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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
Jacobsen Capital Management
Salt Lake City,
Utah
| $296M | -$10M | -3% | 1.35% | 97.3% | 134 | 17.16% | 2.4 |
|
| 4952 |
4952
Red Lighthouse Investment Management
New York
| $296M | +$16.7M | +6% | 0.8% | 71.1% | 117 | 53.85% | 2 |
|
| 4953 |
4953
First Bankers Trust
Louisville,
Kentucky
| $296M | -$1.44M | -0.5% | 3.28% | 78.9% | 152 | 9.21% | 7 |
|
| 4954 |
4954
Vigilare Wealth Management
Scottsdale,
Arizona
| $296M | -$1.36M | -0.5% | 0.18% | 59.5% | 132 | 29.55% | 2.7 |
|
| 4955 |
4955
River Street Advisors
Aurora,
Illinois
| $296M | +$29.1M | +11% | 0.43% | 93.5% | 186 | 17.74% | 2 |
|
| 4956 |
4956
Skaana Management
Brooklyn,
New York
| $296M | -$13.2M | -4% | 8.73% | 269% | 215 | 42.33% | 1 |
|
| 4957 |
4957
Front Row Advisors
Tiburon,
California
| $296M | -$4.31M | -1% | 0.21% | 142% | 588 | 9.35% | 5.4 |
|
| 4958 |
4958
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $295M | +$7.71M | +3% | 1.48% | 69.5% | 181 | 13.81% | 1.7 |
|
| 4959 |
4959
Royal Harbor Partners
Houston,
Texas
| $295M | -$7.16M | -2% | 1.54% | 54.6% | 61 | 32.79% | 2.3 |
|
| 4960 |
4960
Master's Wealth Management
Lancaster,
Pennsylvania
| $295M | +$17.2M | +6% | 0.71% | – | 86 | 29.07% | 0.6 |
|
| 4961 |
4961
Claar Advisors
New York
| $295M | -$47M | -14% | 10.1% | 65.5% | 18 | 16.67% | 5.4 |
|
| 4962 |
4962
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| $295M | +$6.32M | +2% | 1.07% | 72.1% | 86 | 12.79% | 2.5 |
|
| 4963 |
4963
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $295M | +$9.02M | +3% | 1.12% | 56.5% | 199 | 5.03% | 3.1 |
|
| 4964 |
4964
Permit Capital
West Conshohocken,
Pennsylvania
| $294M | -$27M | -8% | 5.5% | 121% | 19 | 0% | 5.6 |
|
| 4965 |
4965
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $294M | +$919K | +0.3% | 2.02% | 107% | 234 | 14.1% | 2.5 |
|
| 4966 |
4966
Selkirk Management
Chatham,
New Jersey
| $294M | -$83.9M | -22% | 19.9% | 245% | 12 | 8.33% | 6.1 |
|
| 4967 |
4967
B&I Capital
Zurich,
Switzerland
| $294M | +$12.9M | +5% | 4.4% | 30.5% | 28 | 25% | 2.1 |
|
| 4968 |
4968
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $294M | -$1.55M | -0.5% | 2.53% | 17.7% | 132 | 31.82% | 3.7 |
|
| 4969 |
4969
Erste Towarzystwo Funduszy Inwestycyjnych
Poznan,
| $294M | – | – | 12.3% | – | 33 | – | 0 |
|
| 4970 |
4970
Pacifica Capital Investments
Leander,
Texas
| $294M | -$73.3M | -20% | 2.88% | 69.8% | 15 | 0% | 7.4 |
|
| 4971 |
4971
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $294M | +$59.2M | +25% | 3.57% | 81.9% | 512 | 3.32% | 4.1 |
|
| 4972 |
MEPT
4972
Missouri Education Pension Trust
Jefferson City,
Missouri
| $294M | -$55.9M | -16% | 0.47% | – | 2 | 0% | 0.3 |
|
| 4973 |
4973
Engle Capital Management
Greenwich,
Connecticut
| $293M | +$34.3M | +13% | 10.3% | 398% | 31 | 41.94% | 0.5 |
|
| 4974 |
4974
HF Advisory Group
Annapolis,
Maryland
| $293M | +$6.81M | +2% | 0.85% | 73.2% | 175 | 9.14% | 2.7 |
|
| 4975 |
4975
Barometer Capital Management
Toronto,
Ontario, Canada
| $293M | -$122M | -29% | 14.9% | 339% | 185 | 67.57% | 0.6 |
|