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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
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
| $241M | – | – | 2.75% | – | 70 | – | 0 |
|
| 5652 |
5652
Emprise Bank
Wichita,
Kansas
| $241M | +$8.93M | +4% | 2.92% | – | 114 | 9.65% | 1.4 |
|
| 5653 |
5653
Nvest Financial
Portsmouth,
New Hampshire
| $241M | +$66.5M | +38% | 3.88% | 92.8% | 135 | 15.56% | 1.8 |
|
| 5654 |
5654
Valliance Asset Management
Central,
Hong Kong
| $240M | +$227M | +1,696% | 47.9% | 2,198% | 12 | 100% | 0 |
|
| 5655 |
MI
5655
Moneywise Inc
Forest,
Virginia
| $240M | +$19.4M | +9% | 1.75% | 60.8% | 89 | 26.97% | 2.8 |
|
| 5656 |
5656
Regency Capital Management
Honolulu,
Hawaii
| $240M | +$30.1M | +14% | 5.16% | 92.1% | 72 | 33.33% | 1.7 |
|
| 5657 |
5657
Mainsail Financial Group
Bellevue,
Washington
| $240M | +$7.84M | +3% | 1.85% | 61.9% | 64 | 6.25% | 2.2 |
|
| 5658 |
5658
Shaker Investments
Cleveland,
Ohio
| $240M | -$9.5M | -4% | 5.2% | 216% | 107 | 31.78% | 2.3 |
|
| 5659 |
5659
Davidson Trust Company
Seattle,
Washington
| $240M | -$2.42M | -1% | 2.02% | 77% | 187 | 14.97% | 3.5 |
|
| 5660 |
SLU
5660
St. Louis University
St. Louis,
Missouri
| $240M | – | – | 0.73% | – | 3 | – | 0 |
|
| 5661 |
5661
St. Johns Investment Management
Jacksonville,
Florida
| $240M | +$4.53M | +2% | 3.11% | 91.9% | 207 | 9.18% | 6.5 |
|
| 5662 |
5662
Palogic Value Management
Dallas,
Texas
| $240M | -$8.93M | -4% | 1.47% | 31.3% | 186 | 25.27% | 2.1 |
|
| 5663 |
WAM
5663
Westport Asset Management
Southport,
Connecticut
| $240M | -$60.1K | -0% | 5.17% | 64.2% | 77 | 5.19% | 7.3 |
|
| 5664 |
5664
TrustBank
Olney,
Illinois
| $240M | – | – | 2.18% | – | 139 | – | 0 |
|
| 5665 |
5665
My Personal CFO LLC
Vancouver,
Washington
| $240M | -$18.5M | -7% | 1.46% | 83.4% | 160 | 83.13% | 0.9 |
|
| 5666 |
5666
M1 Capital Management
Bloomfield Hills,
Michigan
| $240M | +$7.96M | +3% | 2.58% | – | 113 | 7.96% | 0.8 |
|
| 5667 |
5667
Hutner Capital Management
Manchester,
Vermont
| $240M | +$3.2M | +1% | 1.32% | 52.2% | 45 | 4.44% | 7.1 |
|
| 5668 |
5668
Independent Family Office
Albany,
New York
| $240M | +$3.16M | +1% | 2.44% | 68.4% | 81 | 4.94% | 3.7 |
|
| 5669 |
5669
Foronjy Financial
Santa Barbara,
California
| $240M | +$11.2M | +5% | 1.14% | – | 107 | 6.54% | 0.5 |
|
| 5670 |
RC
5670
Resolute Capital
Greenville,
South Carolina
| $239M | – | – | 0.91% | – | 58 | – | 0 |
|
| 5671 |
5671
WD Rutherford
Portland,
Oregon
| $239M | +$4.13M | +2% | 2.33% | 189% | 81 | 19.75% | 3.2 |
|
| 5672 |
5672
Grove Street Fiduciary
Peterborough,
New Hampshire
| $239M | +$27.7M | +13% | 1.5% | – | 76 | 3.95% | 0.9 |
|
| 5673 |
5673
Redwood Wealth Management Group
Medford,
New Jersey
| $239M | +$3.29M | +1% | 2.98% | 74.1% | 197 | 14.21% | 1.7 |
|
| 5674 |
5674
Mendel Money Management
Northbrook,
Illinois
| $239M | +$1.09M | +0.5% | 3.75% | 88.8% | 154 | 7.14% | 4.2 |
|
| 5675 |
5675
Cascades Capital Asset Management
Greensboro,
North Carolina
| $239M | +$11.7M | +5% | 2.73% | – | 173 | 15.61% | 0.9 |
|