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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
&Partners
Nashville,
Tennessee
| $166M | +$8.57M | +5% | 5.62% | 78.4% | 193 | 13.47% | 1.6 |
|
| 5427 |
5427
Norris Financial Group
Greenville,
South Carolina
| $166M | +$14.5M | +10% | 9.22% | 142% | 97 | 25.77% | 0.9 |
|
| 5428 |
5428
Lansing Management
New York
| $166M | -$4.65M | -3% | 1.66% | 76.9% | 8 | 0% | 2.3 |
|
| 5429 |
5429
Everhart Financial Group
Dublin,
Ohio
| $166M | +$19.7M | +13% | 9.3% | 123% | 113 | 15.93% | 0.7 |
|
| 5430 |
5430
Kennicott Capital Management
Corte Madera,
California
| $166M | +$27.9M | +20% | 9.6% | 98% | 53 | 22.64% | 0.7 |
|
| 5431 |
5431
RPD Fund Management
New York
| $166M | – | – | 11.1% | – | 6 | – | 0 |
|
| 5432 |
5432
Weitzel Financial Services
Dubuque,
Iowa
| $166M | +$11.4M | +7% | 3.44% | 46.3% | 32 | 12.5% | 0.8 |
|
| 5433 |
5433
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $165M | +$7.2M | +5% | 7.62% | 87.2% | 103 | 20.39% | 1.4 |
|
| 5434 |
CC
5434
Corsicana & Co
Corsicana,
Texas
| $165M | +$8.42M | +5% | 9.78% | – | 216 | 5.09% | 0.5 |
|
| 5435 |
5435
Moser Wealth Advisors
Bellevue,
Washington
| $165M | +$9M | +6% | 9.53% | – | 147 | 6.12% | 1.5 |
|
| 5436 |
5436
First National Bank of South Miami
South Miami,
Florida
| $165M | +$16.5M | +11% | 7.1% | 35.2% | 383 | 17.23% | 2 |
|
| 5437 |
5437
Susquehanna International Securities
Dublin,
Ireland
| $165M | +$45.3M | +38% | 11.6% | 2.8% | 32 | 56.25% | 0.3 |
|
| 5438 |
5438
Carl P. Sherr & Co
Worcester,
Massachusetts
| $165M | +$40M | +32% | 8.48% | 78.6% | 130 | 26.92% | 1.3 |
|
| 5439 |
CPA
5439
Capital Performance Advisors
Walnut Creek,
California
| $165M | – | – | 7.87% | 77.1% | 49 | – | 0 |
|
| 5440 |
5440
Phraction Management
Colchester,
Connecticut
| $165M | – | – | 6.09% | 106% | 69 | – | 0 |
|
| 5441 |
NM
5441
Nokota Management
New York
| $165M | +$148M | +861% | 4.38% | – | 68 | 89.71% | 0 |
|
| 5442 |
5442
Nekton Capital
London,
United Kingdom
| $165M | – | – | 8.41% | 30.1% | 14 | – | 0 |
|
| 5443 |
5443
Chronos Wealth Management
Clearwater,
Florida
| $165M | +$18M | +12% | 12.1% | 92.3% | 47 | 6.38% | 1.7 |
|
| 5444 |
5444
Investment Research & Advisory Group
Atlanta,
Georgia
| $165M | +$12.5M | +8% | 8.87% | 105% | 193 | 26.42% | 1.3 |
|
| 5445 |
5445
Horizon Financial Services
Winston Salem,
North Carolina
| $165M | +$12.8M | +8% | 3.49% | 42.6% | 157 | 28.66% | 0.7 |
|
| 5446 |
5446
NewGen Asset Management
Toronto,
Ontario, Canada
| $165M | -$13.4M | -8% | 6.29% | 402% | 47 | 72.34% | 0.3 |
|
| 5447 |
HM
5447
HCEP Management
Hong Kong
| $165M | +$117M | +249% | 17% | 182% | 6 | 83.33% | 0.2 |
|
| 5448 |
5448
In-Depth Partners
Miami,
Florida
| $165M | – | – | 9.67% | 157% | 13 | – | 0 |
|
| 5449 |
5449
Catawba River Capital
Lake Wylie,
South Carolina
| $165M | +$5.89M | +4% | 10.1% | 89.5% | 27 | 3.7% | 1.3 |
|
| 5450 |
5450
Omnia Family Wealth
Aventura,
Florida
| $164M | +$19.1M | +13% | 7.52% | 80.6% | 78 | 15.38% | 3.2 |
|