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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Orange County Employees Retirement System
Santa Ana,
California
| $280M | +$40.9M | +17% | 9.95% | – | 2 | 0% | 0.5 |
|
| 5502 |
5502
Keener Financial Planning
Keller,
Texas
| $280M | +$41.6M | +17% | 13.7% | – | 63 | 11.11% | 2.1 |
|
| 5503 |
MFC
5503
Mechanics Financial Corp
Mansfield,
Ohio
| $280M | +$40.8M | +17% | 18.1% | 81.6% | 302 | 25.17% | 2.7 |
|
| 5504 |
5504
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $279M | +$32.5M | +13% | 12.7% | 58.7% | 57 | 12.28% | 5 |
|
| 5505 |
5505
Invenio Wealth Partners
Coral Gables,
Florida
| $279M | +$27.3M | +11% | 12.5% | 55.5% | 96 | 14.58% | 2 |
|
| 5506 |
5506
REDW Wealth
Albuquerque,
New Mexico
| $279M | +$28.4M | +11% | 12% | 54.1% | 106 | 8.49% | 4.5 |
|
| 5507 |
5507
Roubaix Capital
Denver,
Colorado
| $279M | +$64.6M | +30% | 43.6% | 174% | 71 | 69.01% | 0.4 |
|
| 5508 |
MAS
5508
Madden Advisory Services
Jacksonville,
Florida
| $279M | +$25M | +10% | 11.3% | 52.3% | 110 | 1.82% | 5.9 |
|
| 5509 |
YP
5509
YANKCOM Partnership
Yankton,
South Dakota
| $279M | +$35.6M | +15% | 12.2% | – | 388 | 25.77% | 1.2 |
|
| 5510 |
5510
Campbell Capital Management
Miami,
Florida
| $279M | +$69.6M | +33% | 35.1% | – | 40 | 30% | 2.3 |
|
| 5511 |
5511
Ruggaard & Associates
Hudson,
Ohio
| $279M | +$26.3M | +10% | 10.1% | 47.6% | 132 | 10.61% | 2.4 |
|
| 5512 |
5512
Altman Advisors
Chicago,
Illinois
| $279M | +$37.4M | +15% | 20% | 127% | 97 | 24.74% | 2.6 |
|
| 5513 |
5513
Cresta Advisors
Laredo,
Texas
| $279M | +$34.4M | +14% | 12.8% | 66.8% | 55 | 5.45% | 2.6 |
|
| 5514 |
5514
Optimize Financial
Laguna Hills,
California
| $278M | +$75.1M | +37% | 69.9% | – | 304 | 5.59% | 0.6 |
|
| 5515 |
5515
Yarger Wealth Strategies
Westerville,
Ohio
| $278M | +$29.9M | +12% | 14% | 55.1% | 141 | 15.6% | 2.2 |
|
| 5516 |
CIS
5516
Custom Index Systems
New York
| $278M | +$48.7M | +21% | 21.2% | – | 543 | 57.09% | 0.5 |
|
| 5517 |
5517
Shaker Investments
Cleveland,
Ohio
| $278M | +$58.5M | +27% | 41.4% | 205% | 103 | 35.92% | 2 |
|
| 5518 |
5518
Graney & King
Latham,
New York
| $278M | +$92.7M | +50% | 12.7% | – | 388 | 6.19% | 1.3 |
|
| 5519 |
5519
Quad-Cities Investment Group
Davenport,
Iowa
| $278M | +$27.4M | +11% | 11.1% | 67.3% | 220 | 14.09% | 4.1 |
|
| 5520 |
5520
Equity Wealth Partners
Independence,
Missouri
| $278M | +$124M | +80% | 13.1% | – | 110 | 31.82% | 0.5 |
|
| 5521 |
5521
Fearnley Asset Management
Oslo,
| $278M | -$27.9M | -9% | 11.3% | – | 21 | 33.33% | 0.4 |
|
| 5522 |
5522
SFG Wealth Management
Towson,
Maryland
| $278M | +$35.2M | +14% | 15.3% | 86.3% | 125 | 29.6% | 1.7 |
|
| 5523 |
5523
Forum Finance Group
Geneva,
| $278M | +$93.5M | +51% | 14.2% | – | 364 | 17.31% | 0.2 |
|
| 5524 |
5524
Ananym Capital Management
New York
| $278M | +$15.8M | +6% | 20.1% | – | 11 | 36.36% | 0.9 |
|
| 5525 |
5525
Union Square Park Capital Management
New York
| $278M | +$102M | +58% | 28.9% | 75.8% | 83 | 57.83% | 0.7 |
|