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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
PK
4726
Pflug Koory
Omaha,
Nebraska
| $180M | +$15.6M | +9% | 12.2% | – | 467 | 9.42% | 4.3 |
|
| 4727 |
4727
Valley Financial Management
New York
| $180M | +$12.9M | +8% | 9.14% | – | 44 | 20.45% | 0.2 |
|
| 4728 |
4728
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $180M | -$172M | -49% | 6.88% | 70.9% | 40 | 52.5% | 6.8 |
|
| 4729 |
4729
Wills Financial Group
Richmond,
Virginia
| $180M | -$505K | -0.3% | 7.72% | 57.5% | 63 | 17.46% | 4.7 |
|
| 4730 |
4730
Teramo Advisors
Naples,
Florida
| $179M | +$24M | +15% | 3.05% | 72.1% | 25 | 48% | 0.6 |
|
| 4731 |
WCM
4731
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $179M | +$23.2M | +15% | 9.29% | 33.6% | 88 | 20.45% | 4.7 |
|
| 4732 |
4732
Columbia Trust
Portland,
Oregon
| $179M | +$2.28M | +1% | 9.66% | 36% | 144 | 14.58% | 2.3 |
|
| 4733 |
4733
SkyKnight Capital
San Francisco,
California
| $179M | +$5.21M | +3% | 3.1% | 11% | 3 | 0% | 1 |
|
| 4734 |
4734
Deane Retirement Strategies
New Orleans,
Louisiana
| $179M | +$16.4M | +10% | 7.72% | 73.4% | 79 | 35.44% | 2.3 |
|
| 4735 |
4735
Essex Woodlands Management
The Woodlands,
Texas
| $179M | -$62.6M | -26% | 10.6% | 55% | 7 | 0% | 4.7 |
|
| 4736 |
4736
EdgeRock Capital
Denver,
Colorado
| $179M | +$3.63M | +2% | 5.81% | 71.3% | 432 | 87.04% | 0.4 |
|
| 4737 |
4737
Cambridge Financial Group
Columbus,
Ohio
| $179M | +$13M | +8% | 13.2% | – | 32 | 3.13% | 4.1 |
|
| 4738 |
4738
Northcape Wealth Management
Williamsville,
New York
| $179M | -$102M | -36% | 10.3% | 66% | 136 | 46.32% | 0.9 |
|
| 4739 |
4739
FirstPurpose Wealth
Orem,
Utah
| $179M | +$27.3M | +18% | 6.15% | – | 195 | 26.67% | 0.6 |
|
| 4740 |
4740
Impala Asset Management
Palm Beach,
Florida
| $179M | +$31.6M | +21% | 13.3% | 62.6% | 37 | 59.46% | 1.1 |
|
| 4741 |
4741
Centennial Wealth Advisory
Traverse City,
Michigan
| $179M | +$8.86M | +5% | 5.49% | 63% | 129 | 19.38% | 0.9 |
|
| 4742 |
CNBT
4742
Cornerstone National Bank & Trust
Palatine,
Illinois
| $179M | -$3.38M | -2% | 6.47% | 38.5% | 62 | 6.45% | 2.5 |
|
| 4743 |
ZCM
4743
Zenyatta Capital Management
Dover,
Delaware
| $179M | +$6.7M | +4% | 12.4% | – | 58 | 74.14% | 0.3 |
|
| 4744 |
4744
Lumature Wealth Partners
Alpharetta,
Georgia
| $179M | -$7.74M | -4% | 8.66% | – | 407 | 6.88% | 1.6 |
|
| 4745 |
4745
Horizon Bancorp
Michigan City,
Indiana
| $179M | – | – | 2.31% | 33.4% | 213 | – | 2.4 |
|
| 4746 |
4746
Global Financial Private Client
Sarasota,
Florida
| $179M | +$5.04M | +3% | 9.61% | 100% | 694 | 7.93% | 2.1 |
|
| 4747 |
4747
SG Capital Management
Chicago,
Illinois
| $179M | -$35.7M | -17% | 23.2% | 250% | 80 | 72.5% | 0.3 |
|
| 4748 |
IAMH
4748
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $179M | +$49.9M | +39% | 6.94% | 76% | 17 | 35.29% | 0.6 |
|
| 4749 |
4749
Northern Right Capital Management
Darien,
Connecticut
| $179M | -$10M | -5% | 4.29% | 187% | 26 | 30.77% | 1.9 |
|
| 4750 |
4750
Topel & Distasi Wealth Management
Berkeley,
California
| $179M | -$2.56M | -1% | 6.54% | 40% | 74 | 12.16% | 0.8 |
|