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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
Red Tortoise LLC
Atlanta,
Georgia
| $121M | -$11.3M | -9% | 12.2% | 43.7% | 67 | 10.45% | 0.7 |
|
| 5577 |
5577
University of Maryland Foundation
Adelphi,
Maryland
| $121M | +$37.9M | +46% | 16.2% | 51.2% | 7 | 14.29% | 1.8 |
|
| 5578 |
5578
Security National Bank of So Dak
Sioux City,
Iowa
| $121M | -$22.8M | -16% | 12.6% | 67.7% | 105 | 17.14% | 4.9 |
|
| 5579 |
5579
CVS Health
Woonsocket,
Rhode Island
| $121M | -$28.3M | -19% | 5.67% | 48.7% | 6 | 0% | 0.4 |
|
| 5580 |
5580
Capital Square
Chattanooga,
Tennessee
| $121M | -$19.7M | -14% | 10.6% | 62.5% | 162 | 13.58% | 1.7 |
|
| 5581 |
5581
Garrison Point Advisors
Walnut Creek,
California
| $120M | -$22.4M | -16% | 13.2% | 81.5% | 155 | 9.03% | 2.8 |
|
| 5582 |
LI
5582
Latigo Investments
Fort Lauderdale,
Florida
| $120M | -$23.3M | -16% | 15.8% | 56.6% | 17 | 11.76% | 0.5 |
|
| 5583 |
MWA
5583
Miller Wealth Advisors
Ridgeway,
Colorado
| $120M | -$33.6M | -22% | 19.1% | 117% | 96 | 11.46% | 0.5 |
|
| 5584 |
5584
Threadgill Financial
Spring,
Texas
| $120M | -$130M | -52% | 14.2% | 49.3% | 43 | 16.28% | 0.6 |
|
| 5585 |
5585
Strategic Investment Management
Arlington,
Virginia
| $120M | -$19.5M | -14% | 12.8% | 53.4% | 10 | 10% | 4.8 |
|
| 5586 |
5586
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $120M | -$30.7M | -20% | 8.54% | 83.3% | 91 | 21.98% | 4.5 |
|
| 5587 |
5587
Steward Financial Group
Colleyville,
Texas
| $120M | +$8.07M | +7% | 13.1% | – | 1,503 | 78.18% | 0.1 |
|
| 5588 |
5588
Nierenberg Investment Management Company
Camas,
Washington
| $120M | -$21.2M | -15% | 16.3% | 135% | 46 | 23.91% | 1.1 |
|
| 5589 |
5589
Sterling Investment Management
Tucson,
Arizona
| $120M | -$21.9M | -15% | 11.7% | 45.3% | 78 | 20.51% | 3.8 |
|
| 5590 |
5590
Riverpark Capital Management
New York
| $120M | -$59.6M | -33% | 33.2% | 152% | 33 | 18.18% | 3.9 |
|
| 5591 |
MCM
5591
McMillion Capital Management
Greensboro,
North Carolina
| $120M | -$41.3M | -26% | 14.6% | 59.3% | 222 | 65.77% | 1.9 |
|
| 5592 |
5592
Resource Planning Group
Atlanta,
Georgia
| $120M | -$19.1M | -14% | 10.5% | 1.9% | 73 | 19.18% | 2.6 |
|
| 5593 |
5593
Frontier Asset Management
Sheridan,
Wyoming
| $120M | -$22.6M | -16% | 12.3% | 51.8% | 49 | 42.86% | 0.3 |
|
| 5594 |
5594
Pinion Investment Advisors
Wichita,
Kansas
| $120M | -$24.3M | -17% | 11.6% | 75.4% | 175 | 18.29% | 2.3 |
|
| 5595 |
5595
Vetamer Capital Management
Menlo Park,
California
| $120M | -$35.8M | -23% | 25.5% | – | 55 | 38.18% | 0.3 |
|
| 5596 |
5596
Derbend Asset Management
Peachtree City,
Georgia
| $120M | +$17.4M | +17% | 13.3% | 23.9% | 92 | 32.61% | 0.9 |
|
| 5597 |
5597
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $119M | -$13.4M | -10% | 11.4% | 64.3% | 123 | 11.38% | 0.8 |
|
| 5598 |
5598
Gator Capital Management
Tampa,
Florida
| $119M | -$17.4M | -13% | 15.4% | 245% | 78 | 19.23% | 1.6 |
|
| 5599 |
5599
Van Leeuwen & Company
Princeton,
New Jersey
| $119M | -$16.6M | -12% | 11.3% | 75.4% | 71 | 38.03% | 2 |
|
| 5600 |
5600
Clarus Group
Houston,
Texas
| $119M | -$27.7M | -19% | 13.2% | 67.5% | 120 | 17.5% | 1.2 |
|