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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Financial Connections Group
Corte Madera,
California
| $113M | +$14.1M | +14% | 13.9% | 44.4% | 323 | 17.96% | 0.4 |
|
| 5702 |
FCFC
5702
First Citizens Financial Corp
Mason City,
Iowa
| $113M | -$19.7M | -15% | 12.4% | 72.9% | 107 | 10.28% | 2.1 |
|
| 5703 |
5703
Martin Capital Advisors
San Antonio,
Texas
| $113M | -$32.6M | -22% | 19.8% | 140% | 64 | 6.25% | 0.5 |
|
| 5704 |
5704
Indie Asset Partners
Carmel,
Indiana
| $113M | -$19.8M | -15% | 3.35% | 119% | 130 | 20.77% | 1.7 |
|
| 5705 |
RI
5705
Rinkey Investments
San Diego,
California
| $113M | +$12.1M | +12% | 14.6% | 38.4% | 47 | 27.66% | 0.4 |
|
| 5706 |
5706
Transparent Wealth Partners
Little Rock,
Arkansas
| $113M | -$5.23M | -4% | 14.7% | – | 60 | 90% | 0.1 |
|
| 5707 |
TEC
5707
Tiger Eye Capital
Nashville,
Tennessee
| $113M | -$149M | -57% | 12.2% | 116% | 50 | 30% | 3.8 |
|
| 5708 |
5708
Francis Financial
| $113M | – | – | 15.1% | 56.2% | 39 | – | 1.6 |
|
| 5709 |
5709
Spring Capital Management
Amarillo,
Texas
| $113M | -$10.3M | -8% | 11.8% | 73.6% | 31 | 12.9% | 0.5 |
|
| 5710 |
5710
Heartland Bank & Trust
Bloomington,
Illinois
| $113M | -$19.2M | -15% | 15% | 105% | 134 | 6.72% | 0.9 |
|
| 5711 |
5711
January Capital Advisors
San Francisco,
California
| $113M | -$111K | -0.1% | 4.73% | – | 41 | 0% | 0.5 |
|
| 5712 |
5712
William Allan Corp
Fort Collins,
Colorado
| $112M | -$20.2M | -15% | 15.8% | 94.2% | 50 | 12% | 0.5 |
|
| 5713 |
5713
Clear Sky Carbon Solutions Investment Management
Bellaire,
Texas
| $112M | +$93.9M | +510% | 15.9% | – | 64 | 40.63% | 0.2 |
|
| 5714 |
5714
Bay Rivers Group
Williamsburg,
Virginia
| $112M | -$26.7M | -19% | 15.3% | 166% | 69 | 15.94% | 2 |
|
| 5715 |
PIP
5715
PB Investment Partners
Burlingame,
California
| $112M | -$34.8M | -24% | 25.4% | 81.1% | 10 | 20% | 0.4 |
|
| 5716 |
5716
Davidson Trust Company
Seattle,
Washington
| $112M | -$22.3M | -17% | 11.6% | 77% | 124 | 13.71% | 2.3 |
|
| 5717 |
5717
Morris Capital Advisors
Malvern,
Pennsylvania
| $112M | -$16.7M | -13% | 12% | 72.9% | 54 | 3.7% | 4.7 |
|
| 5718 |
5718
Purus Wealth Management
Newport Beach,
California
| $112M | -$32.6M | -23% | 19% | 174% | 115 | 13.04% | 1.1 |
|
| 5719 |
5719
Chicago Wealth Management
Chicago,
Illinois
| $112M | -$37M | -25% | 6.07% | 134% | 49 | 46.94% | 1.3 |
|
| 5720 |
PCM
5720
Prime Capital Management
Hong Kong
| $112M | -$123M | -52% | 42.2% | 579% | 10 | 50% | 0.8 |
|
| 5721 |
5721
Refined Wealth Management
Salt Lake City,
Utah
| $112M | -$6.52M | -6% | 12.6% | 99.4% | 27 | 11.11% | 0.7 |
|
| 5722 |
CCM
5722
Conway Capital Management
Burbank,
California
| $112M | -$44.3M | -28% | 24.4% | 139% | 63 | 28.57% | 1.1 |
|
| 5723 |
5723
Bullseye Investment Management
Cincinnati,
Ohio
| $112M | -$5.94M | -5% | 10.7% | 36.2% | 69 | 68.12% | 0.2 |
|
| 5724 |
5724
Custos Family Office
Austin,
Texas
| $112M | -$11.4M | -9% | 14.1% | 57.4% | 30 | 43.33% | 0.4 |
|
| 5725 |
RCA
5725
Reitz Capital Advisors
Freeland,
Michigan
| $112M | -$26.1M | -19% | 9.72% | 11% | 83 | 42.17% | 1.8 |
|