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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
Bluestem Financial Advisors
Champaign,
Illinois
| $259M | +$73.4K | +0% | 1.03% | 42.2% | 34 | 14.71% | 4.5 |
|
| 5352 |
5352
Quartz Partners
Saratoga Springs,
New York
| $259M | -$9.9M | -4% | 4.01% | – | 192 | 25% | 1 |
|
| 5353 |
5353
Colrain Capital
Boston,
Massachusetts
| $259M | +$76.7M | +42% | 12.7% | – | 27 | 22.22% | 6 |
|
| 5354 |
5354
NewGen Asset Management
Toronto,
Ontario, Canada
| $259M | +$96.6M | +60% | 0.27% | 402% | 42 | 73.81% | 0.4 |
|
| 5355 |
CCAM
5355
Codex Capital Asset Management
Dallas,
Texas
| $259M | -$16.6M | -6% | 5.3% | – | 33 | 18.18% | 1.4 |
|
| 5356 |
5356
HMS Capital Management
Nashville,
Tennessee
| $259M | +$16.8M | +7% | 0.95% | 140% | 121 | 21.49% | 3.1 |
|
| 5357 |
5357
Beacon Financial Planning
Hyannis,
Massachusetts
| $258M | +$50.8M | +25% | 1.68% | 74.3% | 76 | 32.89% | 1.5 |
|
| 5358 |
5358
Glass Wealth Management
San Antonio,
Texas
| $258M | +$14.3M | +6% | 5.84% | – | 68 | 17.65% | 1.6 |
|
| 5359 |
5359
Mendon Capital Advisors
Key Largo,
Florida
| $258M | -$79.7M | -24% | 1.12% | – | 74 | 40.54% | 2.1 |
|
| 5360 |
5360
OMC Financial Services
Dewitt,
New York
| $258M | -$10.4M | -4% | 3.02% | – | 66 | 3.03% | 1.8 |
|
| 5361 |
5361
Stash Investments
New York
| $258M | +$8.43M | +3% | 1.55% | 40.7% | 5 | 0% | 2.3 |
|
| 5362 |
5362
TrustBank
Olney,
Illinois
| $258M | +$18.1M | +8% | 1.52% | – | 166 | 23.49% | 0.2 |
|
| 5363 |
5363
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $258M | +$2.64M | +1% | 1.84% | 62.3% | 103 | 24.27% | 1.6 |
|
| 5364 |
5364
First Affirmative Financial Network
Colorado Springs,
Colorado
| $258M | – | – | 0.35% | – | 325 | – | 2.2 |
|
| 5365 |
5365
Carroll Advisory Group
Texarkana,
Texas
| $258M | +$26.5M | +11% | 1.04% | – | 76 | 15.79% | 0.2 |
|
| 5366 |
AC
5366
AMS Capital
Sao Paulo,
Brazil
| $257M | -$989K | -0.4% | 13.9% | 63.1% | 16 | 18.75% | 1.2 |
|
| 5367 |
5367
Towle & Co
Denver,
Colorado
| $257M | -$121M | -32% | 16.1% | 172% | 68 | 55.88% | 1 |
|
| 5368 |
5368
Cruiser Capital Advisors
Stamford,
Connecticut
| $257M | +$139M | +118% | 8.77% | 192% | 60 | 23.33% | 2.1 |
|
| 5369 |
5369
ADW Capital Management
Miami Beach,
Florida
| $257M | +$123M | +92% | 6.57% | 78.2% | 12 | 66.67% | 1.8 |
|
| 5370 |
5370
Hillman Company
Pittsburgh,
Pennsylvania
| $257M | -$31.3M | -11% | 0.13% | 118% | 17 | 23.53% | 2.2 |
|
| 5371 |
5371
Gate City Capital Management
Chicago,
Illinois
| $257M | +$26M | +11% | 13.2% | – | 19 | 26.32% | 1.3 |
|
| 5372 |
5372
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $257M | +$10M | +4% | 3.61% | 95.5% | 82 | 4.88% | 3 |
|
| 5373 |
5373
Houlihan Financial Resource Group
Ashburn,
Virginia
| $257M | -$6.39M | -2% | 1.94% | 50.6% | 110 | 3.64% | 2.4 |
|
| 5374 |
5374
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $257M | -$1.36M | -0.5% | 0.23% | 66.8% | 109 | 8.26% | 6.8 |
|
| 5375 |
5375
Axa
Paris,
France
| $256M | +$45.1M | +21% | 4.07% | 101% | 82 | 20.73% | 7.5 |
|