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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
VeriStar Capital Management
New York
| $152M | +$34.4M | +29% | 16.6% | 41% | 12 | 16.67% | 1.1 |
|
| 5802 |
5802
MRA Advisory Group
Parsippany,
New Jersey
| $152M | +$11.6M | +8% | 8.98% | 86.8% | 141 | 40.43% | 1.6 |
|
| 5803 |
5803
Birchbrook
Bangor,
Maine
| $152M | – | – | 8.65% | 49.1% | 309 | – | 0 |
|
| 5804 |
SP
5804
Saranac Partners
London,
| $152M | -$26.3M | -15% | 13% | 69% | 92 | 21.74% | 0.7 |
|
| 5805 |
5805
Michelson Medical Research Foundation
Los Angeles,
California
| $152M | +$3.53M | +2% | 8.71% | 52.2% | 28 | 3.57% | 0.8 |
|
| 5806 |
5806
Security National Bank of So Dak
Sioux City,
Iowa
| $152M | +$15.9M | +12% | 9.26% | 67.7% | 101 | 10.89% | 5.8 |
|
| 5807 |
5807
Crystal Rock Capital Management
Bannockburn,
Illinois
| $152M | +$20.3M | +15% | 15.4% | 164% | 27 | 7.41% | 4.9 |
|
| 5808 |
5808
MKT Advisors
Escondido,
California
| $152M | +$19.6M | +15% | 9.98% | 55.5% | 158 | 14.56% | 1.5 |
|
| 5809 |
5809
Nightview Capital
Austin,
Texas
| $151M | -$55.5M | -27% | 4.3% | 170% | 21 | 38.1% | 1.4 |
|
| 5810 |
5810
NetEase Inc
Hangzhou,
China
| $151M | -$618K | -0.4% | 0.4% | 464% | 2 | 0% | 1.5 |
|
| 5811 |
5811
PCA Investment Advisory Services
Cincinnati,
Ohio
| $151M | +$11.1M | +8% | 11.2% | 71.4% | 125 | 15.2% | 0.6 |
|
| 5812 |
5812
Column Group
San Francisco,
California
| $151M | +$769K | +0.5% | 37.6% | 95.1% | 7 | 14.29% | 2.8 |
|
| 5813 |
5813
Maryland Capital Advisors
Chester,
Maryland
| $151M | +$20.4M | +16% | 7.5% | – | 251 | 12.35% | 1.7 |
|
| 5814 |
5814
Ridgecrest Wealth Partners
Mill Valley,
California
| $151M | +$8.78M | +6% | 9.85% | 103% | 105 | 13.33% | 2.2 |
|
| 5815 |
5815
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $151M | +$8.72M | +6% | 10.3% | 72.7% | 86 | 9.3% | 5.9 |
|
| 5816 |
5816
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $151M | +$13M | +9% | 10.2% | 74.4% | 134 | 11.19% | 2.2 |
|
| 5817 |
5817
626 Financial
Portage,
Michigan
| $151M | +$3.42M | +2% | 11.2% | 81.1% | 111 | 9.01% | 2.2 |
|
| 5818 |
5818
Sea Otter Advisors
Miami,
Florida
| $151M | -$28.1M | -16% | 1.56% | – | 276 | 36.59% | 0.6 |
|
| 5819 |
5819
Aletheian Wealth Advisors
Bellevue,
Washington
| $151M | +$20.7M | +16% | 11.6% | – | 78 | 6.41% | 1.4 |
|
| 5820 |
5820
Sound Stewardship
Overland Park,
Kansas
| $151M | +$2.17M | +1% | 8.21% | 45.9% | 69 | 11.59% | 0.9 |
|
| 5821 |
5821
Dalton Investments
Las Vegas,
Nevada
| $151M | +$22M | +17% | 7.23% | 125% | 29 | 17.24% | 3.2 |
|
| 5822 |
5822
Albert D. Mason Inc
Boston,
Massachusetts
| $151M | +$12.8M | +9% | 9.76% | 83.4% | 159 | 3.14% | 5.3 |
|
| 5823 |
5823
Indus Capital Partners
New York
| $151M | +$3.23M | +2% | 9.25% | 117% | 8 | 50% | 1.8 |
|
| 5824 |
5824
Threadgill Financial
Spring,
Texas
| $151M | +$19.6M | +15% | 9.15% | 49.3% | 47 | 19.15% | 1 |
|
| 5825 |
5825
Patron Partners
Houston,
Texas
| $151M | +$15.2M | +11% | 11.7% | 90.2% | 178 | 11.8% | 2.2 |
|