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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Hamilton Capital Partners
Atlanta,
Georgia
| $158M | -$2.32M | -1% | 14.5% | – | 31 | 22.58% | 0.3 |
|
| 6252 |
6252
EJF Capital
Arlington,
Virginia
| $158M | +$12.1M | +8% | 4.66% | 127% | 100 | 33% | 1.9 |
|
| 6253 |
6253
Fairfield, Bush & Co
Darien,
Connecticut
| $158M | -$12.4M | -7% | 4.26% | 112% | 114 | 7.89% | 6.7 |
|
| 6254 |
SFC
6254
Sprinkle Financial Consultants
Littleton,
Colorado
| $158M | +$10.7M | +7% | 2.37% | 64.1% | 77 | 10.39% | 1 |
|
| 6255 |
WAM
6255
Werlinich Asset Management
Stamford,
Connecticut
| $157M | -$14.5M | -8% | 6.51% | 232% | 60 | 3.33% | 3 |
|
| 6256 |
6256
Metavasi Capital
Larchmont,
New York
| $157M | -$125M | -44% | 2.76% | 840% | 39 | 56.41% | 0.9 |
|
| 6257 |
6257
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| $157M | -$14.9M | -9% | 9.59% | 133% | 147 | 4.76% | 2 |
|
| 6258 |
6258
StoneCrest Wealth Management
Chandler,
Arizona
| $157M | +$4.18M | +3% | 6.24% | 168% | 74 | 25.68% | 0.9 |
|
| 6259 |
6259
Worth Financial Advisory Group
Charlotte,
North Carolina
| $157M | -$5.14M | -3% | 2.62% | 93.3% | 169 | 15.38% | 1.5 |
|
| 6260 |
6260
Ecofi Investissements
Nanterre,
France
| $157M | -$4.38M | -3% | 2.3% | – | 46 | 17.39% | 0.6 |
|
| 6261 |
6261
Kerusso Capital Management
Winston Salem,
North Carolina
| $157M | +$644K | +0.4% | 1.38% | – | 59 | 11.86% | 0.7 |
|
| 6262 |
RL
6262
RPO LLC
Stamford,
Connecticut
| $157M | +$48.7M | +45% | 3.99% | 66.2% | 93 | 74.19% | 0.7 |
|
| 6263 |
6263
Old North State Trust
Greensboro,
North Carolina
| $157M | $0 | 0% | 1.9% | – | 135 | 0% | 4.3 |
|
| 6264 |
6264
Lagoda Investment Management
New York
| $157M | -$27.9M | -15% | 5.22% | 250% | 34 | 2.94% | 6.7 |
|
| 6265 |
6265
Optima Capital
Beaverton,
Oregon
| $157M | +$12M | +8% | 0.13% | – | 170 | 29.41% | 0.2 |
|
| 6266 |
6266
LeConte Wealth Management
Maryville,
Tennessee
| $157M | – | – | 0.63% | – | 56 | – | 0 |
|
| 6267 |
6267
Cetera Trust Company
St. Paul,
Minnesota
| $157M | +$2.91M | +2% | 0.02% | – | 396 | 8.08% | 1.2 |
|
| 6268 |
6268
Wisconsin Capital Management
Madison,
Wisconsin
| $157M | -$25M | -14% | 3.98% | 153% | 53 | 20.75% | 4.5 |
|
| 6269 |
6269
GraniteShares Advisors
New York
| $157M | -$1.08M | -0.7% | 1.31% | 88.4% | 90 | 0% | 1.3 |
|
| 6270 |
CCP
6270
Cunning Capital Partners
Morrisville,
North Carolina
| $157M | -$10M | -6% | 3.49% | 268% | 57 | 10.53% | 1.4 |
|
| 6271 |
6271
University of Maryland Foundation
Adelphi,
Maryland
| $157M | -$21.4M | -12% | 3.93% | 54.9% | 8 | 0% | 3.7 |
|
| 6272 |
FAG
6272
Financial Architects (Georgia)
Woodstock,
Georgia
| $157M | +$591K | +0.4% | 0.39% | 35.9% | 23 | 13.04% | 1.2 |
|
| 6273 |
6273
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $157M | -$18.5M | -11% | 1.16% | – | 91 | 19.78% | 0.9 |
|
| 6274 |
LFWA
6274
LBJ Family Wealth Advisors
Austin,
Texas
| $157M | -$11.1M | -7% | 3.63% | 64.9% | 29 | 3.45% | 6.8 |
|
| 6275 |
6275
CNA Financial
Chicago,
Illinois
| $157M | -$4.65M | -3% | 0.9% | 48.6% | 17 | 35.29% | 1.5 |
|