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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
Argyle Capital Management
Center Valley,
Pennsylvania
| $289M | +$13.4M | +5% | 6.09% | 106% | 135 | 2.22% | 8.8 |
|
| 4952 |
4952
Lion Street Advisors
Austin,
Texas
| $289M | -$40.7M | -12% | 2.04% | 38% | 341 | 53.96% | 2.2 |
|
| 4953 |
4953
B&I Capital
Zurich,
Switzerland
| $289M | -$5.09M | -2% | 1.67% | 30.5% | 31 | 6.45% | 2.3 |
|
| 4954 |
LA
4954
LFL Advisers
Evanston,
Illinois
| $289M | +$38.7M | +15% | 14.1% | 83% | 8 | 0% | 7.5 |
|
| 4955 |
4955
Demars Financial Group
Spokane Valley,
Washington
| $289M | +$28.3M | +11% | 7.88% | 69.1% | 101 | 22.77% | 2.2 |
|
| 4956 |
4956
Vigilare Wealth Management
Scottsdale,
Arizona
| $289M | +$21.9M | +8% | 8.57% | 59.5% | 135 | 22.96% | 2.3 |
|
| 4957 |
4957
Evelyn Partners Investment Management (Europe)
Dublin,
| $289M | +$10M | +4% | 10.3% | – | 189 | 7.94% | 0.7 |
|
| 4958 |
4958
Peachtree Investment Partners
Indian River Shores,,
Florida
| $288M | +$26.3M | +10% | 8.11% | 92.2% | 130 | 4.62% | 3.4 |
|
| 4959 |
4959
Providence First Trust
Scottsdale,
Arizona
| $288M | +$5.32M | +2% | 5.82% | 68.4% | 117 | 11.11% | 3.2 |
|
| 4960 |
4960
Hassell Wealth Management
Houma,
Louisiana
| $288M | +$14.6M | +5% | 5.33% | 49.7% | 26 | 0% | 2.2 |
|
| 4961 |
4961
Tieton Capital Management
Yakima,
Washington
| $288M | +$32.2M | +13% | 12.6% | 172% | 34 | 2.94% | 5.7 |
|
| 4962 |
4962
DG Capital Management
New York
| $288M | -$41.2M | -13% | 3.19% | 76.7% | 32 | 59.38% | 0.8 |
|
| 4963 |
4963
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $288M | +$40.9M | +17% | 4.8% | 58.2% | 122 | 9.84% | 1.9 |
|
| 4964 |
4964
Orion Capital Management
Coronado,
California
| $288M | +$25M | +9% | 7.82% | 75.3% | 577 | 22.53% | 1.2 |
|
| 4965 |
4965
United Bank (Georgia)
Zebulon,
Georgia
| $288M | +$26.4M | +10% | 6.78% | 81.2% | 120 | 4.17% | 4.8 |
|
| 4966 |
4966
First International Bank & Trust
Watford City,
North Dakota
| $288M | +$241K | +0.1% | 4.1% | 38.6% | 65 | 16.92% | 2.8 |
|
| 4967 |
4967
LECAP Asset Management
London,
United Kingdom
| $288M | +$4.94M | +2% | 4.53% | 35.6% | 413 | 67.31% | 0.3 |
|
| 4968 |
4968
Claris Advisors
St. Louis,
Missouri
| $288M | +$241K | +0.1% | 7.53% | 65.7% | 73 | 0% | 2.1 |
|
| 4969 |
4969
Clarus Group
Houston,
Texas
| $288M | +$15.3M | +6% | 5.25% | 67.5% | 108 | 9.26% | 2.7 |
|
| 4970 |
4970
One William Street Capital Management
New York
| $288M | +$233M | +429% | 39.6% | 44% | 10 | 80% | 0.2 |
|
| 4971 |
4971
Eaton-Cambridge
Phoenix,
Arizona
| $287M | +$22.4M | +8% | 5.17% | – | 42 | 9.52% | 1.2 |
|
| 4972 |
CWM
4972
Capital Wealth Management
W. Warwick,
Rhode Island
| $287M | +$19.2M | +7% | 5.92% | 51.3% | 40 | 10% | 3.7 |
|
| 4973 |
4973
Allred Capital Management
Dallas,
Texas
| $287M | +$19.8M | +7% | 6.59% | 73.5% | 170 | 10% | 4.6 |
|
| 4974 |
4974
First Bankers Trust
Louisville,
Kentucky
| $287M | +$16.8M | +6% | 7.6% | 78.9% | 145 | 5.52% | 6.8 |
|
| 4975 |
4975
Scientech Research LLC
Jersey City,
New Jersey
| $287M | -$122M | -30% | 21.8% | – | 919 | 77.91% | 0.2 |
|