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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Stephenson & Company
San Clemente,
California
| $182M | +$7.94M | +5% | 1.27% | 47% | 46 | 8.7% | 1.6 |
|
| 6527 |
6527
Ameraudi Asset Management
New York
| $182M | +$16.7M | +10% | 0.89% | 51.5% | 51 | 15.69% | 3.4 |
|
| 6528 |
6528
C.V. Starr & Co
New York
| $182M | -$34.6M | -16% | 6.71% | – | 5 | 0% | 1.3 |
|
| 6529 |
6529
Colrain Capital
Boston,
Massachusetts
| $182M | +$6.37M | +4% | 18.4% | – | 23 | 8.7% | 7.1 |
|
| 6530 |
6530
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $182M | -$151K | -0.1% | 1.87% | 53.7% | 97 | 17.53% | 2.2 |
|
| 6531 |
LFWA
6531
LBJ Family Wealth Advisors
Austin,
Texas
| $182M | -$1.58M | -0.9% | 1.21% | 64.9% | 29 | 0% | 7.3 |
|
| 6532 |
6532
MAC Alpha Capital Management
Tampa,
Florida
| $182M | – | – | 3.75% | – | 20 | – | 0 |
|
| 6533 |
6533
Trademark Financial Management
Bloomington,
Minnesota
| $182M | +$9.9M | +6% | 2.68% | 67.5% | 104 | 18.27% | 1.3 |
|
| 6534 |
6534
Clarity Asset Management
Ames,
Iowa
| $182M | +$3.44M | +2% | 1.25% | 51.8% | 286 | 26.92% | 1.3 |
|
| 6535 |
6535
Washburn Capital Management
Vero Beach,
Florida
| $182M | +$2.66M | +1% | 2.94% | 123% | 60 | 11.67% | 2.7 |
|
| 6536 |
6536
Integrity Investment Advisors
Fort Collins,
Colorado
| $182M | +$30.7M | +20% | 1.89% | – | 86 | 39.53% | 0.4 |
|
| 6537 |
CSI
6537
Cross Staff Investments
Pittsford,
New York
| $182M | +$38.3M | +27% | 1.51% | 80.3% | 134 | 6.72% | 3.1 |
|
| 6538 |
6538
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $182M | +$7.64M | +4% | 8.06% | 167% | 30 | 46.67% | 0.9 |
|
| 6539 |
6539
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| $181M | -$6.49M | -3% | 1.14% | – | 3 | 0% | 0.6 |
|
| 6540 |
6540
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| $181M | -$54.2M | -23% | 0.12% | 20.3% | 23 | 39.13% | 0.7 |
|
| 6541 |
SV
6541
Stilwell Value
New York
| $181M | -$44.8M | -20% | 9.04% | 87.9% | 31 | 22.58% | 5.4 |
|
| 6542 |
6542
HFG Wealth Management
The Woodlands,
Texas
| $181M | -$2.59M | -1% | 0.62% | 45.9% | 53 | 5.66% | 1.7 |
|
| 6543 |
LAMC
6543
Longview Asset Management (California)
San Rafael,
California
| $181M | +$7.88M | +5% | 1.54% | – | 175 | 19.43% | 0.7 |
|
| 6544 |
6544
Fairbanks Capital Management
Rancho Santa Fe,
California
| $181M | -$3.21M | -2% | 1.65% | 81.3% | 58 | 10.34% | 5.3 |
|
| 6545 |
6545
Alamar Capital Management
Santa Barbara,
California
| $181M | -$7.89M | -4% | 2.27% | – | 90 | 22.22% | 2.3 |
|
| 6546 |
6546
BankPlus Wealth Management
Jackson,
Mississippi
| $181M | +$11.4M | +7% | 1.8% | – | 115 | 9.57% | 0.9 |
|
| 6547 |
6547
Four Tree Island Advisory
Portsmouth,
New Hampshire
| $181M | +$24.3M | +15% | 13.9% | – | 24 | 12.5% | 0.8 |
|
| 6548 |
6548
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $181M | +$8.27M | +5% | 2.77% | 101% | 117 | 4.27% | 3 |
|
| 6549 |
6549
Bastion Asset Management
Montreal,
Canada
| $181M | +$7.42M | +4% | 1.75% | – | 63 | 68.25% | 0.3 |
|
| 6550 |
6550
Byrne Asset Management
Kingston,
New Jersey
| $181M | +$18.6M | +11% | 4.61% | 126% | 627 | 29.67% | 1.5 |
|