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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Ballew Advisors
Jackson,
Mississippi
| $137M | +$6.61M | +5% | 5.74% | 68% | 115 | 21.74% | 2.8 |
|
| 5552 |
5552
Banyan Capital Management
Atlanta,
Georgia
| $137M | +$2.57M | +2% | 4.71% | 44.4% | 17 | 11.76% | 3.9 |
|
| 5553 |
5553
Kinsale Capital Group
Richmond,
Virginia
| $137M | +$22.8M | +20% | 2.54% | 75.2% | 33 | 21.21% | 0.3 |
|
| 5554 |
ASBI
5554
American State Bank (Iowa)
Sioux Center,
Iowa
| $137M | +$7.55M | +6% | 7.48% | 149% | 341 | 9.09% | 1.9 |
|
| 5555 |
5555
AREX Capital Management
New York
| $137M | -$29.2M | -18% | 3.23% | 36.2% | 20 | 40% | 1.4 |
|
| 5556 |
5556
Beacon Investment Advisors
Gaithersburg,
Maryland
| $137M | +$17.3M | +14% | 6.73% | 96.4% | 132 | 12.12% | 0.2 |
|
| 5557 |
5557
Solano Wealth Management
Fairfield,
California
| $137M | – | – | 6.82% | – | 23 | – | 0 |
|
| 5558 |
5558
Praetorian Capital Management
Coral Gables,
Florida
| $137M | +$13.3M | +11% | 0.77% | – | 25 | 44% | 0.2 |
|
| 5559 |
5559
Praetorian PR
Rincon,
Puerto Rico
| $137M | – | – | 0.77% | 80.3% | 21 | – | 0 |
|
| 5560 |
5560
Quaero Capital
Geneve,
Switzerland
| $137M | -$7.72M | -5% | 5.82% | 62.4% | 97 | 22.68% | 0.9 |
|
| 5561 |
5561
Resolute Capital Asset Partners
Denver,
Colorado
| $137M | +$24.9M | +22% | 14.7% | 657% | 51 | 66.67% | 0.3 |
|
| 5562 |
5562
Creative Capital Management Investments
San Diego,
California
| $137M | +$22.3M | +19% | 5.7% | 53.6% | 293 | 38.57% | 0.2 |
|
| 5563 |
5563
Juniper Investment Company
New York
| $137M | +$562K | +0.4% | 9.27% | 358% | 9 | 0% | 2.9 |
|
| 5564 |
5564
Family Asset Management
Charleston,
South Carolina
| $137M | +$16.4M | +14% | 6.11% | – | 189 | 19.05% | 0.2 |
|
| 5565 |
5565
Transparent Wealth Partners
Little Rock,
Arkansas
| $137M | +$9.01M | +7% | 5.31% | – | 32 | 3.13% | 0.8 |
|
| 5566 |
5566
Arrow Investment Advisors
Laurel,
Maryland
| $137M | -$5.44M | -4% | 1.73% | 38.1% | 89 | 49.44% | 1 |
|
| 5567 |
5567
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $137M | +$8.85M | +7% | 7.23% | 87.2% | 100 | 40% | 1.2 |
|
| 5568 |
5568
Bullseye Investment Management
Cincinnati,
Ohio
| $137M | +$15.9M | +13% | 1.42% | 38.2% | 64 | 50% | 0.4 |
|
| 5569 |
5569
Ranch Capital Advisors
Sarasota,
Florida
| $137M | +$8.79M | +7% | 7.88% | 92.6% | 154 | 10.39% | 2.5 |
|
| 5570 |
5570
Cherry Creek Investment Advisors
Englewood,
Colorado
| $136M | +$7.52M | +6% | 8.84% | 151% | 96 | 9.38% | 1.4 |
|
| 5571 |
5571
Norris Financial Group
Greenville,
South Carolina
| $136M | +$18.1M | +15% | 13% | 142% | 76 | 23.68% | 1.4 |
|
| 5572 |
5572
Horizons Wealth Management
Asheville,
North Carolina
| $136M | +$11.3M | +9% | 3.23% | – | 173 | 3.47% | 0.7 |
|
| 5573 |
5573
Beaumont Asset Management
Beaumont,
Texas
| $136M | -$242K | -0.2% | 7.47% | 73.1% | 79 | 16.46% | 1.8 |
|
| 5574 |
BC
5574
Bowman & Company
Oshkosh,
Wisconsin
| $136M | +$7.3M | +6% | 3.46% | 59.7% | 92 | 7.61% | 1 |
|
| 5575 |
5575
Hassell Wealth Management
Houma,
Louisiana
| $136M | +$2.82M | +2% | 5.24% | 49.7% | 21 | 4.76% | 0.3 |
|