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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
AIFS
6076
A&I Financial Services
Lone Tree,
Colorado
| $211M | +$5.65M | +3% | 1.67% | – | 88 | 22.73% | 1.4 |
|
| 6077 |
6077
Bernzott Capital Advisors
Camarillo,
California
| $210M | -$1.7M | -0.8% | 3.53% | 46.2% | 40 | 22.5% | 2.4 |
|
| 6078 |
6078
Ategra Capital Management
Vienna,
Virginia
| $210M | +$40.7M | +24% | 6.88% | 114% | 31 | 29.03% | 1.9 |
|
| 6079 |
6079
Kieckhefer Group
Mequon,
Wisconsin
| $210M | -$3.53M | -2% | 0.03% | – | 58 | 17.24% | 0.8 |
|
| 6080 |
6080
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $210M | +$27M | +15% | 1.03% | 38.4% | 74 | 55.41% | 0.6 |
|
| 6081 |
SCA
6081
Sander Capital Advisors
Seattle,
Washington
| $210M | -$28.6M | -12% | 1.05% | 113% | 12 | 0% | 5.2 |
|
| 6082 |
6082
Westview Investment Advisors
Burlington,
Vermont
| $210M | – | – | 1.97% | – | 75 | – | 0 |
|
| 6083 |
6083
Quantedge Capital
Singapore
| $210M | +$27.1M | +15% | 6.06% | 110% | 96 | 55.21% | 0.9 |
|
| 6084 |
6084
Keeler Thomas Management
Orem,
Utah
| $210M | -$35.2M | -14% | 1.13% | 52.1% | 104 | 7.69% | 1.5 |
|
| 6085 |
6085
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $210M | +$878K | +0.4% | 1.35% | 92.4% | 529 | 13.23% | 5 |
|
| 6086 |
6086
Burk Holdings
Tulsa,
Oklahoma
| $210M | +$22.4M | +12% | 2.72% | – | 82 | 17.07% | 0.7 |
|
| 6087 |
MFG
6087
MTM Financial Group
Bethlehem,
Pennsylvania
| $209M | +$6.59M | +3% | 1.98% | 36.5% | 90 | 10% | 2.1 |
|
| 6088 |
6088
First International Bank of Israel
Tel Aviv,
| $209M | +$33.1M | +19% | 1.91% | – | 60 | 13.33% | 0.4 |
|
| 6089 |
CI
6089
Carroll Investors
Mt Pleasant,
South Carolina
| $209M | +$2.81M | +1% | 1.01% | 241% | 33 | 15.15% | 2.1 |
|
| 6090 |
6090
Pilgrim Partners Asia
Singapore
| $209M | -$15.2M | -7% | 5.32% | – | 188 | 56.91% | 0.5 |
|
| 6091 |
6091
Triavera Capital
Larkspur,
California
| $209M | +$3.68M | +2% | 2.06% | – | 20 | 15% | 0.9 |
|
| 6092 |
6092
Element Capital Management
New York
| $209M | +$139M | +196% | 3.45% | 49.4% | 96 | 93.75% | 0.2 |
|
| 6093 |
6093
Fortune 45 LLC
Gonzales,
Louisiana
| $209M | +$12.1M | +6% | 2.09% | 85.2% | 33 | 15.15% | 2.5 |
|
| 6094 |
6094
SMA Capital
New York
| $209M | – | – | 5.53% | – | 43 | – | 0 |
|
| 6095 |
CE
6095
Cornerstone Enterprises
Appleton,
Wisconsin
| $209M | +$5.67M | +3% | 0.6% | 85.7% | 40 | 30% | 1.1 |
|
| 6096 |
6096
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $209M | -$12.2M | -6% | 8.76% | – | 981 | 26.4% | 0.8 |
|
| 6097 |
6097
Beech Hill Advisors
New York
| $209M | -$5.18M | -2% | 4.72% | 117% | 98 | 5.1% | 5.2 |
|
| 6098 |
6098
Soviero Asset Management
New York
| $209M | +$16.1M | +8% | 15.4% | 676% | 91 | 59.34% | 0.3 |
|
| 6099 |
RFG
6099
RFP Financial Group
Atlanta,
Georgia
| $209M | -$36.7M | -15% | 2.89% | 53.2% | 119 | 45.38% | 1.8 |
|
| 6100 |
6100
HRC Wealth Management
Moscow,
Idaho
| $209M | +$3.71M | +2% | 1.83% | 82.2% | 57 | 5.26% | 1.5 |
|