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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Banque de Luxembourg
Luxembourg
| $175M | -$11M | -6% | 4.53% | – | 94 | 20.21% | 0.2 |
|
| 5977 |
MA
5977
McBroom & Associates
Las Vegas,
Nevada
| $175M | -$1.97M | -1% | 1.2% | 148% | 39 | 15.38% | 2.3 |
|
| 5978 |
PCMK
5978
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $175M | -$11.8M | -6% | 1.59% | 87.5% | 54 | 9.26% | 7 |
|
| 5979 |
5979
Ameraudi Asset Management
New York
| $175M | -$6.4M | -4% | 0.41% | 51.5% | 60 | 18.33% | 2.4 |
|
| 5980 |
5980
Bluesphere Advisors
East Norriton,
Pennsylvania
| $175M | -$29.5M | -14% | 4.02% | 105% | 115 | 31.3% | 2.3 |
|
| 5981 |
5981
Aspect Partners
Fairfax,
Virginia
| $175M | +$1.53M | +0.9% | 1.55% | 66.7% | 667 | 19.04% | 1 |
|
| 5982 |
5982
Pennington Partners & Co
Bethesda,
Maryland
| $175M | -$27.2M | -14% | 3.48% | – | 97 | 21.65% | 0.2 |
|
| 5983 |
5983
Equinox Partners Investment Management
Stamford,
Connecticut
| $174M | +$27.5M | +19% | 2.52% | 241% | 10 | 20% | 2.3 |
|
| 5984 |
5984
Cincinnati Casualty Company
Fairfield,
Ohio
| $174M | -$4.07M | -2% | 1.58% | 68.7% | 24 | 0% | 9 |
|
| 5985 |
5985
Triavera Capital
Larkspur,
California
| $174M | -$9.24M | -5% | 2.81% | – | 21 | 14.29% | 0.2 |
|
| 5986 |
FA
5986
FF Advisors
Manhattan Beach,
California
| $174M | +$26.6M | +18% | 2.4% | 59.7% | 97 | 14.43% | 1.1 |
|
| 5987 |
5987
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $174M | -$54.2K | -0% | 1.34% | 68.7% | 212 | 6.13% | 1.7 |
|
| 5988 |
5988
Maripau Wealth Management
Fort Wayne,
Indiana
| $174M | +$5.63M | +3% | 1.41% | 55.6% | 151 | 19.87% | 0.9 |
|
| 5989 |
5989
MQS Management
New York
| $174M | +$171M | +4,856% | 4.73% | 4.55% | 412 | 98.3% | 0 |
|
| 5990 |
5990
Financial Freedom LLC
Cincinnati,
Ohio
| $174M | -$15.5M | -8% | 2.5% | 76.9% | 371 | 4.85% | 2 |
|
| 5991 |
5991
Beacon Financial Planning
Hyannis,
Massachusetts
| $174M | +$2.19M | +1% | 0.57% | 74.3% | 48 | 0% | 1.5 |
|
| 5992 |
5992
Trivant Custom Portfolio Group
San Diego,
California
| $174M | +$2.65M | +2% | 2.16% | 86.1% | 226 | 26.55% | 1.3 |
|
| 5993 |
5993
LifePlan Investment Advisors
Raleigh,
North Carolina
| $174M | +$12.2M | +8% | 0.19% | 60.9% | 106 | 14.15% | 1.2 |
|
| 5994 |
5994
NBZ Investment Advisors
Knoxville,
Tennessee
| $174M | -$5.44M | -3% | 4.21% | – | 82 | 36.59% | 0.2 |
|
| 5995 |
SIA
5995
Schear Investment Advisers
Cincinnati,
Ohio
| $174M | -$14.2M | -8% | 5.08% | 241% | 92 | 7.61% | 1.8 |
|
| 5996 |
5996
ADE LLC
Baltimore,
Maryland
| $174M | +$10.7M | +7% | 0.17% | 59.8% | 84 | 13.1% | 3.3 |
|
| 5997 |
5997
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $173M | +$21M | +14% | 0.41% | 84.1% | 595 | 18.32% | 2.4 |
|
| 5998 |
5998
Gate City Capital Management
Chicago,
Illinois
| $173M | +$7.68M | +5% | 1.14% | – | 16 | 12.5% | 0.8 |
|
| 5999 |
5999
Mayfair Advisory Group
Birmingham,
Alabama
| $173M | +$3.58M | +2% | 1.52% | 71.5% | 166 | 9.64% | 2.4 |
|
| 6000 |
6000
Kaizen Financial Strategies
Campbell,
California
| $173M | -$3.28M | -2% | 5.1% | 126% | 151 | 19.87% | 2 |
|