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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
Integrated Quantitative Investments
Bellevue,
Washington
| $203M | +$589K | +0.3% | 0.78% | – | 372 | 47.85% | 0.2 |
|
| 5477 |
5477
Kondo Wealth Advisors
Pasadena,
California
| $203M | +$5.77M | +3% | 0.78% | – | 62 | 4.84% | 0.2 |
|
| 5478 |
5478
TKG Advisors
Valparaiso,
Indiana
| $203M | -$14.1M | -6% | 2.26% | 116% | 96 | 16.67% | 1.7 |
|
| 5479 |
5479
FreeGulliver LLC
New Orleans,
Louisiana
| $203M | -$7.18M | -3% | 0.17% | – | 100 | 10% | 0.8 |
|
| 5480 |
5480
Quad-Cities Investment Group
Davenport,
Iowa
| $203M | -$1.27M | -0.6% | 2.12% | 67.3% | 185 | 4.32% | 3.9 |
|
| 5481 |
5481
Elios Financial Group
Westlake,
Ohio
| $203M | -$8.82M | -4% | 1.62% | – | 113 | 3.54% | 0.5 |
|
| 5482 |
5482
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $203M | +$4.96M | +3% | 0.63% | 55.5% | 69 | 18.84% | 1.5 |
|
| 5483 |
5483
Investmark Advisory Group
Shelton,
Connecticut
| $202M | -$1.46M | -0.7% | 0.63% | 73.8% | 119 | 5.04% | 2.4 |
|
| 5484 |
RA
5484
Ransom Advisory
Providence,
Rhode Island
| $202M | -$15.1M | -7% | 3.48% | – | 426 | 26.06% | 0.9 |
|
| 5485 |
5485
Gables Capital Management
Miami,
Florida
| $202M | -$4.96M | -2% | 1% | 173% | 448 | 2.01% | 4.2 |
|
| 5486 |
5486
iSAM Funds (UK)
London,
United Kingdom
| $202M | +$67.9M | +51% | 0.8% | 53.7% | 441 | 71.43% | 0.2 |
|
| 5487 |
5487
St. Johns Investment Management
Jacksonville,
Florida
| $202M | -$12.7M | -6% | 2.58% | 91.9% | 215 | 9.3% | 6.1 |
|
| 5488 |
5488
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $202M | -$366M | -64% | 4.62% | 70.9% | 2 | 0% | 0.9 |
|
| 5489 |
5489
Private Client Services
Louisville,
Kentucky
| $202M | +$16.1M | +9% | 1.53% | 72% | 213 | 25.82% | 0.8 |
|
| 5490 |
5490
Porter White Investment Advisors
Birmingham,
Alabama
| $202M | +$4.97M | +3% | 1.27% | 58% | 34 | 5.88% | 1.8 |
|
| 5491 |
5491
Peirce Capital Management
The Woodlands,
Texas
| $202M | +$7.22M | +4% | 0.31% | 56.6% | 36 | 5.56% | 1.2 |
|
| 5492 |
5492
Forager Capital Management
Birmingham,
Alabama
| $202M | -$36.7M | -15% | 11.2% | 52.6% | 13 | 15.38% | 2.4 |
|
| 5493 |
5493
Scholtz & Company
Stamford,
Connecticut
| $202M | -$7.29M | -3% | 0.35% | 89.2% | 57 | 28.07% | 2 |
|
| 5494 |
5494
Postrock Partners
Overland Park,
Oregon
| $202M | -$4.34M | -2% | 0.43% | – | 86 | 9.3% | 0.2 |
|
| 5495 |
5495
MBA Advisors
Hermitage,
Pennsylvania
| $202M | +$2.69M | +1% | 1.23% | 66.1% | 138 | 11.59% | 2.7 |
|
| 5496 |
5496
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $202M | -$8.41M | -4% | 1.66% | 58.7% | 52 | 11.54% | 4.7 |
|
| 5497 |
5497
River Street Advisors
Aurora,
Illinois
| $202M | +$6.42M | +3% | 2.37% | 93.5% | 146 | 10.96% | 1.7 |
|
| 5498 |
HIC
5498
Harbor Island Capital
Topsfield,
Massachusetts
| $202M | -$7.1M | -3% | 4.42% | 218% | 16 | 6.25% | 6.3 |
|
| 5499 |
5499
Nova R Wealth
Overland Park,
Kansas
| $202M | +$3.54M | +2% | 0.29% | 60.7% | 83 | 9.64% | 2.3 |
|
| 5500 |
5500
Three Seasons Wealth
Salt Lake City,
Utah
| $202M | -$3.39M | -2% | 1.93% | 169% | 138 | 34.06% | 0.9 |
|