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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
EPIQ Partners
Minneapolis,
Minnesota
| $212M | +$15.3M | +8% | 5.17% | 49.6% | 74 | 4.05% | 3.7 |
|
| 5852 |
5852
Jackson Hill Advisors
Houston,
Texas
| $212M | +$11.4M | +6% | 7.33% | 61.2% | 14 | 14.29% | 2.3 |
|
| 5853 |
5853
Grove Street Fiduciary
Peterborough,
New Hampshire
| $212M | +$4.14M | +2% | 5.51% | – | 74 | 2.7% | 0.7 |
|
| 5854 |
5854
Crown Oak Advisors
Piedmont,
California
| $211M | $0 | 0% | 1.59% | 53.3% | 23 | 0% | 1.6 |
|
| 5855 |
ECM
5855
EMC Capital Management
Houston,
Texas
| $211M | +$26M | +14% | 12% | – | 314 | 5.73% | 2.1 |
|
| 5856 |
5856
Yoder Wealth Management
Walnut Creek,
California
| $211M | +$19.5M | +10% | 7.29% | 69.3% | 117 | 5.98% | 1.9 |
|
| 5857 |
5857
Carl P. Sherr & Co
Worcester,
Massachusetts
| $211M | +$13.3M | +7% | 6.8% | 68.8% | 123 | 8.13% | 3.8 |
|
| 5858 |
5858
Palmer Knight Company
Jacksonville,
Florida
| $211M | -$23.5M | -10% | 1.05% | 78.9% | 37 | 10.81% | 4.3 |
|
| 5859 |
PCM
5859
Perritt Capital Management
Chicago,
Illinois
| $211M | +$17.3M | +9% | 13.9% | 80.9% | 336 | 9.23% | 3.7 |
|
| 5860 |
5860
Allie Family Office
Miami,
Florida
| $211M | +$9.12M | +5% | 7.8% | 59% | 111 | 23.42% | 2.2 |
|
| 5861 |
5861
Pennington Partners & Co
Bethesda,
Maryland
| $211M | +$24.4M | +13% | 6.85% | – | 98 | 26.53% | 0.6 |
|
| 5862 |
PK
5862
Pflug Koory
Omaha,
Nebraska
| $211M | +$14M | +7% | 8.25% | – | 423 | 4.96% | 6.1 |
|
| 5863 |
5863
GEM Asset Management
Plymouth,
Michigan
| $211M | +$15.6M | +8% | 7.63% | 62.9% | 109 | 12.84% | 2 |
|
| 5864 |
5864
Asset Planning Corporation
Knoxville,
Tennessee
| $211M | +$22.9M | +12% | 4.64% | 44.5% | 48 | 10.42% | 2.7 |
|
| 5865 |
5865
QTR Family Wealth
Lake Mary,
Florida
| $211M | +$49.3M | +31% | 9.74% | – | 263 | 32.32% | 0.3 |
|
| 5866 |
II
5866
Ironclad Investments
Maitland,
Florida
| $211M | +$14.3M | +7% | 7.8% | – | 3 | 0% | 1.8 |
|
| 5867 |
MA
5867
Menlo Advisors
Menlo Park,
California
| $211M | +$25.1M | +14% | 18.1% | 108% | 29 | 0% | 6.4 |
|
| 5868 |
5868
Alhambra Investment Management
Palmetto Bay,
Florida
| $211M | +$8.95M | +4% | 7.25% | 67.7% | 191 | 12.57% | 3.3 |
|
| 5869 |
5869
Guinness Atkinson Asset Management
Pasadena,
California
| $211M | +$19.8M | +10% | 9.46% | 132% | 94 | 10.64% | 6.5 |
|
| 5870 |
5870
APEIRON Capital Ltd
Hong Kong
| $210M | +$105M | +99% | 18.6% | 362% | 10 | 70% | 0.5 |
|
| 5871 |
5871
Richardson Capital Management
Menomonee Falls,
Wisconsin
| $210M | +$19.7M | +10% | 7.54% | 74.2% | 246 | 25.61% | 1 |
|
| 5872 |
5872
Wells Trecaso Financial Group
Akron,
Ohio
| $210M | -$114M | -35% | 8.77% | 108% | 91 | 13.19% | 5.5 |
|
| 5873 |
5873
Sequent Asset Management
Houston,
Texas
| $210M | +$85.1M | +68% | 4.7% | 51.3% | 95 | 32.63% | 2.9 |
|
| 5874 |
BC
5874
Bayforest Capital
London,
United Kingdom
| $210M | -$18.5M | -8% | 13.5% | – | 951 | 49.74% | 0.4 |
|
| 5875 |
5875
Tandem Wealth Advisors
Phoenix,
Arizona
| $210M | +$8.1M | +4% | 4.87% | 43.1% | 51 | 11.76% | 2.1 |
|