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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
RIS
6026
Richmond Investment Services
Mequon,
Wisconsin
| $178M | – | – | 0.7% | – | 106 | – | 0 |
|
| 6027 |
AFT
6027
Alpha Family Trust
Los Angeles,
California
| $178M | -$986K | -0.6% | 11.5% | 215% | 171 | 18.71% | 1.5 |
|
| 6028 |
ECM
6028
EMC Capital Management
Houston,
Texas
| $178M | +$25.9M | +17% | 6.51% | – | 292 | 8.22% | 2.1 |
|
| 6029 |
6029
Kathryn A. Hall
| $178M | -$299M | -63% | 0.68% | 95.2% | 51 | 66.67% | 3.4 |
|
| 6030 |
6030
Clearfield Capital Management
New York
| $178M | +$17M | +11% | 15.2% | 421% | 19 | 78.95% | 0.3 |
|
| 6031 |
6031
IRON Financial
Northbrook,
Illinois
| $178M | -$5.75M | -3% | 1% | 60.6% | 115 | 15.65% | 3.3 |
|
| 6032 |
6032
Old North State Wealth Management
Wilmington,
North Carolina
| $178M | -$576K | -0.3% | 0.93% | 91.5% | 115 | 7.83% | 1.6 |
|
| 6033 |
AIP
6033
Alapocas Investment Partners
Beverly,
Massachusetts
| $178M | +$7.58M | +4% | 2.24% | 58.3% | 21 | 9.52% | 2.6 |
|
| 6034 |
6034
Horizon Financial Services
Winston Salem,
North Carolina
| $178M | +$9.5M | +6% | 1.32% | 42.6% | 284 | 15.14% | 1.1 |
|
| 6035 |
6035
MN Wealth Advisors
Overland Park,
Kansas
| $178M | +$1.92M | +1% | 0.65% | 68.3% | 107 | 14.02% | 0.8 |
|
| 6036 |
6036
Retireful LLC
Haslett,
Michigan
| $178M | +$42.5M | +31% | 8.73% | 437% | 158 | 78.48% | 0.2 |
|
| 6037 |
6037
FMB Wealth Management
Westlake Village,
California
| $178M | +$620K | +0.4% | 0.86% | 71.1% | 77 | 15.58% | 1.6 |
|
| 6038 |
6038
MBE Wealth Management
Tomah,
Wisconsin
| $178M | -$3.71M | -2% | 0.53% | 66.5% | 105 | 8.57% | 2.5 |
|
| 6039 |
6039
Verity Asset Management
Durham,
North Carolina
| $177M | -$88.1M | -33% | 0.14% | 87% | 231 | 32.03% | 3 |
|
| 6040 |
LA
6040
Latitude Advisors
Vero Beach,
Florida
| $177M | +$724K | +0.4% | 0.6% | 79.6% | 206 | 17.96% | 2.3 |
|
| 6041 |
CI
6041
Carroll Investors
Mt Pleasant,
South Carolina
| $177M | +$24.8M | +16% | 24.4% | 241% | 31 | 9.68% | 1.6 |
|
| 6042 |
6042
LCM Capital Management
Chicago,
Illinois
| $177M | +$3.43M | +2% | 4.79% | 128% | 101 | 7.92% | 2.9 |
|
| 6043 |
6043
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $177M | -$165K | -0.1% | 0.74% | 2.24% | 331 | 29.61% | 1.8 |
|
| 6044 |
6044
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $177M | -$1.06B | -86% | 3.05% | 50.7% | 90 | 15.56% | 2.8 |
|
| 6045 |
6045
Stash Investments
New York
| $177M | +$7.67M | +5% | 2.12% | 40.7% | 5 | 0% | 1 |
|
| 6046 |
6046
Emprise Bank
Wichita,
Kansas
| $177M | +$3.5M | +2% | 0.65% | – | 105 | 11.43% | 0.7 |
|
| 6047 |
6047
Blantyre Capital
London,
United Kingdom
| $177M | -$10.9M | -6% | 5.82% | – | 1 | 0% | 1 |
|
| 6048 |
6048
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $177M | -$8.55M | -5% | 1.48% | 66.8% | 140 | 7.14% | 5.7 |
|
| 6049 |
6049
Sims Investment Management
Cincinnati,
Ohio
| $177M | – | – | 2.05% | – | 37 | – | 0 |
|
| 6050 |
6050
Fox Hill Wealth Management
Dedham,
Massachusetts
| $177M | -$4.67M | -3% | 5.47% | – | 139 | 12.23% | 0.9 |
|