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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
Crux Wealth Advisors
Long Beach,
California
| $261M | -$8.13M | -3% | 2.46% | – | 192 | 14.06% | 1 |
|
| 5327 |
5327
Southern Michigan Bank & Trust
Coldwater,
Michigan
| $261M | – | – | 1.69% | – | 424 | – | 0 |
|
| 5328 |
5328
NWK Group
San Francisco,
California
| $261M | -$27.3M | -9% | 1.23% | 268% | 72 | 15.28% | 3.8 |
|
| 5329 |
5329
Intrepid Capital Management
Jacksonville Beach,
Florida
| $261M | +$2.04M | +0.8% | 0.87% | 70.2% | 110 | 7.27% | 2.7 |
|
| 5330 |
5330
Thomas Story & Son
Culver,
Indiana
| $261M | -$8.56M | -3% | 2.52% | 101% | 54 | 11.11% | 7.5 |
|
| 5331 |
5331
Owen LaRue
Elizabethtown,
Kentucky
| $261M | -$2.39M | -0.9% | 0.33% | 126% | 138 | 20.29% | 1.5 |
|
| 5332 |
5332
Lunt Capital Management
Holladay,
Utah
| $260M | -$6.51M | -2% | 2.8% | 36.9% | 106 | 16.04% | 1.8 |
|
| 5333 |
5333
WJ Interests
Sugar Land,
Texas
| $260M | +$28M | +12% | 0.06% | 55.2% | 20 | 5% | 2.3 |
|
| 5334 |
5334
Adams Street Partners
Chicago,
Illinois
| $260M | -$3.59M | -1% | 10.1% | 399% | 5 | 40% | 6.2 |
|
| 5335 |
5335
MBA Advisors
Hermitage,
Pennsylvania
| $260M | +$12.2M | +5% | 1.06% | 66.1% | 150 | 10.67% | 3.3 |
|
| 5336 |
5336
Letson Investment Management
Atlanta,
Georgia
| $260M | -$12.4M | -5% | 2.54% | 56.7% | 104 | 5.77% | 1.9 |
|
| 5337 |
5337
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $260M | +$8.15M | +3% | 26.8% | 39.8% | 5 | 20% | 7 |
|
| 5338 |
5338
Bull Oak Capital
San Diego,
California
| $260M | +$15.4M | +6% | 2.02% | 62.1% | 41 | 19.51% | 1.3 |
|
| 5339 |
5339
HFM Investment Advisors
Glassboro,
New Jersey
| $260M | +$4.23M | +2% | 0.16% | – | 1,320 | 11.67% | 0.9 |
|
| 5340 |
5340
Robertson Opportunity Capital
Dallas,
Texas
| $260M | -$15.6M | -6% | 1.54% | 93.4% | 30 | 13.33% | 6.4 |
|
| 5341 |
5341
Bayview Asset Management
Coral Gables,
Florida
| $260M | -$173M | -40% | 5.05% | 55.4% | 96 | 63.54% | 0.5 |
|
| 5342 |
MWA
5342
Miller Wealth Advisors
Ridgeway,
Colorado
| $260M | -$10.9M | -4% | 0.32% | 147% | 140 | 19.29% | 2.4 |
|
| 5343 |
5343
Kaleidoscope Capital
Boston,
Massachusetts
| $260M | -$2.06M | -0.8% | 18.7% | – | 15 | 26.67% | 2.2 |
|
| 5344 |
SC
5344
Sawyer & Company
Boston,
Massachusetts
| $260M | -$22.9M | -8% | 4.01% | 111% | 218 | 15.14% | 4.5 |
|
| 5345 |
5345
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $260M | -$7.47M | -3% | 0.15% | 55% | 63 | 7.94% | 3.1 |
|
| 5346 |
BOC
5346
Barbara Oil Co
Chicago,
Illinois
| $259M | -$9.9M | -4% | 3.27% | 76.9% | 78 | 14.1% | 9.6 |
|
| 5347 |
5347
JDM Financial Group
Austin,
Texas
| $259M | +$1.77M | +0.7% | 1.23% | 56.7% | 321 | 23.68% | 1.7 |
|
| 5348 |
5348
Financial Council
Towson,
Maryland
| $259M | +$8.72M | +3% | 2.71% | 88.6% | 107 | 11.21% | 2.7 |
|
| 5349 |
5349
Toews Corporation
Northfield,
New Jersey
| $259M | -$428M | -62% | 4.44% | 22% | 15 | 60% | 2.2 |
|
| 5350 |
5350
Potentia Wealth
San Jose,
California
| $259M | -$13.9M | -5% | 2.73% | – | 97 | 11.34% | 1 |
|