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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 |
CSIA
5876
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $129M | +$16.1M | +14% | 4.85% | 64.9% | 28 | 14.29% | 1.2 |
|
| 5877 |
PCGDR
5877
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| $129M | +$13.9M | +12% | 13.1% | 54.4% | 6 | 0% | 0.5 |
|
| 5878 |
YU
5878
Yale University
New Haven,
Connecticut
| $129M | +$83M | +181% | 2.9% | 33.7% | 5 | 40% | 0.6 |
|
| 5879 |
ACMA
5879
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $129M | +$5.45M | +4% | 5.05% | 62.7% | 110 | 6.36% | 1.2 |
|
| 5880 |
BAM
5880
BOS Asset Management
Springfield,
Illinois
| $129M | +$8.66M | +7% | 4.5% | 70.3% | 133 | 9.77% | 0.5 |
|
| 5881 |
KA
5881
Keene & Associates
Fort Worth,
Texas
| $129M | -$238K | -0.2% | 1.44% | 20.3% | 81 | 4.94% | 1.3 |
|
| 5882 |
GHA
5882
Granite Harbor Advisors
Houston,
Texas
| $129M | +$19.1M | +17% | 6.94% | 61.5% | 75 | 6.67% | 0.5 |
|
| 5883 |
CA
5883
Cresta Advisors
Laredo,
Texas
| $129M | +$114K | +0.1% | 6.82% | 66.8% | 47 | 29.79% | 0.5 |
|
| 5884 |
FCM
5884
Fairbanks Capital Management
Rancho Santa Fe,
California
| $129M | +$2.69M | +2% | 7.3% | 81.3% | 55 | 9.09% | 3.9 |
|
| 5885 |
JCA
5885
Jade Capital Advisors
Essex Fells,
New Jersey
| $128M | +$56.3M | +78% | 12.2% | 28.9% | 90 | 57.78% | 0.4 |
|
| 5886 |
MAWAG
5886
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $128M | – | – | 1.54% | 12.3% | 70 | – | 1.2 |
|
| 5887 |
MA
5887
Macellum Advisors
New York
| $128M | -$2.68M | -2% | 2.12% | – | 5 | 40% | 1.1 |
|
| 5888 |
DC
5888
Destiny Capital
Golden,
Colorado
| $128M | +$5.46M | +4% | 3.76% | – | 54 | 14.81% | 0.4 |
|
| 5889 |
SM
5889
Selkirk Management
Chatham,
New Jersey
| $128M | +$43.5M | +51% | 29.7% | 245% | 17 | 29.41% | 3.7 |
|
| 5890 |
AC
5890
Athos Capital
Hong Kong
| $128M | -$17.1M | -12% | 8.36% | 110% | 100 | 48% | 0.8 |
|
| 5891 |
RCM
5891
Rain Capital Management
Lake Oswego,
Oregon
| $128M | -$17.3M | -12% | 3.71% | 18.2% | 129 | 32.56% | 2.4 |
|
| 5892 |
FWM
5892
Finer Wealth Management
Salem,
Massachusetts
| $128M | +$9.67M | +8% | 10.1% | 149% | 84 | 3.57% | 1.3 |
|
| 5893 |
HBT
5893
Heartland Bank & Trust
Bloomington,
Illinois
| $128M | -$4.36M | -3% | 9.39% | 105% | 133 | 4.51% | 1 |
|
| 5894 |
SCM
5894
Spring Capital Management
Amarillo,
Texas
| $128M | +$3.58M | +3% | 7.26% | 73.6% | 31 | 9.68% | 1.3 |
|
| 5895 |
EWM
5895
Evergreen Wealth Management
Williamston,
Michigan
| $128M | +$15M | +13% | 6.84% | 62.1% | 55 | 12.73% | 0.5 |
|
| 5896 |
WAL
5896
W Advisors LLC
Germantown,
Tennessee
| $128M | +$6.55M | +5% | 6.31% | 73.8% | 104 | 4.81% | 1.2 |
|
| 5897 |
ARS
5897
Adirondack Retirement Specialists
Queensbury,
New York
| $127M | +$7.37M | +6% | 8.22% | 13.1% | 172 | 15.7% | 0.8 |
|
| 5898 |
PFA
5898
Peak Financial Advisors
Denver,
Colorado
| $127M | +$9.02M | +8% | 3.24% | 40.1% | 79 | 34.18% | 0.9 |
|
| 5899 |
RCM
5899
Ravenstone Capital Management
Toronto,
| $127M | +$3.36M | +3% | 6.87% | 63% | 38 | 13.16% | 1.6 |
|
| 5900 |
MPCL
5900
My Personal CFO LLC
Vancouver,
Washington
| $127M | +$10.1M | +9% | 5.23% | 83.4% | 82 | 8.54% | 1 |
|