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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
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $162M | -$19.8M | -11% | 6.32% | 77.8% | 168 | 21.43% | 0.4 |
|
| 5252 |
5252
Ameliora Wealth Management
Zurich,
Switzerland
| $162M | -$9.5M | -6% | 4.21% | 73.9% | 223 | 17.04% | 0.7 |
|
| 5253 |
5253
Round Hill Asset Management
Pasadena,
California
| $162M | +$1.44M | +0.9% | 3.79% | 43.2% | 61 | 3.28% | 4.8 |
|
| 5254 |
5254
Ausbil Investment Management
Sydney,
Australia
| $161M | +$18.4M | +13% | 0.82% | 115% | 67 | 52.24% | 0.3 |
|
| 5255 |
MI
5255
Moneywise Inc
Forest,
Virginia
| $161M | +$6.64M | +4% | 4.12% | 58% | 51 | 7.84% | 3.5 |
|
| 5256 |
5256
Applied Capital
Little Rock,
Arkansas
| $161M | +$11.3M | +8% | 4.34% | 52.6% | 35 | 2.86% | 1.4 |
|
| 5257 |
5257
Matisse Capital
Portland,
Oregon
| $161M | +$6.27M | +4% | 5.51% | 66.9% | 182 | 10.99% | 1.2 |
|
| 5258 |
5258
Silverleafe Capital Partners
Germantown,
Tennessee
| $161M | +$5.95M | +4% | 5.67% | 87.7% | 61 | 18.03% | 2.5 |
|
| 5259 |
5259
Verger Capital Management
Winston-Salem,
North Carolina
| $161M | -$24.3M | -13% | 3.01% | 58.3% | 32 | 62.5% | 6.9 |
|
| 5260 |
5260
PCG Wealth Advisors
Overland Park,
Kansas
| $161M | +$2.78M | +2% | 1.94% | 87% | 118 | 14.41% | 1 |
|
| 5261 |
5261
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $161M | +$4.32M | +3% | 3.57% | 46.9% | 131 | 6.11% | 1.9 |
|
| 5262 |
PCR
5262
Potrero Capital Research
San Francisco,
California
| $161M | -$6.71M | -4% | 7.63% | 226% | 30 | 23.33% | 0.8 |
|
| 5263 |
5263
Income Research & Management
Boston,
Massachusetts
| $161M | -$32.7M | -17% | 0.01% | 1.19% | 17 | 5.88% | 1.8 |
|
| 5264 |
5264
Simplicity Wealth
Summit,
New Jersey
| $161M | +$10.5M | +7% | 3.54% | 82.2% | 84 | 26.19% | 0.6 |
|
| 5265 |
5265
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $161M | +$19.7M | +14% | 5.78% | 75.2% | 21 | 33.33% | 1.3 |
|
| 5266 |
5266
LDR Capital Management
New York
| $161M | +$8.81M | +6% | 8.67% | 28.4% | 37 | 10.81% | 1.5 |
|
| 5267 |
5267
Slagle Financial
Edwardsville,
Illinois
| $161M | – | – | 4.74% | 77.9% | 118 | – | 0 |
|
| 5268 |
5268
Visa Foundation
San Francisco,
California
| $161M | -$6.19M | -4% | 9.26% | 58.1% | 1 | 0% | 1.5 |
|
| 5269 |
5269
Family Capital Management
Grand Rapids,
Michigan
| $160M | -$70.8M | -31% | 6.67% | 70.5% | 79 | 5.06% | 0.4 |
|
| 5270 |
5270
Members Advisory Group
Williamsville,
New York
| $160M | +$5.6M | +4% | 2.41% | 70.6% | 20 | 10% | 1.1 |
|
| 5271 |
5271
Black Diamond Capital Management
Stamford,
Connecticut
| $160M | -$13.1M | -8% | 0.51% | 28.3% | 12 | 0% | 2.8 |
|
| 5272 |
5272
Jentner Corp
Akron,
Ohio
| $160M | +$13.8M | +9% | 5.16% | 38.9% | 45 | 2.22% | 3.5 |
|
| 5273 |
5273
22NW LP
Seattle,
Washington
| $160M | -$2.6M | -2% | 23.9% | 138% | 17 | 17.65% | 2.4 |
|
| 5274 |
5274
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $160M | -$953K | -0.6% | 3.94% | 66.8% | 140 | 7.86% | 4.5 |
|
| 5275 |
5275
Mountain Lake Investment Management
Boca Raton,
Florida
| $160M | +$50.5M | +46% | 10.1% | 64% | 26 | 50% | 1.8 |
|