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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 |
5251
Newman & Schimel
Deerfield,
Illinois
| $176M | +$16.3M | +10% | 5.75% | – | 52 | 11.54% | 0.9 |
|
| 5252 |
I2I
5252
Insight 2811 Inc
Chicago,
Illinois
| $176M | +$6.84M | +4% | 3.21% | 31.3% | 87 | 18.39% | 3.5 |
|
| 5253 |
5253
Matrix China Management IV
Grand Cayman,
Cayman Islands
| $176M | – | – | 41.6% | – | 1 | – | 0 |
|
| 5254 |
5254
Orleans Capital Management
Mandeville,
Louisiana
| $176M | +$19.4M | +12% | 13.3% | 94.6% | 82 | 6.1% | 1.6 |
|
| 5255 |
5255
Orion Capital Management
Coronado,
California
| $176M | +$10.7M | +6% | 7.47% | 75.3% | 392 | 9.69% | 0.8 |
|
| 5256 |
5256
Powell Investment Advisors
Miami,
Florida
| $176M | +$14M | +9% | 6.28% | 82.4% | 141 | 19.86% | 1.5 |
|
| 5257 |
5257
Signet Investment Advisory Group
Providence,
Rhode Island
| $176M | +$17.3M | +11% | 9.88% | 68.2% | 88 | 5.68% | 2.2 |
|
| 5258 |
EC
5258
Euclidean Capital
New York
| $176M | -$29.8M | -15% | 0.41% | 79.7% | 12 | 25% | 0.7 |
|
| 5259 |
5259
SWS Partners
Columbus,
Ohio
| $176M | +$14.5M | +9% | 10.7% | 127% | 89 | 22.47% | 2 |
|
| 5260 |
5260
DeDora Capital
Napa,
California
| $176M | -$54.3M | -24% | 10.5% | 91.2% | 115 | 67.83% | 1.7 |
|
| 5261 |
5261
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $176M | +$9.05M | +5% | 2.8% | 45.1% | 32 | 15.63% | 4.6 |
|
| 5262 |
5262
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $176M | +$15.3M | +10% | 10.9% | 61.1% | 118 | 3.39% | 5 |
|
| 5263 |
5263
QVIDTVM Management
The Woodlands,
Texas
| $176M | – | – | 5.56% | 19.5% | 12 | – | 0 |
|
| 5264 |
5264
One Advisory Partners
Overland Park,
Kansas
| $176M | +$14.5M | +9% | 4.74% | 58.3% | 32 | 15.63% | 1 |
|
| 5265 |
5265
Tacita Capital
Toronto,
Ontario, Canada
| $176M | +$12.2M | +7% | 5.87% | 72.3% | 201 | 14.43% | 0.8 |
|
| 5266 |
5266
First National Bank of Hutchinson
Hutchinson,
Kansas
| $176M | -$2.7M | -2% | 10.3% | 121% | 127 | 17.32% | 3.1 |
|
| 5267 |
5267
Red Cedar Capital
Omaha,
Nebraska
| $175M | +$12.4M | +8% | 7.33% | 43% | 168 | 3.57% | 3 |
|
| 5268 |
5268
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $175M | +$8.75M | +5% | 6.13% | 50.2% | 20 | 0% | 1.3 |
|
| 5269 |
5269
Braemar Energy Ventures III
New York
| $175M | – | – | 4.7% | – | 1 | – | 0 |
|
| 5270 |
5270
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $175M | +$3.14M | +2% | 4.68% | 91.4% | 182 | 34.62% | 0.7 |
|
| 5271 |
5271
Adaptive Financial Consulting
Beachwood,
Ohio
| $175M | +$12.9M | +8% | 5.08% | 33.4% | 18 | 5.56% | 1.7 |
|
| 5272 |
5272
FIDELIS iM
Medford,
Oregon
| $175M | +$13.9M | +9% | 5.13% | 44.8% | 20 | 10% | 0.2 |
|
| 5273 |
LAM
5273
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $175M | +$14.4M | +9% | 12.8% | 124% | 103 | 68.93% | 1.5 |
|
| 5274 |
5274
CV Advisors
Aventura,
Florida
| $175M | – | – | 8.89% | 112% | 32 | – | 0 |
|
| 5275 |
LPARFS
5275
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| $175M | +$70.6M | +68% | 12.2% | – | 115 | 60.87% | 0.4 |
|