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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
II
6151
Ironclad Investments
Maitland,
Florida
| $171M | +$2.58M | +2% | 2.09% | – | 3 | 0% | 1 |
|
| 6152 |
6152
Tudor Financial
Dayton,
Ohio
| $171M | +$8.61M | +5% | 0.1% | – | 140 | 15.71% | 0.2 |
|
| 6153 |
MA
6153
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $171M | -$1.6M | -0.9% | 1.8% | 166% | 57 | 0% | 7.7 |
|
| 6154 |
6154
Glenorchy Capital
Boorolite,
Australia
| $171M | -$148M | -47% | 14.4% | – | 71 | 11.27% | 0.9 |
|
| 6155 |
6155
venBio Partners
San Francisco,
California
| $171M | -$23.6M | -12% | 11.1% | 564% | 7 | 14.29% | 2.1 |
|
| 6156 |
6156
Twin Securities
New York
| $171M | +$82.1M | +93% | 6.47% | 506% | 20 | 60% | 0.3 |
|
| 6157 |
6157
Centerline Wealth Advisors
Louisville,
Kentucky
| $171M | – | – | 0.96% | – | 35 | – | 0 |
|
| 6158 |
6158
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $171M | +$7.36M | +5% | 7.61% | 91.4% | 130 | 21.54% | 2.3 |
|
| 6159 |
6159
Fedenia Advisers
Madison,
Wisconsin
| $171M | – | – | 6.74% | – | 459 | – | 0 |
|
| 6160 |
6160
PACK Private Wealth
Wayzata,
Minnesota
| $170M | -$6.07M | -3% | 4.16% | 52.8% | 43 | 11.63% | 2.5 |
|
| 6161 |
6161
Napatree Capital
Westerly,
Rhode Island
| $170M | +$26.9M | +19% | 0.15% | – | 183 | 14.21% | 0.7 |
|
| 6162 |
6162
One Plus One Wealth Management
Jupiter,
Florida
| $170M | +$1.7M | +1% | 4.39% | 71.9% | 99 | 19.19% | 2.2 |
|
| 6163 |
6163
Flagship Wealth Advisors
Wakefield,
Massachusetts
| $170M | – | – | 1.16% | – | 377 | – | 0 |
|
| 6164 |
6164
Cairn Investment Group
Vancouver,
Washington
| $170M | -$10.8M | -6% | 2.4% | 67.4% | 72 | 12.5% | 3.5 |
|
| 6165 |
6165
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $170M | +$10.8M | +7% | 2.18% | 14.4% | 56 | 44.64% | 1.2 |
|
| 6166 |
6166
Fairfield, Bush & Co
Darien,
Connecticut
| $170M | +$1.92M | +1% | 2.62% | 112% | 117 | 11.11% | 6.5 |
|
| 6167 |
KTC
6167
Kentucky Trust Company
Danville,
Kentucky
| $170M | – | – | 0.78% | – | 303 | – | 0 |
|
| 6168 |
6168
EnCap Energy Capital Fund VIII
Houston,
Texas
| $170M | +$13.7M | +9% | 9.38% | 6.16% | 4 | 50% | 1.3 |
|
| 6169 |
6169
Pacific Capital Partners
London,
| $170M | -$678K | -0.4% | 6.37% | 61.4% | 57 | 17.54% | 1.1 |
|
| 6170 |
6170
Advantage Trust Company
Salina,
Kansas
| $170M | +$22.7M | +15% | 0.56% | 77.6% | 191 | 23.56% | 0.7 |
|
| 6171 |
6171
Resurgent Financial Advisors
Atlanta,
Georgia
| $170M | -$1.11M | -0.6% | 1.93% | 86.4% | 191 | 11.52% | 2.1 |
|
| 6172 |
6172
Heritage Wealth Management (Texas)
Houston,
Texas
| $170M | -$2.62M | -2% | 1.32% | 55.9% | 39 | 20.51% | 1.6 |
|
| 6173 |
6173
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $170M | -$2.53M | -1% | 0.57% | 72.7% | 91 | 6.59% | 5.9 |
|
| 6174 |
6174
Peoples Bank (Ohio)
Marietta,
Ohio
| $170M | -$26M | -13% | 0.92% | 78.9% | 127 | 25.2% | 5.6 |
|
| 6175 |
6175
Mayfair Advisory Group
Birmingham,
Alabama
| $170M | +$11.2M | +7% | 1.62% | 71.5% | 169 | 15.38% | 2.2 |
|