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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Cowbird Capital
New York
| $171M | -$20M | -10% | 2.71% | 21.3% | 13 | 38.46% | 0.9 |
|
| 5452 |
5452
Orion Capital Management
Coronado,
California
| $171M | +$16.7M | +11% | 10.7% | 75.3% | 542 | 12.92% | 0.8 |
|
| 5453 |
DI
5453
Disciplined Investments
Tulsa,
Oklahoma
| $171M | +$6.31M | +4% | 7.55% | 51.4% | 115 | 13.91% | 3.1 |
|
| 5454 |
5454
Delphi Financial Group
Wilmington,
Delaware
| $171M | -$36.2M | -18% | 1.23% | 66.3% | 22 | 22.73% | 1.8 |
|
| 5455 |
5455
Cincinnati Casualty Company
Fairfield,
Ohio
| $171M | +$13.9M | +9% | 10.1% | 68.7% | 26 | 3.85% | 8.3 |
|
| 5456 |
5456
Fairfield, Bush & Co
Darien,
Connecticut
| $171M | +$17.5M | +11% | 12.1% | 112% | 532 | 79.7% | 1.4 |
|
| 5457 |
5457
Investmark Advisory Group
Shelton,
Connecticut
| $171M | +$22.9M | +16% | 9.33% | 73.8% | 120 | 14.17% | 1.4 |
|
| 5458 |
5458
Straight Path Wealth Management
Jenison,
Michigan
| $170M | +$23M | +16% | 6.2% | 70.4% | 98 | 26.53% | 1.1 |
|
| 5459 |
HCM
5459
Hall Capital Management
Barrington,
Rhode Island
| $170M | +$14.4M | +9% | 9.23% | – | 95 | 6.32% | 6 |
|
| 5460 |
5460
Unison Asset Management
North Miami Beach,
Florida
| $170M | +$18.3M | +12% | 12.2% | 81.4% | 35 | 2.86% | 2.3 |
|
| 5461 |
5461
Silver Oak Advisory Group
Portland,
Oregon
| $170M | +$15.9M | +10% | 7.88% | 28.9% | 63 | 7.94% | 1.6 |
|
| 5462 |
5462
Peoples Bank (Ohio)
Marietta,
Ohio
| $170M | +$17M | +11% | 12.5% | 78.9% | 123 | 17.07% | 4.3 |
|
| 5463 |
5463
Caliber Wealth Management (Utah)
Orem,
Utah
| $170M | +$21.5M | +14% | 14.4% | 36.5% | 57 | 5.26% | 1.9 |
|
| 5464 |
5464
Ballentine Capital Advisors
Greenville,
South Carolina
| $170M | – | – | 8.93% | 48.8% | 30 | – | 0 |
|
| 5465 |
5465
Pinnacle Family Advisors
Springfield,
Missouri
| $170M | -$4.41M | -3% | 11% | 85.8% | 101 | 20.79% | 1.9 |
|
| 5466 |
CVA
5466
Central Valley Advisors
Sacramento,
California
| $170M | – | – | 11.8% | 77.8% | 142 | – | 0 |
|
| 5467 |
5467
Jupiter Wealth Management
Glendale,
Colorado
| $170M | +$15.8M | +10% | 11.2% | 99.2% | 86 | 0% | 2.2 |
|
| 5468 |
5468
13D Management
New York
| $170M | +$9.2M | +6% | 19.4% | 157% | 31 | 16.13% | 1.4 |
|
| 5469 |
CMAI
5469
Capital Management Associates Inc
Minneapolis,
Minnesota
| $170M | – | – | 11.2% | 75.6% | 83 | – | 0 |
|
| 5470 |
5470
Cora Capital Advisors
Marlton,
New Jersey
| $170M | +$20.8M | +14% | 11.4% | 80.3% | 98 | 11.22% | 0.8 |
|
| 5471 |
5471
Members Advisory Group
Williamsville,
New York
| $170M | +$15M | +10% | 9.72% | 70.6% | 23 | 26.09% | 1.5 |
|
| 5472 |
5472
Phoenix Asset Management Partners
London,
| $170M | +$31.4M | +23% | 23.7% | 139% | 13 | 7.69% | 0.9 |
|
| 5473 |
5473
Symetra Investment Management
Farmington,
Connecticut
| $170M | -$70.3M | -29% | 7.5% | 37.3% | 5 | 20% | 1.4 |
|
| 5474 |
5474
Hutner Capital Management
Manchester,
Vermont
| $170M | +$6.61M | +4% | 5.42% | 52.2% | 45 | 2.22% | 5.8 |
|
| 5475 |
5475
Kize Capital
New York
| $169M | +$8.15M | +5% | 14.5% | 34.7% | 7 | 14.29% | 2.2 |
|