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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
Tieton Capital Management
Yakima,
Washington
| $292M | +$4.27M | +1% | 3.04% | 172% | 36 | 11.11% | 5.5 |
|
| 5077 |
5077
Arch Capital Group
Pembroke,
Bermuda
| $292M | -$1.53M | -0.5% | 0.52% | 2.89% | 4 | 0% | 3.3 |
|
| 5078 |
SL
5078
Sonnipe Ltd
Douglas,
Isle Of Man
| $292M | -$103M | -26% | 23.8% | 57.8% | 1 | 0% | 3 |
|
| 5079 |
LJCM
5079
Lee Johnson Capital Management
Fort Worth,
Texas
| $292M | -$9.5M | -3% | 1.8% | 118% | 114 | 34.21% | 0.8 |
|
| 5080 |
5080
Ascension Capital Advisors
Houston,
Texas
| $291M | +$34.5M | +13% | 0.7% | 59.3% | 52 | 38.46% | 2.8 |
|
| 5081 |
5081
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $291M | +$6.56M | +2% | 1.5% | 47% | 24 | 0% | 2.9 |
|
| 5082 |
5082
University of Illinois Foundation
Champaign,
Illinois
| $291M | +$7.97M | +3% | 1.23% | – | 17 | 47.06% | 0.6 |
|
| 5083 |
5083
Glynn Capital Management
Menlo Park,
California
| $291M | -$25.7M | -8% | 2.53% | 252% | 37 | 5.41% | 4.2 |
|
| 5084 |
5084
Financial Connections Group
Corte Madera,
California
| $291M | +$34.6M | +14% | 2.2% | 44.4% | 252 | 11.11% | 2.2 |
|
| 5085 |
5085
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $291M | +$16.8M | +6% | 2.86% | 90.8% | 119 | 9.24% | 3.1 |
|
| 5086 |
5086
Juniper Investment Company
New York
| $291M | +$29.4M | +11% | 8.28% | 358% | 9 | 11.11% | 4.7 |
|
| 5087 |
5087
Adapt Wealth Advisors
Atlanta,
Georgia
| $291M | +$20.1M | +7% | 2.04% | – | 121 | 23.14% | 0.9 |
|
| 5088 |
5088
O'Neil Global Advisors
Los Angeles,
California
| $291M | -$252M | -46% | 20.1% | 1,833% | 85 | 76.47% | 0.2 |
|
| 5089 |
5089
Powell Investment Advisors
Miami,
Florida
| $290M | +$4.44M | +2% | 1.67% | 82.4% | 176 | 9.66% | 3.2 |
|
| 5090 |
5090
AXS Investments
Port Chester,
New York
| $290M | -$27M | -8% | 0.14% | 107% | 206 | 10.19% | 1.6 |
|
| 5091 |
SCI
5091
Silver Coast Investments
San Diego,
United States
| $290M | -$1.01M | -0.3% | 1.84% | – | 118 | 14.41% | 1.5 |
|
| 5092 |
5092
Main Street Group
Glen Allen,
Virginia
| $290M | -$51.5M | -15% | 1.86% | 98.3% | 829 | 89.14% | 1.9 |
|
| 5093 |
5093
Criteria Caixa
Barcelona,
Spain
| $290M | -$563M | -66% | 3.87% | 35.5% | 19 | 57.89% | 2.7 |
|
| 5094 |
SL
5094
SOF Ltd
George Town,
Cayman Islands
| $290M | -$48.1M | -14% | 14.2% | 42.3% | 1 | 0% | 9 |
|
| 5095 |
5095
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $290M | -$10.4M | -3% | 2.29% | 86.2% | 98 | 9.18% | 4 |
|
| 5096 |
5096
Chaney Capital Management
Lynnwood,
Washington
| $290M | +$7.81M | +3% | 2.45% | – | 40 | 7.5% | 1.6 |
|
| 5097 |
BE
5097
Bonness Enterprises
Washington,
District of Columbia
| $290M | -$15.1M | -5% | 0.66% | 98.6% | 39 | 5.13% | 11.4 |
|
| 5098 |
5098
Midwest Heritage Bank
West Des Moines,
Iowa
| $290M | +$7.29M | +3% | 1.75% | 52.2% | 62 | 9.68% | 2.7 |
|
| 5099 |
5099
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $290M | +$35.7M | +14% | 2.55% | 83% | 189 | 14.81% | 1.9 |
|
| 5100 |
5100
Elevated Financial Group
Indianapolis,
Indiana
| $289M | – | – | 2.9% | – | 126 | – | 0 |
|