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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
MI
5276
Moneywise Inc
Forest,
Virginia
| $147M | -$1.75M | -1% | 5.44% | 58% | 54 | 12.96% | 2.5 |
|
| 5277 |
5277
First National Bank of South Miami
South Miami,
Florida
| $147M | +$15.5M | +12% | 5.92% | 35.2% | 340 | 11.76% | 1.7 |
|
| 5278 |
5278
Providence Wealth Advisors
Frankfort,
Illinois
| $146M | +$10.3M | +8% | 5.07% | 112% | 96 | 3.13% | 2.3 |
|
| 5279 |
5279
Tru Independence Asset Management 2
Portland,
Oregon
| $146M | +$20M | +16% | 5.95% | – | 125 | 27.2% | 0.4 |
|
| 5280 |
5280
Tatro Capital
Lexington,
Kentucky
| $146M | +$17.4M | +13% | 4.79% | – | 122 | 31.97% | 0.7 |
|
| 5281 |
5281
Prostatis Group
Hanover,
Maryland
| $146M | +$19M | +15% | 6.71% | 72.9% | 110 | 21.82% | 0.7 |
|
| 5282 |
CCM
5282
Conway Capital Management
Burbank,
California
| $146M | +$12.7M | +10% | 13.1% | 139% | 81 | 14.81% | 0.4 |
|
| 5283 |
5283
Meridian Financial Partners
Warrenton,
Virginia
| $146M | +$13.5M | +10% | 5.68% | 73.1% | 80 | 17.5% | 1.5 |
|
| 5284 |
5284
Guardian Investment Management
Tiburon,
California
| $146M | +$5.36M | +4% | 5.22% | 89.7% | 56 | 1.79% | 4.5 |
|
| 5285 |
LAI
5285
Legal Advantage Investments
Los Altos Hills,
California
| $146M | +$12.3M | +9% | 9.95% | 116% | 78 | 6.41% | 0.5 |
|
| 5286 |
5286
Caxton Corporation
Princeton,
New Jersey
| $146M | -$8M | -5% | 3.55% | 512% | 70 | 11.43% | 0.7 |
|
| 5287 |
5287
Truvvo Partners
New York
| $146M | +$14.1M | +11% | 10.5% | 21.1% | 27 | 18.52% | 1.9 |
|
| 5288 |
5288
Fi3 Financial Advisors
Indianapolis,
Indiana
| $146M | +$29.5M | +25% | 5.99% | 83.1% | 56 | 32.14% | 0.2 |
|
| 5289 |
5289
Kensington Investment Counsel
Long Beach,
California
| $146M | +$12.7M | +10% | 7.91% | 81.9% | 88 | 4.55% | 0.5 |
|
| 5290 |
SCC
5290
Steel Canyon Capital
Phoenix,
Arizona
| $146M | +$31M | +27% | 11.4% | 62.8% | 35 | 42.86% | 0.7 |
|
| 5291 |
5291
Chronos Wealth Management
Clearwater,
Florida
| $146M | +$13.5M | +10% | 9.68% | 92.3% | 47 | 0% | 1.2 |
|
| 5292 |
5292
Benjamin Edwards Inc
Clayton,
Missouri
| $146M | +$14M | +11% | 5.39% | 66.5% | 445 | 24.27% | 1.3 |
|
| 5293 |
5293
Benchmark Wealth Management
Old Lyme,
Connecticut
| $146M | +$10.8M | +8% | 4.82% | 42.7% | 47 | 8.51% | 1.3 |
|
| 5294 |
5294
Long Walk Management
Greenwich,
Connecticut
| $146M | – | – | 20.2% | 302% | 6 | – | 0 |
|
| 5295 |
WEO
5295
William E. Oberndorf
| $146M | +$20.8M | +17% | 5.58% | 36.2% | 8 | 25% | 0.8 |
|
| 5296 |
ACM
5296
Asymmetry Capital Management
San Francisco,
California
| $145M | -$47.9M | -25% | 3.13% | 300% | 40 | 52.5% | 0.4 |
|
| 5297 |
5297
Carl P. Sherr & Co
Worcester,
Massachusetts
| $145M | +$12.5M | +9% | 6.6% | 68.8% | 121 | 10.74% | 1.2 |
|
| 5298 |
5298
Sagil Capital
London,
United Kingdom
| $145M | +$62.6M | +76% | 15.6% | 104% | 26 | 53.85% | 0.7 |
|
| 5299 |
5299
S.A. Mason
Holland,
Michigan
| $145M | +$11.5M | +9% | 7.66% | 116% | 324 | 5.56% | 1.2 |
|
| 5300 |
5300
Everhart Financial Group
Dublin,
Ohio
| $145M | +$31.3M | +27% | 7.69% | 123% | 101 | 23.76% | 0.4 |
|