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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
Secured Retirement Advisors
St Louis Park,
Minnesota
| $168M | +$12.7M | +8% | 10.9% | – | 128 | 19.53% | 0.7 |
|
| 6327 |
6327
Gate City Capital Management
Chicago,
Illinois
| $168M | -$5.64M | -3% | 4.27% | – | 18 | 27.78% | 0.8 |
|
| 6328 |
6328
Hager Investment Management Services
New London,
New Hampshire
| $168M | +$24.6M | +17% | 21.5% | – | 315 | 12.06% | 0.5 |
|
| 6329 |
6329
Clarity Asset Management
Ames,
Iowa
| $168M | +$12.2M | +8% | 9.15% | 51.8% | 268 | 26.49% | 1 |
|
| 6330 |
6330
Cetera Trust Company
St. Paul,
Minnesota
| $167M | +$10.6M | +7% | 9.1% | – | 377 | 5.84% | 1.4 |
|
| 6331 |
6331
Anabranch Capital Management
Stamford,
Connecticut
| $167M | +$12.9M | +8% | 25.3% | 139% | 7 | 14.29% | 3.4 |
|
| 6332 |
6332
AUA Capital Management
Camp Hill,
Pennsylvania
| $167M | +$13.8M | +9% | 11.1% | 70.2% | 80 | 8.75% | 6.7 |
|
| 6333 |
6333
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $167M | +$7.94M | +5% | 8.47% | 72.7% | 95 | 9.47% | 5.7 |
|
| 6334 |
6334
Symphony Financial Services
Akron,
Ohio
| $167M | +$14.3M | +9% | 8.79% | – | 95 | 12.63% | 0.8 |
|
| 6335 |
6335
Camelot Portfolios
Maumee,
Ohio
| $167M | +$5.49M | +3% | 6.81% | 41.3% | 223 | 15.7% | 3 |
|
| 6336 |
6336
Pettee Investors
Rowayton,
Connecticut
| $167M | -$638K | -0.4% | 6.86% | 96.1% | 117 | 12.82% | 6.9 |
|
| 6337 |
6337
Bey-Douglas LLC
Marietta,
Georgia
| $167M | +$57.6M | +53% | 13.4% | – | 47 | 12.77% | 1.1 |
|
| 6338 |
6338
Wafra Inc
New York
| $167M | +$21.4M | +15% | 15.6% | 45.9% | 2 | 0% | 3.3 |
|
| 6339 |
6339
AlpenGlobal Capital
Tahoe City,
California
| $167M | +$28.5M | +21% | 18.5% | – | 33 | 15.15% | 0.4 |
|
| 6340 |
6340
Kestrel Investment Management
San Mateo,
California
| $167M | +$3.26M | +2% | 4.65% | 89.2% | 42 | 7.14% | 1.7 |
|
| 6341 |
6341
Strategic Planning Inc
Columbus,
Ohio
| $167M | -$10.3M | -6% | 5.09% | – | 58 | 13.79% | 0.2 |
|
| 6342 |
6342
Herbst Group
Westport,
Connecticut
| $167M | +$25.6M | +18% | 19.1% | 142% | 60 | 18.33% | 2 |
|
| 6343 |
6343
Founders Capital Management (Texas)
Houston,
Texas
| $167M | +$12.3M | +8% | 8.73% | 131% | 394 | 8.88% | 4.4 |
|
| 6344 |
6344
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| $167M | -$3.27M | -2% | 5.93% | – | 119 | 4.2% | 0.5 |
|
| 6345 |
6345
Vision One Management Partners
Miami,
Florida
| $167M | -$6.19M | -4% | 4.55% | – | 10 | 30% | 0.9 |
|
| 6346 |
6346
Legion Partners Asset Management
Los Angeles,
California
| $166M | +$15.7M | +10% | 11.5% | 206% | 7 | 0% | 3.5 |
|
| 6347 |
6347
Seven Mile Advisory
Ewing,
New Jersey
| $166M | +$16.5M | +11% | 16% | 146% | 188 | 11.17% | 1.5 |
|
| 6348 |
6348
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| $166M | +$13.8M | +9% | 8.92% | – | 319 | 5.02% | 0.5 |
|
| 6349 |
6349
Cassia Capital Partners
Winston Salem,
North Carolina
| $166M | +$5.97M | +4% | 6.74% | 55% | 56 | 0% | 2.5 |
|
| 6350 |
6350
Strive Asset Management
Dublin,
Ohio
| $166M | +$22.3M | +15% | 16.4% | – | 118 | 30.51% | 0.5 |
|