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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
SIP
5251
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| $146M | +$3.38M | +2% | 0.92% | 44% | 45 | 0% | 0.7 |
|
| 5252 |
BCFD
5252
Boit C.F. David
| $146M | +$14.3M | +11% | 0.55% | 84.2% | 115 | 12.17% | 0.2 |
|
| 5253 |
5253
High Pines Wealth Management
Duxbury,
Massachusetts
| $146M | +$13.1M | +10% | 0.01% | 28.3% | 44 | 15.91% | 0.7 |
|
| 5254 |
5254
Ciovacco Capital Management
Atlanta,
Georgia
| $146M | +$6.35M | +5% | 0.22% | 88.5% | 30 | 26.67% | 0.6 |
|
| 5255 |
TWS
5255
Thomas W. Smith
| $145M | -$9.27M | -6% | 2.93% | – | 8 | 0% | 6.4 |
|
| 5256 |
5256
Omnia Family Wealth
Aventura,
Florida
| $145M | -$11M | -7% | 1.54% | 80.6% | 75 | 18.67% | 3.3 |
|
| 5257 |
5257
Midwest Wealth Management
Indianapolis,
Indiana
| $145M | +$5.28M | +4% | 0.82% | – | 102 | 8.82% | 0.7 |
|
| 5258 |
5258
Cassia Capital Partners
Winston Salem,
North Carolina
| $145M | +$12.3M | +9% | 0.82% | 55% | 137 | 92.7% | 0 |
|
| 5259 |
5259
Solitude Financial Services
Charlottesville,
Virginia
| $145M | +$7.29M | +5% | 2.2% | 62.4% | 43 | 11.63% | 0.7 |
|
| 5260 |
5260
JVL Associates
Wyoming,
Michigan
| $145M | +$89K | +0.1% | 0.57% | 81% | 37 | 0% | 3 |
|
| 5261 |
5261
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $145M | +$2.85M | +2% | 0.08% | 81.9% | 147 | 10.2% | 0.6 |
|
| 5262 |
PHM
5262
Prospect Hill Management
Short Hills,
New Jersey
| $145M | +$6.69M | +5% | 4.93% | 85.1% | 17 | 0% | 0.7 |
|
| 5263 |
5263
New Potomac Partners
Bethesda,
Maryland
| $145M | -$2.14M | -1% | 0.7% | 37.2% | 65 | 3.08% | 3 |
|
| 5264 |
5264
First Dallas Securities
Dallas,
Texas
| $145M | -$7.7M | -5% | 4.08% | 163% | 126 | 14.29% | 2.9 |
|
| 5265 |
5265
Clarus Group
Houston,
Texas
| $145M | +$11.2M | +8% | 1.74% | 67.5% | 115 | 9.57% | 0.7 |
|
| 5266 |
5266
Green Alpha Advisors
Niwot,
Colorado
| $145M | -$2.08M | -1% | 2.93% | 316% | 130 | 5.38% | 0.6 |
|
| 5267 |
5267
Purus Wealth Management
Newport Beach,
California
| $145M | +$5.74M | +4% | 0.16% | 174% | 108 | 20.37% | 0.6 |
|
| 5268 |
5268
Attestor
London,
United Kingdom
| $145M | -$6.66M | -4% | 8.69% | 55.7% | 3 | 33.33% | 0.3 |
|
| 5269 |
5269
Truvvo Partners
New York
| $144M | -$1.54M | -1% | 2.57% | 21.1% | 32 | 25% | 1.9 |
|
| 5270 |
5270
St. Clair Advisors
Mayfield Hts,
Ohio
| $144M | +$10.9M | +8% | 0.19% | 77.5% | 51 | 21.57% | 0.6 |
|
| 5271 |
5271
CoreFirst Bank & Trust
Topeka,
Kansas
| $144M | -$2.65M | -2% | 1.11% | 61.4% | 453 | 3.09% | 0.7 |
|
| 5272 |
5272
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $144M | +$2.03M | +1% | 0.23% | 62.6% | 153 | 7.19% | 3.2 |
|
| 5273 |
5273
Profit Investment Management
North Bethesda,
Maryland
| $144M | -$45.4M | -24% | 1.27% | 101% | 90 | 3.33% | 5.1 |
|
| 5274 |
5274
Providence Wealth Advisors
Frankfort,
Illinois
| $144M | -$2.76M | -2% | 0.83% | 121% | 100 | 9% | 2.5 |
|
| 5275 |
5275
Solas Capital Management
Darien,
Connecticut
| $144M | +$1.18M | +0.8% | 4.14% | 62.5% | 27 | 18.52% | 1.2 |
|