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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Sittner & Nelson
Eugene,
Oregon
| $164M | +$14.6M | +10% | 10.2% | 88.1% | 472 | 4.87% | 1.7 |
|
| 4977 |
4977
Chase Investment Counsel
Charlottesville,
Virginia
| $163M | +$5.37M | +3% | 12.1% | 350% | 101 | 21.78% | 1.7 |
|
| 4978 |
4978
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $163M | +$14.5M | +10% | 8.52% | 82% | 73 | 21.92% | 2.5 |
|
| 4979 |
4979
Tenzing Global Management
San Francisco,
California
| $163M | -$46.7M | -22% | 1% | 273% | 19 | 57.89% | 1.6 |
|
| 4980 |
4980
Zullo Investment Group
Scranton,
Pennsylvania
| $163M | +$8.45M | +5% | 7.54% | 143% | 791 | 4.17% | 1 |
|
| 4981 |
4981
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $163M | -$27.4M | -14% | 9.59% | 47.8% | 134 | 27.61% | 3.7 |
|
| 4982 |
4982
Peninsula Asset Management
Bradenton,
Florida
| $163M | +$6.63M | +4% | 9.58% | 44.1% | 44 | 2.27% | 7.3 |
|
| 4983 |
4983
First Financial Corp
Terre Haute,
Indiana
| $163M | +$14.1M | +9% | 8.88% | 95.3% | 384 | 2.86% | 5.9 |
|
| 4984 |
4984
Black Diamond Capital Management
Stamford,
Connecticut
| $163M | -$986K | -0.6% | 23% | 28.3% | 12 | 0% | 2.3 |
|
| 4985 |
4985
United Bank (Georgia)
Zebulon,
Georgia
| $163M | +$12.7M | +8% | 10.1% | 81.2% | 87 | 4.6% | 4.2 |
|
| 4986 |
4986
Investment Advisory Group
Hanover,
Massachusetts
| $163M | +$18.8M | +13% | 7.72% | 61.6% | 141 | 14.18% | 0.8 |
|
| 4987 |
4987
Brookmont Capital Management
Dallas,
Texas
| $163M | +$18.8M | +13% | 14.8% | 32.2% | 48 | 6.25% | 6.5 |
|
| 4988 |
4988
Hudson Value Partners
Palm Beach,
Florida
| $163M | +$14.2M | +10% | 10.5% | 124% | 105 | 6.67% | 1.6 |
|
| 4989 |
4989
Visa Foundation
San Francisco,
California
| $163M | -$3.54M | -2% | 4.69% | 58.1% | 1 | 0% | 1 |
|
| 4990 |
4990
Running Point Capital Advisors
El Segundo,
California
| $163M | +$11.9M | +8% | 5.91% | 52.1% | 240 | 19.17% | 1.2 |
|
| 4991 |
CC
4991
Claybrook Capital
Wellesley,
Massachusetts
| $163M | +$5.12M | +3% | 6.66% | 7.15% | 144 | 14.58% | 1.3 |
|
| 4992 |
4992
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $163M | -$10.6M | -6% | 10.1% | 21.8% | 471 | 77.92% | 0.2 |
|
| 4993 |
4993
Weinberger Asset Management
Los Angeles,
California
| $163M | +$18.1M | +13% | 10.3% | 89.6% | 75 | 13.33% | 0.7 |
|
| 4994 |
NAH
4994
Neumann Advisory (HK)
Central,
Hong Kong
| $163M | -$123M | -43% | 30.8% | 77.3% | 16 | 12.5% | 2.9 |
|
| 4995 |
4995
CJM Wealth Advisers
Falls Church,
Virginia
| $163M | +$22.1M | +16% | 9.6% | 76.8% | 58 | 15.52% | 0.8 |
|
| 4996 |
4996
City State Bank
Norwalk,
Iowa
| $163M | +$19.6M | +14% | 8.82% | 79.1% | 713 | 10.1% | 0.9 |
|
| 4997 |
4997
RAM Investment Partners
Bellevue,
Washington
| $163M | – | – | 6.83% | 61.9% | 49 | – | 0 |
|
| 4998 |
4998
Acuta Capital Partners
Redwood City,
California
| $163M | -$69.7M | -30% | 17.7% | 7,269% | 55 | 52.73% | 1.3 |
|
| 4999 |
4999
WR Wealth Planners
Columbia,
Missouri
| $162M | +$20.3M | +14% | 8.88% | 22.1% | 548 | 12.96% | 0.7 |
|
| 5000 |
5000
True Wind Capital Management
San Francisco,
California
| $162M | +$929K | +0.6% | 2.23% | 59.6% | 3 | 0% | 1 |
|