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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Oldfather Financial Services
Kearney,
Nebraska
| $190M | -$4.13M | -2% | 7.68% | 60.8% | 65 | 6.15% | 1.7 |
|
| 5077 |
5077
Veery Capital
Wilmington,
Delaware
| $190M | +$14.1M | +8% | 4.71% | 63.4% | 83 | 12.05% | 0.8 |
|
| 5078 |
5078
SONA Asset Management (US)
New York
| $190M | – | – | 0.52% | 41% | 352 | – | 0 |
|
| 5079 |
ICM
5079
ISZO Capital Management
New York
| $190M | -$36.6M | -16% | 14.8% | 68.2% | 8 | 25% | 1.4 |
|
| 5080 |
5080
Monte Financial Group
Guilford,
Connecticut
| $190M | +$15.7M | +9% | 8.04% | 66.7% | 74 | 21.62% | 2.4 |
|
| 5081 |
RCA
5081
Rex Capital Advisors
Providence,
Rhode Island
| $190M | -$3.74M | -2% | 0.25% | 7.31% | 26 | 26.92% | 2.7 |
|
| 5082 |
5082
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $190M | +$13.7M | +8% | 8.97% | 103% | 60 | 8.33% | 2.7 |
|
| 5083 |
5083
Ardmore Road Asset Management
New York
| $190M | – | – | 6.99% | 245% | 25 | – | 0 |
|
| 5084 |
5084
Howard Wealth Management
Madison,
Connecticut
| $190M | +$10.6M | +6% | 4.86% | 69.9% | 134 | 8.21% | 1.7 |
|
| 5085 |
5085
Deane Retirement Strategies
New Orleans,
Louisiana
| $189M | +$10.7M | +6% | 5.73% | 73.4% | 72 | 50% | 2.3 |
|
| 5086 |
5086
Columbia Trust
Portland,
Oregon
| $189M | -$271K | -0.1% | 7.82% | 36% | 139 | 0.72% | 1.7 |
|
| 5087 |
5087
Brookmont Capital Management
Dallas,
Texas
| $189M | +$19.5M | +12% | 15.5% | 32.2% | 61 | 9.84% | 4.9 |
|
| 5088 |
5088
Little House Capital
Braintree,
Massachusetts
| $189M | +$18.5M | +11% | 9.59% | 118% | 140 | 8.57% | 0.9 |
|
| 5089 |
5089
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $189M | – | – | 10.6% | – | 949 | – | 0 |
|
| 5090 |
5090
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $189M | +$18.6M | +11% | 8.73% | 47.2% | 57 | 33.33% | 0.9 |
|
| 5091 |
5091
Demars Financial Group
Spokane Valley,
Washington
| $189M | +$19.3M | +11% | 10.1% | 69.1% | 91 | 10.99% | 1.2 |
|
| 5092 |
EVP
5092
Evergreen Venture Partners
Tel Aviv,
Israel
| $189M | – | – | 8.04% | 88.4% | 1 | – | 0 |
|
| 5093 |
5093
Seneca House Advisors
Richmond,
Virginia
| $189M | +$22.4M | +13% | 9.93% | 58.2% | 94 | 13.83% | 2.4 |
|
| 5094 |
5094
Trust Company of Kansas
Wichita,
Kansas
| $189M | +$13.6M | +8% | 5.24% | 100% | 72 | 13.89% | 1.1 |
|
| 5095 |
5095
Tru Independence Asset Management 2
Portland,
Oregon
| $189M | +$47.6M | +34% | 8.72% | – | 146 | 38.36% | 0.5 |
|
| 5096 |
5096
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $189M | +$10.8M | +6% | 6.4% | 60.5% | 8 | 0% | 1.2 |
|
| 5097 |
5097
NIA Impact Advisors
Berkeley,
California
| $188M | -$46.1M | -20% | 1.27% | – | 58 | 5.17% | 0.9 |
|
| 5098 |
5098
LPWM LLC
Minneapolis,
Minnesota
| $188M | +$20.1M | +12% | 7.32% | 59.4% | 67 | 8.96% | 1.5 |
|
| 5099 |
5099
Black Diamond Capital Management
Stamford,
Connecticut
| $188M | – | – | 27.1% | 28.3% | 16 | – | 1.1 |
|
| 5100 |
ACM
5100
Asymmetry Capital Management
San Francisco,
California
| $188M | +$22M | +13% | 12.2% | 300% | 38 | 60.53% | 0.4 |
|