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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
Slocum, Gordon & Co
Newport,
Rhode Island
| $124M | -$10.1M | -8% | 1.63% | 65.3% | 143 | 18.18% | 1.9 |
|
| 7202 |
AC
7202
Anson Capital
Tyrone,
Georgia
| $124M | +$7.77M | +7% | 7.21% | 50.5% | 79 | 8.86% | 1.8 |
|
| 7203 |
HC
7203
Hoese & Co
Glencoe,
Minnesota
| $124M | +$8.66M | +8% | 5.79% | 51% | 177 | 26.55% | 2.8 |
|
| 7204 |
7204
Square Peg Capital
Surry Hills, NSW,
Australia
| $124M | +$11.8M | +10% | 33.9% | – | 10 | 10% | 0.5 |
|
| 7205 |
7205
Winebrenner Capital Management
Louisville,
Kentucky
| $124M | +$13.1M | +12% | 5.24% | – | 131 | 9.16% | 0.4 |
|
| 7206 |
7206
Hickory Point Bank & Trust
Decatur,
Illinois
| $124M | +$10.2M | +9% | 9.41% | – | 127 | 7.09% | 0.5 |
|
| 7207 |
7207
Bain Capital Venture Investors
Boston,
Massachusetts
| $124M | -$75.6M | -38% | 46.4% | 34.2% | 3 | 33.33% | 2.3 |
|
| 7208 |
7208
SIMA Wealth Partners
North Chesterfield,
Virginia
| $124M | +$3.42M | +3% | 7.65% | – | 185 | 17.84% | 0.9 |
|
| 7209 |
7209
Foresite Capital Management IV
Larkspur,
California
| $124M | +$12.7M | +11% | 9.11% | 151% | 6 | 16.67% | 2.5 |
|
| 7210 |
GCA
7210
Gallagher Capital Advisors
Argyle,
Texas
| $124M | -$7.47M | -6% | 14.6% | – | 72 | 26.39% | 0.4 |
|
| 7211 |
TF
7211
TME Financial
Huntington Beach,
California
| $124M | +$8.58M | +7% | 5.24% | – | 79 | 15.19% | 0.4 |
|
| 7212 |
7212
Partnership Wealth Management
Towson,
Maryland
| $124M | +$5.71M | +5% | 5.89% | 67.6% | 72 | 4.17% | 1.4 |
|
| 7213 |
7213
Courant Investment Management
Franklin,
Tennessee
| $124M | +$4.14M | +3% | 5.36% | 35.2% | 8 | 0% | 5.3 |
|
| 7214 |
7214
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| $124M | +$18.1M | +17% | 17.3% | – | 243 | 28.81% | 0.4 |
|
| 7215 |
SWM
7215
SpringVest Wealth Management
Dallas,
Texas
| $123M | +$2.89M | +2% | 3.09% | – | 62 | 11.29% | 0.4 |
|
| 7216 |
7216
Seek First
Campbell,
California
| $123M | +$10.8M | +10% | 6.21% | – | 56 | 7.14% | 0.2 |
|
| 7217 |
7217
Accredited Wealth Management
Louisville,
Kentucky
| $123M | +$4.99M | +4% | 6.45% | – | 405 | 19.26% | 0.4 |
|
| 7218 |
7218
TT Capital Management
Coto De Caza,
California
| $123M | +$4.53M | +4% | 0.11% | – | 75 | 18.67% | 0.4 |
|
| 7219 |
7219
Arbor Wealth Advisors
Troy,
Michigan
| $123M | +$11.1M | +10% | 7.89% | 58.7% | 55 | 14.55% | 1.2 |
|
| 7220 |
MFC
7220
Miramar Fiduciary Corp
Reno,
Nevada
| $123M | +$12M | +11% | 11.8% | – | 5 | 0% | 3.5 |
|
| 7221 |
7221
Stage Harbor Financial
Westwood,
Massachusetts
| $123M | +$4.99M | +4% | 7.68% | – | 63 | 19.05% | 1 |
|
| 7222 |
7222
First Community Trust
Dubuque,
Iowa
| $123M | +$8.81M | +8% | 12.8% | 128% | 336 | 9.52% | 2.5 |
|
| 7223 |
7223
Murphy & Mullick Capital Management
Smithtown,
New York
| $123M | +$19.7M | +19% | 17.5% | – | 729 | 11.11% | 0.5 |
|
| 7224 |
7224
FSA Advisors
Troy,
Michigan
| $123M | -$3.05M | -2% | 8.65% | – | 207 | 28.5% | 0.8 |
|
| 7225 |
7225
Macroview Investment Management
Bethesda,
Maryland
| $123M | +$16M | +15% | 8.34% | 67.2% | 100 | 22% | 4.4 |
|