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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 |
A
5901
Atomvest
Hong Kong
| $95.9M | -$27.1M | -22% | 8.55% | 90% | 4 | 0% | 1.1 |
|
| 5902 |
SCA
5902
Sippican Capital Advisors
Boston,
Massachusetts
| $95.9M | -$4.91M | -5% | 4.06% | 90.1% | 103 | 5.83% | 4.9 |
|
| 5903 |
TIA
5903
Trust Investment Advisors
Indianapolis,
Indiana
| $95.8M | -$8.25M | -8% | 3.54% | 167% | 105 | 28.57% | 3.5 |
|
| 5904 |
NVCHI
5904
New Vernon Capital Holdings II
Morristown,
New Jersey
| $95.8M | -$28.1M | -23% | 0.01% | 114% | 70 | 21.43% | 0.5 |
|
| 5905 |
MCM
5905
M28 Capital Management
Stamford,
Connecticut
| $95.8M | +$6.59M | +7% | 7.35% | 200% | 13 | 7.69% | 0.7 |
|
| 5906 |
UCB
5906
United Community Bank
Greenville,
South Carolina
| $95.8M | +$2.9M | +3% | 5.32% | 66.2% | 269 | 13.01% | 0.6 |
|
| 5907 |
ABP
5907
Arthur B. Page
| $95.7M | -$9.68M | -9% | 3.36% | 40.4% | 53 | 9.43% | 6.3 |
|
| 5908 |
FNBSF
5908
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $95.6M | +$17.3M | +22% | 5.83% | 70.3% | 115 | 13.04% | 3.6 |
|
| 5909 |
MHB
5909
Midwest Heritage Bank
West Des Moines,
Iowa
| $95.6M | -$15M | -14% | 6% | 50% | 68 | 7.35% | 0.6 |
|
| 5910 |
M1FG
5910
Mach-1 Financial Group
Rogers,
Arkansas
| $95.6M | -$52.5M | -35% | 0.61% | 83.4% | 450 | 11.11% | 0.5 |
|
| 5911 |
SLWA
5911
San Luis Wealth Advisors
San Luis Obispo,
California
| $95.5M | +$8.45M | +10% | 5.31% | 58.8% | 86 | 33.72% | 0.9 |
|
| 5912 |
G
5912
Gainplan
Bloomfield Hills,
Michigan
| $95.5M | -$55.1M | -37% | 6.33% | 103% | 41 | 41.46% | 1.8 |
|
| 5913 |
DC
5913
Darrow Company
Needham,
Massachusetts
| $95.4M | -$5.69M | -6% | 4.19% | 41.1% | 82 | 70.73% | 0.6 |
|
| 5914 |
IF
5914
Integrity Financial
Cheyenne,
Wyoming
| $95.4M | -$9.86M | -9% | 5.13% | 66.3% | 225 | 14.22% | 0.7 |
|
| 5915 |
IFS
5915
Intelligent Financial Strategies
Excelsior,
Minnesota
| $95.4M | -$3.03M | -3% | 4.74% | 60.6% | 96 | 5.21% | 0.7 |
|
| 5916 |
MCA
5916
Maryland Capital Advisors
Chester,
Maryland
| $95.3M | +$526K | +0.6% | 5.73% | – | 260 | 14.23% | 0.6 |
|
| 5917 |
P
5917
Palladiem
Bryn Mawr,
Pennsylvania
| $95.2M | -$5.44M | -5% | 6.18% | – | 58 | 18.97% | 2.2 |
|
| 5918 |
RK
5918
Rather & Kittrell
Knoxville,
Tennessee
| $95.2M | +$3.96M | +4% | 5.02% | 41.1% | 62 | 14.52% | 0.6 |
|
| 5919 |
MVP
5919
Medina Value Partners
Los Angeles,
California
| $95.2M | -$21.9M | -19% | 2% | 80% | 21 | 47.62% | 0.5 |
|
| 5920 |
EML
5920
Eos Management LP
New York
| $95.1M | -$36.2M | -28% | 12.4% | 152% | 29 | 20.69% | 5 |
|
| 5921 |
CFSG
5921
Clark Financial Services Group
Chesterfield,
Missouri
| $95.1M | – | – | 4.44% | 102% | 59 | – | 1.6 |
|
| 5922 |
AA
5922
Aufman Associates
Sewickley,
Pennsylvania
| $95M | -$10.2M | -10% | 7.35% | 136% | 44 | 9.09% | 2 |
|
| 5923 |
AEPBI
5923
AH Equity Partners Bio III
Menlo Park,
California
| $95M | +$4.99M | +6% | 5.54% | – | 1 | 0% | 0.8 |
|
| 5924 |
EPL
5924
EDBI Pte Ltd
Singapore
| $95M | -$12.9M | -12% | 0.6% | 6.21% | 26 | 3.85% | 0.6 |
|
| 5925 |
RGF
5925
Retirement Guys Formula
Maumee,
Ohio
| $95M | -$2.44M | -3% | 4.92% | 70.2% | 136 | 19.12% | 0.6 |
|