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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
P2 Capital Partners
New York
| $210M | -$180M | -46% | 2.44% | 7.96% | 11 | 18.18% | 3.4 |
|
| 6002 |
6002
R.W. Roge & Company
Bohemia,
New York
| $210M | +$7.36M | +4% | 1.8% | 76.3% | 68 | 10.29% | 3 |
|
| 6003 |
6003
Great Hill Partners
Boston,
Massachusetts
| $210M | -$70.3M | -25% | 25.1% | 24% | 1 | 0% | 3.8 |
|
| 6004 |
6004
Blue Sky Capital Consultants Group
Poway,
California
| $210M | -$20.5M | -9% | 8.66% | – | 86 | 22.09% | 0.9 |
|
| 6005 |
6005
Painted Porch Advisors
Santa Barbara,
California
| $210M | -$39.1M | -16% | 0.31% | – | 78 | 23.08% | 1.8 |
|
| 6006 |
CIA
6006
Citadel Investment Advisory
Chesterland,
Ohio
| $210M | -$21.9M | -9% | 5.94% | 66.1% | 79 | 1.27% | 4.7 |
|
| 6007 |
6007
Kiker Wealth Management
Jasper,
Georgia
| $209M | +$206M | +6,847% | 9.8% | – | 133 | 91.73% | 0.1 |
|
| 6008 |
6008
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| $209M | +$26M | +14% | 0.92% | – | 197 | 23.86% | 1.2 |
|
| 6009 |
6009
Glynn Capital Management
Menlo Park,
California
| $209M | -$81.9M | -28% | 4.28% | 252% | 48 | 35.42% | 3.1 |
|
| 6010 |
6010
Campbell Capital Management
Miami,
Florida
| $209M | -$86.4M | -29% | 6.84% | – | 52 | 51.92% | 2.5 |
|
| 6011 |
6011
Adalta Capital Management
New York
| $209M | -$14.9M | -7% | 3.72% | 80.4% | 101 | 16.83% | 4.3 |
|
| 6012 |
6012
Byrne Financial Freedom
Franklin,
Massachusetts
| $209M | -$8.96M | -4% | 3.63% | – | 111 | 18.02% | 0.9 |
|
| 6013 |
6013
Sequent Asset Management
Houston,
Texas
| $209M | -$16.2M | -7% | 1.01% | 51.3% | 101 | 12.87% | 3.4 |
|
| 6014 |
6014
Allodium Investment Consultants
Minneapolis,
Minnesota
| $209M | +$11.5M | +6% | 0.01% | – | 53 | 3.77% | 1.1 |
|
| 6015 |
6015
Plan A Wealth
Lincoln,
Nebraska
| $209M | +$4.32M | +2% | 2.46% | – | 192 | 17.19% | 0.8 |
|
| 6016 |
6016
Bernzott Capital Advisors
Camarillo,
California
| $209M | -$1.52M | -0.7% | 0.09% | 46.2% | 43 | 20.93% | 2.5 |
|
| 6017 |
BCM
6017
Beartown Capital Management
Huntington Woods,
Michigan
| $209M | +$70.3M | +51% | 6.98% | – | 57 | 50.88% | 0.2 |
|
| 6018 |
6018
ADE LLC
Baltimore,
Maryland
| $209M | +$2.1M | +1% | 1.79% | 59.8% | 89 | 7.87% | 3.6 |
|
| 6019 |
6019
Marshall Investment Management
Littleton,
Colorado
| $208M | +$9.4M | +5% | 0.94% | – | 277 | 73.65% | 0.2 |
|
| 6020 |
6020
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $208M | +$1.8M | +0.9% | 0.08% | 45.1% | 40 | 2.5% | 6.5 |
|
| 6021 |
6021
ELCO Management
New York
| $208M | +$49.8M | +31% | 8.85% | 98.3% | 178 | 16.85% | 4 |
|
| 6022 |
6022
Summit Place Financial Advisors
Summit,
New Jersey
| $208M | +$1.77M | +0.9% | 2.18% | 111% | 115 | 22.61% | 3.1 |
|
| 6023 |
6023
Geneva Partners
Lake Geneva,
Wisconsin
| $208M | -$72.6M | -26% | 13.2% | 417% | 84 | 42.86% | 2.5 |
|
| 6024 |
6024
Steinberganna Wealth Management
Huntington,
New York
| $208M | -$5.27M | -2% | 3.74% | – | 143 | 18.88% | 0.4 |
|
| 6025 |
ASBI
6025
American State Bank (Iowa)
Sioux Center,
Iowa
| $208M | +$221K | +0.1% | 1.35% | 149% | 139 | 4.32% | 4.4 |
|