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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 |
5276
First Financial Corp
Terre Haute,
Indiana
| $165M | +$1.4M | +0.9% | 3.37% | 95.3% | 365 | 9.32% | 5.9 |
|
| 5277 |
5277
Samalin Investment Counsel
Chappaqua,
New York
| $165M | -$1.6M | -1% | 1.83% | 68.3% | 273 | 16.12% | 1.5 |
|
| 5278 |
5278
Midwest Wealth Management
Indianapolis,
Indiana
| $165M | +$4.88M | +3% | 0.54% | – | 104 | 12.5% | 1.1 |
|
| 5279 |
5279
Goepper Burkhardt
Greenville,
South Carolina
| $165M | -$3.54M | -2% | 4.35% | 50.4% | 73 | 15.07% | 1.1 |
|
| 5280 |
5280
Provident Wealth Management
Brentwood,
Tennessee
| $165M | +$12.4M | +8% | 3.46% | 61.1% | 107 | 28.04% | 1.2 |
|
| 5281 |
5281
Fifth Lane Capital
Austin,
Texas
| $165M | -$5.79M | -3% | 0.43% | 80.4% | 459 | 65.36% | 0.1 |
|
| 5282 |
5282
Seneca Financial Advisors
Rochester,
New York
| $165M | -$4.35M | -3% | 4.89% | 50.9% | 51 | 19.61% | 1 |
|
| 5283 |
5283
Investment Advisory Group
Hanover,
Massachusetts
| $165M | +$8.39M | +5% | 3.88% | 61.6% | 133 | 10.53% | 0.2 |
|
| 5284 |
AIA
5284
Arcadia Investment Advisors
Eagle,
Idaho
| $165M | -$31M | -16% | 4.82% | 56.4% | 115 | 1.74% | 2.3 |
|
| 5285 |
JPLA
5285
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $164M | +$7.08M | +5% | 4.99% | 74.3% | 483 | 72.46% | 0.6 |
|
| 5286 |
5286
Jacob Asset Management of New York
Hermosa Beach,
California
| $164M | -$59.6M | -27% | 14% | 22.7% | 79 | 11.39% | 1.7 |
|
| 5287 |
5287
Cascade Investment Advisors
Oregon City,
Oregon
| $164M | -$6.5M | -4% | 0.89% | 71.4% | 277 | 13.72% | 3.4 |
|
| 5288 |
5288
SFI Advisors
Montclair,
New Jersey
| $164M | +$50.9M | +45% | 10.1% | 82.9% | 72 | 20.83% | 0.2 |
|
| 5289 |
5289
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $164M | -$14.3M | -8% | 5.95% | 199% | 67 | 4.48% | 1.1 |
|
| 5290 |
5290
Hickory Lane Capital Management
New York
| $164M | -$24.2M | -13% | 3.73% | – | 42 | 30.95% | 0.7 |
|
| 5291 |
5291
Orser Capital Management
Southlake,
Texas
| $164M | -$34.4M | -17% | 5.29% | 128% | 105 | 31.43% | 2 |
|
| 5292 |
5292
Aristides Capital
Louisville,
Kentucky
| $164M | -$54.6M | -25% | 3.27% | 126% | 337 | 62.91% | 0.7 |
|
| 5293 |
RCA
5293
Rex Capital Advisors
Providence,
Rhode Island
| $164M | -$26.3M | -14% | 7.06% | 7.31% | 25 | 8% | 3 |
|
| 5294 |
5294
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $164M | -$4.35M | -3% | 0.53% | 36.4% | 128 | 14.06% | 3.1 |
|
| 5295 |
5295
Summit Rock Advisors
New York
| $163M | -$3.94M | -2% | 24% | – | 10 | 40% | 0.5 |
|
| 5296 |
5296
Norwood Investment Partners
Mill Valley,
California
| $163M | -$20M | -11% | 10.3% | 25.2% | 12 | 41.67% | 0.2 |
|
| 5297 |
5297
Corrado Advisors
Ramsey,
New Jersey
| $163M | -$3.64M | -2% | 4.62% | 73.1% | 118 | 21.19% | 2.3 |
|
| 5298 |
5298
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $163M | +$5.54M | +4% | 4.54% | – | 123 | 6.5% | 1 |
|
| 5299 |
5299
Lederer & Associates Investment Counsel
Long Beach,
California
| $163M | -$9.17M | -5% | 3.54% | 92.7% | 90 | 2.22% | 4.1 |
|
| 5300 |
QGA
5300
Q Global Advisors
Fort Worth,
Texas
| $163M | -$273M | -63% | 7.46% | 79% | 448 | 49.11% | 0.3 |
|