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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
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $180M | +$11.3M | +7% | 6.39% | 13.1% | 97 | 11.34% | 3.1 |
|
| 4977 |
4977
Twin Securities
New York
| $180M | -$1.41M | -0.8% | 3.57% | 506% | 19 | 84.21% | 0.1 |
|
| 4978 |
KA
4978
Kailix Advisors
Fort Lauderdale,
Florida
| $180M | +$37M | +26% | 10.3% | 16.3% | 7 | 0% | 0.4 |
|
| 4979 |
SVCM
4979
Saturn V Capital Management
Austin,
Texas
| $180M | +$46.4M | +35% | 12.7% | 1,083% | 23 | 34.78% | 0.4 |
|
| 4980 |
4980
AlphaCentric Advisors
San Juan,
Puerto Rico
| $180M | +$35.3M | +24% | 5.45% | – | 287 | 46.34% | 0.6 |
|
| 4981 |
BIMC
4981
Benson Investment Management Company
Roanoke,
Virginia
| $180M | +$5.4M | +3% | 6.62% | 99.8% | 57 | 33.33% | 1.9 |
|
| 4982 |
4982
IMS Capital Management
Portland,
Oregon
| $180M | +$11.9M | +7% | 12.1% | 119% | 146 | 20.55% | 4.6 |
|
| 4983 |
4983
Zeno Research
New York
| $180M | +$30.7M | +21% | 1.35% | 25.2% | 39 | 56.41% | 0.4 |
|
| 4984 |
4984
Demars Financial Group
Spokane Valley,
Washington
| $180M | -$1.38M | -0.8% | 1.59% | 69.1% | 75 | 6.67% | 1.9 |
|
| 4985 |
4985
TL Private Wealth
Southlake,
Texas
| $180M | +$3.4M | +2% | 4.85% | 50.6% | 43 | 9.3% | 3 |
|
| 4986 |
4986
Texas Capital Bancshares
Dallas,
Texas
| $180M | +$20.1M | +13% | 10.9% | 175% | 95 | 17.89% | 2.6 |
|
| 4987 |
4987
Silverlake Wealth Management
Williston,
Vermont
| $180M | +$15M | +9% | 5.22% | 73.3% | 238 | 14.29% | 1.2 |
|
| 4988 |
4988
Field & Main Bank
Henderson,
Kentucky
| $179M | +$11.8M | +7% | 9.48% | 107% | 268 | 7.46% | 5.2 |
|
| 4989 |
GAMC
4989
Garner Asset Management Corp
Plano,
Texas
| $179M | -$38.8M | -18% | 7.25% | 95.3% | 168 | 10.71% | 4.5 |
|
| 4990 |
4990
Ribbit Bullfrog GP II
Palo Alto,
California
| $179M | +$40.1M | +29% | 13.8% | – | 4 | 0% | 0.5 |
|
| 4991 |
4991
Soundmark Wealth Management
Kirkland,
Washington
| $179M | +$12.2M | +7% | 4.41% | 17.2% | 62 | 8.06% | 1.9 |
|
| 4992 |
4992
Commonwealth Retirement Investments
Richmond,
Virginia
| $179M | +$10.7M | +6% | 5.06% | 84.4% | 69 | 23.19% | 0.4 |
|
| 4993 |
4993
Lumbard & Kellner
Hollis,
New Hampshire
| $179M | -$19.5M | -10% | 2.96% | 137% | 95 | 29.47% | 3.8 |
|
| 4994 |
4994
First Dallas Securities
Dallas,
Texas
| $179M | +$9.7M | +6% | 6.86% | 163% | 129 | 11.63% | 3.7 |
|
| 4995 |
4995
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $179M | +$24.1M | +16% | 9.84% | 282% | 43 | 25.58% | 1.3 |
|
| 4996 |
SV
4996
Stilwell Value
New York
| $179M | -$72.2K | -0% | 7.3% | 87.9% | 41 | 9.76% | 4 |
|
| 4997 |
4997
Briggs Advisory Group
Lincoln,
Rhode Island
| $179M | +$10.3M | +6% | 5.02% | – | 57 | 3.51% | 1.2 |
|
| 4998 |
4998
VitalStone Financial
Shavano Park,
Texas
| $179M | +$57.8M | +48% | 1.56% | – | 1,099 | 29.39% | 0.2 |
|
| 4999 |
4999
Level Financial Advisors
East Amherst,
New York
| $179M | +$12.5M | +7% | 3.31% | 44% | 289 | 16.61% | 1.1 |
|
| 5000 |
5000
Marshall & Sullivan
Seattle,
Washington
| $179M | +$13.9M | +8% | 8.6% | 82% | 39 | 2.56% | 6.8 |
|