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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Strategic Financial Planning
Plano,
Texas
| $96M | -$7.84M | -8% | 7.63% | 47.5% | 35 | 17.14% | 2.2 |
|
| 5902 |
A
5902
Atomvest
Hong Kong
| $95.9M | -$27.1M | -22% | 8.55% | 90% | 4 | 0% | 1.1 |
|
| 5903 |
5903
Sippican Capital Advisors
Boston,
Massachusetts
| $95.9M | -$4.9M | -5% | 4.06% | 81.1% | 103 | 5.83% | 4.9 |
|
| 5904 |
5904
Trust Investment Advisors
Indianapolis,
Indiana
| $95.8M | -$8.25M | -8% | 3.54% | 178% | 105 | 28.57% | 3.5 |
|
| 5905 |
5905
New Vernon Capital Holdings II
Morristown,
New Jersey
| $95.8M | -$28.1M | -23% | 0.01% | 114% | 70 | 21.43% | 0.5 |
|
| 5906 |
5906
M28 Capital Management
Stamford,
Connecticut
| $95.8M | +$6.59M | +7% | 7.35% | 200% | 13 | 7.69% | 0.7 |
|
| 5907 |
5907
United Community Bank
Greenville,
South Carolina
| $95.8M | +$2.9M | +3% | 5.32% | 66.2% | 269 | 13.01% | 0.6 |
|
| 5908 |
ABP
5908
Arthur B. Page
| $95.7M | -$9.7M | -9% | 3.36% | 40.4% | 53 | 9.43% | 6.3 |
|
| 5909 |
5909
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $95.6M | +$17.3M | +22% | 5.83% | 70.3% | 115 | 13.04% | 3.6 |
|
| 5910 |
5910
Midwest Heritage Bank
West Des Moines,
Iowa
| $95.6M | -$15M | -14% | 6% | 50% | 68 | 7.35% | 0.6 |
|
| 5911 |
5911
Mach-1 Financial Group
Rogers,
Arkansas
| $95.6M | -$52.5M | -35% | 0.61% | 83.4% | 450 | 11.11% | 0.5 |
|
| 5912 |
5912
San Luis Wealth Advisors
San Luis Obispo,
California
| $95.5M | +$8.44M | +10% | 5.31% | 61.9% | 86 | 33.72% | 0.9 |
|
| 5913 |
5913
Gainplan
Bloomfield Hills,
Michigan
| $95.5M | -$55.1M | -37% | 6.33% | 103% | 41 | 41.46% | 1.8 |
|
| 5914 |
5914
Darrow Company
Needham,
Massachusetts
| $95.4M | -$5.69M | -6% | 4.19% | 44.5% | 82 | 70.73% | 0.6 |
|
| 5915 |
IF
5915
Integrity Financial
Cheyenne,
Wyoming
| $95.4M | -$9.9M | -9% | 5.13% | 66.3% | 225 | 14.22% | 0.7 |
|
| 5916 |
IFS
5916
Intelligent Financial Strategies
Excelsior,
Minnesota
| $95.4M | -$3.03M | -3% | 4.74% | 63.5% | 96 | 5.21% | 0.7 |
|
| 5917 |
5917
Maryland Capital Advisors
Chester,
Maryland
| $95.3M | +$526K | +0.6% | 5.73% | – | 260 | 14.23% | 0.6 |
|
| 5918 |
5918
Palladiem
Bryn Mawr,
Pennsylvania
| $95.2M | -$5.44M | -5% | 6.18% | – | 58 | 18.97% | 2.2 |
|
| 5919 |
5919
Rather & Kittrell
Knoxville,
Tennessee
| $95.2M | +$3.96M | +4% | 5.02% | 41.1% | 62 | 14.52% | 0.6 |
|
| 5920 |
5920
Medina Value Partners
Los Angeles,
California
| $95.2M | -$21.9M | -19% | 2% | 80% | 21 | 47.62% | 0.5 |
|
| 5921 |
5921
Eos Management LP
New York
| $95.1M | -$36.2M | -28% | 12.4% | 152% | 29 | 20.69% | 5 |
|
| 5922 |
5922
Clark Financial Services Group
Chesterfield,
Missouri
| $95.1M | – | – | 4.44% | 116% | 59 | – | 1.6 |
|
| 5923 |
5923
Aufman Associates
Sewickley,
Pennsylvania
| $95M | -$10.2M | -10% | 7.35% | 136% | 44 | 9.09% | 2 |
|
| 5924 |
5924
AH Equity Partners Bio III
Menlo Park,
California
| $95M | +$4.99M | +6% | 5.54% | – | 1 | 0% | 0.8 |
|
| 5925 |
5925
EDBI Pte Ltd
Singapore
| $95M | -$12.9M | -12% | 0.6% | 6.21% | 26 | 3.85% | 0.6 |
|