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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 |
AC
4701
Apertura Capital
Dallas,
Texas
| $123M | -$266M | -68% | 3.83% | 41.5% | 42 | 80.95% | 0.3 |
|
| 4702 |
4702
Investors Financial Group
Plymouth,
Minnesota
| $123M | – | – | 8.38% | – | 134 | – | 0 |
|
| 4703 |
4703
Sowa Financial Group
Lincoln,
Rhode Island
| $123M | – | – | 7.16% | 77.7% | 374 | – | 0 |
|
| 4704 |
HCM
4704
Hall Capital Management
Barrington,
Rhode Island
| $123M | +$8.04M | +7% | 6.59% | – | 83 | 3.61% | 4 |
|
| 4705 |
EAM
4705
Eukles Asset Management
Cincinnati,
Ohio
| $123M | +$7.31M | +6% | 7.57% | 77.2% | 169 | 1.78% | 0.9 |
|
| 4706 |
4706
Fifth Third Securities
Cincinnati,
Ohio
| $123M | +$53.3M | +77% | 4.44% | 62.7% | 62 | 22.58% | 1.6 |
|
| 4707 |
4707
Grace Capital
Quincy,
Massachusetts
| $123M | +$23.6M | +24% | 17.3% | 127% | 204 | 39.22% | 1.1 |
|
| 4708 |
4708
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $122M | +$10.6M | +10% | 10.7% | 130% | 100 | 17% | 1.4 |
|
| 4709 |
HH
4709
HWG Holdings
Houston,
Texas
| $122M | +$13.8M | +13% | 12.8% | – | 140 | 24.29% | 0.9 |
|
| 4710 |
4710
Strategic Financial Partners
Bend,
Oregon
| $122M | – | – | 6.72% | 54.8% | 68 | – | 0 |
|
| 4711 |
BI
4711
Bredin Investment
Wilmington,
Delaware
| $122M | +$7.33M | +6% | 7.56% | – | 76 | 1.32% | 1.9 |
|
| 4712 |
4712
Strategic Vision Investment
Hong Kong
| $122M | -$26M | -18% | 17.2% | 95.6% | 16 | 56.25% | 0.4 |
|
| 4713 |
BC
4713
Belmont Capital
Los Angeles,
California
| $122M | – | – | 4.48% | 182% | 52 | – | 0 |
|
| 4714 |
SST
4714
S Squared Technology
New York
| $122M | +$8.29M | +7% | 17.9% | 223% | 37 | 13.51% | 2.4 |
|
| 4715 |
4715
ICM Asset Management
Spokane,
Washington
| $122M | -$7.89M | -6% | 8.59% | 58.9% | 38 | 13.16% | 2.9 |
|
| 4716 |
4716
Central Asset Investments & Management Holdings
Hong Kong
| $122M | +$43.6M | +56% | 18.6% | 3,210% | 36 | 55.56% | 0.3 |
|
| 4717 |
BP
4717
Barker Partnership
Grand Cayman,
Cayman Islands
| $122M | +$51.7M | +74% | 50.7% | – | 3 | 33.33% | 1.3 |
|
| 4718 |
4718
NWK Group
San Francisco,
California
| $122M | – | – | 13.5% | 268% | 193 | – | 0 |
|
| 4719 |
4719
Summit Rock Advisors
New York
| $122M | +$14.3M | +13% | 7.84% | – | 5 | 60% | 0.5 |
|
| 4720 |
4720
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $122M | +$5.5M | +5% | 4.32% | 83.3% | 91 | 10.99% | 3.6 |
|
| 4721 |
4721
AUA Capital Management
Camp Hill,
Pennsylvania
| $121M | -$2.89M | -2% | 6.34% | 70.2% | 189 | 3.17% | 2.8 |
|
| 4722 |
4722
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $121M | +$8.22M | +7% | 6.47% | 61.1% | 113 | 4.42% | 3.9 |
|
| 4723 |
4723
TPG Financial Advisors
Portland,
Oregon
| $121M | +$10.3M | +9% | 4.86% | – | 50 | 14% | 0.8 |
|
| 4724 |
4724
Baldrige Asset Management
Allentown,
Pennsylvania
| $121M | +$8.47M | +8% | 5.87% | 43.5% | 86 | 9.3% | 0.7 |
|
| 4725 |
4725
IFG Advisors
St. Louis,
Missouri
| $121M | +$13.7M | +13% | 7.22% | 78.7% | 66 | 3.03% | 0.2 |
|