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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Innealta Capital
Austin,
Texas
| $172M | -$30M | -15% | 0.89% | 63.7% | 72 | 16.67% | 1.4 |
|
| 5177 |
5177
Banyan Capital Management
Atlanta,
Georgia
| $172M | -$1.7M | -1% | 0.48% | 42.5% | 20 | 5% | 2.9 |
|
| 5178 |
5178
Fullen Financial Group
Columbus,
Ohio
| $171M | -$7.99M | -4% | 5.21% | 28.4% | 61 | 1.64% | 1.6 |
|
| 5179 |
5179
Legacy Bridge
West Des Moines,
Iowa
| $171M | -$20.8M | -11% | 5.4% | 236% | 315 | 4.13% | 2.5 |
|
| 5180 |
5180
Cape Ann Asset Management
London,
United Kingdom
| $171M | -$6M | -3% | 7.79% | 199% | 8 | 25% | 1.3 |
|
| 5181 |
5181
Brown Advisory Securities
Baltimore,
Maryland
| $171M | -$64M | -27% | 1.94% | 51% | 220 | 23.64% | 5.6 |
|
| 5182 |
STC
5182
Sarah T. Connolly
| $171M | -$8.2M | -5% | 5.39% | 35% | 97 | 5.15% | 1.2 |
|
| 5183 |
5183
Sequent Asset Management
Houston,
Texas
| $171M | -$12.5M | -7% | 0.15% | 51.3% | 79 | 20.25% | 2.8 |
|
| 5184 |
HCM
5184
Hall Capital Management
Barrington,
Rhode Island
| $171M | -$5.98M | -3% | 3.73% | – | 102 | 8.82% | 4.5 |
|
| 5185 |
SA
5185
Stonebridge Advisors
Wilton,
Connecticut
| $171M | -$24.9M | -13% | 9.77% | 3.35% | 5 | 40% | 0.3 |
|
| 5186 |
5186
Running Point Capital Advisors
El Segundo,
California
| $171M | +$4.01M | +2% | 7.25% | 52.1% | 228 | 51.32% | 0.5 |
|
| 5187 |
5187
Pavion Blue Capital
Newport Beach,
California
| $171M | -$1.49M | -0.9% | 1% | 77.6% | 102 | 16.67% | 1.7 |
|
| 5188 |
OCP
5188
OCO Capital Partners
New York
| $171M | -$15.9M | -9% | 9.49% | 679% | 8 | 75% | 0.8 |
|
| 5189 |
5189
Mine & Arao Wealth Creation & Management
Campbell,
California
| $171M | -$10.8M | -6% | 4.82% | 92% | 329 | 5.78% | 1.7 |
|
| 5190 |
5190
TLW Wealth Management
Indian Rocks Beach,
Florida
| $171M | -$17M | -9% | 3.17% | 98.3% | 18 | 11.11% | 2.8 |
|
| 5191 |
5191
Missouri Trust & Investment Company
Springfield,
Missouri
| $171M | -$2.48M | -1% | 4.32% | 65.1% | 401 | 12.22% | 0.2 |
|
| 5192 |
5192
Folketrygdfondet
Oslo Norway,
Norway
| $171M | -$3.97B | -96% | 30.6% | 30.6% | 10 | 0% | 6 |
|
| 5193 |
5193
Independent Order of Foresters
Toronto,
Ontario, Canada
| $170M | -$10.3M | -6% | 5.55% | 66.3% | 14 | 14.29% | 1.6 |
|
| 5194 |
5194
Searcy Financial Services
Overland Park,
Kansas
| $170M | -$53M | -24% | 1.76% | 60.2% | 26 | 38.46% | 1.9 |
|
| 5195 |
MIC
5195
Maxi Investments CY
Limassol,
Cyprus
| $170M | -$16.3M | -9% | 12.3% | 83.2% | 60 | 21.67% | 0.2 |
|
| 5196 |
5196
Horan Securities
Cincinnati,
United States
| $170M | +$2.33M | +1% | 4.56% | 50.1% | 565 | 6.37% | 1.5 |
|
| 5197 |
5197
Adaptive Financial Consulting
Beachwood,
Ohio
| $170M | -$4.91M | -3% | 6.44% | 33.4% | 20 | 15% | 1.9 |
|
| 5198 |
5198
FIDELIS iM
Medford,
Oregon
| $170M | -$4.93M | -3% | 5.63% | 44.8% | 24 | 20.83% | 0.4 |
|
| 5199 |
5199
Waypoint Capital Advisors
Minneapolis,
Minnesota
| $170M | +$24.4M | +17% | 4.2% | 50.3% | 125 | 27.2% | 0.2 |
|
| 5200 |
5200
Baugh & Associates
Atlanta,
Georgia
| $170M | -$10.9M | -6% | 1.41% | 98.8% | 41 | 2.44% | 3.5 |
|