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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
GS Investments
Minneapolis,
Minnesota
| $212M | -$9.11M | -4% | 2.38% | 108% | 134 | 11.94% | 4.2 |
|
| 5352 |
ISFAN
5352
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| $212M | -$49.2M | -19% | 2.75% | – | 206 | 22.82% | 0.2 |
|
| 5353 |
DMKJ
5353
David M. Knott Jr
| $212M | -$64.6M | -23% | 12.6% | 169% | 103 | 32.04% | 2 |
|
| 5354 |
5354
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $212M | -$39.9M | -16% | 8.79% | 215% | 205 | 21.95% | 1.5 |
|
| 5355 |
5355
ORIX Corp
Tokyo,
Japan
| $212M | +$10.2M | +5% | 4.5% | 11.7% | 1 | 0% | 7.3 |
|
| 5356 |
5356
Beacon Investment Advisors
Gaithersburg,
Maryland
| $212M | -$1.12M | -0.5% | 1.33% | 96.4% | 160 | 6.25% | 1.8 |
|
| 5357 |
5357
Ted Buchan & Co
San Diego,
California
| $211M | -$354K | -0.2% | 1.07% | 65.2% | 88 | 7.95% | 1.6 |
|
| 5358 |
BNMT
5358
Bawa N Mallick Trust
Forest Hills,
New York
| $211M | -$16.5M | -7% | 6.9% | – | 68 | 4.41% | 0.3 |
|
| 5359 |
5359
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $211M | +$331K | +0.2% | 0.65% | 64.8% | 85 | 15.29% | 3.8 |
|
| 5360 |
5360
Mendel Money Management
Northbrook,
Illinois
| $211M | -$12.9M | -6% | 2.78% | 88.8% | 143 | 9.09% | 4.1 |
|
| 5361 |
5361
TRB Advisors
New York
| $211M | -$390M | -65% | 8.02% | 76.1% | 8 | 25% | 4.9 |
|
| 5362 |
5362
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $211M | +$8.86M | +4% | 0.33% | 55% | 58 | 8.62% | 2.5 |
|
| 5363 |
5363
Ranch Capital Advisors
Sarasota,
Florida
| $211M | -$828K | -0.4% | 0.12% | 92.6% | 146 | 8.22% | 3.6 |
|
| 5364 |
5364
Christensen King & Associates Investment Services
Richland,
Washington
| $211M | -$2.51M | -1% | 1.87% | 57.9% | 97 | 5.15% | 1.1 |
|
| 5365 |
5365
FACT Capital
New York
| $211M | -$18.6M | -8% | 3.08% | 227% | 22 | 22.73% | 1.1 |
|
| 5366 |
BIA
5366
Bigelow Investment Advisors
Portland,
Maine
| $210M | -$2.65M | -1% | 1.23% | 75.7% | 152 | 7.89% | 4.7 |
|
| 5367 |
MA
5367
Menlo Advisors
Menlo Park,
California
| $210M | +$14.3M | +7% | 3.17% | 108% | 30 | 13.33% | 6.4 |
|
| 5368 |
5368
Caldwell Sutter Capital
Sausalito,
California
| $210M | -$4.68M | -2% | 0.44% | 79.5% | 926 | 7.02% | 1.8 |
|
| 5369 |
5369
Centennial Bank
Conway,
Arkansas
| $210M | -$2.28M | -1% | 0.73% | 69.9% | 335 | 8.66% | 1.8 |
|
| 5370 |
5370
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| $210M | +$3.78M | +2% | 0.37% | – | 92 | 7.61% | 0.2 |
|
| 5371 |
5371
Flagship Private Wealth
Woburn,
Massachusetts
| $210M | +$2.37M | +1% | 2.62% | 70.2% | 111 | 18.92% | 2.7 |
|
| 5372 |
5372
Powers Advisory Group
Highland,
Illinois
| $210M | +$10.2M | +5% | 0.11% | 49.8% | 107 | 3.74% | 2.5 |
|
| 5373 |
5373
Deane Retirement Strategies
New Orleans,
Louisiana
| $210M | +$11M | +6% | 3.79% | 73.4% | 78 | 17.95% | 3.1 |
|
| 5374 |
5374
Pavion Blue Capital
Newport Beach,
California
| $210M | -$3.21M | -2% | 0.97% | 87.8% | 105 | 8.57% | 3.9 |
|
| 5375 |
5375
Davidson Trust Company
Seattle,
Washington
| $210M | +$15.4M | +8% | 1.09% | 77% | 168 | 10.12% | 3.3 |
|