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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Heartland Bank & Trust
Bloomington,
Illinois
| $176M | +$4.25M | +2% | 5.77% | 105% | 153 | 11.76% | 1.6 |
|
| 5652 |
5652
Sterneck Capital Management
Kansas City,
Missouri
| $176M | +$8.86M | +5% | 3.59% | 61.5% | 98 | 9.18% | 5 |
|
| 5653 |
5653
Harrington Investments
Napa,
California
| $176M | +$1.52M | +0.9% | 4.85% | 109% | 83 | 3.61% | 5.3 |
|
| 5654 |
AIA
5654
Arcadia Investment Advisors
Eagle,
Idaho
| $176M | +$1.03M | +0.6% | 1.62% | 56.4% | 81 | 8.64% | 4.3 |
|
| 5655 |
5655
Shore Point Advisors
Brielle,
New Jersey
| $176M | +$880K | +0.5% | 0.45% | 54.6% | 61 | 8.2% | 1.7 |
|
| 5656 |
5656
LSP Investment Advisors
New York
| $176M | -$9.48M | -5% | 2.94% | 79.5% | 29 | 17.24% | 2.2 |
|
| 5657 |
5657
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| $176M | -$1.31B | -88% | 1.83% | 51.8% | 9 | 11.11% | 2.7 |
|
| 5658 |
5658
Financial Freedom LLC
Cincinnati,
Ohio
| $176M | +$7.28M | +4% | 1.46% | 72% | 377 | 4.77% | 1.4 |
|
| 5659 |
TIM
5659
Timelo Investment Management
Aurora,
Ontario, Canada
| $176M | -$87.3M | -33% | 6.18% | 104% | 41 | 58.54% | 0.5 |
|
| 5660 |
5660
Castleview Partners
Dallas,
Texas
| $176M | -$3.18M | -2% | 1.46% | 61.3% | 1,016 | 21.65% | 1.7 |
|
| 5661 |
5661
Altman Advisors
Chicago,
Illinois
| $176M | -$29.6M | -14% | 6.07% | 127% | 97 | 30.93% | 2.5 |
|
| 5662 |
CIA
5662
Citadel Investment Advisory
Chesterland,
Ohio
| $176M | -$1.62M | -0.9% | 0.91% | 66.1% | 82 | 0% | 3.2 |
|
| 5663 |
5663
S.A. Mason
Holland,
Michigan
| $176M | +$9.5M | +6% | 4.04% | 116% | 328 | 7.01% | 3.6 |
|
| 5664 |
5664
Dalton Investments
Las Vegas,
Nevada
| $176M | +$10.9M | +7% | 12.9% | 95.1% | 29 | 13.79% | 3.2 |
|
| 5665 |
5665
Gordian Capital (Singapore)
Singapore
| $176M | +$41.2M | +31% | 8.43% | 321% | 189 | 31.75% | 1.3 |
|
| 5666 |
5666
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $176M | +$9.35M | +6% | 0.91% | 55% | 57 | 14.04% | 1.9 |
|
| 5667 |
5667
SFG Wealth Management
Towson,
Maryland
| $175M | +$7.03M | +4% | 2.28% | 86.3% | 105 | 26.67% | 1.6 |
|
| 5668 |
5668
Norway Savings Bank
Portland,
Maine
| $175M | -$64.2M | -27% | 4.44% | 117% | 137 | 27.01% | 5.5 |
|
| 5669 |
5669
Acute Investment Advisory
Mesa,
Arizona
| $175M | +$26.3M | +18% | 0.31% | 15% | 16 | 50% | 0.8 |
|
| 5670 |
5670
Buttonwood Financial Group
Kansas City,
Missouri
| $175M | +$6.24M | +4% | 3.76% | 77.9% | 30 | 6.67% | 1.3 |
|
| 5671 |
5671
Independent Family Office
Albany,
New York
| $175M | -$11M | -6% | 0.87% | 68.4% | 76 | 11.84% | 2.9 |
|
| 5672 |
5672
Capital Wealth Alliance
Scottsdale,
Arizona
| $175M | +$6.03M | +4% | 3.23% | 124% | 115 | 13.91% | 2.3 |
|
| 5673 |
5673
Quantitative Strategies
Calabasas,
California
| $175M | +$1.53M | +0.9% | 1.08% | – | 22 | 9.09% | 0.9 |
|
| 5674 |
5674
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $175M | +$19.8K | +0% | 0.81% | 58.5% | 34 | 20.59% | 3 |
|
| 5675 |
5675
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $175M | +$12.5M | +8% | 1.71% | 55.5% | 65 | 15.38% | 1 |
|