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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
swisspartners Advisors
Zurich,
Switzerland
| $128M | +$14.9M | +13% | 4.05% | 73.2% | 38 | 39.47% | 0.7 |
|
| 5527 |
5527
Hatton Consulting
Phoenix,
Arizona
| $128M | +$18.7M | +17% | 3.71% | – | 50 | 32% | 0.2 |
|
| 5528 |
5528
Yorktown Management & Research Company
Forest,
Virginia
| $128M | +$7.12M | +6% | 9.18% | 223% | 278 | 24.1% | 1.3 |
|
| 5529 |
5529
InTrack Investment Management
South Burlington,
Vermont
| $128M | +$18.6M | +17% | 6.66% | 99.2% | 120 | 20% | 0.4 |
|
| 5530 |
5530
Clark Financial Services Group
Chesterfield,
Missouri
| $127M | +$9.37M | +8% | 7.79% | 116% | 67 | 16.42% | 0.7 |
|
| 5531 |
5531
Proem Advisors
Dallas,
Texas
| $127M | -$6.85M | -5% | 3.99% | – | 22 | 22.73% | 0.4 |
|
| 5532 |
5532
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $127M | +$3.24M | +3% | 8.2% | 61% | 130 | 46.15% | 3.6 |
|
| 5533 |
HPCM
5533
High Pointe Capital Management
Chicago,
Illinois
| $127M | +$13.1M | +12% | 7% | 92.4% | 103 | 24.27% | 1.7 |
|
| 5534 |
5534
Innova Wealth Partners
Newtown,
Pennsylvania
| $127M | +$9.22M | +8% | 6.29% | 72.5% | 66 | 9.09% | 0.4 |
|
| 5535 |
5535
Main Management Fund Advisors
San Francisco,
California
| $127M | +$12.4M | +11% | 7.3% | 80% | 6 | 0% | 0.3 |
|
| 5536 |
5536
Fairbanks Capital Management
Rancho Santa Fe,
California
| $127M | +$4.37M | +4% | 9.21% | 81.3% | 52 | 3.85% | 2.6 |
|
| 5537 |
HM
5537
HCEP Management
Hong Kong
| $127M | -$9.48M | -7% | 2.24% | 182% | 9 | 66.67% | 0.3 |
|
| 5538 |
5538
Delphi Management Partners VIII
San Mateo,
California
| $127M | -$18.1M | -13% | 7.04% | – | 5 | 20% | 1.5 |
|
| 5539 |
5539
F/M Investments
Washington,
District of Columbia
| $126M | -$112K | -0.1% | 13.5% | 101% | 108 | 60.19% | 0.3 |
|
| 5540 |
5540
Burns Matteson Capital Management
Corning,
New York
| $126M | +$21.7M | +21% | 4.88% | 137% | 145 | 40.69% | 0.3 |
|
| 5541 |
5541
Newport Capital Group
Red Bank,
New Jersey
| $126M | +$6.29M | +5% | 4.88% | – | 59 | 3.39% | 0.5 |
|
| 5542 |
5542
Newton One Investments
Newark,
Delaware
| $126M | +$13.5M | +12% | 4.63% | 42% | 115 | 39.13% | 0.3 |
|
| 5543 |
HA
5543
Havens Advisors
New York
| $126M | +$12.8M | +11% | 12.5% | 460% | 62 | 46.77% | 0.3 |
|
| 5544 |
5544
Kessler Investment Group
Columbus,
Indiana
| $126M | +$50M | +66% | 2.59% | 251% | 142 | 26.06% | 1.9 |
|
| 5545 |
5545
Panview Asian Equity Master Fund
Central,
Hong Kong
| $126M | +$21.8M | +21% | 20.4% | 145% | 13 | 53.85% | 0.2 |
|
| 5546 |
5546
Zeno Research
New York
| $126M | +$74.1M | +143% | 8.69% | 25.2% | 30 | 70% | 0.2 |
|
| 5547 |
5547
Selective Wealth Management
Forest,
Virginia
| $125M | +$15.6M | +14% | 4.5% | 74.4% | 566 | 40.28% | 0.9 |
|
| 5548 |
5548
Euclidean Technologies Management
Seattle,
Washington
| $125M | +$10.5M | +9% | 5.43% | 124% | 104 | 42.31% | 0.7 |
|
| 5549 |
5549
7G Capital Management
New York
| $125M | +$15.9M | +15% | 11.4% | 137% | 4 | 0% | 0.5 |
|
| 5550 |
5550
Sterling Manor Financial
Saratoga Springs,
New York
| $125M | +$12.7M | +11% | 5.82% | – | 100 | 36% | 0.3 |
|