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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
ASBI
5751
American State Bank (Iowa)
Sioux Center,
Iowa
| $144M | +$15.4M | +12% | 9.95% | 149% | 299 | 3.34% | 0.9 |
|
| 5752 |
5752
Castellan Group
Louisville,
Kentucky
| $144M | -$49.9M | -26% | 10.2% | 184% | 94 | 41.49% | 0.6 |
|
| 5753 |
5753
Fure Financial Corporation
Bloomington,
Minnesota
| $144M | +$958K | +0.7% | 7.19% | 59.5% | 62 | 24.19% | 0.5 |
|
| 5754 |
5754
Amitell Capital
Singapore
| $144M | -$9.46M | -6% | 3.46% | 188% | 61 | 37.7% | 0.7 |
|
| 5755 |
5755
RHS Financial
San Francisco,
California
| $144M | +$6.96M | +5% | 3.76% | 65.6% | 90 | 11.11% | 1.9 |
|
| 5756 |
5756
Aflac Asset Management
New York
| $144M | – | – | 0.85% | – | 1 | – | 0 |
|
| 5757 |
5757
Olympus Wealth Management
Cottonwood Heights,
Utah
| $144M | – | – | 5.42% | 43.1% | 12 | – | 0 |
|
| 5758 |
5758
FengHe Fund Management
Singapore
| $144M | +$29.9M | +26% | 17.4% | 779% | 16 | 68.75% | 0.4 |
|
| 5759 |
QC
5759
Qalhat Capital
Tortola,
British Virgin Islands
| $144M | – | – | 7.98% | 90.3% | 11 | – | 0 |
|
| 5760 |
5760
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $144M | +$1.62M | +1% | 6.55% | 58.3% | 36 | 0% | 1.7 |
|
| 5761 |
5761
Lynch Asset Management
Yardley,
Pennsylvania
| $144M | – | – | 15% | 214% | 47 | – | 0 |
|
| 5762 |
5762
Tsai Capital
New York
| $144M | +$27.9M | +24% | 23.3% | 29.2% | 18 | 22.22% | 0.9 |
|
| 5763 |
5763
PCG Wealth Advisors
Overland Park,
Kansas
| $144M | – | – | 7.82% | 87% | 80 | – | 0 |
|
| 5764 |
5764
Guardian Investment Management
Tiburon,
California
| $144M | +$8.34M | +6% | 10.3% | 103% | 56 | 5.36% | 4.8 |
|
| 5765 |
ASFA
5765
All Season Financial Advisors
Denver,
Colorado
| $144M | +$19.6M | +16% | 6.03% | 33.8% | 156 | 43.59% | 0.3 |
|
| 5766 |
5766
Ballew Advisors
Jackson,
Mississippi
| $144M | +$7.54M | +6% | 6.64% | 68% | 139 | 35.25% | 2.1 |
|
| 5767 |
5767
High Pines Wealth Management
Duxbury,
Massachusetts
| $143M | -$2.16M | -1% | 9.62% | 28.3% | 43 | 20.93% | 0.9 |
|
| 5768 |
NF
5768
NTB Financial
Centennial,
Colorado
| $143M | – | – | 9.31% | – | 147 | – | 0 |
|
| 5769 |
5769
Barnett & Company
Chattanooga,
Tennessee
| $143M | +$10.6M | +8% | 11.5% | 65.9% | 292 | 30.48% | 2.4 |
|
| 5770 |
5770
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $143M | -$14.1M | -9% | 5.9% | 117% | 46 | 26.09% | 0.7 |
|
| 5771 |
EL
5771
EQ LLC
Bellevue,
Washington
| $143M | +$12.3M | +9% | 5.53% | 72.9% | 52 | 11.54% | 0.8 |
|
| 5772 |
GCM
5772
Granby Capital Management
Miami Beach,
Florida
| $143M | +$26.5M | +23% | 6.45% | 50% | 62 | 40.32% | 0.6 |
|
| 5773 |
5773
L2 Asset Management
Wayland,
Massachusetts
| $143M | +$104M | +262% | 12.1% | 128% | 127 | 61.42% | 0.5 |
|
| 5774 |
5774
Alhambra Investment Management
Palmetto Bay,
Florida
| $143M | +$12.1M | +9% | 9.06% | 67.7% | 155 | 7.74% | 1.4 |
|
| 5775 |
5775
Masso Torrence Wealth Management
Marlton,
New Jersey
| $143M | – | – | 9.5% | 130% | 404 | – | 0 |
|