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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
Benchmark Investment Advisors
Chicago,
Illinois
| $99M | -$9.43M | -9% | 2.44% | – | 93 | 19.35% | 1.4 |
|
| 6327 |
6327
Scion Asset Management
Saratoga,
California
| $99M | -$1.64B | -94% | 6.3% | 1.91% | 38 | 78.95% | 0.2 |
|
| 6328 |
6328
Stevard LLC
Chicago,
Illinois
| $98.9M | -$6.28M | -6% | 5.6% | – | 45 | 4.44% | 2.9 |
|
| 6329 |
6329
Dover Advisors
Richmond,
Virginia
| $98.8M | -$13.9M | -12% | 5% | 65% | 106 | 6.6% | 0.7 |
|
| 6330 |
6330
Lake Hills Wealth Management
Austin,
Texas
| $98.8M | +$7.04M | +8% | 0.88% | 83.7% | 48 | 47.92% | 0.4 |
|
| 6331 |
ASFA
6331
All Season Financial Advisors
Denver,
Colorado
| $98.8M | -$12.6M | -11% | 1.33% | 33.8% | 114 | 41.23% | 0.9 |
|
| 6332 |
6332
Masterton Capital Management
New York
| $98.8M | +$6.83M | +7% | 9.91% | 1.94% | 19 | 63.16% | 0.6 |
|
| 6333 |
6333
Alpha Square Group S
New York
| $98.7M | -$40.6M | -29% | 8.19% | 53.8% | 25 | 36% | 0.9 |
|
| 6334 |
6334
Tevis Investment Management
Plano,
Texas
| $98.6M | -$3.88M | -4% | 3.43% | 58.7% | 91 | 15.38% | 1.4 |
|
| 6335 |
6335
Fischer Investment Strategies
Westlake Village,
California
| $98.5M | -$10.6M | -10% | 3.72% | 81% | 32 | 9.38% | 0.2 |
|
| 6336 |
6336
LifeSteps Financial
Claremont,
California
| $98.3M | -$2.88M | -3% | 3.15% | 98.4% | 74 | 5.41% | 2.9 |
|
| 6337 |
6337
Aldebaran Capital
Carmel,
Indiana
| $98.1M | +$736K | +0.8% | 2.9% | 80.4% | 34 | 5.88% | 0.7 |
|
| 6338 |
6338
Schubert & Co
Mckinney,
Texas
| $98.1M | -$8.66M | -8% | 8.31% | 47.3% | 37 | 24.32% | 1.5 |
|
| 6339 |
HFAS
6339
Hummer Financial Advisory Services
Chicago,
Illinois
| $98.1M | -$4.09M | -4% | 2.9% | 71.8% | 100 | 7% | 3 |
|
| 6340 |
6340
Richwood Investment Advisors
Cincinnati,
Ohio
| $98.1M | -$4.34M | -4% | 2.87% | 66% | 103 | 5.83% | 1.7 |
|
| 6341 |
6341
EDMP Inc
Lutz,
Florida
| $97.9M | -$7.11M | -7% | 1.91% | 78% | 70 | 14.29% | 3.8 |
|
| 6342 |
6342
Flower City Capital
Pittsford,
New York
| $97.9M | +$11.7M | +14% | 4.12% | 69.5% | 30 | 10% | 1.3 |
|
| 6343 |
6343
Centerstone Investors
New York
| $97.9M | -$2.54M | -3% | 6.68% | 73.7% | 25 | 4% | 3.2 |
|
| 6344 |
6344
Meridian Financial Partners
Warrenton,
Virginia
| $97.7M | -$68.7M | -41% | 2.06% | 80.8% | 92 | 52.17% | 2.3 |
|
| 6345 |
HC
6345
Hoese & Co
Glencoe,
Minnesota
| $97.6M | -$8.79M | -8% | 3.33% | 51% | 170 | 4.71% | 2.1 |
|
| 6346 |
6346
Delphi Management
Brookline,
Massachusetts
| $97.6M | +$1.39M | +1% | 0.2% | 111% | 92 | 23.91% | 2.5 |
|
| 6347 |
6347
Hofer & Associates
Thousand Oaks,
California
| $97.5M | -$6.65M | -6% | 2.88% | 61.7% | 51 | 5.88% | 1.5 |
|
| 6348 |
6348
STAR Financial Bank
Fort Wayne,
Indiana
| $97.5M | -$9.6M | -9% | 3.77% | 53.4% | 94 | 9.57% | 0.7 |
|
| 6349 |
GG
6349
Golden Green
Seneca,
South Carolina
| $97.4M | +$4.83M | +5% | 0.07% | 92.4% | 83 | 13.25% | 0.9 |
|
| 6350 |
6350
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $97.3M | – | – | 2.54% | 59.6% | 96 | – | 0.5 |
|