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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
BMS Financial Advisors
Rapid City,
South Dakota
| $157M | +$73K | +0% | 3.95% | – | 110 | 22.73% | 0.2 |
|
| 5402 |
5402
Chronos Wealth Management
Clearwater,
Florida
| $157M | -$7.84M | -5% | 1.82% | 92.3% | 47 | 14.89% | 2.1 |
|
| 5403 |
5403
Clearfield Capital Management
New York
| $157M | -$30.5M | -16% | 1.22% | 421% | 7 | 42.86% | 0.6 |
|
| 5404 |
XXIP
5404
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $157M | -$64M | -29% | 19.6% | 66.6% | 1 | 0% | 0.3 |
|
| 5405 |
5405
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $157M | +$1.04M | +0.7% | 0.95% | 82.3% | 176 | 10.23% | 1.1 |
|
| 5406 |
5406
Lansing Street Advisors
Ambler,
Pennsylvania
| $157M | – | – | 2.91% | – | 302 | – | 0 |
|
| 5407 |
AFC
5407
AFT Forsyth & Company
West Palm Beach,
Florida
| $157M | -$37.9M | -19% | 7.09% | 135% | 165 | 15.15% | 5.1 |
|
| 5408 |
OFG
5408
OTA Financial Group
Purchase,
New York
| $157M | +$10.7M | +7% | 70.5% | 320% | 147 | 78.23% | 0.2 |
|
| 5409 |
5409
Eclectic Associates
Fullerton,
California
| $157M | +$582K | +0.4% | 4.48% | 53.8% | 79 | 11.39% | 1.1 |
|
| 5410 |
5410
Horizon Financial Services
Winston Salem,
North Carolina
| $157M | -$7.87M | -5% | 5.29% | 39.5% | 126 | 57.14% | 0.9 |
|
| 5411 |
5411
Arthedge Capital Management
Jericho,
New York
| $157M | -$55.4M | -26% | 19.4% | 80.7% | 18 | 11.11% | 1.1 |
|
| 5412 |
5412
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $157M | +$3.61M | +2% | 0.34% | 65.5% | 353 | 18.7% | 3.6 |
|
| 5413 |
5413
Aurora Investment Counsel
Atlanta,
Georgia
| $157M | -$11.5M | -7% | 3.74% | 31.7% | 137 | 21.9% | 1 |
|
| 5414 |
5414
Silicon Hills Wealth Management
Austin,
Texas
| $157M | -$4.76M | -3% | 3.77% | 30.9% | 121 | 16.53% | 1.4 |
|
| 5415 |
5415
Caliber Wealth Management (Utah)
Orem,
Utah
| $157M | +$11.9M | +8% | 2.3% | 36.5% | 68 | 13.24% | 1 |
|
| 5416 |
5416
Argus Investors Counsel
New York
| $157M | -$9.6M | -6% | 5.39% | 132% | 100 | 13% | 4.4 |
|
| 5417 |
5417
Resolute Capital Asset Partners
Denver,
Colorado
| $157M | +$3.37M | +2% | 5.12% | 657% | 64 | 73.44% | 0.1 |
|
| 5418 |
5418
Weitzel Financial Services
Dubuque,
Iowa
| $157M | -$9.01M | -5% | 4.87% | 46.3% | 34 | 8.82% | 1 |
|
| 5419 |
5419
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $157M | -$7.63M | -5% | 0.5% | 62.6% | 159 | 5.66% | 3.5 |
|
| 5420 |
5420
Norwest Venture Partners XII
Palo Alto,
California
| $156M | -$101M | -39% | 36.1% | – | 3 | 33.33% | 0.3 |
|
| 5421 |
5421
Range Financial Group
Tigard,
Oregon
| $156M | +$4.74M | +3% | 2.37% | 195% | 189 | 23.81% | 0.7 |
|
| 5422 |
CI
5422
Carroll Investors
Mt Pleasant,
South Carolina
| $156M | -$19.9M | -11% | 9.71% | 241% | 223 | 28.25% | 0.2 |
|
| 5423 |
5423
Applied Capital
Little Rock,
Arkansas
| $156M | +$30.8M | +25% | 4.93% | 52.6% | 65 | 35.38% | 0.7 |
|
| 5424 |
5424
Quad-Cities Investment Group
Davenport,
Iowa
| $156M | -$3.75M | -2% | 2.03% | 67.3% | 199 | 13.57% | 2.5 |
|
| 5425 |
5425
LRT Capital Management
Austin,
Texas
| $156M | +$24.9M | +19% | 6.88% | 76.2% | 79 | 50.63% | 0.2 |
|