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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
RI
4926
Rinkey Investments
San Diego,
California
| $167M | +$34.7M | +26% | 5.08% | 42.1% | 55 | 30.91% | 0.5 |
|
| 4927 |
4927
Transatlantique Private Wealth
New York
| $167M | +$17.6M | +12% | 8.24% | 88.6% | 216 | 22.69% | 0.4 |
|
| 4928 |
4928
Addison Advisors
Middlebury,
Vermont
| $167M | +$5.76M | +4% | 9.56% | 50.2% | 826 | 13.2% | 1.3 |
|
| 4929 |
AA
4929
Alta Advisers
London,
United Kingdom
| $167M | +$8.2M | +5% | 6.57% | 114% | 386 | 2.85% | 0.3 |
|
| 4930 |
4930
Interactive Financial Advisors
New Lenox,
Illinois
| $167M | -$5.38M | -3% | 7.16% | 47.6% | 171 | 4.09% | 4.9 |
|
| 4931 |
4931
Solas Capital Management
Darien,
Connecticut
| $167M | +$2.72M | +2% | 7.95% | 62.5% | 32 | 50% | 1 |
|
| 4932 |
4932
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $167M | -$1.66M | -1% | 8.1% | 155% | 101 | 14.85% | 1.1 |
|
| 4933 |
4933
Missouri Trust & Investment Company
Springfield,
Missouri
| $167M | +$13.8M | +9% | 11.8% | 65.1% | 359 | 4.18% | 0.9 |
|
| 4934 |
LAM
4934
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $167M | +$19.2M | +13% | 10.7% | 124% | 31 | 6.45% | 2.3 |
|
| 4935 |
4935
ICW Investment Advisors
Scottsdale,
Arizona
| $167M | +$17.6M | +12% | 13% | 58.6% | 124 | 1.61% | 2.8 |
|
| 4936 |
4936
Independent Family Office
Albany,
New York
| $166M | -$36.4M | -18% | 9.13% | 68.4% | 68 | 1.47% | 2 |
|
| 4937 |
HCM
4937
Hall Capital Management
Barrington,
Rhode Island
| $166M | +$16.1M | +11% | 9.27% | – | 92 | 3.26% | 5.3 |
|
| 4938 |
4938
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $166M | +$66.4M | +66% | 9.41% | 60.1% | 123 | 26.02% | 1.2 |
|
| 4939 |
4939
AREX Capital Management
New York
| $166M | +$15.7M | +10% | 15.5% | 36.2% | 19 | 21.05% | 1.3 |
|
| 4940 |
KFO
4940
Kopp Family Office
Bloomington,
Minnesota
| $166M | +$43.3M | +35% | 12.1% | 47.9% | 23 | 39.13% | 1.4 |
|
| 4941 |
4941
UNC Management Company
Chapel Hill,
North Carolina
| $166M | -$12.7M | -7% | 11.5% | 92% | 5 | 60% | 0.4 |
|
| 4942 |
4942
First City Capital Management
Savannah,
Georgia
| $166M | +$14.4M | +9% | 12.7% | 86.4% | 167 | 9.58% | 5.3 |
|
| 4943 |
4943
Snow Phipps Group
New York
| $166M | -$19.2M | -10% | 10.4% | 58% | 2 | 0% | 2.8 |
|
| 4944 |
4944
First Dallas Securities
Dallas,
Texas
| $166M | +$20.4M | +14% | 16% | 163% | 124 | 15.32% | 3.6 |
|
| 4945 |
4945
QVIDTVM Management
The Woodlands,
Texas
| $166M | +$18.1M | +12% | 16.4% | 19.5% | 15 | 26.67% | 0.6 |
|
| 4946 |
4946
Whelan Financial
Fresno,
California
| $166M | +$20.3M | +14% | 5.15% | 64.6% | 30 | 13.33% | 0.8 |
|
| 4947 |
SA
4947
Stonebridge Advisors
Wilton,
Connecticut
| $166M | +$40.4M | +32% | 0.63% | 3.35% | 4 | 25% | 0.8 |
|
| 4948 |
4948
Strategic Value Bank Partners
Cleveland,
Ohio
| $166M | +$15.4M | +10% | 10.1% | 98.1% | 23 | 8.7% | 0.8 |
|
| 4949 |
4949
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $166M | +$13.9M | +9% | 12.3% | 78% | 172 | 20.35% | 0.8 |
|
| 4950 |
4950
GSI Capital Advisors
Newport Beach,
California
| $165M | -$43.1M | -21% | 5.35% | 39.7% | 37 | 37.84% | 1.2 |
|