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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
KCGDR
5476
Kiron Capital Gestao de Recursos
Sao Paulo,
Brazil
| $132M | +$52.5M | +66% | 11.1% | – | 7 | 14.29% | 0.4 |
|
| 5477 |
5477
Flagship Private Wealth
Woburn,
Massachusetts
| $131M | +$11.7M | +10% | 7.05% | 62.7% | 337 | 12.17% | 0.4 |
|
| 5478 |
BCFD
5478
Boit C.F. David
| $131M | – | – | 6.18% | 75.4% | 101 | – | 0 |
|
| 5479 |
5479
Satovsky Asset Management
New York
| $131M | +$18.1M | +16% | 8.69% | 53.6% | 30 | 10% | 0.4 |
|
| 5480 |
EL
5480
EQ LLC
Bellevue,
Washington
| $131M | +$11.3M | +9% | 6.1% | 72.9% | 49 | 12.24% | 0.4 |
|
| 5481 |
5481
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $131M | +$15.8M | +14% | 10.2% | 72% | 123 | 5.69% | 0.7 |
|
| 5482 |
5482
Security National Bank of So Dak
Sioux City,
Iowa
| $131M | +$10.6M | +9% | 7.98% | 67.7% | 121 | 42.15% | 3.9 |
|
| 5483 |
SA
5483
Sunesis Advisors
Overland Park,
Kansas
| $131M | +$5.49M | +4% | 5.08% | – | 32 | 6.25% | 2.4 |
|
| 5484 |
GG
5484
Golden Green
Seneca,
South Carolina
| $131M | +$14.6M | +13% | 19.1% | 92.4% | 185 | 27.03% | 0.3 |
|
| 5485 |
OF
5485
Outfitter Financial
Brunswick,
Maine
| $130M | +$9.03M | +7% | 7.87% | 95.9% | 97 | 4.12% | 0.5 |
|
| 5486 |
5486
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $130M | -$40.1M | -24% | 18.9% | 68.3% | 26 | 50% | 2.3 |
|
| 5487 |
5487
AllGen Financial Advisors
Orlando,
Florida
| $130M | +$7.96M | +7% | 4.82% | 39.7% | 37 | 18.92% | 0.4 |
|
| 5488 |
5488
Appleton Group
Appleton,
Wisconsin
| $130M | +$53.8M | +70% | 6.63% | 58.3% | 57 | 35.09% | 1.3 |
|
| 5489 |
5489
LifeSteps Financial
Claremont,
California
| $130M | +$10.4M | +9% | 6.74% | 98.4% | 85 | 2.35% | 1.3 |
|
| 5490 |
CC
5490
Coann Capital
Westport,
Connecticut
| $130M | +$12.7M | +11% | 1.25% | – | 25 | 60% | 0.2 |
|
| 5491 |
5491
Smart Portfolios LLC
Seattle,
Washington
| $130M | +$13.7M | +12% | 3.77% | 41.3% | 51 | 27.45% | 1.1 |
|
| 5492 |
5492
Jetstream Capital
Brentwood,
Tennessee
| $130M | -$30.6M | -19% | 23.1% | – | 32 | 59.38% | 0.2 |
|
| 5493 |
5493
Beaumont Asset Management
Beaumont,
Texas
| $130M | +$10.7M | +9% | 8.87% | 73.1% | 74 | 17.57% | 1 |
|
| 5494 |
SM
5494
Saya Management
New York
| $130M | -$11.4M | -8% | 7.41% | 34.8% | 18 | 44.44% | 0.5 |
|
| 5495 |
5495
Roth Financial Partners
Kingwood,
Texas
| $130M | +$8.9M | +7% | 6.51% | 61% | 24 | 4.17% | 0.4 |
|
| 5496 |
5496
Signify Wealth
Saint Louis,
Missouri
| $130M | -$3.98M | -3% | 1.98% | 36.7% | 18 | 38.89% | 0.4 |
|
| 5497 |
5497
Stevard LLC
Chicago,
Illinois
| $130M | +$7.83M | +6% | 9.48% | – | 51 | 21.57% | 1.1 |
|
| 5498 |
5498
Aufman Associates
Sewickley,
Pennsylvania
| $130M | +$9.5M | +8% | 8.66% | 136% | 49 | 10.2% | 1 |
|
| 5499 |
5499
Monetta Financial Services
Wheaton,
Illinois
| $130M | +$3.17M | +3% | 9.95% | 275% | 42 | 21.43% | 2.7 |
|
| 5500 |
5500
Banta Asset Management
Newport Beach,
California
| $130M | -$10M | -7% | 1.31% | – | 22 | 0% | 1.2 |
|