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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 |
CC
5176
Codex Capital
New York
| $205M | +$33.6M | +20% | 22.9% | 84.4% | 38 | 5.26% | 2.8 |
|
| 5177 |
5177
CNB Bank
Clearfield,
Pennsylvania
| $205M | +$18.8M | +10% | 10% | 91.6% | 513 | 9.16% | 3.7 |
|
| 5178 |
5178
Retirement Guys Formula
Maumee,
Ohio
| $205M | +$18.6M | +10% | 7.2% | 75.7% | 153 | 36.6% | 1.2 |
|
| 5179 |
BOCM
5179
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $205M | -$1.33M | -0.6% | 7.13% | 49.6% | 37 | 10.81% | 4.4 |
|
| 5180 |
SCA
5180
Sander Capital Advisors
Seattle,
Washington
| $205M | +$9.6M | +5% | 7.35% | 113% | 16 | 6.25% | 3.3 |
|
| 5181 |
5181
Revolution Growth Management Company
Washington,
District of Columbia
| $205M | -$34.3M | -14% | 39.1% | 23.5% | 3 | 0% | 2 |
|
| 5182 |
5182
Ironwood Investment Management
Boston,
Massachusetts
| $205M | +$14.6M | +8% | 16.2% | 164% | 182 | 12.09% | 6.1 |
|
| 5183 |
GCM
5183
Granby Capital Management
Miami Beach,
Florida
| $205M | +$45.4M | +29% | 6.18% | 50% | 20 | 0% | 1.6 |
|
| 5184 |
AW
5184
Atlas Wealth
Cincinnati,
Ohio
| $205M | +$21.2M | +12% | 6.8% | 43.5% | 89 | 23.6% | 1 |
|
| 5185 |
5185
Canopy Partners
Cincinnati,
Ohio
| $205M | +$40.5M | +25% | 10.2% | 108% | 202 | 20.79% | 0.2 |
|
| 5186 |
5186
First County Bank
Stamford,
Connecticut
| $205M | -$1.68M | -0.8% | 8.83% | 101% | 169 | 5.92% | 1.1 |
|
| 5187 |
5187
Westwood Wealth Management
Los Angeles,
California
| $204M | +$74.8M | +58% | 36.3% | 495% | 42 | 21.43% | 1.6 |
|
| 5188 |
5188
Eastover Investment Advisors
Charlotte,
North Carolina
| $204M | +$15.3M | +8% | 11.4% | 105% | 52 | 26.92% | 2.3 |
|
| 5189 |
5189
Autumn Glory Partners
Dallas,
Texas
| $204M | +$28.9M | +16% | 9.41% | 76% | 177 | 11.3% | 1.2 |
|
| 5190 |
5190
25 LLC
St. Louis,
Missouri
| $204M | +$10.3M | +5% | 4.53% | 48.7% | 52 | 15.38% | 0.8 |
|
| 5191 |
5191
Bridgewealth Advisory Group
Fresno,
California
| $204M | +$73.8M | +57% | 4.22% | 39.1% | 89 | 19.1% | 0.8 |
|
| 5192 |
HIS
5192
Horizon Investment Services
Hammond,
Indiana
| $204M | +$19.1M | +10% | 18.2% | 250% | 126 | 24.6% | 2.9 |
|
| 5193 |
5193
Seven Grand Managers
Bronxville,
New York
| $204M | +$99.5M | +95% | 27.8% | 281% | 66 | 83.33% | 0.1 |
|
| 5194 |
5194
Unique Wealth Strategies
Burr Ridge,
Illinois
| $204M | +$54.3M | +36% | 10.4% | 96.9% | 217 | 56.22% | 0.1 |
|
| 5195 |
5195
Medina Value Partners
Los Angeles,
California
| $204M | +$41.9M | +26% | 14.5% | 80% | 16 | 43.75% | 0.6 |
|
| 5196 |
5196
Bayshore Asset Management
Coral Gables,
Florida
| $204M | +$14.2M | +7% | 6.66% | 66.1% | 42 | 21.43% | 1.5 |
|
| 5197 |
5197
Siemens Pension Trust
Munich Germany,
Germany
| $204M | -$76.6M | -27% | 27.3% | 25.4% | 1 | 0% | 1.3 |
|
| 5198 |
5198
Planned Solutions
Folsom,
California
| $204M | -$9.9M | -5% | 6.74% | 68.3% | 585 | 82.74% | 2 |
|
| 5199 |
NERM
5199
New England Research & Management
Chicago,
Illinois
| $204M | +$15M | +8% | 6.86% | 65% | 175 | 21.14% | 3.6 |
|
| 5200 |
NAH
5200
Neumann Advisory (HK)
Central,
Hong Kong
| $204M | -$58.4M | -22% | 18.1% | 77.3% | 15 | 6.67% | 3.9 |
|