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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Chiron Capital Management
Tallahassee,
Florida
| $149M | -$9.7M | -6% | 5.52% | – | 131 | 12.21% | 1.3 |
|
| 4902 |
4902
Peachtree Investment Partners
Indian River Shores,,
Florida
| $149M | -$11.5M | -7% | 2.98% | 92.2% | 100 | 14% | 2.4 |
|
| 4903 |
4903
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $149M | -$6.08M | -4% | 2.07% | 88% | 50 | 12% | 3.4 |
|
| 4904 |
4904
HST Ventures
Park City,
Utah
| $149M | +$320K | +0.2% | 4.92% | 8.24% | 37 | 54.05% | 0.3 |
|
| 4905 |
4905
Waycross Partners
Louisville,
Kentucky
| $149M | -$1.95M | -1% | 3.04% | 87.7% | 92 | 22.83% | 1.2 |
|
| 4906 |
4906
Financial Insights
Tacoma,
Washington
| $149M | +$50.1M | +51% | 5.31% | 71.9% | 128 | 39.84% | 1.7 |
|
| 4907 |
4907
Hudson Value Partners
Palm Beach,
Florida
| $149M | -$9.06M | -6% | 5.02% | 124% | 105 | 8.57% | 1.5 |
|
| 4908 |
4908
Vishria Bird Financial Group
Memphis,
Tennessee
| $149M | -$1.74M | -1% | 4.36% | 74.3% | 60 | 10% | 2.4 |
|
| 4909 |
4909
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $148M | -$21M | -12% | 4.99% | 53.8% | 65 | 16.92% | 0.6 |
|
| 4910 |
4910
Baron Financial Group
Fair Lawn,
New Jersey
| $148M | -$2.81M | -2% | 5.01% | 55.5% | 217 | 80.65% | 1.7 |
|
| 4911 |
4911
Autumn Glory Partners
Dallas,
Texas
| $148M | +$13.1M | +10% | 5.09% | 69.5% | 171 | 20.47% | 0.6 |
|
| 4912 |
4912
Bickling Financial Services
Lexington,
Massachusetts
| $148M | -$9.28M | -6% | 5.4% | – | 121 | 5.79% | 1.5 |
|
| 4913 |
I2I
4913
Insight 2811 Inc
Chicago,
Illinois
| $148M | -$5.02M | -3% | 3.18% | 30.8% | 87 | 10.34% | 3.6 |
|
| 4914 |
4914
Concorde Financial
Dallas,
Texas
| $148M | +$58.7M | +66% | 2% | 81.3% | 64 | 51.56% | 0.4 |
|
| 4915 |
LWMM
4915
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $148M | -$16.4M | -10% | 3.77% | 89.1% | 84 | 11.9% | 2.2 |
|
| 4916 |
DL
4916
DOHJ LLC
Seattle,
Washington
| $148M | -$27.6M | -16% | 5.02% | 51.5% | 86 | 15.12% | 2.1 |
|
| 4917 |
4917
Cabot-Wellington
Boston,
Massachusetts
| $148M | -$15.2M | -9% | 6.57% | 65% | 8 | 25% | 4.5 |
|
| 4918 |
IGYL
4918
I.G.Y. Ltd
London,
United Kingdom
| $148M | +$1.35M | +0.9% | 1.84% | 80.5% | 3 | 0% | 2.5 |
|
| 4919 |
4919
Ursa Fund Management
Danville,
California
| $148M | -$439M | -75% | 26.3% | 93.5% | 46 | 84.78% | 0.1 |
|
| 4920 |
4920
Advisor Resource Council
Dallas,
Texas
| $148M | -$931M | -86% | 2.21% | 74.7% | 543 | 74.59% | 0.9 |
|
| 4921 |
4921
QVIDTVM Management
The Woodlands,
Texas
| $148M | -$3.38M | -2% | 2.49% | 19.5% | 15 | 33.33% | 0.5 |
|
| 4922 |
4922
O'Keefe Stevens Advisory
Rochester,
New York
| $148M | -$15.4M | -9% | 9.05% | 208% | 39 | 12.82% | 3.8 |
|
| 4923 |
4923
CNB Bank
Clearfield,
Pennsylvania
| $148M | -$6.79M | -4% | 5.71% | 91.6% | 505 | 12.87% | 3 |
|
| 4924 |
4924
Bill Few Associates
Pittsburgh,
Pennsylvania
| $148M | -$8.69M | -6% | 5.13% | 91.5% | 120 | 6.67% | 0.7 |
|
| 4925 |
4925
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $148M | +$3.34M | +2% | 6.03% | 58.2% | 120 | 21.67% | 0.9 |
|