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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Fairfield University
Fairfield,
Connecticut
| $195M | +$8.01M | +4% | 2.54% | 61.9% | 3 | 0% | 7.6 |
|
| 5602 |
TLP
5602
Tri Locum Partners
New York
| $195M | -$288M | -60% | 6.06% | 357% | 37 | 64.86% | 0.7 |
|
| 5603 |
5603
Riverwater Partners
Milwaukee,
Wisconsin
| $195M | -$10.7M | -5% | 2.21% | 112% | 233 | 22.32% | 1.7 |
|
| 5604 |
5604
Heartland Bank & Trust
Bloomington,
Illinois
| $195M | +$10.7M | +6% | 1.31% | 105% | 188 | 40.43% | 1.5 |
|
| 5605 |
5605
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $195M | -$14.3M | -7% | 1.63% | 47.5% | 40 | 7.5% | 4.2 |
|
| 5606 |
WA
5606
Win Advisors
Palm Beach Gardens,
Florida
| $195M | -$12M | -6% | 0.01% | 266% | 89 | 78.65% | 0.3 |
|
| 5607 |
5607
CastleKeep Investment Advisors
Westport,
Connecticut
| $195M | +$51.9M | +36% | 1.28% | – | 89 | 11.24% | 0.9 |
|
| 5608 |
SV
5608
Stilwell Value
New York
| $195M | -$3.92M | -2% | 8.9% | 87.9% | 32 | 6.25% | 5.4 |
|
| 5609 |
5609
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $195M | -$6.75M | -3% | 1.46% | – | 128 | 8.59% | 1 |
|
| 5610 |
DIM
5610
DC Investments Management
Mclean,
Virginia
| $195M | +$41.2M | +27% | 1.94% | 56.3% | 137 | 51.09% | 1 |
|
| 5611 |
5611
Wealthcare Capital Partners
West Chester,
Pennsylvania
| $194M | +$2.52M | +1% | 0.37% | – | 134 | 16.42% | 0.2 |
|
| 5612 |
NME
5612
Notis-McConarty Edward
| $194M | -$12.2M | -6% | 0.96% | 91.2% | 83 | 16.87% | 7.5 |
|
| 5613 |
5613
626 Financial
Portage,
Michigan
| $194M | +$8.84M | +5% | 3.55% | 81.1% | 114 | 11.4% | 3 |
|
| 5614 |
5614
Lynx Capital Group
Beachwood,
Ohio
| $194M | +$20.6M | +12% | 0.26% | 65.6% | 84 | 13.1% | 1.1 |
|
| 5615 |
5615
Windle Wealth
Oklahoma City,
Oklahoma
| $194M | +$13.3M | +7% | 5.34% | 73% | 33 | 9.09% | 2 |
|
| 5616 |
5616
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $194M | -$16.3M | -8% | 2.57% | 83.9% | 109 | 12.84% | 2.5 |
|
| 5617 |
5617
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $194M | +$1.05M | +0.5% | 1.97% | 87.2% | 153 | 36.6% | 1.4 |
|
| 5618 |
5618
Stephens Group
Little Rock,
Arkansas
| $194M | -$6.1M | -3% | 1.93% | 45% | 3 | 0% | 3 |
|
| 5619 |
5619
Alhambra Investment Management
Palmetto Bay,
Florida
| $194M | -$916K | -0.5% | 0.8% | 67.7% | 173 | 9.83% | 3.1 |
|
| 5620 |
5620
Geneva Partners
Lake Geneva,
Wisconsin
| $194M | -$52.4M | -21% | 2.62% | 417% | 78 | 32.05% | 2.4 |
|
| 5621 |
5621
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $194M | -$27.6M | -12% | 11.3% | 114% | 14 | 7.14% | 3.3 |
|
| 5622 |
5622
Melia Wealth
Tulsa,
Oklahoma
| $194M | +$2.31M | +1% | 0.83% | – | 19 | 0% | 1.1 |
|
| 5623 |
5623
Red Tortoise LLC
Atlanta,
Georgia
| $194M | +$717K | +0.4% | 1.78% | 43.7% | 640 | 19.22% | 1.9 |
|
| 5624 |
5624
SGL Investment Advisors
Missoula,
Montana
| $194M | -$4.75M | -2% | 0.6% | – | 121 | 10.74% | 0.4 |
|
| 5625 |
DQRIM
5625
Dale Q Rice Investment Management
Vancouver,
Washington
| $194M | -$33.8M | -15% | 10.7% | – | 93 | 31.18% | 0.2 |
|