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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Tacita Capital
Toronto,
Ontario, Canada
| $173M | -$2.65M | -2% | 0.69% | 72.3% | 212 | 11.32% | 1 |
|
| 5152 |
5152
Brown Miller Wealth Management
Mclean,
Virginia
| $173M | -$1.92M | -1% | 4.06% | 102% | 127 | 12.6% | 1.1 |
|
| 5153 |
5153
Continental Grain Company
New York
| $173M | -$247M | -59% | 12.4% | 5.73% | 10 | 70% | 2.2 |
|
| 5154 |
5154
Sittner & Nelson
Eugene,
Oregon
| $173M | +$964K | +0.6% | 1.61% | 88.1% | 465 | 7.31% | 1.1 |
|
| 5155 |
5155
Little Harbor Advisors
Marblehead,
Massachusetts
| $173M | -$19.6M | -10% | 4.91% | 59% | 1 | 0% | 0.3 |
|
| 5156 |
5156
Banco de Sabadell
Miami,
Florida
| $173M | -$5.59M | -3% | 3.24% | 75.1% | 90 | 17.78% | 3.1 |
|
| 5157 |
SA
5157
Sunesis Advisors
Overland Park,
Kansas
| $173M | +$36.3M | +27% | 5.42% | – | 44 | 29.55% | 2.2 |
|
| 5158 |
5158
Amitell Capital
Singapore
| $172M | +$28.3M | +20% | 12.4% | 196% | 74 | 50% | 0.6 |
|
| 5159 |
5159
Baron Financial Group
Fair Lawn,
New Jersey
| $172M | -$4.16M | -2% | 4.94% | 55.5% | 226 | 5.31% | 1.5 |
|
| 5160 |
5160
Autumn Glory Partners
Dallas,
Texas
| $172M | -$67.3M | -28% | 0.56% | 76% | 239 | 48.12% | 0.2 |
|
| 5161 |
5161
Kessler Investment Group
Columbus,
Indiana
| $172M | -$5.46M | -3% | 2.52% | 251% | 209 | 27.75% | 1.8 |
|
| 5162 |
5162
Western Financial Corp
San Diego,
California
| $172M | -$18.3M | -10% | 8.72% | 275% | 110 | 38.18% | 0.8 |
|
| 5163 |
5163
Atlas Private Wealth Management
Albany,
New York
| $172M | -$7.29M | -4% | 4.76% | 19.8% | 132 | 9.09% | 1.9 |
|
| 5164 |
CIA
5164
Citadel Investment Advisory
Chesterland,
Ohio
| $172M | +$1.16M | +0.7% | 4.51% | 66.1% | 80 | 6.25% | 1.2 |
|
| 5165 |
EC
5165
Euclidean Capital
New York
| $172M | -$3.81M | -2% | 27.9% | 79.7% | 13 | 30.77% | 0.9 |
|
| 5166 |
5166
Vida Ventures Advisors
Boston,
Massachusetts
| $172M | -$95.4M | -36% | 33.6% | 154% | 8 | 0% | 1.2 |
|
| 5167 |
5167
Cincinnati Casualty Company
Fairfield,
Ohio
| $172M | -$14.5M | -8% | 6.64% | 56% | 26 | 0% | 6.5 |
|
| 5168 |
5168
Decatur Capital Management
Decatur,
Georgia
| $172M | +$3.06M | +2% | 6.48% | 135% | 63 | 4.76% | 2.4 |
|
| 5169 |
5169
Powell Investment Advisors
Miami,
Florida
| $172M | -$4.11M | -2% | 4.57% | 82.4% | 142 | 19.01% | 1.6 |
|
| 5170 |
TMC
5170
Trellus Management Company
Delray Beach,
Florida
| $172M | +$21.5M | +14% | 18.1% | 268% | 68 | 44.12% | 1.4 |
|
| 5171 |
5171
One Advisory Partners
Overland Park,
Kansas
| $172M | -$3.87M | -2% | 4.1% | 58.3% | 37 | 24.32% | 1 |
|
| 5172 |
5172
Waycross Partners
Louisville,
Kentucky
| $172M | -$3.07M | -2% | 3.31% | 87.7% | 92 | 21.74% | 1 |
|
| 5173 |
5173
Long Path Partners Fund
Stamford,
Connecticut
| $172M | +$10.7M | +7% | 2.19% | – | 9 | 33.33% | 0.2 |
|
| 5174 |
5174
First National Bank of Hutchinson
Hutchinson,
Kansas
| $172M | -$3.9M | -2% | 3.53% | 121% | 123 | 17.89% | 3.2 |
|
| 5175 |
5175
FSA Wealth Management
Needham,
Massachusetts
| $172M | $0 | 0% | 5.55% | – | 47 | 0% | 1.9 |
|