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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $167M | +$9.9M | +6% | 2.5% | 70.3% | 125 | 12% | 3.7 |
|
| 5102 |
5102
Wela Strategies
Atlanta,
Georgia
| $167M | +$37.3M | +29% | 4.1% | 51.3% | 48 | 22.92% | 3 |
|
| 5103 |
5103
United Bank (Georgia)
Zebulon,
Georgia
| $167M | -$8.36M | -5% | 3.01% | 81.2% | 90 | 1.11% | 4.6 |
|
| 5104 |
5104
EnCap Energy Capital Fund VIII
Houston,
Texas
| $167M | +$22.8M | +16% | 17.5% | 6.16% | 3 | 0% | 1.5 |
|
| 5105 |
5105
Hillman Company
Pittsburgh,
Pennsylvania
| $167M | -$10.3M | -6% | 2.45% | 118% | 14 | 28.57% | 1.6 |
|
| 5106 |
5106
Asset Allocation & Management Company
Chicago,
Illinois
| $167M | -$84.5M | -34% | 2.44% | 58.5% | 67 | 29.85% | 2.5 |
|
| 5107 |
5107
Donald L. Hagan LLC
Sarasota,
Florida
| $167M | -$10.5M | -6% | 4.02% | 47.9% | 100 | 14% | 2.5 |
|
| 5108 |
5108
Access Financial Services
Minneapolis,
Minnesota
| $167M | -$4.52M | -3% | 2.94% | 44.8% | 86 | 10.47% | 3.6 |
|
| 5109 |
5109
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $167M | -$5.71M | -3% | 3.81% | 64.8% | 73 | 6.85% | 3.1 |
|
| 5110 |
5110
Tanglewood Legacy Advisors
Houston,
Texas
| $167M | -$6.15M | -4% | 2.95% | 61.1% | 288 | 2.78% | 0.7 |
|
| 5111 |
5111
Acute Investment Advisory
Mesa,
Arizona
| $166M | +$131K | +0.1% | 0.64% | 15% | 19 | 57.89% | 0.7 |
|
| 5112 |
5112
Powell Investment Advisors
Miami,
Florida
| $166M | -$4.69M | -3% | 3.71% | 82.4% | 147 | 15.65% | 2.4 |
|
| 5113 |
HIS
5113
Horizon Investment Services
Hammond,
Indiana
| $166M | +$2.61M | +2% | 0.53% | 250% | 113 | 17.7% | 3.1 |
|
| 5114 |
5114
Eastover Investment Advisors
Charlotte,
North Carolina
| $166M | -$21.1M | -11% | 2.47% | 105% | 49 | 16.33% | 2.5 |
|
| 5115 |
5115
Planned Solutions
Folsom,
California
| $166M | -$2.89M | -2% | 2.93% | 68.3% | 84 | 9.52% | 2.1 |
|
| 5116 |
5116
Kennedy Investment Group
West Depford,
New Jersey
| $166M | -$4.58M | -3% | 3.58% | 95.4% | 123 | 7.32% | 0.7 |
|
| 5117 |
SFMG
5117
Sage Financial Management Group
Mclean,
Virginia
| $166M | +$150M | +898% | 3.44% | 47.3% | 42 | 83.33% | 0.2 |
|
| 5118 |
5118
Varde Management
Minneapolis,
Minnesota
| $166M | -$2.59M | -2% | 5.05% | 149% | 7 | 28.57% | 2 |
|
| 5119 |
5119
Lipe & Dalton
Syracuse,
New York
| $166M | -$9.34M | -5% | 4.12% | 101% | 105 | 7.62% | 5.1 |
|
| 5120 |
KCM
5120
Kempner Capital Management
Galveston,
Texas
| $166M | +$10M | +6% | 1.19% | 60.9% | 62 | 19.35% | 4 |
|
| 5121 |
5121
Arisaig Partners (Asia)
Singapore
| $166M | -$42.7M | -20% | 5.96% | – | 9 | 22.22% | 1.5 |
|
| 5122 |
5122
Corepath Wealth Partners
Scottsdale,
Arizona
| $166M | -$4.54M | -3% | 3.68% | 62.1% | 42 | 4.76% | 2.5 |
|
| 5123 |
5123
Family Investment Center
Saint Joseph,
Missouri
| $166M | +$9.31M | +6% | 3.78% | 53.1% | 58 | 22.41% | 0.6 |
|
| 5124 |
5124
Searcy Financial Services
Overland Park,
Kansas
| $166M | -$6.69M | -4% | 2.01% | 60.2% | 22 | 9.09% | 2.3 |
|
| 5125 |
5125
Pacific Capital Partners
London,
| $165M | – | – | 5.36% | 61.4% | 59 | – | 0 |
|