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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Griffith & Werner
Canton,
Georgia
| $213M | +$11.6M | +6% | 11.4% | – | 80 | 21.25% | 1.2 |
|
| 6377 |
6377
Horizon Bancorp
Michigan City,
Indiana
| $213M | +$5.48M | +3% | 7.73% | 33.4% | 209 | 7.18% | 3.6 |
|
| 6378 |
6378
Evergreen Wealth Management
Williamston,
Michigan
| $213M | +$19.5M | +10% | 10.3% | 62.1% | 58 | 12.07% | 2.5 |
|
| 6379 |
6379
LFG Wealth Partners
Elizabethtown,
Kentucky
| $213M | +$47.5M | +29% | 26.5% | – | 116 | 38.79% | 0.3 |
|
| 6380 |
6380
MAC Alpha Capital Management
Tampa,
Florida
| $213M | +$41.7M | +24% | 1.33% | – | 22 | 9.09% | 0.5 |
|
| 6381 |
6381
Birchbrook
Bangor,
Maine
| $213M | +$9.11M | +4% | 10.1% | 49.1% | 326 | 17.18% | 1.9 |
|
| 6382 |
BGI
6382
B Group Inc
Dallas,
Texas
| $213M | +$78.1M | +58% | 22.2% | – | 22 | 22.73% | 1 |
|
| 6383 |
WPA
6383
WIT Partners Advisory
Singapore
| $213M | -$129M | -38% | 14.1% | 22.7% | 19 | 31.58% | 0.7 |
|
| 6384 |
6384
Cedar Cove Wealth Partners
Bloomington,
Minnesota
| $213M | +$22.3M | +12% | 15.9% | – | 103 | 26.21% | 0.4 |
|
| 6385 |
6385
4Thought Financial Group
Syosset,
New York
| $213M | +$10.6M | +5% | 8.54% | 37.6% | 99 | 0% | 3.8 |
|
| 6386 |
6386
KM Capital Management
Austin,
Texas
| $213M | +$64.1M | +43% | 13.1% | 60.8% | 94 | 68.09% | 1.3 |
|
| 6387 |
6387
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| $213M | +$37.8M | +22% | 11.1% | – | 163 | 29.45% | 1 |
|
| 6388 |
6388
Gerber LLC
Columbus,
Ohio
| $213M | +$33.5M | +19% | 20% | 137% | 102 | 18.63% | 1.7 |
|
| 6389 |
6389
Legacy Financial Independent Advisors
Louisville,
Kentucky
| $213M | +$20.3M | +11% | 14.2% | – | 135 | 24.44% | 0.2 |
|
| 6390 |
6390
First County Bank
Stamford,
Connecticut
| $213M | +$25.2M | +13% | 17.5% | 101% | 173 | 9.25% | 2.4 |
|
| 6391 |
6391
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $212M | +$45.2M | +27% | 23.5% | 88.8% | 8 | 0% | 3.2 |
|
| 6392 |
6392
Equinox Partners Investment Management
Stamford,
Connecticut
| $212M | -$33M | -13% | 18.7% | 241% | 12 | 8.33% | 2 |
|
| 6393 |
6393
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $212M | +$13.4M | +7% | 14.2% | 72.7% | 122 | 8.2% | 5 |
|
| 6394 |
6394
AFBI
Miami Beach,
Florida
| $212M | +$81.1M | +62% | 14.9% | – | 1 | 0% | 1.3 |
|
| 6395 |
6395
Blue Door Asset Management
Stamford,
Connecticut
| $212M | +$53.7M | +34% | 45.9% | 127% | 25 | 44% | 0.9 |
|
| 6396 |
6396
Taconic Capital Advisors
New York
| $212M | -$23.1M | -10% | 8.09% | 273% | 22 | 59.09% | 1.1 |
|
| 6397 |
6397
Novak & Powell Financial Services
St. Petersburg,
Florida
| $212M | +$26.5M | +14% | 15.2% | – | 178 | 12.36% | 1.9 |
|
| 6398 |
6398
Insight Inv LLC
El Segundo,
California
| $212M | +$29.4M | +16% | 33.4% | 139% | 111 | 8.11% | 3.3 |
|
| 6399 |
6399
Kinetic Wealth Investment Advisors
Westlake,
Ohio
| $212M | – | – | 12.4% | – | 64 | – | 0 |
|
| 6400 |
6400
Straightline Group
Troy,
Michigan
| $212M | +$11M | +5% | 3.51% | – | 22 | 36.36% | 0.9 |
|