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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
Sterling Manor Financial
Saratoga Springs,
New York
| $133M | +$15M | +13% | 7.21% | – | 29 | 34.48% | 1 |
|
| 6377 |
6377
Wallace Advisory Group
Lafayette,
California
| $133M | +$5.44M | +4% | 8.56% | 50.9% | 192 | 25.52% | 1 |
|
| 6378 |
6378
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $133M | +$4.48M | +3% | 5.23% | 63.8% | 111 | 13.51% | 0.9 |
|
| 6379 |
ASM
6379
AI-Squared Management
Hong Kong
| $133M | +$54.6M | +70% | 4.41% | – | 24 | 58.33% | 0.1 |
|
| 6380 |
6380
Gunn & Company Investment Management
Jacksonville,
Florida
| $133M | -$1.38B | -91% | 6.89% | – | 143 | 58.74% | 0.4 |
|
| 6381 |
PS
6381
Pennant Select
Summit,
New Jersey
| $133M | +$27.6M | +26% | 11.3% | – | 10 | 30% | 0.2 |
|
| 6382 |
6382
CRCM LP
San Francisco,
California
| $133M | – | – | 40.1% | – | 6 | – | 0 |
|
| 6383 |
6383
Basepoint Wealth
Cedar Rapids,
Iowa
| $133M | +$8.41M | +7% | 9.41% | 113% | 121 | 20.66% | 1.6 |
|
| 6384 |
6384
XXEC Inc
Tulsa,
Oklahoma
| $133M | +$5.82M | +5% | 5.01% | 30.1% | 24 | 8.33% | 2.3 |
|
| 6385 |
6385
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $133M | -$6.37M | -5% | 7.37% | 81.5% | 131 | 14.5% | 7.7 |
|
| 6386 |
CI
6386
Carroll Investors
Mt Pleasant,
South Carolina
| $133M | +$12.3M | +10% | 13% | 241% | 25 | 16% | 1.4 |
|
| 6387 |
6387
Spring Capital Management
Amarillo,
Texas
| $133M | +$5.26M | +4% | 9.84% | 73.6% | 33 | 18.18% | 1.7 |
|
| 6388 |
6388
Sheridan Capital Management
San Rafael,
California
| $133M | +$8.74M | +7% | 6.2% | – | 27 | 14.81% | 0.2 |
|
| 6389 |
PIP
6389
PB Investment Partners
Burlingame,
California
| $133M | +$4.57M | +4% | 18.4% | 81.1% | 8 | 0% | 2.1 |
|
| 6390 |
6390
Mork Capital Management
Healdsburg,
California
| $133M | -$30M | -18% | 6.65% | 61.9% | 133 | 20.3% | 2.8 |
|
| 6391 |
6391
BluePath Capital Management
Atlanta,
Georgia
| $133M | +$15.1M | +13% | 7.58% | 106% | 123 | 15.45% | 0.4 |
|
| 6392 |
6392
LifeSteps Financial
Claremont,
California
| $133M | +$19.8M | +18% | 10.7% | 98.4% | 441 | 81.41% | 0.5 |
|
| 6393 |
WG
6393
Wealth Group
Raleigh,
North Carolina
| $132M | – | – | 9.06% | – | 148 | – | 0 |
|
| 6394 |
6394
New Millennium Group
Sandy,
Utah
| $132M | +$19.4M | +17% | 16.9% | 176% | 433 | 86.84% | 1.4 |
|
| 6395 |
6395
Pillar Wealth Advisors
West Chester,
Pennsylvania
| $132M | +$2.63M | +2% | 5.5% | 21.9% | 74 | 9.46% | 1.7 |
|
| 6396 |
HWMC
6396
Heritage Wealth Management (California)
San Diego,
California
| $132M | +$7.4M | +6% | 5.8% | 78.5% | 121 | 9.92% | 0.2 |
|
| 6397 |
6397
Core Wealth Partners
Santa Rosa,
California
| $132M | +$10.3M | +8% | 4.84% | 75.7% | 139 | 15.11% | 0.9 |
|
| 6398 |
6398
Crossingbridge Advisors
Pleasantville,
New York
| $132M | – | – | 0.05% | – | 54 | – | 0 |
|
| 6399 |
6399
First Bancorp
Damariscotta,
Maine
| $132M | +$5.53M | +4% | 5.95% | 80.3% | 120 | 5.83% | 2.4 |
|
| 6400 |
6400
Anchor IV
Singapore
| $132M | -$4.83M | -4% | 3.53% | – | 1 | 0% | 0.5 |
|