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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Zullo Investment Group
Scranton,
Pennsylvania
| $171M | -$4.47M | -3% | 4.26% | 143% | 142 | 4.93% | 1.7 |
|
| 5052 |
5052
First Financial Corp
Terre Haute,
Indiana
| $171M | +$14.6M | +9% | 2.13% | 95.3% | 389 | 16.2% | 6.2 |
|
| 5053 |
5053
Theory Financial
Fort Collins,
Colorado
| $171M | -$3.18M | -2% | 3.16% | 54.5% | 74 | 28.38% | 1.1 |
|
| 5054 |
FFG
5054
Fortem Financial Group
Palm Desert,
California
| $171M | +$1.79M | +1% | 0.23% | 183% | 168 | 12.5% | 1.9 |
|
| 5055 |
JAIC
5055
Josh Arnold Investment Consultant
Edina,
Minnesota
| $170M | +$67.6M | +66% | 6.23% | 272% | 37 | 45.95% | 0.6 |
|
| 5056 |
5056
Tradewinds LLC
Raleigh,
North Carolina
| $170M | +$596K | +0.4% | 3.32% | – | 125 | 25.6% | 0.4 |
|
| 5057 |
5057
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $170M | -$1.6M | -0.9% | 2.95% | 60.1% | 112 | 10.71% | 1.6 |
|
| 5058 |
5058
Acuitas Investments
Seattle,
Washington
| $170M | -$1.63M | -0.9% | 4.56% | 145% | 122 | 18.85% | 0.5 |
|
| 5059 |
PCMK
5059
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $170M | -$4.16M | -2% | 0.5% | 87.5% | 56 | 5.36% | 5.9 |
|
| 5060 |
AAG
5060
Avalon Advisory Group
Wexford,
Pennsylvania
| $170M | -$5.77M | -3% | 4.23% | 46% | 9 | 22.22% | 2.9 |
|
| 5061 |
5061
Institutional Venture Management XV
Menlo Park,
California
| $170M | -$84.3M | -33% | 27.3% | 116% | 5 | 20% | 1.7 |
|
| 5062 |
5062
CNB Bank
Clearfield,
Pennsylvania
| $170M | -$175K | -0.1% | 3.02% | 91.6% | 518 | 19.31% | 3.4 |
|
| 5063 |
5063
Barrett & Company
Providence,
Rhode Island
| $170M | -$2.64M | -2% | 2.94% | 83.6% | 643 | 6.53% | 0.9 |
|
| 5064 |
DS
5064
Dalal Street
West Lake Hills,
Texas
| $170M | +$96.2M | +131% | 56.7% | 92.7% | 3 | 33.33% | 0.2 |
|
| 5065 |
5065
WorthPointe
La Jolla,
California
| $170M | +$4.15M | +3% | 3.07% | 59.7% | 72 | 27.78% | 0.8 |
|
| 5066 |
WAM
5066
Westport Asset Management
Southport,
Connecticut
| $170M | -$8.72M | -5% | 3.66% | 64.2% | 73 | 1.37% | 6 |
|
| 5067 |
5067
3Chopt Investment Partners
Richmond,
Virginia
| $169M | -$30.4M | -15% | 2.61% | 116% | 141 | 63.83% | 0.6 |
|
| 5068 |
5068
Hanwha Asset Management
Seoul,
South Korea
| $169M | +$5.26M | +3% | 3.21% | – | 1 | 0% | 0.8 |
|
| 5069 |
5069
Blueshift Asset Management
Red Bank,
New Jersey
| $169M | -$92.5M | -35% | 9.11% | 38.8% | 458 | 71.62% | 0.3 |
|
| 5070 |
5070
Beach Point Capital Management
Santa Monica,
California
| $169M | -$71.1M | -30% | 8.94% | 84.1% | 15 | 20% | 1.5 |
|
| 5071 |
5071
Beta Wealth Group
San Diego,
California
| $169M | -$3.92M | -2% | 3.77% | 45.4% | 107 | 14.02% | 1.6 |
|
| 5072 |
5072
Catalyst Private Wealth
San Mateo,
California
| $169M | +$9.6M | +6% | 4.29% | 120% | 75 | 8% | 2.1 |
|
| 5073 |
5073
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $169M | -$5.1M | -3% | 0.51% | 304% | 197 | 32.49% | 3.6 |
|
| 5074 |
5074
Goodwin Investment Advisory
Woodstock,
Georgia
| $169M | -$2.23M | -1% | 3.26% | 60.8% | 86 | 9.3% | 1.7 |
|
| 5075 |
5075
Aristotle Pacific Capital
Newport Beach,
California
| $169M | +$113M | +202% | 0.64% | 1.84% | 5 | 20% | 1.5 |
|