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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Abel Hall LLC
Baton Rouge,
Louisiana
| $153M | +$11.4M | +8% | 6.79% | 133% | 174 | 22.99% | 0.6 |
|
| 6202 |
6202
Keener Financial Planning
Keller,
Texas
| $153M | -$537K | -0.4% | 6.53% | – | 195 | 11.79% | 0.7 |
|
| 6203 |
6203
Turiya Advisors Asia
Hong Kong
| $153M | -$77.9M | -34% | 13.2% | 247% | 3 | 33.33% | 0.4 |
|
| 6204 |
BG
6204
BRX Global
New York
| $153M | +$16.7M | +12% | 13.9% | 65.8% | 5 | 0% | 2.8 |
|
| 6205 |
6205
Birchcreek Wealth Management
Miami Township,
Ohio
| $153M | -$25M | -14% | 5.4% | 80.7% | 158 | 30.38% | 2.4 |
|
| 6206 |
CI
6206
Carroll Investors
Mt Pleasant,
South Carolina
| $153M | +$9.9M | +7% | 7.67% | 241% | 31 | 32.26% | 1.4 |
|
| 6207 |
6207
Wynn Capital
Augusta,
Georgia
| $153M | +$17.3M | +13% | 8.47% | 115% | 108 | 5.56% | 0.7 |
|
| 6208 |
6208
Harper Investing
Santa Clara,
California
| $153M | +$50.9M | +50% | 3.36% | 58.7% | 50 | 18% | 0.9 |
|
| 6209 |
6209
FCG Investment Company
Germantown,
Tennessee
| $152M | +$20.6M | +16% | 6.13% | – | 123 | 48.78% | 0.5 |
|
| 6210 |
ALS
6210
Andrew L. Share
| $152M | -$34M | -18% | 15.4% | 14.8% | 14 | 14.29% | 1.2 |
|
| 6211 |
6211
Working Capital Advisors (UK)
London,
United Kingdom
| $152M | -$17.7M | -10% | 6.81% | 24.8% | 3 | 0% | 2.3 |
|
| 6212 |
6212
Passumpsic Savings Bank
St. Johnsbury,
Vermont
| $152M | +$12.9M | +9% | 9.32% | – | 90 | 24.44% | 0.4 |
|
| 6213 |
6213
Long Island Wealth Management
Melville,
New York
| $152M | +$10.5M | +7% | 6.14% | 58.2% | 73 | 10.96% | 0.7 |
|
| 6214 |
6214
Smith Thornton Advisors
Huntsville,
Alabama
| $152M | +$16.5M | +12% | 7.14% | – | 139 | 11.51% | 0.2 |
|
| 6215 |
ECM
6215
EMC Capital Management
Houston,
Texas
| $152M | -$20.4M | -12% | 1.09% | – | 273 | 0% | 2 |
|
| 6216 |
JKSF
6216
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $152M | +$22M | +17% | 22.1% | 30.8% | 3 | 0% | 2.5 |
|
| 6217 |
6217
Gould Capital
Tacoma,
Washington
| $152M | +$10.3M | +7% | 9.16% | 60.1% | 228 | 10.53% | 2.2 |
|
| 6218 |
6218
Endowment Wealth Management
Appleton,
Wisconsin
| $152M | +$14.8M | +11% | 7.61% | 66.3% | 141 | 9.93% | 1.9 |
|
| 6219 |
AWM
6219
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $152M | +$4.15M | +3% | 8.29% | 73.1% | 174 | 6.9% | 3.6 |
|
| 6220 |
6220
International City Management Association Retirement Corp
Washington,
District of Columbia
| $152M | +$15.2M | +11% | 6.1% | 48.1% | 6 | 16.67% | 1.2 |
|
| 6221 |
6221
Renasant Bank
Tupelo,
Mississippi
| $152M | +$6.68M | +5% | 6.88% | 65% | 176 | 12.5% | 2.2 |
|
| 6222 |
6222
Cambridge Capital Management
O'fallon,
Illinois
| $152M | +$16.7M | +12% | 7.4% | 55.9% | 37 | 13.51% | 0.6 |
|
| 6223 |
6223
Renaissance Capital
Stamford,
Connecticut
| $152M | -$27.1M | -15% | 5.22% | 392% | 45 | 37.78% | 1.2 |
|
| 6224 |
6224
Menard Financial Group
Houston,
Texas
| $152M | +$11.6M | +8% | 5.56% | 141% | 117 | 14.53% | 1.4 |
|
| 6225 |
6225
Sebold Capital Management
Lisle,
Illinois
| $152M | +$6.92M | +5% | 7.02% | – | 75 | 13.33% | 1.5 |
|