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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
Almitas Capital
Santa Monica,
California
| $134M | -$59.5M | -31% | 9.96% | 86.1% | 124 | 37.9% | 0.8 |
|
| 5177 |
5177
Providence Wealth Advisors
Frankfort,
Illinois
| $134M | -$4.7M | -3% | 4.22% | 112% | 99 | 5.05% | 3.2 |
|
| 5178 |
AIM
5178
Aquila Investment Management
New York
| $134M | -$6.99M | -5% | 2.57% | 53.3% | 101 | 23.76% | 0.5 |
|
| 5179 |
GBI
5179
GP Brinson Investments
Chicago,
Illinois
| $134M | +$6.04M | +5% | 8.46% | 51.2% | 17 | 17.65% | 1.4 |
|
| 5180 |
5180
Thomist Capital Management
Houston,
Texas
| $134M | -$9.22M | -6% | 10.8% | 71.2% | 36 | 83.33% | 0.1 |
|
| 5181 |
5181
Forum Private Client Group
Fishers,
Indiana
| $134M | -$3.76M | -3% | 5.34% | 47.9% | 69 | 10.14% | 0.5 |
|
| 5182 |
5182
Investment Research & Advisory Group
Atlanta,
Georgia
| $134M | -$4.64M | -3% | 5.11% | 105% | 183 | 9.29% | 1.9 |
|
| 5183 |
5183
Silver Oak Advisory Group
Portland,
Oregon
| $133M | -$7.72M | -5% | 5.56% | 27% | 55 | 7.27% | 0.7 |
|
| 5184 |
SMP
5184
Santa Monica Partners
Palm Beach Gardens,
Florida
| $133M | -$241K | -0.2% | 0.97% | 135% | 23 | 8.7% | 3.5 |
|
| 5185 |
5185
Treynor Bancshares
Treynor,
Iowa
| $133M | -$4.97M | -4% | 5.48% | 3.35% | 75 | 5.33% | 0.7 |
|
| 5186 |
5186
FWG Holdings
Winter Park,
Florida
| $133M | +$17.3M | +15% | 4.56% | 91.6% | 100 | 29% | 0.9 |
|
| 5187 |
5187
Joule Financial
Lexington,
Kentucky
| $133M | +$5.21M | +4% | 2.64% | 55.5% | 94 | 22.34% | 0.2 |
|
| 5188 |
5188
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $133M | -$12.3M | -8% | 6.9% | 37.8% | 24 | 0% | 6.2 |
|
| 5189 |
5189
Briggs Advisory Group
Lincoln,
Rhode Island
| $133M | -$3.54M | -3% | 6.9% | – | 52 | 11.54% | 0.7 |
|
| 5190 |
5190
Milestone Advisory Partners
Southern Pines,
North Carolina
| $133M | +$9.9M | +8% | 4.56% | 19.7% | 75 | 14.67% | 2.4 |
|
| 5191 |
5191
Samson Rock Capital
London,
United Kingdom
| $133M | +$51.5M | +63% | 1.06% | 166% | 54 | 87.04% | 0.1 |
|
| 5192 |
5192
Sequent Asset Management
Houston,
Texas
| $133M | -$2.83M | -2% | 2.67% | 51.3% | 70 | 4.29% | 3.1 |
|
| 5193 |
5193
Piershale Financial Group
Barrington,
Illinois
| $133M | +$24.8M | +23% | 2.37% | 82% | 12 | 25% | 3.1 |
|
| 5194 |
RM
5194
Rudius Management
New York
| $133M | -$25.2M | -16% | 15.2% | 8.92% | 4 | 0% | 1.6 |
|
| 5195 |
5195
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $133M | -$14.6M | -10% | 5.23% | 36.4% | 110 | 2.73% | 3.7 |
|
| 5196 |
GMEI
5196
Global Media & Entertainment Investments
Nassau,
Bahamas
| $133M | -$10.2M | -7% | 0% | 0% | 1 | 0% | 0.8 |
|
| 5197 |
5197
Aristides Capital
Louisville,
Kentucky
| $133M | -$13.3M | -9% | 2.85% | 126% | 183 | 27.87% | 1.1 |
|
| 5198 |
5198
Magma Venture Partners General Partner
Tel Aviv,
Israel
| $133M | +$16.1M | +14% | 18% | 4.7% | 3 | 0% | 0.8 |
|
| 5199 |
5199
Westhampton Capital
Winston-Salem,
North Carolina
| $133M | -$8.76M | -6% | 4.6% | 95.6% | 115 | 7.83% | 2.7 |
|
| 5200 |
5200
Birch Capital Management
Dallas,
Texas
| $132M | -$7.61M | -5% | 4.27% | 48.4% | 118 | 22.88% | 2 |
|