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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Chiron Capital Management
Tallahassee,
Florida
| $137M | +$17.1M | +14% | 6.57% | – | 103 | 25.24% | 0.6 |
|
| 5352 |
5352
Eclectic Associates
Fullerton,
California
| $137M | +$3.9M | +3% | 0.38% | 53.8% | 68 | 5.88% | 0.7 |
|
| 5353 |
GFI
5353
Global Frontier Investments
Charleston,
South Carolina
| $137M | +$4.65M | +4% | 1.55% | – | 18 | 5.56% | 1.1 |
|
| 5354 |
5354
Freedman Financial Associates
Peabody,
Massachusetts
| $137M | +$4.16M | +3% | 0.84% | – | 514 | 7.98% | 0.7 |
|
| 5355 |
5355
Bank of Marin
Novato,
California
| $137M | +$85K | +0.1% | 1.27% | 80.3% | 125 | 4% | 1.5 |
|
| 5356 |
5356
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $137M | +$2.31M | +2% | 0.65% | 56.7% | 218 | 7.34% | 0.7 |
|
| 5357 |
WPA
5357
Winning Points Advisors
Boca Raton,
Florida
| $137M | +$3.16M | +2% | 1% | – | 66 | 16.67% | 3.3 |
|
| 5358 |
5358
Dalton Investments
Las Vegas,
Nevada
| $137M | -$44.9M | -25% | 2.41% | 95.1% | 27 | 22.22% | 3.2 |
|
| 5359 |
5359
Strategic Financial Planning
Plano,
Texas
| $137M | -$1.96M | -1% | 2.36% | 47.5% | 32 | 0% | 1.6 |
|
| 5360 |
RFMS
5360
RWQ Financial Management Services
Naples,
Florida
| $136M | +$3.34M | +3% | 2.44% | 446% | 27 | 37.04% | 0.5 |
|
| 5361 |
SC
5361
Samjo Capital
New York
| $136M | -$11.5M | -8% | 5.81% | 89.1% | 20 | 5% | 0.7 |
|
| 5362 |
5362
Ballew Advisors
Jackson,
Mississippi
| $136M | -$8M | -6% | 1.01% | 68% | 132 | 28.03% | 2.1 |
|
| 5363 |
5363
Patron Partners
Houston,
Texas
| $136M | +$3.14M | +2% | 0.06% | 90.2% | 185 | 7.03% | 0.6 |
|
| 5364 |
LFGH
5364
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $136M | -$2.77M | -2% | 1.73% | 12.9% | 37 | 5.41% | 1.2 |
|
| 5365 |
5365
HighMark Wealth Management
St. Paul,
Minnesota
| $136M | -$202K | -0.1% | 1.29% | 110% | 534 | 10.3% | 1.2 |
|
| 5366 |
5366
Berkeley Inc
Boise,
Idaho
| $136M | -$3.75M | -3% | 1.77% | 49.4% | 91 | 13.19% | 0.6 |
|
| 5367 |
5367
Robbins Farley
Bedford,
New Hampshire
| $136M | +$47M | +53% | 1.24% | 106% | 198 | 62.63% | 0.3 |
|
| 5368 |
5368
MBA Advisors
Hermitage,
Pennsylvania
| $136M | -$79.3M | -37% | 0.85% | 58.3% | 141 | 8.51% | 0.5 |
|
| 5369 |
5369
Guardian Investment Management
Tiburon,
California
| $135M | -$10.7M | -7% | 0.98% | 103% | 62 | 20.97% | 4.6 |
|
| 5370 |
5370
New Perspectives Inc
Ridgeland,
Mississippi
| $135M | +$6.64M | +5% | 0.57% | – | 23 | 4.35% | 0.3 |
|
| 5371 |
5371
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $135M | +$6.85M | +5% | 1% | 65.3% | 111 | 5.41% | 0.7 |
|
| 5372 |
5372
Ravenstone Capital Management
Toronto,
| $135M | +$23.9M | +21% | 5.03% | 63% | 64 | 43.75% | 0.1 |
|
| 5373 |
5373
Round Rock Advisors
Wilton,
Connecticut
| $135M | -$1.98M | -1% | 0.72% | 87.4% | 70 | 17.14% | 0.7 |
|
| 5374 |
5374
Cairn Investment Group
Vancouver,
Washington
| $135M | -$1.21M | -0.9% | 1.37% | 61.3% | 72 | 1.39% | 1.4 |
|
| 5375 |
DIS
5375
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $135M | +$159K | +0.1% | 1.85% | 93.8% | 45 | 13.33% | 3.4 |
|