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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Zullo Investment Group
Scranton,
Pennsylvania
| $160M | -$32.5M | -17% | 15.7% | 143% | 815 | 5.03% | 0.5 |
|
| 4877 |
OGF
4877
Orin Green Financial
San Diego,
California
| $160M | +$6.85M | +4% | 13.7% | 59.1% | 70 | 10% | 1.3 |
|
| 4878 |
4878
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $160M | -$3.31M | -2% | 12.1% | – | 145 | 23.45% | 1.1 |
|
| 4879 |
4879
KEB Asset Management
Springfield,
Illinois
| $160M | +$10.4M | +7% | 13.4% | 68.9% | 59 | 35.59% | 0.3 |
|
| 4880 |
4880
Ferguson Shapiro
Decatur,
Georgia
| $160M | -$44.1M | -22% | 8.8% | 42.7% | 50 | 60% | 0.6 |
|
| 4881 |
4881
Aspen Investment Management
Grand Rapids,
Michigan
| $160M | -$30.9M | -16% | 11% | 84.9% | 152 | 15.79% | 5.5 |
|
| 4882 |
4882
Brightlight Capital Management
Westport,
Connecticut
| $160M | -$78.4M | -33% | 33% | 202% | 12 | 8.33% | 1.3 |
|
| 4883 |
4883
TRB Advisors
New York
| $160M | -$22.9M | -13% | 17.8% | 64% | 7 | 42.86% | 3.9 |
|
| 4884 |
4884
American Trust Investment Advisors
Lebanon,
New Hampshire
| $160M | -$35.3M | -18% | 14% | 91% | 93 | 18.28% | 3.1 |
|
| 4885 |
4885
SG Capital Management
Chicago,
Illinois
| $159M | -$44.8M | -22% | 13.9% | 250% | 77 | 71.43% | 0.3 |
|
| 4886 |
4886
Ibex Investors
Denver,
Colorado
| $159M | -$2.11B | -93% | 22.7% | 16.6% | 41 | 58.54% | 0.5 |
|
| 4887 |
4887
Riverstone Advisors
New Braunfels,
Texas
| $159M | -$35.6M | -18% | 17.9% | 104% | 52 | 19.23% | 2 |
|
| 4888 |
4888
Stone Asset Management
Austin,
Texas
| $159M | -$20.2M | -11% | 14.7% | – | 49 | 8.16% | 0.4 |
|
| 4889 |
4889
Fifth Lane Capital
Austin,
Texas
| $159M | -$5.94M | -4% | 1.53% | 80.4% | 526 | 70.91% | 0.2 |
|
| 4890 |
4890
Allred Capital Management
Dallas,
Texas
| $159M | -$30.8M | -16% | 11.4% | 73.5% | 170 | 9.41% | 2.8 |
|
| 4891 |
4891
Chiron Capital Management
Tallahassee,
Florida
| $159M | -$139K | -0.1% | 9.01% | – | 138 | 18.84% | 1 |
|
| 4892 |
RM
4892
Rudius Management
New York
| $158M | -$67.6M | -30% | 13.7% | 8.92% | 5 | 20% | 1.4 |
|
| 4893 |
4893
Andesa Financial Management
Allentown,
Pennsylvania
| $158M | -$27M | -15% | 13% | 73.6% | 153 | 16.99% | 2.3 |
|
| 4894 |
IAMH
4894
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $158M | +$19.9M | +14% | 14.4% | 76% | 16 | 25% | 0.6 |
|
| 4895 |
4895
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $158M | -$51.5M | -25% | 18.2% | 36.9% | 82 | 3.66% | 5.9 |
|
| 4896 |
EAM
4896
Eukles Asset Management
Cincinnati,
Ohio
| $158M | -$26M | -14% | 13.5% | 77.2% | 224 | 6.25% | 2.5 |
|
| 4897 |
4897
Baker Hughes Holdings
Houston,
Texas
| $158M | -$38.4M | -20% | 19.6% | 38.6% | 1 | 0% | 1.5 |
|
| 4898 |
4898
GoalVest Advisory
New York
| $158M | -$19.4M | -11% | 12.6% | 94.8% | 571 | 55.17% | 0.8 |
|
| 4899 |
4899
NewGen Asset Management
Toronto,
Ontario, Canada
| $158M | -$64.8M | -29% | 12% | 402% | 44 | 65.91% | 0.6 |
|
| 4900 |
AA
4900
AF Advisors
Sacramento,
California
| $158M | +$8.31M | +6% | 14.2% | 76.5% | 21 | 47.62% | 1 |
|