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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
Aldebaran Financial
| $122M | +$8.38M | +7% | 5.87% | 89.7% | 89 | 6.74% | 4.3 |
|
| 5577 |
ECP
5577
Elemental Capital Partners
San Francisco,
California
| $122M | +$2.36M | +2% | 4.76% | – | 10 | 0% | 0.3 |
|
| 5578 |
SC
5578
Schiavi & Co
Wilmington,
Delaware
| $121M | +$16M | +15% | 5.61% | 41.4% | 11 | 27.27% | 0.3 |
|
| 5579 |
5579
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $121M | +$13.1M | +12% | 5.1% | 41.2% | 107 | 9.35% | 0.4 |
|
| 5580 |
JI
5580
Jeereddi Investments
Los Angeles,
California
| $121M | -$17.4M | -13% | 3.14% | 37.7% | 61 | 19.67% | 1.1 |
|
| 5581 |
SCA
5581
Strategic Capital Advisers
Denver,
Colorado
| $121M | +$5.95M | +5% | 8.42% | 51.4% | 50 | 0% | 2.6 |
|
| 5582 |
5582
Sightline Wealth Advisors
Groton,
Connecticut
| $121M | +$12.8M | +12% | 4.5% | 48.5% | 56 | 12.5% | 0.5 |
|
| 5583 |
5583
Hill Investment Group Partners
St. Louis,
Missouri
| $121M | – | – | 0.91% | 50.6% | 26 | – | 0 |
|
| 5584 |
5584
Financial Insights
Tacoma,
Washington
| $121M | -$14.7M | -11% | 6.97% | 71.9% | 231 | 66.67% | 0.6 |
|
| 5585 |
5585
Montis Financial
Waltham,
Massachusetts
| $121M | +$13.4M | +12% | 6.74% | 46% | 71 | 7.04% | 0.5 |
|
| 5586 |
5586
Charter Research & Investment Group
Southport,
Connecticut
| $121M | +$6.18M | +5% | 7.16% | 82.3% | 82 | 4.88% | 4.7 |
|
| 5587 |
5587
Campion Asset Management
Falls Church,
Virginia
| $120M | -$11.8M | -9% | 6.72% | 70.2% | 97 | 7.22% | 0.2 |
|
| 5588 |
5588
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $120M | +$13.5M | +13% | 5.24% | 94% | 45 | 24.44% | 0.4 |
|
| 5589 |
5589
LCM Capital Management
Chicago,
Illinois
| $120M | +$8.54M | +8% | 6.93% | 128% | 90 | 11.11% | 0.5 |
|
| 5590 |
5590
Northwestern University
Evanston,
Illinois
| $120M | +$28.5M | +31% | 16.1% | 28.2% | 4 | 25% | 2.5 |
|
| 5591 |
BRCA
5591
Birch Run Capital Advisors
Dallas,
Texas
| $120M | -$140M | -54% | 4.45% | 8.22% | 27 | 22.22% | 2.7 |
|
| 5592 |
5592
Chiron Capital Management
Tallahassee,
Florida
| $120M | +$2.19M | +2% | 4.74% | – | 85 | 22.35% | 0.6 |
|
| 5593 |
5593
Brown Financial Advisory
Fairhope,
Alabama
| $120M | +$6.86M | +6% | 5.63% | 66.3% | 26 | 0% | 0.5 |
|
| 5594 |
RCM
5594
RVB Capital Management
Great Neck,
New York
| $120M | -$10.1M | -8% | 8.43% | 10.4% | 50 | 50% | 0.4 |
|
| 5595 |
CGFI
5595
Cypress Growth Fund III
Menlo Park,
California
| $120M | +$3.99M | +3% | 11.5% | – | 35 | 11.43% | 0.5 |
|
| 5596 |
5596
Highline Capital Management
New York
| $120M | -$26.9M | -18% | 0.94% | 198% | 23 | 65.22% | 0.5 |
|
| 5597 |
5597
Savior LLC
Wellesley Hills,
Massachusetts
| $120M | +$20.3M | +20% | 7.55% | 82.8% | 914 | 8.86% | 1.3 |
|
| 5598 |
5598
Firethorn Wealth Partners
Augusta,
Georgia
| $120M | +$12.1M | +11% | 5.57% | 75.1% | 144 | 16.67% | 0.4 |
|
| 5599 |
5599
USA Financial Formulas
Ada,
Michigan
| $119M | -$3.65M | -3% | 8.32% | 104% | 466 | 38.2% | 0.7 |
|
| 5600 |
PIG
5600
Pantheon Investment Group
Sierra Madre,
California
| $119M | +$15.2M | +15% | 9.08% | – | 80 | 18.75% | 1 |
|