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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Stegner Investment Associates
Louisville,
Kentucky
| $104M | -$22.8M | -18% | 18.3% | 84.8% | 21 | 14.29% | 1.5 |
|
| 5877 |
5877
Trust Investment Advisors
Indianapolis,
Indiana
| $104M | -$18.7M | -15% | 11.9% | 178% | 99 | 17.17% | 3.3 |
|
| 5878 |
5878
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $104M | -$7.72M | -7% | 10.4% | 49.4% | 62 | 8.06% | 0.5 |
|
| 5879 |
5879
Kraft Asset Management
Nashville,
Tennessee
| $104M | +$7.88M | +8% | 12.4% | 41% | 30 | 50% | 0.3 |
|
| 5880 |
5880
Washington Capital Management
Seattle,
Washington
| $104M | -$17.2M | -14% | 12.7% | 81.8% | 121 | 29.75% | 2.5 |
|
| 5881 |
5881
Strategic Financial Planning
Plano,
Texas
| $104M | -$16.4M | -14% | 14.5% | 47.5% | 35 | 20% | 2.1 |
|
| 5882 |
5882
DRH Investments
Thousand Oaks,
California
| $104M | -$40.9M | -28% | 19.5% | 81.2% | 15 | 46.67% | 1 |
|
| 5883 |
SCA
5883
Sander Capital Advisors
Seattle,
Washington
| $104M | -$98M | -49% | 19.5% | 113% | 15 | 33.33% | 2.6 |
|
| 5884 |
5884
Long Walk Management
Greenwich,
Connecticut
| $104M | -$23.7M | -19% | 33.5% | 302% | 6 | 16.67% | 0.6 |
|
| 5885 |
5885
Hudson Canyon Capital Management
New York
| $104M | -$22.9M | -18% | 18.5% | 160% | 59 | 11.86% | 1.3 |
|
| 5886 |
5886
Acuitas Investments
Seattle,
Washington
| $104M | -$2.71M | -3% | 16.8% | 145% | 46 | 41.3% | 0.7 |
|
| 5887 |
5887
Aurora Investment Managers
Naples,
Florida
| $104M | -$30.9M | -23% | 21.3% | 74.4% | 53 | 11.32% | 0.9 |
|
| 5888 |
5888
Warren Street Wealth Advisors
Newport Beach,
California
| $104M | -$11M | -10% | 13.1% | 75.7% | 64 | 25% | 0.4 |
|
| 5889 |
5889
Merrion Investment Management
Cranford,
New Jersey
| $103M | -$33.5M | -24% | 15.7% | 161% | 100 | 12% | 1.3 |
|
| 5890 |
KLC
5890
Knowledge Leaders Capital
Denver,
Colorado
| $103M | -$36.2M | -26% | 6.72% | 51.6% | 143 | 51.75% | 1.1 |
|
| 5891 |
5891
Flagship Private Wealth
Woburn,
Massachusetts
| $103M | -$18.9M | -16% | 14% | 62.7% | 76 | 9.21% | 1.3 |
|
| 5892 |
5892
Bluesphere Advisors
East Norriton,
Pennsylvania
| $103M | -$15.2M | -13% | 17% | 105% | 97 | 20.62% | 1.2 |
|
| 5893 |
5893
Meritech Capital Associates VI
Palo Alto,
California
| $103M | -$37.6M | -27% | 23.7% | – | 6 | 0% | 0.5 |
|
| 5894 |
5894
VERITY Wealth Advisors
Sausalito,
United States
| $103M | -$10.3M | -9% | 13.2% | 59.9% | 72 | 19.44% | 2.4 |
|
| 5895 |
5895
Flower City Capital
Pittsford,
New York
| $103M | -$16.7M | -14% | 11.5% | 69.5% | 32 | 12.5% | 0.4 |
|
| 5896 |
5896
Bishop Rock Capital
New York
| $103M | -$149M | -59% | 13.6% | 35.4% | 30 | 30% | 3.1 |
|
| 5897 |
5897
SONA Asset Management (US)
New York
| $103M | -$72.3M | -41% | 1.41% | 41% | 357 | 33.89% | 0.3 |
|
| 5898 |
5898
PFS Partners
Mine Hill,
New Jersey
| $103M | -$12.9M | -11% | 11.1% | 65.2% | 368 | 7.07% | 0.5 |
|
| 5899 |
5899
Walker Financial Services
Bowling Green,
Kentucky
| $103M | -$6.2M | -6% | 8.07% | 18.9% | 31 | 32.26% | 0.2 |
|
| 5900 |
5900
Northern Capital Management (Washington)
Spokane,
Washington
| $103M | -$19.5M | -16% | 15.4% | 80% | 42 | 11.9% | 1.3 |
|