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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 |
SHFP
5001
Second Half Financial Partners
Sebring,
Florida
| $169M | +$15.3M | +10% | 1.67% | 36.8% | 48 | 29.17% | 0.8 |
|
| 5002 |
HCM
5002
Hall Capital Management
Barrington,
Rhode Island
| $169M | +$2.19M | +1% | 2.85% | – | 93 | 2.15% | 5.5 |
|
| 5003 |
5003
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| $169M | +$11.4M | +7% | 5.22% | – | 76 | 3.95% | 1 |
|
| 5004 |
5004
Commonwealth Retirement Investments
Richmond,
Virginia
| $169M | +$3.61M | +2% | 2.24% | 96.7% | 71 | 22.54% | 0.2 |
|
| 5005 |
SST
5005
S Squared Technology
New York
| $168M | +$20.6M | +14% | 17.7% | 223% | 35 | 17.14% | 3.2 |
|
| 5006 |
5006
Snow Lake Management
Menlo Park,
California
| $168M | – | – | 7.4% | – | 7 | – | 0 |
|
| 5007 |
5007
Saiph Capital
Wyckoff,
New Jersey
| $168M | +$23M | +16% | 6.99% | 52.4% | 38 | 7.89% | 1.1 |
|
| 5008 |
5008
IMS Capital Management
Portland,
Oregon
| $168M | +$11.4M | +7% | 12.2% | 119% | 151 | 19.21% | 4.2 |
|
| 5009 |
5009
Systrade
Vaduz,
Liechtenstein
| $168M | +$52.2M | +45% | 0.53% | 152% | 10 | 10% | 0.2 |
|
| 5010 |
5010
Sterling Investment Counsel
Buffalo,
New York
| $168M | +$6.47M | +4% | 9.3% | 93.8% | 165 | 13.33% | 1 |
|
| 5011 |
5011
Act Wealth Management
Plano,
Texas
| $168M | +$9.9M | +6% | 5.39% | 70% | 47 | 17.02% | 1.5 |
|
| 5012 |
5012
Bayshore Asset Management
Coral Gables,
Florida
| $168M | +$12.7M | +8% | 4.08% | 66.1% | 34 | 8.82% | 0.9 |
|
| 5013 |
AAG
5013
Avalon Advisory Group
Wexford,
Pennsylvania
| $168M | +$13.1M | +8% | 5.57% | 46% | 7 | 0% | 3.2 |
|
| 5014 |
5014
CVS Health
Woonsocket,
Rhode Island
| $168M | +$52M | +45% | 2.6% | 50% | 10 | 50% | 0.7 |
|
| 5015 |
5015
Harbor Group
Bedford,
New Hampshire
| $168M | +$12.5M | +8% | 6.63% | 43% | 66 | 15.15% | 1.4 |
|
| 5016 |
5016
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $168M | -$3.07M | -2% | 2.33% | 38.1% | 24 | 0% | 1.7 |
|
| 5017 |
5017
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $168M | +$21M | +14% | 4.92% | 54.5% | 299 | 49.16% | 0.6 |
|
| 5018 |
PCR
5018
Potrero Capital Research
San Francisco,
California
| $168M | +$16.4M | +11% | 22.8% | 226% | 33 | 36.36% | 0.8 |
|
| 5019 |
5019
Field & Main Bank
Henderson,
Kentucky
| $168M | +$12.5M | +8% | 9.51% | 107% | 274 | 5.47% | 4.8 |
|
| 5020 |
5020
Verity Asset Management
Durham,
North Carolina
| $168M | +$50.6M | +43% | 5.88% | 87% | 192 | 19.27% | 2.4 |
|
| 5021 |
5021
FIDELIS iM
Medford,
Oregon
| $168M | +$14.2M | +9% | 3.26% | 44.8% | 22 | 18.18% | 1.4 |
|
| 5022 |
AA
5022
Alta Advisers
London,
United Kingdom
| $168M | +$528K | +0.3% | 7.99% | 129% | 386 | 2.07% | 0.5 |
|
| 5023 |
5023
Pinnacle Financial Group
Western Springs,
Illinois
| $167M | +$26M | +18% | 3.48% | 59.1% | 68 | 8.82% | 1 |
|
| 5024 |
5024
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $167M | -$7.2M | -4% | 2.76% | 44.1% | 45 | 8.89% | 1 |
|
| 5025 |
5025
Wealthstream Advisors
New York
| $167M | +$14M | +9% | 6.75% | 88.2% | 82 | 10.98% | 0.9 |
|