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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $204M | $0 | 0% | 4.02% | 62.5% | 23 | 0% | 3 |
|
| 6177 |
6177
Birchcreek Wealth Management
Miami Township,
Ohio
| $204M | +$10.1M | +5% | 2.29% | 80.7% | 122 | 13.11% | 3.4 |
|
| 6178 |
6178
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $204M | – | – | 15.1% | – | 3 | – | 2.1 |
|
| 6179 |
6179
Crestview Partners III
New York
| $204M | -$149M | -42% | 7.65% | 51.2% | 3 | 33.33% | 2.8 |
|
| 6180 |
6180
Millbank Dartmoor Portsmouth
Asheville,
North Carolina
| $203M | – | – | 2.36% | – | 1 | – | 0 |
|
| 6181 |
6181
William Marsh Rice University
Houston,
Texas
| $203M | +$57.5M | +39% | 1.94% | 1.81% | 2 | 0% | 5 |
|
| 6182 |
6182
Brooks Moore & Associates
Chattanooga,
Tennessee
| $203M | +$6.18M | +3% | 3.39% | 63.7% | 111 | 11.71% | 4.5 |
|
| 6183 |
6183
Baugh & Associates
Atlanta,
Georgia
| $203M | +$2.18M | +1% | 1.63% | 98.8% | 42 | 4.76% | 5.9 |
|
| 6184 |
6184
Brendel Financial Advisors
Hanover,
New Hampshire
| $203M | +$8.6M | +4% | 6.46% | 126% | 118 | 28.81% | 1.9 |
|
| 6185 |
6185
Orion Resource Partners
New York
| $203M | -$71.9M | -26% | 29% | – | 31 | 45.16% | 0.6 |
|
| 6186 |
6186
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $203M | -$6.25M | -3% | 2.36% | 68.7% | 255 | 83.92% | 2.6 |
|
| 6187 |
6187
William John Sempolinski
Easton,
Massachusetts
| $203M | – | – | 2.56% | – | 89 | – | 0 |
|
| 6188 |
LI
6188
Latigo Investments
Fort Lauderdale,
Florida
| $203M | +$4.81M | +2% | 2.47% | 62.6% | 14 | 0% | 3.6 |
|
| 6189 |
6189
Cornercap Investment Counsel
Atlanta,
Georgia
| $203M | +$2.14M | +1% | 4.26% | 55.4% | 156 | 7.69% | 3 |
|
| 6190 |
VFG
6190
V2 Financial group
Naperville,
Illinois
| $203M | +$22.5M | +12% | 2.19% | 63.3% | 100 | 10% | 2.8 |
|
| 6191 |
6191
Security National Bank of So Dak
Sioux City,
Iowa
| $203M | +$4.06M | +2% | 3.04% | 67.7% | 115 | 8.7% | 6 |
|
| 6192 |
6192
Ararat Capital Management
Westport,
Connecticut
| $203M | +$16.5M | +9% | 4.25% | 99.2% | 23 | 34.78% | 1.7 |
|
| 6193 |
WAM
6193
Werlinich Asset Management
Stamford,
Connecticut
| $203M | +$1.67M | +0.8% | 2.21% | 232% | 66 | 18.18% | 3.5 |
|
| 6194 |
6194
Brighton Securities
Rochester,
New York
| $203M | +$10.6M | +6% | 1.43% | – | 60 | 13.33% | 0.8 |
|
| 6195 |
6195
R.W. Roge & Company
Bohemia,
New York
| $202M | +$7.43M | +4% | 2.46% | 76.3% | 64 | 12.5% | 2.9 |
|
| 6196 |
6196
Lipe & Dalton
Syracuse,
New York
| $202M | +$585K | +0.3% | 5.28% | 101% | 97 | 6.19% | 6.4 |
|
| 6197 |
FCFC
6197
First Citizens Financial Corp
Mason City,
Iowa
| $202M | +$132K | +0.1% | 2.9% | 72.9% | 139 | 10.79% | 3.6 |
|
| 6198 |
6198
Brandywine Managers
Hockessin,
Delaware
| $202M | +$98M | +94% | 0.99% | 96.3% | 38 | 2.63% | 4.4 |
|
| 6199 |
6199
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $202M | +$19.8M | +11% | 1.8% | 79.7% | 145 | 14.48% | 2.1 |
|
| 6200 |
6200
Tower View Wealth Management
Shorewood,
Wisconsin
| $202M | +$8.93M | +5% | 3.83% | 135% | 187 | 13.37% | 3.9 |
|