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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
Enstar Group
Hamilton,
Bermuda
| $217M | -$41.2M | -16% | 11.3% | 29.5% | 11 | 18.18% | 4.1 |
|
| 5902 |
5902
GGM Financials
Columbus,
Ohio
| $217M | +$11.5M | +6% | 4.19% | – | 247 | 13.36% | 0.7 |
|
| 5903 |
5903
M1 Capital Management
Bloomfield Hills,
Michigan
| $217M | -$22.6M | -9% | 2.06% | – | 116 | 7.76% | 1 |
|
| 5904 |
5904
Capital Square
Chattanooga,
Tennessee
| $217M | +$20.9M | +11% | 0.59% | 62.5% | 259 | 27.41% | 2.3 |
|
| 5905 |
SFC
5905
Sprinkle Financial Consultants
Littleton,
Colorado
| $217M | +$20M | +10% | 1% | 64.1% | 102 | 15.69% | 1.6 |
|
| 5906 |
5906
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $217M | -$4.72M | -2% | 1.2% | 85.6% | 145 | 5.52% | 5.4 |
|
| 5907 |
5907
Alhambra Investment Management
Palmetto Bay,
Florida
| $217M | +$1.59M | +0.7% | 1.27% | 67.7% | 183 | 8.2% | 3.7 |
|
| 5908 |
5908
Old North State Wealth Management
Wilmington,
North Carolina
| $216M | +$3.39M | +2% | 5.8% | 91.5% | 124 | 14.52% | 2.5 |
|
| 5909 |
5909
Postrock Partners
Overland Park,
Oregon
| $216M | -$14M | -6% | 5.16% | – | 85 | 9.41% | 1.1 |
|
| 5910 |
5910
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $216M | +$12M | +6% | 6.53% | 62.5% | 24 | 20.83% | 3.1 |
|
| 5911 |
5911
State Insurance Fund
New York
| $216M | -$11.3M | -5% | 4.96% | 77.9% | 1 | 0% | 2.3 |
|
| 5912 |
5912
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $216M | +$5.82M | +3% | 5.79% | 38.4% | 107 | 42.99% | 0.6 |
|
| 5913 |
5913
BlueDoor Private Wealth
Beverly,
Massachusetts
| $216M | -$809K | -0.4% | 1.25% | – | 153 | 8.5% | 0.2 |
|
| 5914 |
5914
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $216M | +$9.09M | +4% | 2.43% | 66.8% | 225 | 81.78% | 2.1 |
|
| 5915 |
5915
1248 Management
Kansas City,
Missouri
| $216M | +$28.8M | +15% | 13% | – | 172 | 23.84% | 0.9 |
|
| 5916 |
5916
Long Island Wealth Management
Melville,
New York
| $216M | +$4.15M | +2% | 1.4% | 58.2% | 91 | 6.59% | 1.8 |
|
| 5917 |
SSA
5917
SSA Swiss Advisors
Zurich,
| $216M | +$947K | +0.4% | 1.67% | – | 106 | 15.09% | 0.9 |
|
| 5918 |
5918
Hardin Capital Partners
Greenville,
South Carolina
| $216M | +$3.88M | +2% | 1.59% | – | 146 | 13.7% | 1.3 |
|
| 5919 |
5919
Optima Capital
Beaverton,
Oregon
| $215M | -$15.5M | -7% | 0.27% | – | 1,412 | 89.09% | 0.9 |
|
| 5920 |
5920
NEXTBio Capital Management
Menlo Park,
California
| $215M | +$44.9M | +26% | 20% | – | 24 | 4.17% | 0.2 |
|
| 5921 |
5921
Econ Financial Services
Harrisburg,
Pennsylvania
| $215M | +$15.9M | +8% | 0.65% | 16.9% | 105 | 59.05% | 0.7 |
|
| 5922 |
5922
Aull & Monroe Investment Management
Mobile,
Alabama
| $215M | +$15.7M | +8% | 10.4% | 98.3% | 128 | 8.59% | 8.8 |
|
| 5923 |
5923
Virtus ETF Advisers
New York
| $215M | +$3.66M | +2% | 8.13% | 177% | 552 | 21.74% | 0.7 |
|
| 5924 |
5924
Paul R. Ried Financial Group
Bellevue,
Washington
| $215M | +$3.35M | +2% | 0.02% | – | 44 | 13.64% | 1 |
|
| 5925 |
5925
Core Wealth Partners
Santa Rosa,
California
| $215M | -$7.06M | -3% | 1.52% | 75.7% | 187 | 8.56% | 2.1 |
|