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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
Slagle Financial
Edwardsville,
Illinois
| $248M | +$23.1M | +10% | 7.55% | 77.9% | 125 | 30.4% | 1.4 |
|
| 5177 |
5177
Peak Retirement Planning
Columbus,
Ohio
| $248M | +$67.4M | +37% | 6.08% | – | 125 | 21.6% | 0.4 |
|
| 5178 |
5178
Iyo Bank
Matsuyama,
Japan
| $247M | -$63.1M | -20% | 12.6% | 125% | 51 | 19.61% | 2.2 |
|
| 5179 |
5179
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $247M | +$27.5M | +12% | 11.2% | 107% | 211 | 10.43% | 2.2 |
|
| 5180 |
5180
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $247M | +$23.2M | +10% | 6.53% | 58.2% | 114 | 8.77% | 1.8 |
|
| 5181 |
5181
Biltmore Wealth Management
Tempe,
Arizona
| $247M | +$10M | +4% | 6.69% | 59.8% | 58 | 0% | 4.1 |
|
| 5182 |
SVCM
5182
Saturn V Capital Management
Austin,
Texas
| $247M | +$48.6M | +25% | 11.5% | 1,083% | 26 | 26.92% | 1 |
|
| 5183 |
5183
Zullo Investment Group
Scranton,
Pennsylvania
| $247M | +$13.3M | +6% | 13.8% | 143% | 157 | 10.19% | 2.9 |
|
| 5184 |
5184
Pacifica Partners
Surrey,
Canada
| $246M | +$27.3M | +12% | 11.8% | 127% | 554 | 13% | 3.2 |
|
| 5185 |
5185
Intrepid Capital Management
Jacksonville Beach,
Florida
| $246M | +$40.4M | +20% | 6.39% | 70.2% | 121 | 19.83% | 2.2 |
|
| 5186 |
5186
Merk Investments
Menlo Park,
California
| $246M | +$62.7M | +34% | 17.6% | 303% | 11 | 9.09% | 3.9 |
|
| 5187 |
HCM
5187
Horrell Capital Management
Little Rock,
Arkansas
| $246M | +$6.76M | +3% | 3% | 55.6% | 191 | 9.95% | 7 |
|
| 5188 |
5188
Searcy Financial Services
Overland Park,
Kansas
| $246M | +$14.8M | +6% | 5.96% | 60.2% | 28 | 17.86% | 3.1 |
|
| 5189 |
5189
Hanover Advisors
Seneca,
South Carolina
| $245M | +$14.7M | +6% | 7.18% | – | 101 | 10.89% | 1.3 |
|
| 5190 |
5190
Quadratic Capital Management
Greenwich,
Connecticut
| $245M | -$143M | -37% | 0.84% | 0.6% | 2 | 0% | 4.1 |
|
| 5191 |
5191
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| $245M | +$23.2M | +10% | 12.9% | – | 12 | 0% | 1.1 |
|
| 5192 |
5192
Metavasi Capital
Larchmont,
New York
| $245M | +$87.5M | +56% | 51.5% | 840% | 37 | 51.35% | 0.7 |
|
| 5193 |
5193
Axis Capital Holdings
Pembroke,
| $245M | +$13.7M | +6% | 10.5% | 76% | 2 | 0% | 6.9 |
|
| 5194 |
5194
Palogic Value Management
Dallas,
Texas
| $245M | +$13.6M | +6% | 4.64% | 31.3% | 175 | 16% | 1.9 |
|
| 5195 |
5195
Altman Advisors
Chicago,
Illinois
| $245M | +$27.8M | +13% | 13.4% | 127% | 101 | 11.88% | 2.4 |
|
| 5196 |
5196
OMC Financial Services
Dewitt,
New York
| $245M | +$21.9M | +10% | 15.5% | – | 65 | 4.62% | 1.1 |
|
| 5197 |
EAM
5197
Eukles Asset Management
Cincinnati,
Ohio
| $245M | +$16.6M | +7% | 9.84% | 77.2% | 243 | 10.29% | 4.2 |
|
| 5198 |
5198
Shaker Investments
Cleveland,
Ohio
| $244M | +$36.8M | +18% | 21% | 205% | 118 | 38.14% | 2.1 |
|
| 5199 |
JPLA
5199
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $244M | +$25.5M | +12% | 9.91% | 74.3% | 154 | 11.04% | 3.5 |
|
| 5200 |
5200
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $244M | +$21.7M | +10% | 9.89% | 97.1% | 884 | 15.95% | 2.2 |
|