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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
MN Wealth Advisors
Overland Park,
Kansas
| $176M | +$3.39M | +2% | 4.71% | 68.3% | 111 | 16.22% | 0.6 |
|
| 5827 |
5827
EntryPoint Capital
New York
| $176M | -$39.5M | -18% | 8.02% | – | 1,468 | 67.1% | 0.4 |
|
| 5828 |
5828
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $176M | +$57.2M | +48% | 6.8% | – | 6 | 66.67% | 0.1 |
|
| 5829 |
5829
Brogan Financial
Knoxville,
Tennessee
| $176M | +$17M | +11% | 6.64% | 46.4% | 53 | 15.09% | 1.2 |
|
| 5830 |
YC
5830
Yunqi Capital
Hong Kong
| $175M | +$17.4M | +11% | 27.2% | 71.4% | 9 | 44.44% | 1.3 |
|
| 5831 |
NI
5831
NCP Inc
La Quinta,
California
| $175M | +$17.4M | +11% | 7.34% | – | 143 | 9.09% | 0.5 |
|
| 5832 |
AIM
5832
Athena Investment Management
Orinda,
California
| $175M | +$10.5M | +6% | 6.5% | 80.6% | 152 | 3.29% | 2.2 |
|
| 5833 |
5833
CNA Financial
Chicago,
Illinois
| $175M | -$3.48M | -2% | 4.77% | 48.6% | 14 | 21.43% | 1.9 |
|
| 5834 |
5834
Nvest Financial
Portsmouth,
New Hampshire
| $175M | +$12.6M | +8% | 7.13% | 92.8% | 96 | 12.5% | 1.4 |
|
| 5835 |
5835
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $175M | +$16.2M | +10% | 6.99% | 74.4% | 143 | 7.69% | 2.5 |
|
| 5836 |
5836
272 Capital
Dallas,
Texas
| $175M | -$24.6M | -12% | 4.43% | 222% | 83 | 48.19% | 0.7 |
|
| 5837 |
5837
GEM Asset Management
Plymouth,
Michigan
| $175M | +$14.3M | +9% | 6.45% | 62.9% | 95 | 10.53% | 1.4 |
|
| 5838 |
5838
Northland Capital Management
Virginia,
Minnesota
| $175M | +$31.9M | +22% | 4.82% | 37.5% | 31 | 3.23% | 1.7 |
|
| 5839 |
KC
5839
Kades & Cheifetz
Berwyn,
Pennsylvania
| $175M | +$15.5M | +10% | 6.48% | – | 97 | 8.25% | 1.4 |
|
| 5840 |
5840
Financial Futures
Brielle,
New Jersey
| $175M | +$13.3M | +8% | 4.93% | 48.5% | 56 | 10.71% | 1.7 |
|
| 5841 |
5841
Hiley Hunt Wealth Management
Omaha,
Nebraska
| $175M | +$12.7M | +8% | 5.85% | 48.4% | 40 | 10% | 0.7 |
|
| 5842 |
5842
Grandview Asset Management
Harrisburg,
Pennsylvania
| $175M | +$3.68M | +2% | 4.1% | 200% | 64 | 6.25% | 3 |
|
| 5843 |
5843
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $174M | +$11M | +7% | 6.83% | 51.7% | 432 | 20.83% | 1.8 |
|
| 5844 |
5844
Stone House Capital Management
Bay Harbor Islands,
Florida
| $174M | -$66.4M | -28% | 3.73% | 151% | 5 | 60% | 1.1 |
|
| 5845 |
5845
New Republic Capital
Charlotte,
North Carolina
| $174M | -$24.9M | -13% | 6.54% | 91.4% | 272 | 23.16% | 1.2 |
|
| 5846 |
5846
Accent Capital Management
Centerville,
Ohio
| $174M | +$11.3M | +7% | 3.24% | – | 227 | 28.19% | 0.5 |
|
| 5847 |
5847
Bull Oak Capital
San Diego,
California
| $174M | +$18.8M | +12% | 5.38% | 62.1% | 132 | 71.97% | 0.2 |
|
| 5848 |
5848
Acute Investment Advisory
Mesa,
Arizona
| $174M | -$1.34M | -0.8% | 1.15% | 15% | 20 | 55% | 0.8 |
|
| 5849 |
5849
Lagoda Investment Management
New York
| $174M | +$328K | +0.2% | 11.6% | 250% | 40 | 15% | 6.1 |
|
| 5850 |
5850
Dogwood Wealth Management
Lenexa,
Kansas
| $174M | +$11.5M | +7% | 5.46% | – | 625 | 11.68% | 0.7 |
|