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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
ANB Bank
Denver,
Colorado
| $224M | -$3.97M | -2% | 0.6% | – | 125 | 15.2% | 0.2 |
|
| 5202 |
5202
Sims Investment Management
Cincinnati,
Ohio
| $224M | +$46.9M | +27% | 5.82% | – | 45 | 26.67% | 0.2 |
|
| 5203 |
5203
WorthPointe
La Jolla,
California
| $224M | -$21.9M | -9% | 2.23% | 59.7% | 101 | 19.8% | 1.4 |
|
| 5204 |
5204
Moerus Capital Management
New York
| $224M | -$50.4M | -18% | 8.05% | 220% | 19 | 36.84% | 3.8 |
|
| 5205 |
CNBT
5205
Cornerstone National Bank & Trust
Palatine,
Illinois
| $224M | +$5.81M | +3% | 0.26% | 38.5% | 177 | 10.17% | 1.8 |
|
| 5206 |
5206
Eos Management LP
New York
| $224M | -$13.9M | -6% | 0.24% | 149% | 43 | 13.95% | 3 |
|
| 5207 |
5207
New Wave Wealth Advisors
Springdale,
Arkansas
| $223M | -$20.8M | -9% | 2.79% | – | 719 | 82.61% | 0.6 |
|
| 5208 |
5208
Exeter Financial
Scottsdale,
Arizona
| $223M | +$4.48M | +2% | 2.06% | 59.1% | 91 | 1.1% | 5.6 |
|
| 5209 |
5209
Lynch Asset Management
Yardley,
Pennsylvania
| $223M | -$24.1M | -10% | 8.65% | 214% | 45 | 8.89% | 2.9 |
|
| 5210 |
5210
OMC Financial Services
Dewitt,
New York
| $223M | -$12.4M | -5% | 2.56% | – | 63 | 3.17% | 0.9 |
|
| 5211 |
5211
Financial Connections Group
Corte Madera,
California
| $223M | +$14.7M | +7% | 1.6% | 44.4% | 246 | 14.23% | 1.7 |
|
| 5212 |
5212
Houlihan Financial Resource Group
Ashburn,
Virginia
| $223M | -$11.9M | -5% | 2.33% | 50.6% | 105 | 3.81% | 2.4 |
|
| 5213 |
5213
Wilshire Advisors
Santa Monica,
California
| $223M | -$51.2M | -19% | 0.47% | 118% | 13 | 15.38% | 3.1 |
|
| 5214 |
5214
Forza Wealth Management
Sarasota,
Florida
| $222M | +$2.99M | +1% | 2.54% | 69.8% | 184 | 4.35% | 2 |
|
| 5215 |
5215
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $222M | -$3.45M | -2% | 1.83% | 108% | 853 | 16.06% | 2 |
|
| 5216 |
5216
Headwater Capital
Hong Kong,
China
| $222M | +$34.8M | +19% | 0.93% | – | 15 | 66.67% | 0.1 |
|
| 5217 |
5217
Juniper Investment Company
New York
| $222M | -$31.4M | -12% | 10.7% | 358% | 12 | 0% | 3.2 |
|
| 5218 |
NCM
5218
NCM Capital Management
Ramsey,
New Jersey
| $222M | +$450K | +0.2% | 0.74% | 105% | 176 | 6.25% | 2.5 |
|
| 5219 |
5219
Affinity Partners
Sunny Isles Beach,
Florida
| $222M | -$38.7M | -15% | 14.8% | – | 1 | 0% | 0.3 |
|
| 5220 |
5220
Rockingstone Advisors
Great Barrington,
Massachusetts
| $222M | -$4.22M | -2% | 0.08% | 114% | 104 | 3.85% | 1.8 |
|
| 5221 |
5221
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| $222M | +$91.7M | +70% | 8.33% | – | 12 | 16.67% | 0.8 |
|
| 5222 |
5222
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| $222M | +$8.37M | +4% | 2.13% | 72.1% | 73 | 6.85% | 2 |
|
| 5223 |
5223
Wittenberg Investment Management
Carlisle,
Massachusetts
| $222M | -$32.9M | -13% | 1.25% | 89.9% | 77 | 7.79% | 5.2 |
|
| 5224 |
5224
Wealthedge Investment Advisors
New York
| $222M | -$163K | -0.1% | 3.43% | – | 218 | 38.07% | 0.2 |
|
| 5225 |
5225
BridgePort Financial Solutions
Fairfield,
Iowa
| $222M | +$802K | +0.4% | 0.61% | – | 166 | 6.63% | 0.2 |
|