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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $252M | +$18.1M | +8% | 9.15% | 103% | 66 | 13.64% | 3.4 |
|
| 4827 |
4827
11 Capital Partners
Darien,
Connecticut
| $252M | -$5.78M | -2% | 6.97% | 101% | 17 | 17.65% | 1.5 |
|
| 4828 |
4828
Stonebridge Capital Management
Los Angeles,
California
| $252M | +$17.5M | +7% | 5.25% | – | 86 | 6.98% | 8.2 |
|
| 4829 |
4829
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $252M | +$17.7M | +8% | 8.01% | 61.6% | 86 | 16.28% | 1.8 |
|
| 4830 |
KLP
4830
Kent Lake PR
Anasco,
Puerto Rico
| $252M | – | – | 6.74% | – | 49 | – | 0 |
|
| 4831 |
4831
First Washington Corp
Seattle,
Washington
| $252M | -$18.4M | -7% | 6.1% | 142% | 62 | 16.13% | 4.1 |
|
| 4832 |
4832
Client 1st Advisory Group
Dunedin,
Florida
| $252M | +$19.4M | +8% | 5.18% | 64.5% | 127 | 11.02% | 2.5 |
|
| 4833 |
4833
Intel Corp
Santa Clara,
California
| $252M | -$253M | -50% | 7.83% | 9.79% | 4 | 25% | 1.9 |
|
| 4834 |
4834
Cumberland Advisors
Sarasota,
Florida
| $252M | +$7.43M | +3% | 6.99% | 80.7% | 53 | 9.43% | 4.5 |
|
| 4835 |
4835
Peloton Wealth Strategists
Indianapolis,
Indiana
| $252M | +$8.54M | +4% | 5.13% | 51.3% | 96 | 7.29% | 3.4 |
|
| 4836 |
4836
Stonehearth Capital Management
Danvers,
Massachusetts
| $252M | +$18M | +8% | 7.15% | 87.5% | 83 | 12.05% | 3.1 |
|
| 4837 |
4837
Fi3 Financial Advisors
Indianapolis,
Indiana
| $252M | +$24.3M | +11% | 4.99% | 83.1% | 113 | 23.01% | 1.5 |
|
| 4838 |
4838
Daventry Group
New York
| $251M | +$27.5M | +12% | 7.45% | 26.2% | 10 | 20% | 1.5 |
|
| 4839 |
CAGAS
4839
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $251M | +$17.4M | +7% | 6.19% | 54.8% | 158 | 9.49% | 2.2 |
|
| 4840 |
4840
Machina Capital
Paris,
France
| $251M | +$28.4M | +13% | 8.61% | 34.8% | 373 | 58.45% | 0.4 |
|
| 4841 |
4841
Crescent Park Management
East Palo Alto,
California
| $251M | +$35.9M | +17% | 12.9% | 87% | 37 | 32.43% | 1.6 |
|
| 4842 |
4842
Argyle Capital Management
Center Valley,
Pennsylvania
| $251M | +$8.16M | +3% | 7.89% | 106% | 124 | 1.61% | 8.7 |
|
| 4843 |
4843
Long Road Investment Counsel
Kalamazoo,
Michigan
| $251M | +$21.5M | +9% | 10.6% | 53.8% | 72 | 2.78% | 7.9 |
|
| 4844 |
4844
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $251M | +$13.1M | +5% | 0.51% | 116% | 32 | 21.88% | 1 |
|
| 4845 |
4845
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| $251M | +$52.2M | +26% | 40% | 27.4% | 5 | 20% | 1.3 |
|
| 4846 |
4846
Watershed Private Wealth
Oak Brook,
Illinois
| $251M | +$15.7M | +7% | 5.57% | 80.3% | 127 | 18.11% | 1.2 |
|
| 4847 |
4847
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $251M | +$16.7M | +7% | 7.19% | 80.3% | 112 | 10.71% | 3.3 |
|
| 4848 |
4848
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $251M | +$11.4M | +5% | 6.96% | 122% | 159 | 8.18% | 1.1 |
|
| 4849 |
4849
Moseley Investment Management
Bradenton,
Florida
| $251M | +$35.3M | +16% | 6.61% | 96.6% | 157 | 10.83% | 3.4 |
|
| 4850 |
4850
Roth Financial Partners
Kingwood,
Texas
| $250M | +$18.7M | +8% | 6.33% | 61% | 32 | 3.13% | 2.6 |
|