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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 |
IP
5001
Investment Partners
New Philadelphia,
Ohio
| $284M | +$19.8M | +7% | 7.94% | 83.2% | 162 | 7.41% | 5.7 |
|
| 5002 |
5002
FullCircle Wealth
Dallas,
Texas
| $284M | +$15.8M | +6% | 5.49% | – | 273 | 10.26% | 0.9 |
|
| 5003 |
5003
Theory Financial
Fort Collins,
Colorado
| $284M | +$20.1M | +8% | 5.6% | 54.5% | 93 | 12.9% | 1.7 |
|
| 5004 |
5004
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $284M | +$17.4M | +7% | 7.86% | 80.3% | 129 | 7.75% | 3.5 |
|
| 5005 |
5005
Engle Capital Management
Greenwich,
Connecticut
| $284M | -$48.1M | -15% | 13.7% | 398% | 33 | 54.55% | 0.8 |
|
| 5006 |
5006
Future Fund LLC
Chicago,
Illinois
| $283M | +$59.4M | +27% | 8.42% | 93.1% | 175 | 5.71% | 0.5 |
|
| 5007 |
5007
University of Illinois Foundation
Champaign,
Illinois
| $283M | +$32.5M | +13% | 11.8% | – | 20 | 70% | 0.5 |
|
| 5008 |
5008
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $283M | +$39M | +16% | 9.31% | 97.1% | 935 | 16.9% | 2.2 |
|
| 5009 |
5009
Meritech Capital Associates V
Palo Alto,
California
| $283M | +$43.5M | +18% | 19.5% | 133% | 2 | 0% | 4.6 |
|
| 5010 |
5010
Members Advisory Group
Williamsville,
New York
| $283M | +$16.7M | +6% | 6.94% | 70.6% | 41 | 14.63% | 1.3 |
|
| 5011 |
5011
Bank OZK
Little Rock,
Arkansas
| $283M | +$21.9M | +8% | 7.61% | 112% | 152 | 7.24% | 6.4 |
|
| 5012 |
5012
Long Road Investment Counsel
Kalamazoo,
Michigan
| $283M | +$14.7M | +5% | 11% | 53.8% | 82 | 4.88% | 7.7 |
|
| 5013 |
5013
Midwest Heritage Bank
West Des Moines,
Iowa
| $282M | +$16.6M | +6% | 5.87% | 52.2% | 59 | 1.69% | 2.5 |
|
| 5014 |
CCM
5014
Consolidated Capital Management
Burbank,
California
| $282M | +$5.61M | +2% | 7.09% | 166% | 55 | 16.36% | 3.3 |
|
| 5015 |
5015
Elmwood Wealth Management
Berkeley,
California
| $282M | +$30M | +12% | 5.46% | 42.1% | 144 | 13.19% | 3.8 |
|
| 5016 |
5016
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| $282M | -$5.11M | -2% | 9.06% | – | 3 | 33.33% | 0.5 |
|
| 5017 |
5017
Chaney Capital Management
Lynnwood,
Washington
| $282M | +$27M | +11% | 7.22% | – | 39 | 12.82% | 1.4 |
|
| 5018 |
5018
First Citizens Asset Management
Raleigh,
North Carolina
| $282M | -$103K | -0% | 5.84% | 44.2% | 28 | 7.14% | 2.4 |
|
| 5019 |
WMA
5019
Wealth Management Associates
Cherry Hill,
New Jersey
| $282M | +$24.8M | +10% | 10.5% | 111% | 242 | 14.46% | 3.5 |
|
| 5020 |
5020
Regents Gate Capital
London,
United Kingdom
| $282M | -$1.4M | -0.5% | 1.7% | – | 59 | 59.32% | 0.2 |
|
| 5021 |
5021
Medallion Wealth Advisors
Farmington,
Connecticut
| $282M | +$22.8M | +9% | 6.57% | – | 1,129 | 5.05% | 0.7 |
|
| 5022 |
5022
Bourne Lent Asset Management
Pawling,
New York
| $281M | +$23.1M | +9% | 12.7% | 76.1% | 63 | 1.59% | 7.3 |
|
| 5023 |
ODFS
5023
O'Donnell Financial Services
San Rafael,
California
| $281M | +$20.6M | +8% | 7.27% | 61% | 58 | 18.97% | 1.6 |
|
| 5024 |
5024
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $281M | +$29.2M | +12% | 6.04% | 52% | 94 | 14.89% | 2 |
|
| 5025 |
5025
Union Square Park Capital Management
New York
| $281M | +$43.1M | +18% | 14.1% | 75.8% | 71 | 49.3% | 0.7 |
|