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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
University of Notre Dame du Lac
South Bend,
Indiana
| $97.3M | – | – | 2.2% | – | 1 | – | 0 |
|
| 5877 |
5877
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $97.3M | -$5.36M | -5% | 7.41% | 58.3% | 38 | 26.32% | 1.8 |
|
| 5878 |
PCC
5878
Park Circle Company
Baltimore,
Maryland
| $97.2M | -$24.6M | -20% | 3.74% | 70.5% | 142 | 11.27% | 2.6 |
|
| 5879 |
AIM
5879
AHL Investment Management
Winter Park,
Florida
| $97.2M | -$2.2M | -2% | 5.6% | 57.7% | 58 | 8.62% | 0.7 |
|
| 5880 |
5880
Crystal Rock Capital Management
Bannockburn,
Illinois
| $97.1M | -$8.32M | -8% | 3.01% | 172% | 27 | 3.7% | 4.2 |
|
| 5881 |
MCM
5881
Magnolia Capital Management
Cold Spring,
New York
| $97.1M | -$5.21M | -5% | 4.94% | 85.9% | 124 | 4.03% | 1.4 |
|
| 5882 |
DA
5882
DSC Advisors
Chicago,
Illinois
| $97M | -$3.03M | -3% | 4.36% | 3.18% | 121 | 31.4% | 1.9 |
|
| 5883 |
5883
Meros Investment Management
Dallas,
Texas
| $97M | -$10.8M | -10% | 6.75% | 102% | 41 | 21.95% | 0.6 |
|
| 5884 |
5884
Meritech Capital Associates VI
Palo Alto,
California
| $97M | -$5.99M | -6% | 1.04% | – | 6 | 0% | 0.7 |
|
| 5885 |
5885
Gitterman Wealth Management
Edison,
New Jersey
| $97M | -$10M | -9% | 5.08% | 33% | 90 | 40% | 1 |
|
| 5886 |
AMAL
5886
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $97M | -$18.8M | -16% | 5.87% | 124% | 17 | 17.65% | 4.3 |
|
| 5887 |
TM
5887
Titan Managers
Scottsdale,
Arizona
| $96.9M | -$3.43M | -3% | 0.15% | 2.57% | 8 | 12.5% | 1 |
|
| 5888 |
5888
Verity Asset Management
Durham,
North Carolina
| $96.9M | – | – | 5.04% | 79.7% | 170 | – | 2.3 |
|
| 5889 |
5889
Flagship Private Wealth
Woburn,
Massachusetts
| $96.9M | -$6.14M | -6% | 5.41% | 62.7% | 73 | 8.22% | 1.5 |
|
| 5890 |
SC
5890
Sarissa Consulting
Santa Monica,
California
| $96.9M | +$26.6M | +38% | 12.3% | – | 78 | 66.67% | 0.2 |
|
| 5891 |
5891
swisspartners
Vaduz,
Liechtenstein
| $96.6M | -$8M | -8% | 5.59% | – | 87 | 18.39% | 1.3 |
|
| 5892 |
5892
Wealthspan Partners
Davenport,
Iowa
| $96.6M | -$177K | -0.2% | 4% | 65% | 67 | 7.46% | 0.7 |
|
| 5893 |
5893
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $96.6M | -$8.59M | -8% | 5.56% | 56.5% | 132 | 13.64% | 0.7 |
|
| 5894 |
PAM
5894
Premier Asset Management
Chicago,
Illinois
| $96.5M | -$27.2M | -22% | 2.92% | 104% | 131 | 46.56% | 2.1 |
|
| 5895 |
5895
Acuitas Investments
Seattle,
Washington
| $96.5M | -$7.18M | -7% | 2.6% | 145% | 48 | 27.08% | 0.8 |
|
| 5896 |
5896
Zeit Capital
Greenwood Village,
Colorado
| $96.3M | -$7.82M | -8% | 6.65% | 56.5% | 35 | 8.57% | 1.7 |
|
| 5897 |
5897
Avaii Wealth Management
Appleton,
Wisconsin
| $96.3M | +$2.75M | +3% | 4.53% | 100% | 120 | 23.33% | 0.5 |
|
| 5898 |
5898
Buttonwood Financial Group
Kansas City,
Missouri
| $96.2M | -$6M | -6% | 6.51% | 77.9% | 22 | 18.18% | 0.4 |
|
| 5899 |
5899
Hickory Lane Capital Management
New York
| $96.2M | -$13.4M | -12% | 1.03% | – | 30 | 10% | 1.2 |
|
| 5900 |
5900
Safir Wealth Advisors
Greenland,
New Hampshire
| $96.1M | -$6.11M | -6% | 4.64% | 52.1% | 14 | 7.14% | 1.6 |
|