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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 |
SST
5201
S Squared Technology
New York
| $263M | +$25.7M | +11% | 15.8% | 223% | 41 | 26.83% | 3.1 |
|
| 5202 |
5202
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $263M | +$47.1M | +22% | 4.63% | 44.1% | 43 | 11.63% | 2.2 |
|
| 5203 |
5203
Avaii Wealth Management
Appleton,
Wisconsin
| $263M | +$37.9M | +17% | 11.9% | 100% | 157 | 20.38% | 1.7 |
|
| 5204 |
5204
Agate Pass Investment Management
Bainbridge Island,
Washington
| $263M | +$19.3M | +8% | 9.16% | 76% | 108 | 5.56% | 2.9 |
|
| 5205 |
5205
RJA Asset Management
Stamford,
Connecticut
| $263M | -$27.8M | -10% | 22.5% | 80.2% | 4 | 25% | 2.3 |
|
| 5206 |
5206
Freedom Financial Partners
Oakdale,
Minnesota
| $262M | +$25.2M | +11% | 7.63% | – | 84 | 10.71% | 0.6 |
|
| 5207 |
5207
Painted Porch Advisors
Santa Barbara,
California
| $262M | +$18.7M | +8% | 5.98% | – | 512 | 17.19% | 1 |
|
| 5208 |
5208
Marcho Partners
London,
United Kingdom
| $262M | -$19.9M | -7% | 11.7% | 115% | 9 | 0% | 2.4 |
|
| 5209 |
5209
Intrepid Financial Planning Group
Carmel,
Indiana
| $262M | +$24.4M | +10% | 8.25% | 92.5% | 134 | 12.69% | 2.2 |
|
| 5210 |
5210
Goodlander Investment Management
Dallas,
Texas
| $262M | +$18.7M | +8% | 41.4% | – | 17 | 70.59% | 0.2 |
|
| 5211 |
5211
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $262M | +$19.4M | +8% | 5.75% | 55% | 63 | 12.7% | 2.7 |
|
| 5212 |
5212
Daily Journal Corp
Los Angeles,
California
| $262M | +$26.9M | +11% | 13.4% | 109% | 4 | 0% | 9.9 |
|
| 5213 |
5213
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| $262M | +$25.4M | +11% | 7.28% | – | 616 | 6.49% | 0.7 |
|
| 5214 |
5214
Potentia Wealth
San Jose,
California
| $262M | +$86.6M | +49% | 8.94% | – | 96 | 28.13% | 0.5 |
|
| 5215 |
5215
Biltmore Wealth Management
Tempe,
Arizona
| $262M | +$14.9M | +6% | 6.17% | 59.8% | 60 | 6.67% | 4.3 |
|
| 5216 |
5216
Wealthspan Partners
Davenport,
Iowa
| $262M | +$20M | +8% | 6.47% | 65% | 127 | 5.51% | 2.3 |
|
| 5217 |
SIM
5217
Synergy Investment Management
Altamonte Springs,
Florida
| $262M | +$95.9M | +58% | 6.97% | – | 129 | 38.76% | 0.5 |
|
| 5218 |
SM
5218
Samjo Management
New York
| $262M | +$24.8M | +10% | 11.8% | – | 64 | 17.19% | 1.3 |
|
| 5219 |
5219
Cura Wealth Advisors
Chicago,
Illinois
| $262M | +$11.6M | +5% | 5.9% | – | 142 | 28.87% | 0.5 |
|
| 5220 |
5220
Dow Chemical Company
Midland,
Michigan
| $262M | +$24M | +10% | 6.6% | 29.4% | 7 | 57.14% | 1.3 |
|
| 5221 |
5221
Lunt Capital Management
Holladay,
Utah
| $262M | +$259K | +0.1% | 4.91% | 36.9% | 95 | 7.37% | 1.6 |
|
| 5222 |
5222
Juniper Investment Company
New York
| $261M | +$18.2M | +7% | 20.2% | 358% | 12 | 25% | 4.1 |
|
| 5223 |
5223
Tiemann Investment Advisors
Menlo Park,
California
| $261M | +$17.3M | +7% | 8.27% | 77% | 210 | 7.14% | 6.8 |
|
| 5224 |
5224
Altman Advisors
Chicago,
Illinois
| $261M | +$16.6M | +7% | 9.56% | 127% | 98 | 8.16% | 2.6 |
|
| 5225 |
5225
Sea Cliff Partners Management
San Francisco,
California
| $261M | -$32M | -11% | 1.95% | – | 16 | 12.5% | 0.8 |
|