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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
Colorado Capital Management
Boulder,
Colorado
| $233M | +$18.7M | +9% | 7.62% | 60.4% | 103 | 9.71% | 5 |
|
| 5327 |
5327
Bluestem Financial Advisors
Champaign,
Illinois
| $233M | +$19.5M | +9% | 6.35% | 42.2% | 29 | 3.45% | 4.4 |
|
| 5328 |
5328
DCM Advisors
New York
| $233M | +$45.8M | +24% | 14.9% | 99.3% | 39 | 7.69% | 3.4 |
|
| 5329 |
5329
Boone Capital Management
Atlanta,
Georgia
| $233M | -$60.6M | -21% | 3.41% | 278% | 17 | 64.71% | 0.8 |
|
| 5330 |
5330
Kensington Investment Counsel
Long Beach,
California
| $233M | +$8.08M | +4% | 5.38% | 81.9% | 102 | 8.82% | 3 |
|
| 5331 |
5331
Ananym Capital Management
New York
| $233M | +$31.9M | +16% | 3.88% | – | 15 | 33.33% | 0.3 |
|
| 5332 |
OCP
5332
OCO Capital Partners
New York
| $233M | +$57.2M | +33% | 24.2% | 679% | 4 | 0% | 2.6 |
|
| 5333 |
AAG
5333
Avalon Advisory Group
Wexford,
Pennsylvania
| $233M | +$20.5M | +10% | 7.23% | 46% | 16 | 6.25% | 3 |
|
| 5334 |
CNBT
5334
Cornerstone National Bank & Trust
Palatine,
Illinois
| $233M | +$9.01M | +4% | 6.91% | 38.5% | 175 | 5.14% | 2 |
|
| 5335 |
5335
Keeler Thomas Management
Orem,
Utah
| $232M | +$28.3M | +14% | 4.01% | 52.1% | 131 | 59.54% | 1.1 |
|
| 5336 |
5336
Colonial River Investments
Midlothian,
Virginia
| $232M | +$50.6M | +28% | 17.7% | 156% | 241 | 23.65% | 1.6 |
|
| 5337 |
5337
Alexis Investment Partners
Montgomery,
Texas
| $232M | +$23.1M | +11% | 10.4% | – | 48 | 16.67% | 0.4 |
|
| 5338 |
5338
River Street Advisors
Aurora,
Illinois
| $232M | +$30.2M | +15% | 10.9% | 93.5% | 171 | 23.98% | 1.6 |
|
| 5339 |
5339
Brightline Capital Management
Miami,
Florida
| $232M | +$117M | +101% | 37.1% | 810% | 15 | 20% | 0.7 |
|
| 5340 |
PL
5340
Polianta Ltd
St Helier,
Jersey
| $232M | +$24.9M | +12% | 11.9% | 31.6% | 108 | 64.81% | 0.6 |
|
| 5341 |
5341
Amiral Gestion
Paris,
France
| $232M | +$50.2M | +28% | 11.3% | – | 30 | 40% | 0.4 |
|
| 5342 |
5342
Beacon Investment Advisors
Gaithersburg,
Maryland
| $232M | +$20.2M | +10% | 10.8% | 96.4% | 162 | 4.32% | 1.9 |
|
| 5343 |
5343
Zeno Equity Partners
London,
United Kingdom
| $232M | -$44.6M | -16% | 7.53% | – | 13 | 23.08% | 1.1 |
|
| 5344 |
BWIA
5344
Bryant Woods Investment Advisors
Getzville,
New York
| $232M | +$23.7M | +11% | 8.53% | 74.4% | 52 | 5.77% | 2.4 |
|
| 5345 |
5345
Ridgewood Investments
Springfield,
New Jersey
| $231M | +$17.2M | +8% | 6.31% | – | 749 | 12.68% | 1.7 |
|
| 5346 |
5346
Parker Financial
Silverdale,
Washington
| $231M | +$23.5M | +11% | 7.98% | 45% | 38 | 10.53% | 2.2 |
|
| 5347 |
5347
Harbour Investment Management
Edmonds,
Washington
| $231M | +$10.1M | +5% | 7.66% | 58.8% | 100 | 9% | 6.5 |
|
| 5348 |
5348
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| $231M | +$21.1M | +10% | 6.99% | – | 96 | 10.42% | 0.5 |
|
| 5349 |
5349
Arcus Capital Partners
Atlanta,
Georgia
| $231M | -$17.9M | -7% | 7.79% | 69.2% | 135 | 20.74% | 3.1 |
|
| 5350 |
5350
Reliant Investment Management
Memphis,
Tennessee
| $231M | +$38.3M | +20% | 21.8% | 129% | 63 | 19.05% | 3.7 |
|