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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
Trust Company of Kansas
Wichita,
Kansas
| $183M | +$2.64M | +1% | 11% | 100% | 52 | 5.77% | 2.9 |
|
| 5477 |
DI
5477
Disciplined Investments
Tulsa,
Oklahoma
| $183M | +$12.6M | +7% | 6.34% | 51.4% | 123 | 17.07% | 3.1 |
|
| 5478 |
5478
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $183M | +$6.9M | +4% | 6.05% | 62.3% | 66 | 25.76% | 1.6 |
|
| 5479 |
5479
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $183M | -$11.9M | -6% | 8.91% | 70.3% | 131 | 6.11% | 4 |
|
| 5480 |
5480
Westhampton Capital
Winston-Salem,
North Carolina
| $183M | +$15.2M | +9% | 11.7% | 105% | 120 | 4.17% | 3.4 |
|
| 5481 |
5481
CEDRUS
Littleton,
Colorado
| $183M | +$21.6M | +13% | 6.96% | 19.8% | 160 | 12.5% | 1.6 |
|
| 5482 |
5482
Summa Corp
Tomball,
Texas
| $183M | +$40.1M | +28% | 41.5% | 348% | 62 | 8.06% | 0.2 |
|
| 5483 |
5483
Sagil Capital
London,
United Kingdom
| $183M | +$8.85M | +5% | 2.03% | 104% | 31 | 54.84% | 0.4 |
|
| 5484 |
BCFD
5484
Boit C.F. David
| $183M | +$5.97M | +3% | 10.9% | 84.2% | 135 | 15.56% | 2.1 |
|
| 5485 |
5485
Sitrin Capital Management
Century City,
California
| $183M | +$11.4M | +7% | 12.4% | 139% | 43 | 4.65% | 3.4 |
|
| 5486 |
5486
Signet Investment Advisory Group
Providence,
Rhode Island
| $183M | +$16.8M | +10% | 7.31% | 68.2% | 67 | 2.99% | 4.3 |
|
| 5487 |
5487
Alhambra Investment Management
Palmetto Bay,
Florida
| $183M | +$14.4M | +9% | 4.89% | 67.7% | 176 | 17.61% | 2.5 |
|
| 5488 |
5488
Rings Capital Management
Chicago,
Illinois
| $183M | +$18M | +11% | 12.1% | 40.9% | 7 | 0% | 1.8 |
|
| 5489 |
5489
Cincinnati Casualty Company
Fairfield,
Ohio
| $183M | +$12.3M | +7% | 8.1% | 68.7% | 27 | 11.11% | 7.9 |
|
| 5490 |
5490
Genesee Capital Advisors
Auburn,
New York
| $183M | +$20.6M | +13% | 8.85% | 107% | 126 | 12.7% | 1.2 |
|
| 5491 |
5491
Retirement Planning Company of New England
Warwick,
Rhode Island
| $182M | -$39.5M | -18% | 11.1% | 125% | 243 | 13.58% | 1.8 |
|
| 5492 |
5492
ACT Advisors
Asheville,
North Carolina
| $182M | +$7M | +4% | 6.84% | 75.4% | 55 | 36.36% | 1.1 |
|
| 5493 |
5493
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $182M | +$8.07M | +5% | 5.79% | 50.2% | 22 | 9.09% | 2.2 |
|
| 5494 |
5494
Ergawealth Advisors
Oak Brook,
Illinois
| $182M | +$19.8M | +12% | 7.37% | 50% | 62 | 20.97% | 0.8 |
|
| 5495 |
5495
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $182M | +$29.9M | +20% | 10.9% | 90.8% | 90 | 14.44% | 2.4 |
|
| 5496 |
5496
Investmark Advisory Group
Shelton,
Connecticut
| $182M | +$11.8M | +7% | 7.73% | 73.8% | 122 | 9.02% | 1.6 |
|
| 5497 |
5497
MKT Advisors
Escondido,
California
| $182M | +$30.8M | +20% | 6.63% | 55.5% | 160 | 13.13% | 1.7 |
|
| 5498 |
5498
Norris Financial Group
Greenville,
South Carolina
| $182M | +$17.7M | +11% | 8.71% | 142% | 82 | 28.05% | 1.3 |
|
| 5499 |
5499
Peirce Capital Management
The Woodlands,
Texas
| $182M | +$16.5M | +10% | 4.62% | 56.6% | 40 | 5% | 0.2 |
|
| 5500 |
5500
Bay Rivers Group
Williamsburg,
Virginia
| $182M | +$22.8M | +14% | 19.3% | 166% | 83 | 18.07% | 2.5 |
|