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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 |
AIA
5376
Arcadia Investment Advisors
Eagle,
Idaho
| $145M | +$2.19M | +2% | 5.26% | 56.4% | 93 | 8.6% | 3.3 |
|
| 5377 |
5377
Avory & Company
Miami,
Florida
| $145M | +$21M | +17% | 16.4% | 74.9% | 29 | 6.9% | 1.3 |
|
| 5378 |
5378
Rain Capital Management
Lake Oswego,
Oregon
| $145M | +$12M | +9% | 5.1% | 18.2% | 129 | 32.56% | 1.8 |
|
| 5379 |
AC
5379
Athos Capital
Hong Kong
| $145M | -$27.7M | -16% | 64% | 110% | 121 | 42.15% | 0.7 |
|
| 5380 |
5380
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $145M | -$5.61M | -4% | 3.72% | 81.3% | 1 | 0% | 1.8 |
|
| 5381 |
CC
5381
Codex Capital
New York
| $145M | +$25.4M | +21% | 24.9% | 84.4% | 38 | 5.26% | 2 |
|
| 5382 |
5382
Norwood Investment Partners
Mill Valley,
California
| $145M | +$20.6M | +17% | 13.4% | 25.2% | 11 | 0% | 0.9 |
|
| 5383 |
5383
EPIQ Partners
Minneapolis,
Minnesota
| $145M | -$5.31M | -4% | 2.15% | 49.6% | 81 | 14.81% | 2.3 |
|
| 5384 |
5384
Signet Investment Advisory Group
Providence,
Rhode Island
| $145M | +$3.05M | +2% | 3.18% | 68.2% | 69 | 10.14% | 3.5 |
|
| 5385 |
5385
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $145M | +$7.12M | +5% | 4.37% | 65% | 31 | 9.68% | 3 |
|
| 5386 |
5386
AlphaCentric Advisors
San Juan,
Puerto Rico
| $145M | +$43.7M | +43% | 0.63% | – | 223 | 32.29% | 0.7 |
|
| 5387 |
5387
Harrington Investments
Napa,
California
| $145M | +$6.65M | +5% | 8.88% | 109% | 81 | 6.17% | 4.4 |
|
| 5388 |
5388
Catalyst Private Wealth
San Mateo,
California
| $145M | +$21.7M | +18% | 18.4% | 120% | 75 | 6.67% | 1.7 |
|
| 5389 |
5389
BMS Financial Advisors
Rapid City,
South Dakota
| $145M | -$6.16M | -4% | 6.54% | – | 121 | 35.54% | 0.8 |
|
| 5390 |
5390
WJ Interests
Sugar Land,
Texas
| $145M | +$24.1M | +20% | 5.95% | 55.2% | 71 | 87.32% | 0.6 |
|
| 5391 |
5391
Old North State Trust
Greensboro,
North Carolina
| $144M | -$7.67M | -5% | 3.31% | – | 473 | 8.67% | 1.2 |
|
| 5392 |
5392
Quad-Cities Investment Group
Davenport,
Iowa
| $144M | +$8.65M | +6% | 5.4% | 67.3% | 182 | 12.64% | 3 |
|
| 5393 |
WHAM
5393
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $144M | -$11.1M | -7% | 8.65% | 98.1% | 34 | 23.53% | 0.7 |
|
| 5394 |
5394
KFG Wealth Management
Granger,
Indiana
| $144M | +$46.8M | +48% | 8.45% | 55.9% | 101 | 32.67% | 0.2 |
|
| 5395 |
5395
Loudon Investment Management
West Lebanon,
New Hampshire
| $144M | +$5.84M | +4% | 5.44% | 72.5% | 94 | 6.38% | 5 |
|
| 5396 |
5396
Matrix Private Capital Group
New York
| $144M | -$9.03M | -6% | 4.91% | 62.5% | 210 | 17.14% | 2.3 |
|
| 5397 |
5397
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $144M | +$6.29M | +5% | 4.75% | 70.3% | 116 | 11.21% | 3.8 |
|
| 5398 |
5398
Warner Financial
Bethesda,
Maryland
| $144M | +$13.1M | +10% | 5.6% | 69.2% | 94 | 6.38% | 1 |
|
| 5399 |
CC
5399
Corton Capital
Carrying Place,
Ontario, Canada
| $144M | +$22.7M | +19% | 17% | 225% | 403 | 48.39% | 0.4 |
|
| 5400 |
5400
Albert D. Mason Inc
Boston,
Massachusetts
| $144M | +$4.08M | +3% | 5.56% | 83.4% | 162 | 8.02% | 4.8 |
|