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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
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $148M | +$11.6M | +9% | 3.39% | 67.8% | 140 | 11.43% | 7.1 |
|
| 5502 |
5502
Gunma Bank
Gunma,
Japan
| $148M | -$79.7M | -35% | 0.37% | 24.5% | 40 | 37.5% | 1.6 |
|
| 5503 |
5503
Greenfield Savings Bank
Greenfield,
Massachusetts
| $148M | -$6.16M | -4% | 6.52% | 108% | 146 | 15.75% | 0.8 |
|
| 5504 |
5504
Acuta Capital Partners
Redwood City,
California
| $148M | +$11.9M | +9% | 25.8% | 7,269% | 48 | 54.17% | 1 |
|
| 5505 |
5505
Pinion Investment Advisors
Wichita,
Kansas
| $148M | +$40.9M | +38% | 5.62% | 75.4% | 162 | 27.78% | 2.3 |
|
| 5506 |
5506
Tower View Wealth Management
Shorewood,
Wisconsin
| $147M | -$1.35M | -0.9% | 9.95% | 135% | 197 | 26.4% | 2.6 |
|
| 5507 |
5507
Coulter & Justus Financial Services
Knoxville,
Tennessee
| $147M | -$5.92M | -4% | 2.66% | – | 50 | 16% | 0.8 |
|
| 5508 |
5508
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $147M | +$8.46M | +6% | 4.18% | 61.6% | 61 | 8.2% | 1.1 |
|
| 5509 |
5509
EPIQ Partners
Minneapolis,
Minnesota
| $147M | +$2.32M | +2% | 4.09% | 49.6% | 80 | 7.5% | 2.5 |
|
| 5510 |
5510
Virtus Investment Advisers
Hartford,
Connecticut
| $147M | +$4.45M | +3% | 4.99% | 172% | 303 | 24.42% | 0.6 |
|
| 5511 |
5511
Interactive Financial Advisors
New Lenox,
Illinois
| $147M | -$8.77M | -6% | 3.55% | 47.6% | 85 | 11.76% | 6.1 |
|
| 5512 |
5512
Prairie Sky Financial Group
Lake Bluff,
Illinois
| $147M | – | – | 8.42% | – | 79 | – | 0 |
|
| 5513 |
5513
Omnia Family Wealth
Aventura,
Florida
| $147M | +$17.2M | +13% | 5.89% | 80.6% | 70 | 14.29% | 4.4 |
|
| 5514 |
5514
Warther Private Wealth
Akron,
Ohio
| $147M | +$15.8M | +12% | 9.54% | 94.1% | 73 | 23.29% | 1.4 |
|
| 5515 |
5515
MQS Management
New York
| $147M | -$8.73M | -6% | 0.35% | 6.42% | 635 | 79.53% | 0.1 |
|
| 5516 |
FCFC
5516
First Citizens Financial Corp
Mason City,
Iowa
| $147M | – | – | 5.65% | 72.9% | 112 | – | 2.4 |
|
| 5517 |
5517
Solano Wealth Management
Fairfield,
California
| $147M | +$10.1M | +7% | 6.68% | – | 24 | 4.17% | 0.2 |
|
| 5518 |
5518
Naman Capital
Sao Paulo,
Brazil
| $147M | +$25.2M | +21% | 25.6% | 89.9% | 11 | 0% | 3.2 |
|
| 5519 |
JKSF
5519
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $147M | +$15.8M | +12% | 6.35% | 30.8% | 4 | 0% | 1.3 |
|
| 5520 |
5520
Choice Wealth Advisors
Waterville,
Maine
| $147M | +$9.43M | +7% | 7.13% | 60.3% | 24 | 8.33% | 0.9 |
|
| 5521 |
5521
Muzinich & Co
New York
| $147M | +$9.32M | +7% | 4.08% | 13.5% | 80 | 48.75% | 3.5 |
|
| 5522 |
5522
William Marsh Rice University
Houston,
Texas
| $147M | -$3.47M | -2% | 0.27% | 1.81% | 8 | 37.5% | 2.3 |
|
| 5523 |
5523
McCarthy Asset Management
Redwood Shores,
California
| $147M | -$376K | -0.3% | 3.88% | – | 37 | 8.11% | 2 |
|
| 5524 |
5524
Western Financial Corp
San Diego,
California
| $147M | +$6.29M | +4% | 9.83% | 275% | 119 | 15.97% | 1.1 |
|
| 5525 |
5525
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $147M | +$11.2M | +8% | 4.53% | 58.8% | 180 | 11.67% | 3 |
|