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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Sterling Financial Planning
Sparta,
New Jersey
| $159M | -$1.09M | -0.7% | 2.99% | 59.3% | 101 | 11.88% | 1.1 |
|
| 5377 |
5377
Chiron Capital Management
Tallahassee,
Florida
| $159M | +$20.1M | +15% | 0.95% | – | 130 | 21.54% | 0.9 |
|
| 5378 |
5378
Plustick Management
Charlottesville,
Virginia
| $158M | -$57M | -26% | 40.8% | 1,667% | 28 | 32.14% | 0.2 |
|
| 5379 |
5379
Values First Advisors
Gray,
Tennessee
| $158M | -$10.5M | -6% | 6.12% | 87.6% | 182 | 15.93% | 1.5 |
|
| 5380 |
5380
Selkirk Management
Chatham,
New Jersey
| $158M | -$28.6M | -15% | 10.7% | 245% | 13 | 0% | 5.7 |
|
| 5381 |
5381
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $158M | -$18.6M | -11% | 0.64% | 62% | 311 | 14.79% | 1.4 |
|
| 5382 |
5382
Harbor Group
Bedford,
New Hampshire
| $158M | -$9.6M | -6% | 4.78% | 43% | 60 | 18.33% | 1 |
|
| 5383 |
SI
5383
Schusterman Interests
Tulsa,
Oklahoma
| $158M | -$73.4M | -32% | 16.5% | 344% | 17 | 47.06% | 0.2 |
|
| 5384 |
5384
Cairn Investment Group
Vancouver,
Washington
| $158M | +$12.7M | +9% | 0.81% | 61.3% | 77 | 16.88% | 1.7 |
|
| 5385 |
RMSCM
5385
R.M. Sincerbeaux Capital Management
New York
| $158M | -$9.12M | -5% | 2.75% | 76.4% | 47 | 2.13% | 6.6 |
|
| 5386 |
5386
Jackson Hill Advisors
Houston,
Texas
| $158M | -$12.8M | -7% | 16.3% | 61.2% | 10 | 10% | 0.2 |
|
| 5387 |
5387
HC Advisors
Sandy Springs,
Georgia
| $158M | -$5.37M | -3% | 2.73% | 63.5% | 92 | 16.3% | 1.4 |
|
| 5388 |
5388
Ridgecrest Wealth Partners
Mill Valley,
California
| $158M | -$47.9M | -23% | 2.8% | 103% | 124 | 13.71% | 0.9 |
|
| 5389 |
5389
E Fund Management (HK)
Central,
Hong Kong
| $158M | -$22.2M | -12% | 24.3% | 163% | 43 | 13.95% | 1.3 |
|
| 5390 |
IWN
5390
Independent Wealth Network
Urbandale,
Iowa
| $158M | -$4.97M | -3% | 1.18% | 78.2% | 244 | 27.46% | 0.4 |
|
| 5391 |
KCA
5391
Karn Couzens & Associates
Farmington,
Connecticut
| $157M | +$11.6M | +8% | 3.39% | – | 93 | 15.05% | 0.9 |
|
| 5392 |
5392
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $157M | +$14.1M | +10% | 4.81% | 117% | 46 | 26.09% | 1 |
|
| 5393 |
5393
Verity Asset Management
Durham,
North Carolina
| $157M | -$11.9M | -7% | 0.81% | 79.7% | 236 | 27.97% | 1.9 |
|
| 5394 |
5394
PCG Wealth Advisors
Overland Park,
Kansas
| $157M | +$13.5M | +9% | 1.5% | 87% | 94 | 24.47% | 0.2 |
|
| 5395 |
5395
Holistic Financial Partners
Indianapolis,
Indiana
| $157M | -$15.1M | -9% | 2.24% | 95.7% | 135 | 23.7% | 2 |
|
| 5396 |
5396
Alaethes Wealth
Glenbrook,
Nevada
| $157M | -$1.43M | -0.9% | 3.53% | 96.4% | 332 | 21.08% | 0.7 |
|
| 5397 |
5397
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $157M | -$13.2M | -8% | 1.44% | 67.8% | 152 | 7.24% | 6 |
|
| 5398 |
SCM
5398
Springhouse Capital Management
Westport,
Connecticut
| $157M | +$15.1M | +11% | 2.38% | 52% | 50 | 46% | 0.9 |
|
| 5399 |
5399
HighVista Strategies
Boston,
Massachusetts
| $157M | +$31.7M | +25% | 7.72% | 622% | 108 | 56.48% | 0.5 |
|
| 5400 |
5400
ACON Equity Management
Washington,
District of Columbia
| $157M | -$28.6M | -15% | 8.24% | 32.1% | 1 | 0% | 4.3 |
|