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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
Rainwater Charitable Foundation
Fort Worth,
Texas
| $138M | -$10.7M | -7% | 7.03% | 44% | 3 | 0% | 2.3 |
|
| 5702 |
5702
Founders Capital Management (Texas)
Houston,
Texas
| $137M | +$6.72M | +5% | 5.97% | 131% | 411 | 6.33% | 3.5 |
|
| 5703 |
5703
Bullseye Investment Management
Cincinnati,
Ohio
| $137M | +$775K | +0.6% | 5.07% | 36.2% | 63 | 61.9% | 0.5 |
|
| 5704 |
5704
Planning Directions
Glen Mills,
Pennsylvania
| $137M | +$2.94M | +2% | 3.52% | 46.3% | 72 | 11.11% | 2.7 |
|
| 5705 |
5705
Sensible Money
Scottsdale,
Arizona
| $137M | +$21.6M | +19% | 4.36% | 69.1% | 75 | 5.33% | 0.5 |
|
| 5706 |
IF
5706
Integrity Financial
Cheyenne,
Wyoming
| $137M | +$13.6M | +11% | 6.48% | 66.3% | 218 | 5.5% | 1.3 |
|
| 5707 |
5707
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $137M | -$18.4M | -12% | 5.29% | 119% | 57 | 26.32% | 1.8 |
|
| 5708 |
5708
Leverty Financial Group
Hudson,
Wisconsin
| $137M | +$9.8M | +8% | 5.87% | 57.3% | 28 | 0% | 1.2 |
|
| 5709 |
5709
Coombe, Bender & Co
Ellenville,
New York
| $137M | +$9.6M | +8% | 3% | – | 83 | 10.84% | 0.9 |
|
| 5710 |
SA
5710
Stonebridge Advisors
Wilton,
Connecticut
| $137M | -$1.1M | -0.8% | 0.84% | 3.35% | 4 | 0% | 1.2 |
|
| 5711 |
5711
V-Square Quantitative Management
Chicago,
Illinois
| $137M | +$28.6M | +26% | 11.1% | 111% | 481 | 72.77% | 0.1 |
|
| 5712 |
5712
Clarus Group
Houston,
Texas
| $137M | +$30.6M | +29% | 8.38% | 67.5% | 119 | 25.21% | 1.6 |
|
| 5713 |
IFS
5713
Intelligent Financial Strategies
Excelsior,
Minnesota
| $137M | +$9.5M | +7% | 8.09% | 63.5% | 93 | 3.23% | 1.4 |
|
| 5714 |
5714
Soditic Asset Management
Tonbridge,
United Kingdom
| $137M | +$46.7M | +52% | 9.23% | 23.4% | 10 | 0% | 2.2 |
|
| 5715 |
AIP
5715
Alapocas Investment Partners
Beverly,
Massachusetts
| $137M | +$16.2M | +13% | 13.8% | 50% | 20 | 10% | 1.5 |
|
| 5716 |
5716
First National Bank of Hutchinson
Hutchinson,
Kansas
| $137M | +$11.1M | +9% | 8.79% | 121% | 111 | 10.81% | 3.9 |
|
| 5717 |
5717
Financial Designs
Claremont,
California
| $137M | +$3.03M | +2% | 3.45% | 49% | 14 | 0% | 0.5 |
|
| 5718 |
5718
BCS Wealth Management
Johnson City,
Tennessee
| $137M | -$84.4M | -38% | 2.9% | 46.7% | 183 | 51.37% | 1.4 |
|
| 5719 |
YC
5719
Yunqi Capital
Hong Kong
| $137M | -$21.2M | -13% | 13.9% | 71.4% | 8 | 37.5% | 0.5 |
|
| 5720 |
5720
Foresite Capital Management V
Larkspur,
California
| $137M | +$1.63M | +1% | 12.2% | 401% | 11 | 9.09% | 2.1 |
|
| 5721 |
5721
Sound Financial Strategies Group
Madison,
Mississippi
| $137M | -$13M | -9% | 2.49% | 26.4% | 76 | 30.26% | 0.7 |
|
| 5722 |
AH
5722
Aviva Holdings
New Providence,
Bahamas
| $137M | -$6.55M | -5% | 1.32% | 36.5% | 4 | 0% | 4.3 |
|
| 5723 |
5723
Heronetta Management
New York
| $137M | +$620K | +0.5% | 2.48% | 59.7% | 24 | 0% | 6.1 |
|
| 5724 |
5724
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $137M | +$4.87M | +4% | 6.38% | 70.6% | 594 | 29.63% | 2.1 |
|
| 5725 |
5725
Bull Oak Capital
San Diego,
California
| $137M | +$7.43M | +6% | – | 62.1% | 16 | 6.25% | 0.3 |
|