strum & Towne
San Francisco,
California
| $367M | +$24.3M | +7% | 12.1% | 62.2% | 114 | 5.26% | 6.4 |
|
| 4709 |
4709
Silverleafe Capital Partners
Germantown,
Tennessee
| $367M | +$28.2M | +8% | 24.4% | 87.7% | 112 | 19.64% | 2.3 |
|
| 4710 |
4710
First International Bank of Israel
Tel Aviv,
| $367M | +$26.7M | +8% | 9.27% | – | 79 | 37.97% | 0.5 |
|
| 4711 |
4711
Impact Capital Partners
Greenwood Village,
Colorado
| $367M | +$35.9M | +11% | 17.8% | – | 318 | 24.21% | 1.1 |
|
| 4712 |
4712
Waterford Advisors
Orchard Park,
New York
| $366M | +$51.2M | +16% | 11.5% | 50.5% | 67 | 19.4% | 1.8 |
|
| 4713 |
ACA
4713
Acorn Capital Advisors
New York
| $366M | +$14.6M | +4% | 48.3% | – | 23 | 17.39% | 1.2 |
|
| 4714 |
4714
Concord Investment Counsel
Irvine,
California
| $366M | +$69.4M | +23% | 25.8% | – | 50 | 18% | 1.5 |
|
| 4715 |
SA
4715
SAM Advisors
Oakhurst,
California
| $366M | +$47.3M | +15% | 12.4% | 57.5% | 50 | 8% | 2.5 |
|
| 4716 |
4716
Pillsbury Lake Capital
San Francisco,
California
| $366M | +$145M | +66% | 42.4% | – | 51 | 52.94% | 0.2 |
|
| 4717 |
4717
Empirical Capital Management
Hendersonville,
Tennessee
| $366M | +$199M | +119% | 21.7% | 205% | 28 | 50% | 1.6 |
|
| 4718 |
4718
Capco Asset Management
Tampa,
Florida
| $366M | -$729K | -0.2% | 3.84% | 46.1% | 27 | 3.7% | 5.1 |
|
| 4719 |
ITIM
4719
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $366M | +$42.1M | +13% | 18.5% | 114% | 502 | 9.16% | 3.9 |
|
| 4720 |
4720
Wright Investors Service
Shelton,
Connecticut
| $366M | +$48M | +15% | 27.8% | 146% | 162 | 17.28% | 4.5 |
|
| 4721 |
4721
Range Financial Group
Tigard,
Oregon
| $366M | +$67.8M | +23% | 36.4% | 195% | 218 | 18.35% | 1.8 |
|
| 4722 |
AIM
4722
Aigen Investment Management
New York
| $366M | -$23.5M | -6% | 15.8% | 55.5% | 841 | 79.55% | 0.2 |
|
| 4723 |
4723
Lynch Asset Management
Yardley,
Pennsylvania
| $366M | +$67.5M | +23% | 30.5% | 214% | 52 | 1.92% | 3.3 |
|
| 4724 |
QCI
4724
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $366M | -$43.1M | -11% | 7.01% | 107% | 24 | 20.83% | 2.7 |
|
| 4725 |
4725
Glassy Mountain Advisors
Bethesda,
Maryland
| $366M | +$43.6M | +14% | 18.6% | 91.5% | 81 | 11.11% | 2 |
|