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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5801 |
SNBOSD
5801
Security National Bank of So Dak
Sioux City,
Iowa
| $152M | +$15.9M | +12% | 9.26% | 58.9% | 101 | 10.89% |
|
| 5802 |
CRCM
5802
Crystal Rock Capital Management
Bannockburn,
Illinois
| $152M | +$20.3M | +15% | 15.4% | 172% | 27 | 7.41% |
|
| 5803 |
MA
5803
MKT Advisors
Escondido,
California
| $152M | +$19.6M | +15% | 9.98% | 49.2% | 158 | 14.56% |
|
| 5804 |
NC
5804
Nightview Capital
Austin,
Texas
| $151M | -$55.5M | -27% | 4.3% | 142% | 21 | 38.1% |
|
| 5805 |
NI
5805
NetEase Inc
Hangzhou,
China
| $151M | -$618K | -0.4% | 0.4% | 464% | 2 | 0% |
|
| 5806 |
PIAS
5806
PCA Investment Advisory Services
Cincinnati,
Ohio
| $151M | +$11.1M | +8% | 11.2% | 63.7% | 125 | 15.2% |
|
| 5807 |
CG
5807
Column Group
San Francisco,
California
| $151M | +$769K | +0.5% | 37.6% | 95.1% | 7 | 14.29% |
|
| 5808 |
MCA
5808
Maryland Capital Advisors
Chester,
Maryland
| $151M | +$20.4M | +16% | 7.5% | – | 251 | 12.35% |
|
| 5809 |
RWP
5809
Ridgecrest Wealth Partners
Mill Valley,
California
| $151M | +$8.78M | +6% | 9.85% | 89.7% | 105 | 13.33% |
|
| 5810 |
CASB
5810
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $151M | +$8.72M | +6% | 10.3% | 72.7% | 86 | 9.3% |
|
| 5811 |
AWAP
5811
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $151M | +$13M | +9% | 10.2% | 68.1% | 134 | 11.19% |
|
| 5812 |
6F
5812
626 Financial
Portage,
Michigan
| $151M | +$3.42M | +2% | 11.2% | 71.3% | 111 | 9.01% |
|
| 5813 |
SOA
5813
Sea Otter Advisors
Miami,
Florida
| $151M | -$28.1M | -16% | 1.56% | – | 276 | 36.59% |
|
| 5814 |
AWA
5814
Aletheian Wealth Advisors
Bellevue,
Washington
| $151M | +$20.7M | +16% | 11.6% | – | 78 | 6.41% |
|
| 5815 |
SS
5815
Sound Stewardship
Overland Park,
Kansas
| $151M | +$2.17M | +1% | 8.21% | 43.2% | 69 | 11.59% |
|
| 5816 |
DI
5816
Dalton Investments
Las Vegas,
Nevada
| $151M | +$22M | +17% | 7.23% | 95.1% | 29 | 17.24% |
|
| 5817 |
ADMI
5817
Albert D. Mason Inc
Boston,
Massachusetts
| $151M | +$12.8M | +9% | 9.76% | 82% | 159 | 3.14% |
|
| 5818 |
ICP
5818
Indus Capital Partners
New York
| $151M | +$3.23M | +2% | 9.25% | 117% | 8 | 50% |
|
| 5819 |
TF
5819
Threadgill Financial
Spring,
Texas
| $151M | +$19.6M | +15% | 9.15% | 49.3% | 47 | 19.15% |
|
| 5820 |
PP
5820
Patron Partners
Houston,
Texas
| $151M | +$15.2M | +11% | 11.7% | 90.2% | 178 | 11.8% |
|
| 5821 |
JCP
5821
Jennifer C. Price
| $150M | -$22.8M | -13% | 3.07% | – | 52 | 11.54% |
|
| 5822 |
CBT
5822
CoreFirst Bank & Trust
Topeka,
Kansas
| $150M | +$9.64M | +7% | 8.63% | 61.4% | 403 | 10.42% |
|
| 5823 |
RDIA
5823
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $150M | +$7.88M | +6% | 9.92% | 2.24% | 291 | 21.65% |
|
| 5824 |
MC
5824
Muzinich & Co
New York
| $150M | +$6.23M | +4% | 2.7% | 9.67% | 84 | 46.43% |
|
| 5825 |
GCM
5825
Goldstream Capital Management
Central,
Hong Kong
| $150M | +$23.4M | +18% | 15.6% | 686% | 59 | 59.32% |
|