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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
ICW Investment Advisors
Scottsdale,
Arizona
| $205M | +$19.1M | +10% | 9.22% | 58.6% | 139 | 3.6% | 3.4 |
|
| 4952 |
4952
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $205M | +$23.5M | +13% | 11.9% | 103% | 35 | 8.57% | 4.9 |
|
| 4953 |
4953
IronBridge Private Wealth
Austin,
Texas
| $205M | +$20.7M | +11% | 9.32% | 143% | 54 | 48.15% | 0.9 |
|
| 4954 |
4954
Sara-Bay Financial
Sarasota,
Florida
| $205M | +$7.87M | +4% | 7.21% | 233% | 78 | 8.97% | 2.4 |
|
| 4955 |
4955
Stonebridge Capital Management
Los Angeles,
California
| $205M | +$22M | +12% | 9.37% | – | 77 | 3.9% | 8.2 |
|
| 4956 |
4956
EWA LLC
Pittsbugh,
Pennsylvania
| $205M | +$50.7M | +33% | 11.5% | 102% | 153 | 32.03% | 0.4 |
|
| 4957 |
4957
Trinity Financial Advisors
Columbus,
Ohio
| $205M | +$16.8M | +9% | 9.13% | 74.5% | 78 | 11.54% | 1.3 |
|
| 4958 |
4958
Running Point Capital Advisors
El Segundo,
California
| $205M | +$32.5M | +19% | 9.92% | 52.1% | 172 | 20.35% | 1.9 |
|
| 4959 |
OPL
4959
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| $205M | +$15.9M | +8% | 22.6% | 77.6% | 15 | 13.33% | 1.2 |
|
| 4960 |
4960
Bank OZK
Little Rock,
Arkansas
| $205M | +$22.6M | +12% | 12.2% | 112% | 149 | 10.74% | 5.4 |
|
| 4961 |
4961
Hanover Advisors
Seneca,
South Carolina
| $205M | – | – | 8.62% | – | 87 | – | 0 |
|
| 4962 |
4962
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $205M | +$19.1M | +10% | 12.3% | 82% | 82 | 17.07% | 2.7 |
|
| 4963 |
4963
Strategic Value Bank Partners
Cleveland,
Ohio
| $205M | +$40.2M | +24% | 26.1% | 98.1% | 25 | 4% | 1.5 |
|
| 4964 |
4964
Newbridge Financial Services Group
Boca Raton,
Florida
| $205M | +$5.73M | +3% | 13.2% | 189% | 1,367 | 23.99% | 2.2 |
|
| 4965 |
4965
Quantedge Capital
Singapore
| $205M | +$21.3M | +12% | 13% | 110% | 144 | 43.75% | 1.1 |
|
| 4966 |
4966
Congress Park Capital
Saratoga Springs,
New York
| $205M | +$12.4M | +6% | 12.7% | 99.9% | 124 | 12.9% | 3.4 |
|
| 4967 |
4967
Horizon Bancorp
Michigan City,
Indiana
| $205M | +$48.3M | +31% | 7.72% | 33.4% | 255 | 7.06% | 2.1 |
|
| 4968 |
CIA
4968
Cape Investment Advisory
Mcdonough,
Georgia
| $205M | +$28.1M | +16% | 10.2% | 72.5% | 1,232 | 32.71% | 0.5 |
|
| 4969 |
4969
Soviero Asset Management
New York
| $204M | +$50.8M | +33% | 17.8% | 676% | 47 | 59.57% | 0.6 |
|
| 4970 |
AFP
4970
Advus Financial Partners
Winter Park,
Florida
| $204M | +$17.9M | +10% | 8.81% | 56.5% | 56 | 10.71% | 1.6 |
|
| 4971 |
4971
Dupree Financial Group
Lexington,
Kentucky
| $204M | – | – | 6.36% | 75.8% | 56 | – | 0 |
|
| 4972 |
4972
Northeast Financial Group
Tannersville,
Pennsylvania
| $204M | +$41.4M | +25% | 8.66% | 31.6% | 74 | 17.57% | 1.4 |
|
| 4973 |
4973
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $204M | +$40.3M | +25% | 11.5% | 61.6% | 74 | 22.97% | 1.3 |
|
| 4974 |
4974
Kennicott Capital Management
Corte Madera,
California
| $204M | +$28.4M | +16% | 15.3% | 98% | 40 | 10% | 2.2 |
|
| 4975 |
4975
IMS Capital Management
Portland,
Oregon
| $204M | +$36.1M | +22% | 16.2% | 119% | 147 | 16.33% | 4.5 |
|