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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
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $142M | +$4.83M | +4% | 5.73% | 61% | 90 | 5.56% | 6.7 |
|
| 6827 |
6827
Gerber LLC
Columbus,
Ohio
| $142M | +$22.3M | +19% | 18.7% | 137% | 93 | 8.6% | 1.3 |
|
| 6828 |
6828
South Plains Financial
Lubbock,
Texas
| $142M | +$13.9M | +11% | 9.43% | – | 240 | 5% | 0.5 |
|
| 6829 |
6829
Four Tree Island Advisory
Portsmouth,
New Hampshire
| $142M | -$276K | -0.2% | 10.8% | – | 21 | 4.76% | 0.5 |
|
| 6830 |
6830
Adams Street Partners
Chicago,
Illinois
| $142M | +$29M | +26% | 9.37% | 399% | 9 | 55.56% | 3 |
|
| 6831 |
6831
Brown University
Providence,
Rhode Island
| $142M | -$74.2M | -34% | 1.67% | 37.9% | 15 | 46.67% | 2.2 |
|
| 6832 |
SC
6832
Settian Capital
New York
| $142M | +$13.3M | +10% | 13.2% | 62.5% | 27 | 18.52% | 2.3 |
|
| 6833 |
6833
Ellerson Group
Annapolis,
Maryland
| $142M | +$16.1M | +13% | 18.2% | 148% | 56 | 14.29% | 1.8 |
|
| 6834 |
6834
Delphi Financial Group
Wilmington,
Delaware
| $142M | -$24M | -14% | 4.56% | 66.3% | 24 | 16.67% | 2.2 |
|
| 6835 |
6835
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| $142M | -$7.18M | -5% | 7.22% | – | 68 | 11.76% | 1.2 |
|
| 6836 |
6836
Frazier Financial Advisors
Columbus,
Ohio
| $142M | +$12.1M | +9% | 6.68% | – | 670 | 17.91% | 1.2 |
|
| 6837 |
MFFIA
6837
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| $142M | +$5.79M | +4% | 8.47% | 136% | 75 | 16% | 1.9 |
|
| 6838 |
JKSF
6838
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $142M | +$6.67M | +5% | 6.51% | 30.8% | 4 | 0% | 2.6 |
|
| 6839 |
6839
HC Advisors
Sandy Springs,
Georgia
| $142M | +$8.06M | +6% | 6.64% | 63.5% | 71 | 28.17% | 3 |
|
| 6840 |
BVC
6840
Bright Valley Capital
Hong Kong
| $142M | -$156M | -52% | 6.18% | – | 19 | 47.37% | 0.5 |
|
| 6841 |
6841
Impact Investors
San Francisco,
California
| $142M | +$13M | +10% | 9.88% | – | 95 | 10.53% | 0.5 |
|
| 6842 |
6842
Explore Capital Management
Wilmington,
Delaware
| $141M | – | – | 15.1% | – | 17 | – | 0 |
|
| 6843 |
6843
Schubert & Co
Mckinney,
Texas
| $141M | -$4.56M | -3% | 3.22% | 47.3% | 77 | 25.97% | 1.6 |
|
| 6844 |
AIFAIM
6844
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $141M | +$10.3M | +8% | 11.3% | 72.8% | 154 | 12.34% | 3.1 |
|
| 6845 |
6845
Petiole USA
New York
| $141M | -$187K | -0.1% | 3.64% | 105% | 39 | 7.69% | 2.6 |
|
| 6846 |
6846
Sterling Wealth Advisors
Plantation,
Florida
| $141M | +$11.6M | +9% | 8.17% | – | 18 | 0% | 0.5 |
|
| 6847 |
6847
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $141M | -$25.5M | -15% | 18.4% | 173% | 55 | 45.45% | 1 |
|
| 6848 |
6848
Blue Capital Inc
Omaha,
Nebraska
| $141M | – | – | 10.1% | – | 85 | – | 0.3 |
|
| 6849 |
6849
1620 Investment Advisors
Plymouth,
Massachusetts
| $141M | +$10.4M | +8% | 6.11% | 68.9% | 722 | 10.53% | 1.2 |
|
| 6850 |
6850
MidAtlantic Capital Management
Richmond,
Virginia
| $141M | +$13.6M | +11% | 8.81% | – | 80 | 2.5% | 1.4 |
|