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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
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $196M | +$43M | +28% | 9.87% | 65.5% | 456 | 22.37% | 3.7 |
|
| 5077 |
5077
Carmel Capital Partners
San Diego,
California
| $196M | -$27M | -12% | 11.6% | 65.9% | 762 | 80.71% | 1.2 |
|
| 5078 |
5078
Rye Brook Capital
Greenwich,
Connecticut
| $196M | +$55.2M | +39% | 10.4% | 77.2% | 32 | 18.75% | 1.3 |
|
| 5079 |
5079
Palumbo Wealth Management
Great Neck,
New York
| $196M | +$13.9M | +8% | 9.68% | 115% | 135 | 22.96% | 1.8 |
|
| 5080 |
5080
One Degree Advisors
San Diego,
California
| $196M | – | – | 8.83% | 54.1% | 54 | – | 0 |
|
| 5081 |
5081
St. Johns Investment Management
Jacksonville,
Florida
| $196M | +$20.3M | +12% | 11.5% | 91.9% | 201 | 6.47% | 5.5 |
|
| 5082 |
5082
Guinness Atkinson Asset Management
Pasadena,
California
| $195M | +$15.7M | +9% | 12.7% | 148% | 105 | 0.95% | 5.3 |
|
| 5083 |
BIMC
5083
Benson Investment Management Company
Roanoke,
Virginia
| $195M | +$17.4M | +10% | 12.3% | 99.8% | 55 | 38.18% | 1.9 |
|
| 5084 |
5084
Centennial Wealth Advisory
Traverse City,
Michigan
| $195M | +$9.42M | +5% | 8.71% | 63% | 155 | 25.81% | 1.4 |
|
| 5085 |
5085
Unio Capital
Princeton,
New Jersey
| $195M | +$10.8M | +6% | 14.3% | 97.8% | 41 | 7.32% | 3.9 |
|
| 5086 |
SCA
5086
Sander Capital Advisors
Seattle,
Washington
| $195M | +$23M | +13% | 16.3% | 113% | 17 | 11.76% | 3.2 |
|
| 5087 |
5087
Davis Rea
Toronto,
Ontario, Canada
| $195M | +$10.9M | +6% | 14.4% | 66.9% | 41 | 14.63% | 6.2 |
|
| 5088 |
5088
MBE Wealth Management
Tomah,
Wisconsin
| $195M | +$21.2M | +12% | 10.5% | 66.5% | 98 | 18.37% | 2 |
|
| 5089 |
5089
Fusion Capital
Mt. Pleasant,
South Carolina
| $195M | +$17.7M | +10% | 10.8% | 108% | 76 | 10.53% | 2.9 |
|
| 5090 |
5090
Roth Financial Partners
Kingwood,
Texas
| $195M | +$35.5M | +22% | 10.2% | 61% | 28 | 10.71% | 2.2 |
|
| 5091 |
5091
Pinnacle Financial Group
Western Springs,
Illinois
| $195M | +$27.2M | +16% | 10.1% | 59.1% | 63 | 9.52% | 1.7 |
|
| 5092 |
5092
Sandy Cove Advisors
Hingham,
Massachusetts
| $195M | +$22.6M | +13% | 10.6% | 78% | 129 | 17.05% | 1.3 |
|
| 5093 |
5093
TFB Advisors
Overland Park,
Kansas
| $195M | +$113M | +137% | 9.78% | 85% | 203 | 65.02% | 0.3 |
|
| 5094 |
5094
Bennett Selby Investments
Falmouth,
Maine
| $195M | +$23.8M | +14% | 12.8% | 82.1% | 62 | 11.29% | 2.2 |
|
| 5095 |
5095
Zullo Investment Group
Scranton,
Pennsylvania
| $195M | +$24.5M | +14% | 12.8% | 143% | 153 | 11.11% | 1.7 |
|
| 5096 |
5096
Omnia Family Wealth
Aventura,
Florida
| $195M | +$33.8M | +21% | 10.4% | 80.6% | 72 | 20.83% | 4.5 |
|
| 5097 |
5097
Dodds Wealth
Greenwood Village,
Colorado
| $195M | – | – | 8.5% | 35.4% | 55 | – | 0 |
|
| 5098 |
5098
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $195M | +$27.7M | +17% | 10.6% | 70.3% | 131 | 9.16% | 3.9 |
|
| 5099 |
5099
NewGen Asset Management
Toronto,
Ontario, Canada
| $195M | +$54.3M | +39% | 5.96% | 402% | 35 | 65.71% | 0.4 |
|
| 5100 |
5100
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $195M | +$87.2M | +81% | 19.6% | 61.4% | 5 | 40% | 1.4 |
|