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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
Jackson Hill Advisors
Houston,
Texas
| $140M | -$2.71M | -2% | 1.07% | 61.2% | 11 | 0% | 1.3 |
|
| 5577 |
LA
5577
Latitude Advisors
Vero Beach,
Florida
| $140M | -$4.36M | -3% | 3.04% | 79.6% | 187 | 17.65% | 1.7 |
|
| 5578 |
5578
Segra Capital Management
Palm Beach,
Florida
| $139M | -$32.1M | -19% | 34.3% | 19% | 7 | 28.57% | 1.2 |
|
| 5579 |
ASBI
5579
American State Bank (Iowa)
Sioux Center,
Iowa
| $139M | -$4.19M | -3% | 2.76% | 138% | 332 | 2.11% | 2.4 |
|
| 5580 |
5580
Wallace Advisory Group
Lafayette,
California
| $139M | +$7.82M | +6% | 3.27% | 50.9% | 194 | 21.65% | 0.6 |
|
| 5581 |
5581
Nierenberg Investment Management Company
Camas,
Washington
| $139M | -$6.89M | -5% | 3.06% | 135% | 38 | 28.95% | 1.6 |
|
| 5582 |
CM
5582
Crystalline Management
Montreal, Quebec,
Canada
| $139M | -$2.04M | -1% | 12.5% | – | 162 | 44.44% | 0.3 |
|
| 5583 |
5583
Nine Masts Capital
Central,
Hong Kong
| $139M | +$8.64M | +7% | 0.51% | 88.1% | 42 | 40.48% | 0.6 |
|
| 5584 |
5584
Family CFO
Los Altos,
California
| $139M | -$2.6M | -2% | 4.07% | 84% | 81 | 29.63% | 1.2 |
|
| 5585 |
5585
Genesee Capital Advisors
Auburn,
New York
| $139M | -$7.6M | -5% | 2.22% | 107% | 103 | 24.27% | 1.2 |
|
| 5586 |
5586
Black Diamond Capital Management
Stamford,
Connecticut
| $139M | -$21.3M | -13% | 8.3% | 28.3% | 13 | 30.77% | 2.4 |
|
| 5587 |
5587
Bluesphere Advisors
East Norriton,
Pennsylvania
| $139M | -$4.45M | -3% | 3.55% | 105% | 89 | 10.11% | 1.9 |
|
| 5588 |
5588
Joseph Group Capital Management
Columbus,
Ohio
| $139M | +$19.9M | +17% | 2.38% | 58.4% | 80 | 7.5% | 1.4 |
|
| 5589 |
5589
Plan Group Financial
Oklahoma City,
Oklahoma
| $139M | +$19.1M | +16% | 3.24% | 63.4% | 95 | 55.79% | 0.4 |
|
| 5590 |
5590
Woodward Diversified Capital
Bakersfield,
California
| $139M | +$6.3M | +5% | 1.17% | 118% | 168 | 22.02% | 1.8 |
|
| 5591 |
5591
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $139M | +$3.92M | +3% | 4.06% | 49.9% | 285 | 16.14% | 0.6 |
|
| 5592 |
5592
Argus Investors Counsel
New York
| $139M | -$5.43M | -4% | 1.71% | 132% | 99 | 7.07% | 5.2 |
|
| 5593 |
BCM
5593
Beaumont Capital Management
Boston,
Massachusetts
| $139M | -$5.19M | -4% | 2.83% | 45.4% | 46 | 36.96% | 0.9 |
|
| 5594 |
5594
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $139M | +$884K | +0.6% | 0.82% | 90.8% | 76 | 10.53% | 2.5 |
|
| 5595 |
5595
S.A. Mason
Holland,
Michigan
| $139M | +$990K | +0.7% | 2.44% | 116% | 325 | 7.08% | 3.2 |
|
| 5596 |
5596
Element Wealth
Ridgeland,
Mississippi
| $139M | -$4.96M | -3% | 2.87% | 59.6% | 253 | 9.09% | 2.2 |
|
| 5597 |
5597
IMPACTfolio
Denver,
Colorado
| $139M | +$12.8M | +10% | 4.52% | 58.8% | 52 | 32.69% | 1 |
|
| 5598 |
5598
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $139M | -$35.7M | -20% | 3.19% | 39.9% | 41 | 17.07% | 2.3 |
|
| 5599 |
RHDIC
5599
R.H. Dinel Investment Counsel
Los Angeles,
California
| $139M | -$4.23M | -3% | 1.48% | 55.9% | 57 | 8.77% | 7 |
|
| 5600 |
5600
Decatur Capital Management
Decatur,
Georgia
| $138M | -$7.64M | -5% | 3.12% | 135% | 57 | 10.53% | 3.5 |
|