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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $136M | +$519K | +0.4% | 1.77% | – | 409 | 19.07% | 0.8 |
|
| 6827 |
6827
Citrine Capital
San Francisco,
California
| $136M | – | – | 6.02% | – | 36 | – | 0 |
|
| 6828 |
6828
Newport Capital Group
Red Bank,
New Jersey
| $136M | +$4.16K | +0% | 0.71% | – | 60 | 15% | 1.2 |
|
| 6829 |
6829
Harper Investing
Santa Clara,
California
| $136M | -$16.9M | -11% | 3.18% | 58.7% | 49 | 8.16% | 1.2 |
|
| 6830 |
6830
Trevian Wealth Management
Weston,
Massachusetts
| $136M | +$13.6M | +11% | 3.85% | 94.1% | 30 | 3.33% | 1 |
|
| 6831 |
6831
Clio Asset Management
Charlottesville,
Virginia
| $136M | -$6.92M | -5% | 2.11% | 60.6% | 17 | 23.53% | 1 |
|
| 6832 |
6832
Steinberg Asset Management
New York
| $136M | +$4.63M | +4% | 6.6% | 108% | 43 | 9.3% | 4.5 |
|
| 6833 |
NBT
6833
Northwest Bank & Trust
Davenport,
Iowa
| $135M | +$4.03M | +3% | 2.39% | – | 202 | 1.98% | 1.4 |
|
| 6834 |
RCM
6834
RMR Capital Management
Tustin,
California
| $135M | +$13.6M | +11% | 0.34% | 57% | 80 | 12.5% | 0.8 |
|
| 6835 |
6835
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $135M | +$15.5M | +13% | 1.37% | 64.9% | 81 | 9.88% | 2.4 |
|
| 6836 |
OIM
6836
Opus Investment Management
Worcester,
Massachusetts
| $135M | -$6.99M | -5% | 3.04% | 52.8% | 30 | 3.33% | 9.5 |
|
| 6837 |
6837
Addis & Hill
Wayne,
Pennsylvania
| $135M | +$4.73M | +4% | 0.68% | 65.1% | 28 | 17.86% | 0.9 |
|
| 6838 |
MIM
6838
Meixler Investment Management
Show Low,
Arizona
| $135M | -$336K | -0.2% | 0.73% | 60.8% | 130 | 31.54% | 1.5 |
|
| 6839 |
6839
ACAS LLC
Rancho Santa Fe,
California
| $135M | +$13.9M | +11% | 2.29% | – | 92 | 11.96% | 2.5 |
|
| 6840 |
6840
13D Management
New York
| $135M | -$1.41M | -1% | 7.14% | 157% | 27 | 40.74% | 1.4 |
|
| 6841 |
6841
Brooktree Capital Management
Gand Rapids,
Michigan
| $135M | +$11.7M | +10% | 14.9% | 82.9% | 25 | 12% | 4 |
|
| 6842 |
6842
Northland Capital Management
Virginia,
Minnesota
| $135M | -$39.9M | -23% | 2.31% | 37.5% | 35 | 22.86% | 1.8 |
|
| 6843 |
6843
Pacific Financial Group
Bellevue,
Washington
| $135M | -$1.58M | -1% | 0.75% | 61.1% | 59 | 8.47% | 6.6 |
|
| 6844 |
6844
Tevis Investment Management
Plano,
Texas
| $135M | -$456K | -0.3% | 2.34% | 58.7% | 102 | 19.61% | 2.1 |
|
| 6845 |
6845
Alpha Zero
Boca Raton,
Florida
| $135M | – | – | 2.73% | – | 71 | – | 0 |
|
| 6846 |
6846
Andrew Hill Investment Advisors
Naples,
Florida
| $135M | +$1.03M | +0.8% | 7.32% | 269% | 59 | 28.81% | 1.1 |
|
| 6847 |
6847
White Wing Wealth Management
The Wodlands,
Texas
| $135M | +$4.72M | +4% | 1.19% | – | 30 | 20% | 0.8 |
|
| 6848 |
6848
Vannoy Advisory Group
Austin,
Texas
| $134M | -$3.02M | -2% | 2.38% | 52.5% | 27 | 0% | 1 |
|
| 6849 |
6849
Chapman Investment Management
San Anselmo,
California
| $134M | -$2.45M | -2% | 2.45% | 57.3% | 31 | 6.45% | 3.4 |
|
| 6850 |
6850
iSAM Funds (UK)
London,
United Kingdom
| $134M | -$42.2M | -24% | 0.64% | 53.7% | 425 | 75.53% | 0.2 |
|