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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
Arohi Asset Management
Singapore
| $273M | -$2.24M | -0.8% | 18.9% | – | 10 | 60% | 0.8 |
|
| 5577 |
5577
Mendel Money Management
Northbrook,
Illinois
| $273M | +$34.1M | +14% | 19.3% | 75.4% | 144 | 16.67% | 4.5 |
|
| 5578 |
5578
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $273M | -$53.5M | -16% | 10.4% | 130% | 62 | 54.84% | 0.4 |
|
| 5579 |
RGC
5579
Rubicon Global Capital
London,
United Kingdom
| $273M | +$38.3M | +16% | 10.2% | – | 12 | 16.67% | 1.2 |
|
| 5580 |
5580
Peirce Capital Management
The Woodlands,
Texas
| $273M | +$17.1M | +7% | 10.1% | 56.6% | 45 | 4.44% | 1.9 |
|
| 5581 |
5581
TL Private Wealth
Southlake,
Texas
| $273M | +$19.3M | +8% | 10.4% | 50.6% | 55 | 21.82% | 3.8 |
|
| 5582 |
5582
Lunt Capital Management
Holladay,
Utah
| $273M | +$12.2M | +5% | 8.13% | 42% | 102 | 16.67% | 2.1 |
|
| 5583 |
5583
Letson Investment Management
Atlanta,
Georgia
| $273M | +$12.3M | +5% | 10.3% | – | 108 | 10.19% | 2 |
|
| 5584 |
AGC
5584
Alden Global Capital
Brandon,
Florida
| $273M | +$95.5M | +54% | 23% | 99.8% | 19 | 26.32% | 1 |
|
| 5585 |
5585
RBA Wealth Management
Newport Beach,
California
| $273M | -$5.15M | -2% | 16.7% | 91% | 98 | 24.49% | 3.2 |
|
| 5586 |
5586
Burford Brothers
Dallas,
Texas
| $272M | +$28.6M | +12% | 11.5% | 97.4% | 187 | 10.7% | 1.8 |
|
| 5587 |
5587
Lakeridge Wealth Management
Mentor,
Ohio
| $272M | +$39.9M | +17% | 12.3% | – | 192 | 14.06% | 1.7 |
|
| 5588 |
5588
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $272M | +$25.9M | +11% | 13.8% | 82.3% | 150 | 4% | 4.7 |
|
| 5589 |
5589
Foronjy Financial
Santa Barbara,
California
| $272M | +$31.6M | +13% | 10.5% | – | 117 | 24.79% | 0.8 |
|
| 5590 |
5590
Evolution Advisers
Richmond,
Virginia
| $272M | +$34.8M | +15% | 9.26% | 40.8% | 946 | 83.51% | 0.6 |
|
| 5591 |
5591
Martin Capital Partners
Eugene,
Oregon
| $272M | +$2.87M | +1% | 5.86% | 42.3% | 75 | 13.33% | 4.3 |
|
| 5592 |
5592
FMB Wealth Management
Westlake Village,
California
| $272M | +$30.1M | +12% | 12.8% | 71.1% | 76 | 6.58% | 2.5 |
|
| 5593 |
5593
Emprise Bank
Wichita,
Kansas
| $271M | +$22.4M | +9% | 9.24% | – | 113 | 9.73% | 1.8 |
|
| 5594 |
5594
MB, Levis & Associates
Center Valley,
Pennsylvania
| $271M | +$31.7M | +13% | 8.01% | 43.1% | 266 | 16.54% | 2.7 |
|
| 5595 |
5595
Long Road Investment Counsel
Kalamazoo,
Michigan
| $271M | +$16.3M | +6% | 9.07% | 53.8% | 81 | 4.94% | 8.4 |
|
| 5596 |
ML
5596
MTCO Ltd
Nassau,
| $271M | +$2.01M | +0.7% | 4.83% | – | 4 | 50% | 0.4 |
|
| 5597 |
5597
Bernard Wealth Management
Royal Oak,
Michigan
| $271M | +$36.9M | +16% | 21.2% | – | 378 | 18.52% | 1.2 |
|
| 5598 |
5598
Agate Pass Investment Management
Bainbridge Island,
Washington
| $271M | +$15.8M | +6% | 13.7% | 76% | 113 | 10.62% | 3.3 |
|
| 5599 |
5599
Eurizon SLJ Capital
London,
| $271M | +$60.9M | +29% | 26.9% | – | 179 | 10.61% | 0.4 |
|
| 5600 |
5600
AAF Wealth Management
Westborough,
Massachusetts
| $271M | +$27.3M | +11% | 12.7% | 75.1% | 61 | 18.03% | 2.8 |
|