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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
TBBL
5776
True Blue (BVI) Ltd
Road Town, Tortola,
| $232M | +$24.3M | +12% | 14.2% | – | 4 | 0% | 1 |
|
| 5777 |
5777
WJ Interests
Sugar Land,
Texas
| $232M | -$15.2M | -6% | 1.36% | 55.2% | 25 | 24% | 2.2 |
|
| 5778 |
5778
Alternative Investment Advisors
Maitland,
Florida
| $232M | +$12.4M | +6% | 2.7% | 78.6% | 67 | 20.9% | 1.3 |
|
| 5779 |
SIA
5779
Schear Investment Advisers
Cincinnati,
Ohio
| $232M | +$7.83M | +3% | 7.32% | 241% | 86 | 12.79% | 2.5 |
|
| 5780 |
5780
Harper Investing
Santa Clara,
California
| $232M | +$22.3M | +11% | 2.71% | 58.7% | 67 | 8.96% | 1.6 |
|
| 5781 |
5781
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $232M | +$9.9M | +4% | 1.92% | 58.7% | 55 | 9.09% | 4.9 |
|
| 5782 |
BOCM
5782
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $232M | +$1.28M | +0.6% | 1.77% | 49.6% | 31 | 0% | 4.6 |
|
| 5783 |
GBI
5783
GP Brinson Investments
Chicago,
Illinois
| $232M | -$13.1M | -5% | 1.92% | 51.2% | 16 | 6.25% | 3.9 |
|
| 5784 |
5784
Vista Investment Partners II
Richmond,
Indiana
| $232M | +$17.8M | +8% | 2.63% | – | 162 | 19.14% | 0.8 |
|
| 5785 |
5785
Compass Financial Services
West Des Moines,
Iowa
| $232M | +$5.97M | +3% | 1.18% | – | 328 | 11.89% | 0.8 |
|
| 5786 |
5786
Kinloch Capital
Glen Allen,
Virginia
| $232M | +$3.43M | +2% | 2.68% | 63.4% | 79 | 10.13% | 3.4 |
|
| 5787 |
5787
RCS Financial Planning
Annapolis,
Maryland
| $232M | +$6.19M | +3% | 1.57% | 48.2% | 95 | 8.42% | 1.9 |
|
| 5788 |
5788
Altus Wealth Management
Ft Mitchell,
Kentucky
| $232M | +$6.11M | +3% | 1.83% | 73% | 30 | 6.67% | 3.8 |
|
| 5789 |
5789
Moerus Capital Management
New York
| $232M | -$14.1M | -6% | 2.04% | 220% | 16 | 18.75% | 3.8 |
|
| 5790 |
AFC
5790
AFT Forsyth & Company
West Palm Beach,
Florida
| $232M | +$23M | +11% | 3.43% | 135% | 132 | 15.15% | 7.1 |
|
| 5791 |
5791
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $232M | +$50.2M | +28% | 2.44% | 63.8% | 113 | 9.73% | 2.1 |
|
| 5792 |
5792
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $231M | – | – | 4.69% | – | 36 | – | 1.8 |
|
| 5793 |
CIA
5793
Citadel Investment Advisory
Chesterland,
Ohio
| $231M | +$13.4M | +6% | 5.38% | 66.1% | 83 | 6.02% | 4.4 |
|
| 5794 |
BCFD
5794
Boit C.F. David
| $231M | +$10.4M | +5% | 4.49% | 84.2% | 119 | 1.68% | 3.5 |
|
| 5795 |
5795
Keener Financial Planning
Keller,
Texas
| $231M | +$15.8M | +7% | 2.93% | 70.5% | 228 | 75.44% | 1.8 |
|
| 5796 |
5796
Carroll Advisory Group
Texarkana,
Texas
| $231M | – | – | 1.4% | – | 72 | – | 0 |
|
| 5797 |
5797
New Millennium Group
Sandy,
Utah
| $231M | +$12.3M | +6% | 2.31% | 176% | 545 | 34.13% | 1.3 |
|
| 5798 |
5798
Strategic Financial Partners
Bend,
Oregon
| $231M | +$12.6M | +6% | 1.62% | 54.8% | 87 | 12.64% | 3.6 |
|
| 5799 |
5799
Evolution Advisers
Richmond,
Virginia
| $231M | +$8.55M | +4% | 1.05% | 44.8% | 172 | 9.3% | 3.1 |
|
| 5800 |
5800
Gate City Capital Management
Chicago,
Illinois
| $231M | +$31.7M | +16% | 1.05% | – | 17 | 11.76% | 1.2 |
|