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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Stewart Asset Management
New York
| $188M | +$834K | +0.4% | 9.1% | 42.5% | 32 | 15.63% | 1.8 |
|
| 4952 |
4952
Landaas & Company
Milwaukee,
Wisconsin
| $188M | $0 | 0% | 3.85% | 68.3% | 79 | 0% | 3 |
|
| 4953 |
4953
Chou Associates Management
Toronto,
Ontario, Canada
| $188M | -$3.12M | -2% | 1.88% | 66.4% | 19 | 5.26% | 5.3 |
|
| 4954 |
4954
Chapman Investment Management
San Anselmo,
California
| $188M | -$30.8M | -14% | 5.47% | 44% | 54 | 25.93% | 1.5 |
|
| 4955 |
4955
St. Johns Investment Management
Jacksonville,
Florida
| $188M | -$8.49M | -4% | 2.7% | 80.9% | 210 | 13.81% | 4.7 |
|
| 4956 |
4956
Monte Financial Group
Guilford,
Connecticut
| $188M | -$2.18M | -1% | 1.88% | 57.9% | 83 | 15.66% | 2.2 |
|
| 4957 |
FAG
4957
Fortitude Advisory Group
Gig Harbor,
Washington
| $188M | -$10.9M | -5% | 4.09% | 142% | 1,649 | 10.61% | 0.2 |
|
| 4958 |
JCA
4958
Jade Capital Advisors
Essex Fells,
New Jersey
| $188M | +$55.9M | +42% | 1.6% | 28.9% | 131 | 64.89% | 0.4 |
|
| 4959 |
AWA
4959
Aquire Wealth Advisors
South Jordan,
Utah
| $188M | -$3.3M | -2% | 5.11% | 60.2% | 275 | 85.82% | 0.3 |
|
| 4960 |
SI
4960
Saxon Interests
Houston,
Texas
| $188M | +$11.1M | +6% | 0.3% | 81.2% | 152 | 25.66% | 0.2 |
|
| 4961 |
4961
Pinnacle Family Advisors
Springfield,
Missouri
| $188M | -$33.2M | -15% | 0.25% | 85.8% | 135 | 37.04% | 1.3 |
|
| 4962 |
4962
Turiya Advisors Asia
Hong Kong
| $188M | -$18.5M | -9% | 37.9% | 247% | 4 | 75% | 0.5 |
|
| 4963 |
4963
Landmark Wealth Management (New York)
Melville,
New York
| $188M | +$16.6M | +10% | 5.19% | 37.9% | 75 | 50.67% | 0.1 |
|
| 4964 |
4964
Coyle Financial Counsel
Glenview,
Illinois
| $188M | +$17.2M | +10% | 3.61% | 67.3% | 74 | 14.86% | 2.2 |
|
| 4965 |
4965
Rappaport Reiches Capital Management
Skokie`,
Illinois
| $187M | +$71.2M | +61% | 4.23% | 17.6% | 86 | 31.4% | 0.5 |
|
| 4966 |
4966
Friess Associates
Greenville,
Delaware
| $187M | -$68.4M | -27% | 2.16% | 256% | 127 | 59.06% | 0.6 |
|
| 4967 |
4967
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| $187M | +$26.3M | +16% | 0.01% | – | 52 | 15.38% | 0.9 |
|
| 4968 |
4968
G&S Capital
Denver,
Colorado
| $187M | -$13.7M | -7% | 0.64% | 85.6% | 123 | 29.27% | 1.6 |
|
| 4969 |
TFA
4969
Triad Financial Advisors
Greensboro,
North Carolina
| $187M | +$18.5M | +11% | 4.24% | – | 121 | 11.57% | 0.2 |
|
| 4970 |
4970
Trust Company of Kansas
Wichita,
Kansas
| $187M | -$2.08M | -1% | 0.38% | 87% | 74 | 18.92% | 1.5 |
|
| 4971 |
4971
Passive Capital Management
Baltimore,
Maryland
| $187M | +$10.1M | +6% | 5.27% | 37.7% | 50 | 10% | 0.2 |
|
| 4972 |
4972
Argent Advisors
Monroe,
Louisiana
| $187M | +$1.12M | +0.6% | 0.81% | 63.1% | 152 | 17.76% | 1.6 |
|
| 4973 |
4973
Hixon Zuercher
Findlay,
Ohio
| $186M | -$12.9M | -6% | 5.64% | 101% | 64 | 12.5% | 1.9 |
|
| 4974 |
BHCM
4974
Boulder Hill Capital Management
New York
| $186M | +$83M | +80% | 0.57% | – | 272 | 94.49% | 0 |
|
| 4975 |
4975
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $186M | -$1.45M | -0.8% | 1.36% | 66.8% | 149 | 6.04% | 3.5 |
|