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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 |
5476
Riverstone Advisors
New Braunfels,
Texas
| $145M | -$20.1M | -12% | 3.92% | 104% | 53 | 28.3% | 2.8 |
|
| 5477 |
5477
Centennial Bank
Conway,
Arkansas
| $145M | -$3.67M | -2% | 4.4% | 69.9% | 334 | 9.88% | 0.7 |
|
| 5478 |
5478
Intrepid Capital Management
Jacksonville Beach,
Florida
| $145M | +$2.26M | +2% | 2.01% | 70.2% | 241 | 6.64% | 0.9 |
|
| 5479 |
5479
H&H Retirement Design & Management
Las Vegas,
Nevada
| $145M | -$6M | -4% | 2.64% | 38.4% | 63 | 14.29% | 1.4 |
|
| 5480 |
5480
Iams Wealth Management
Omaha,
Nebraska
| $145M | -$130M | -47% | 2.61% | 57.7% | 239 | 100% | 0 |
|
| 5481 |
5481
Yorktown Energy Partners VIII
New York
| $144M | -$2.3M | -2% | 5.01% | 15.2% | 3 | 0% | 3.3 |
|
| 5482 |
5482
LRT Capital Management
Austin,
Texas
| $144M | +$8.69M | +6% | 0.42% | 76.2% | 86 | 30.23% | 0.8 |
|
| 5483 |
5483
Pacific Sun Financial
Los Angeles,
California
| $144M | -$5.23M | -4% | 5.33% | 70.3% | 178 | 7.3% | 4.1 |
|
| 5484 |
5484
MYeCFO
La Jolla,
California
| $144M | +$6.59M | +5% | 3.86% | 58.5% | 50 | 14% | 0.6 |
|
| 5485 |
5485
Norris Financial Group
Greenville,
South Carolina
| $144M | -$204K | -0.1% | 3.86% | 142% | 69 | 17.39% | 1.6 |
|
| 5486 |
5486
FOCUS Wealth Advisors
Houston,
Texas
| $144M | -$3.7M | -3% | 3.02% | 68.7% | 65 | 20% | 1.3 |
|
| 5487 |
5487
Solano Wealth Management
Fairfield,
California
| $144M | -$2.98M | -2% | 4.12% | – | 26 | 11.54% | 0.5 |
|
| 5488 |
5488
Muzinich & Co
New York
| $144M | -$2.82M | -2% | 4.6% | 13.5% | 84 | 44.05% | 3.6 |
|
| 5489 |
5489
Treasure Coast Financial Planning
Vero Beach,
Florida
| $144M | -$3.92M | -3% | 2.41% | 32.6% | 35 | 11.43% | 1.2 |
|
| 5490 |
5490
Altus Wealth Management
Ft Mitchell,
Kentucky
| $144M | +$17.3M | +14% | 2.9% | 73% | 36 | 16.67% | 2.4 |
|
| 5491 |
5491
WJ Interests
Sugar Land,
Texas
| $144M | -$7.94M | -5% | 4.62% | 55.2% | 17 | 5.88% | 0.8 |
|
| 5492 |
5492
Gables Capital Management
Miami,
Florida
| $144M | -$9.09M | -6% | 3.68% | 151% | 393 | 12.47% | 4 |
|
| 5493 |
5493
Retirement Guys Formula
Maumee,
Ohio
| $144M | -$28.9M | -17% | 2.77% | 75.7% | 141 | 28.37% | 1.1 |
|
| 5494 |
5494
Blackston Financial Advisory Group
The Villages,
Florida
| $144M | +$4.79M | +3% | 3.74% | 69.1% | 96 | 15.63% | 1.4 |
|
| 5495 |
5495
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $144M | -$10M | -7% | 7.25% | 36.9% | 73 | 4.11% | 6.7 |
|
| 5496 |
5496
Alpine Peaks Capital
New York
| $143M | +$892K | +0.6% | 5.89% | 24.3% | 23 | 4.35% | 1.6 |
|
| 5497 |
5497
Axis Capital Holdings
Pembroke,
| $143M | -$20.5M | -13% | 3.66% | 76% | 3 | 0% | 6.8 |
|
| 5498 |
5498
Parker Financial
Silverdale,
Washington
| $143M | +$5.02M | +4% | 3.77% | 45% | 47 | 14.89% | 0.6 |
|
| 5499 |
5499
Maltin Wealth Management
Ridgewood,
New Jersey
| $143M | +$1.74M | +1% | 3.03% | 58.2% | 117 | 15.38% | 2.3 |
|
| 5500 |
5500
Alternative Investment Advisors
Maitland,
Florida
| $143M | – | – | 1.83% | 70.2% | 51 | – | 0 |
|