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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 |
5001
Ruedi Wealth Management
Champaign,
Illinois
| $175M | +$4.4M | +3% | 3.02% | 44.9% | 235 | 10.21% | 0.7 |
|
| 5002 |
5002
Pinnacle Family Advisors
Springfield,
Missouri
| $175M | -$10.8M | -6% | 4.02% | 85.8% | 110 | 28.18% | 1.9 |
|
| 5003 |
5003
Grey Street Capital
Chicago,
Illinois
| $175M | -$14.4M | -8% | 0.45% | – | 141 | 12.06% | 0.4 |
|
| 5004 |
5004
Aubrey Capital Management
Edinburgh,
United Kingdom
| $174M | +$22M | +14% | 5.29% | 319% | 63 | 30.16% | 1 |
|
| 5005 |
XC
5005
XY Capital
Central,
Hong Kong
| $174M | +$35.5M | +26% | 2.96% | 52.8% | 184 | 77.72% | 0.1 |
|
| 5006 |
5006
Grandview Asset Management
Harrisburg,
Pennsylvania
| $174M | +$71.6M | +70% | 3.18% | 200% | 114 | 55.26% | 1.3 |
|
| 5007 |
5007
MBE Wealth Management
Tomah,
Wisconsin
| $174M | -$11.8M | -6% | 3.97% | 66.5% | 92 | 14.13% | 2 |
|
| 5008 |
BIA
5008
Bigelow Investment Advisors
Portland,
Maine
| $174M | -$8.85M | -5% | 3.86% | 75.7% | 149 | 3.36% | 3.4 |
|
| 5009 |
5009
Samalin Investment Counsel
Chappaqua,
New York
| $174M | -$10.9M | -6% | 2.57% | 68.3% | 286 | 13.64% | 2.2 |
|
| 5010 |
5010
Compass Rose Asset Management
New York
| $174M | -$337M | -66% | 6.58% | 41% | 11 | 81.82% | 0.1 |
|
| 5011 |
5011
Leisure Capital Management
Costa Mesa,
California
| $174M | -$7.6M | -4% | 3.05% | 98% | 136 | 6.62% | 4.7 |
|
| 5012 |
5012
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $174M | -$6.56M | -4% | 3.85% | 13.1% | 101 | 20.79% | 3.3 |
|
| 5013 |
5013
Ascension Capital Advisors
Houston,
Texas
| $174M | +$17.6M | +11% | 2.48% | 59.3% | 45 | 24.44% | 2 |
|
| 5014 |
5014
Sapphire Ventures
Austin,
Texas
| $174M | -$8.41M | -5% | 2.95% | 27.9% | 8 | 0% | 2.2 |
|
| 5015 |
5015
Sittner & Nelson
Eugene,
Oregon
| $174M | -$8.48M | -5% | 3.57% | 88.1% | 489 | 5.11% | 2.3 |
|
| 5016 |
5016
Jessup Wealth Management
Dayton,
Ohio
| $174M | -$13.3M | -7% | 1.41% | 181% | 77 | 46.75% | 0.5 |
|
| 5017 |
5017
Singapore Technologies Telemedia
Singapore
| $173M | -$633K | -0.4% | 0.36% | 173% | 1 | 0% | 6.5 |
|
| 5018 |
5018
Commonwealth Retirement Investments
Richmond,
Virginia
| $173M | -$6.03M | -3% | 3.57% | 96.7% | 73 | 20.55% | 0.6 |
|
| 5019 |
JCP
5019
Jennifer C. Price
| $173M | -$118M | -40% | 1.72% | – | 75 | 38.67% | 0.9 |
|
| 5020 |
5020
Cabot-Wellington
Boston,
Massachusetts
| $173M | -$7.4M | -4% | 3.95% | 65% | 4 | 25% | 5.8 |
|
| 5021 |
HIC
5021
Harbor Island Capital
Topsfield,
Massachusetts
| $173M | -$13.9M | -7% | 5.09% | 218% | 15 | 0% | 5.2 |
|
| 5022 |
PK
5022
Pflug Koory
Omaha,
Nebraska
| $173M | -$23.3M | -12% | 3.55% | – | 417 | 6.47% | 5 |
|
| 5023 |
5023
MMA Asset Management
Conshohocken,
Pennsylvania
| $173M | +$2.19M | +1% | 3.77% | 54.3% | 124 | 14.52% | 1.5 |
|
| 5024 |
5024
SQN Investors
Menlo Park,
California
| $173M | -$43.2M | -20% | 5.45% | – | 26 | 57.69% | 1.1 |
|
| 5025 |
5025
California First Leasing Corp
Newport Beach,
California
| $173M | +$9.17M | +6% | 2.38% | 377% | 39 | 7.69% | 1.2 |
|