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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Heartland Bank & Trust
Bloomington,
Illinois
| $104M | -$8.28M | -7% | 0.87% | 105% | 150 | 35.33% | 1 |
|
| 5727 |
5727
Pavadi Capital
New York
| $104M | -$5.87M | -5% | 1.27% | – | 25 | 20% | 0.6 |
|
| 5728 |
5728
Chicago Wealth Management
Chicago,
Illinois
| $104M | -$7.54M | -7% | 2.86% | 134% | 35 | 22.86% | 1.4 |
|
| 5729 |
5729
Brown Financial Advisory
Fairhope,
Alabama
| $104M | +$10.8M | +12% | 5.81% | 66.3% | 28 | 10.71% | 1.5 |
|
| 5730 |
DRD
5730
Dennis R. Delaney
| $104M | – | – | 3.25% | 84.3% | 51 | – | 4.9 |
|
| 5731 |
5731
Stegner Investment Associates
Louisville,
Kentucky
| $104M | +$34K | +0% | 4.57% | 84.8% | 22 | 13.64% | 1.5 |
|
| 5732 |
5732
Davidson Trust Company
Seattle,
Washington
| $104M | -$8.09M | -7% | 6.39% | 77% | 110 | 8.18% | 2.5 |
|
| 5733 |
5733
CVS Health
Woonsocket,
Rhode Island
| $104M | -$16.5M | -14% | 12.6% | 48.7% | 7 | 14.29% | 0.6 |
|
| 5734 |
5734
Evolutionary Tree Capital Management
Alexandria,
Virginia
| $104M | +$12.1M | +13% | 6.84% | 139% | 39 | 25.64% | 1 |
|
| 5735 |
5735
Long Walk Management
Greenwich,
Connecticut
| $104M | +$224K | +0.2% | 16.7% | 302% | 8 | 37.5% | 0.6 |
|
| 5736 |
AIM
5736
Alerce Investment Management
Chicago,
Illinois
| $104M | +$50M | +93% | 40% | 25.1% | 7 | 0% | 1.8 |
|
| 5737 |
5737
Montis Financial
Waltham,
Massachusetts
| $104M | -$3.02M | -3% | 4.11% | 46% | 62 | 6.45% | 1.6 |
|
| 5738 |
5738
Adirondack Retirement Specialists
Queensbury,
New York
| $104M | +$5.62M | +6% | 2.1% | 13.1% | 152 | 88.16% | 0.1 |
|
| 5739 |
5739
Carmel Capital Partners
San Diego,
California
| $104M | -$3.51M | -3% | 3.49% | 65.1% | 125 | 16.8% | 0.6 |
|
| 5740 |
5740
Leverty Financial Group
Hudson,
Wisconsin
| $103M | -$3.88M | -4% | 7.29% | 57.3% | 24 | 4.17% | 0.7 |
|
| 5741 |
WPEP
5741
Walnut Private Equity Partners
Omaha,
Nebraska
| $103M | -$2.31M | -2% | 2.94% | 48% | 15 | 0% | 6.2 |
|
| 5742 |
5742
Penobscot Wealth Management
Portland,
Maine
| $103M | +$826K | +0.8% | 6.76% | 56.7% | 62 | 3.23% | 1 |
|
| 5743 |
5743
Riverview Trust Company
Vancouver,
Washington
| $103M | -$11.4M | -10% | 5.44% | 87.6% | 932 | 48.39% | 1.2 |
|
| 5744 |
5744
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $103M | -$5.87M | -5% | 4.64% | 97.1% | 665 | 13.08% | 0.4 |
|
| 5745 |
5745
Wells Financial Advisors
Framingham,
Massachusetts
| $103M | -$7.49M | -7% | 5.3% | 54% | 64 | 10.94% | 1.5 |
|
| 5746 |
5746
BlueDrive Global Investors
London,
United Kingdom
| $103M | -$38.2M | -27% | 3.5% | 25.6% | 7 | 0% | 1.5 |
|
| 5747 |
5747
Visa Inc
San Francisco,
California
| $103M | -$7.49M | -7% | 2.32% | – | 4 | 0% | 0.8 |
|
| 5748 |
5748
Diamant Asset Management
Ridgefield,
Connecticut
| $103M | -$8.04M | -7% | 5.28% | 66.9% | 65 | 6.15% | 4.2 |
|
| 5749 |
YAVAPFMC
5749
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| $103M | -$8.56M | -8% | 5.93% | 201% | 57 | 1.75% | 1 |
|
| 5750 |
5750
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $103M | -$5.76M | -5% | 4.85% | 57.3% | 63 | 6.35% | 1.7 |
|