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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
KFO
5001
Kopp Family Office
Bloomington,
Minnesota
| $185M | -$43.6M | -19% | 12.8% | 47.9% | 14 | 0% | 1.6 |
|
| 5002 |
5002
Karani Asset Management
New York
| $185M | -$17.3M | -9% | 11.2% | – | 39 | 17.95% | 1.6 |
|
| 5003 |
5003
John W. Brooker & Co
Oakland,
California
| $185M | -$9.9M | -5% | 4.04% | 43.4% | 202 | 6.44% | 1.7 |
|
| 5004 |
5004
Yaupon Capital Management
New York
| $184M | +$6.34M | +4% | 12.6% | 122% | 92 | 55.43% | 0.4 |
|
| 5005 |
5005
GraniteShares Advisors
New York
| $184M | -$31.6M | -15% | 5.23% | 88.4% | 319 | 49.84% | 0.2 |
|
| 5006 |
5006
Exeter Financial
Scottsdale,
Arizona
| $184M | +$1.86M | +1% | 0.18% | 59.1% | 85 | 3.53% | 3.4 |
|
| 5007 |
5007
Raleigh Capital Management
Cary,
North Carolina
| $184M | +$86.9M | +89% | 0.75% | 79.9% | 703 | 63.3% | 0.1 |
|
| 5008 |
5008
RPD Fund Management
New York
| $184M | +$18.8M | +11% | 13.5% | – | 7 | 14.29% | 0.2 |
|
| 5009 |
5009
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $184M | +$3.55M | +2% | 3.72% | 53.1% | 23 | 8.7% | 2.1 |
|
| 5010 |
5010
Oldfather Financial Services
Kearney,
Nebraska
| $184M | -$6.24M | -3% | 4.29% | 60.8% | 64 | 1.56% | 1.9 |
|
| 5011 |
5011
Lockheed Martin
Bethesda,
Maryland
| $184M | +$52.4M | +40% | 29.8% | – | 4 | 50% | 0.1 |
|
| 5012 |
5012
AtonRa Partners
Geneva,
Switzerland
| $184M | -$104M | -36% | 13% | 49% | 121 | 11.57% | 1 |
|
| 5013 |
5013
BCGM Wealth Management
Lafayette,
Indiana
| $184M | -$2.07M | -1% | 2.61% | 54.9% | 119 | 21.01% | 1 |
|
| 5014 |
5014
Ironwood Investment Management
Boston,
Massachusetts
| $184M | -$18.2M | -9% | 5.28% | 164% | 184 | 8.7% | 5 |
|
| 5015 |
EAM
5015
Eukles Asset Management
Cincinnati,
Ohio
| $184M | -$22.7M | -11% | 8.33% | 77.2% | 232 | 10.78% | 2.4 |
|
| 5016 |
5016
Brendel Financial Advisors
Hanover,
New Hampshire
| $184M | -$9.04M | -5% | 2.26% | 126% | 139 | 41.73% | 0.6 |
|
| 5017 |
5017
Bill Few Associates
Pittsburgh,
Pennsylvania
| $184M | -$9.42M | -5% | 3.27% | 91.5% | 127 | 11.02% | 0.2 |
|
| 5018 |
5018
7G Capital Management
New York
| $184M | +$14.1M | +8% | 0.9% | 137% | 6 | 16.67% | 0.9 |
|
| 5019 |
5019
Howard Wealth Management
Madison,
Connecticut
| $184M | -$5.96M | -3% | 4.45% | 69.9% | 138 | 10.14% | 1.8 |
|
| 5020 |
5020
SWMG LLC
Fort Worth,
Texas
| $183M | -$5.21M | -3% | 4.15% | 68.7% | 71 | 15.49% | 0.9 |
|
| 5021 |
5021
Centennial Wealth Advisory
Traverse City,
Michigan
| $183M | +$6.04M | +3% | 2.26% | 63% | 117 | 30.77% | 0.7 |
|
| 5022 |
5022
Addison Advisors
Middlebury,
Vermont
| $183M | +$21.2M | +13% | 3.71% | 50.2% | 813 | 14.76% | 0.7 |
|
| 5023 |
5023
Venator Capital Management
Toronto,
Ontario, Canada
| $183M | -$58.9M | -24% | 16.1% | 154% | 74 | 50% | 0.8 |
|
| 5024 |
5024
Cribstone Capital Management
Augusta,
Maine
| $183M | +$2.59M | +1% | 3.24% | 22.4% | 491 | 18.13% | 2.8 |
|
| 5025 |
5025
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $183M | -$26.3M | -13% | 13.2% | 75.2% | 17 | 5.88% | 1.4 |
|