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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
CIA
7326
Christian Investment Advisors
New Braunfels,
Texas
| $124M | -$20.1M | -14% | 4.31% | – | 13 | 23.08% | 0.6 |
|
| 7327 |
ACMA
7327
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $124M | +$9.66M | +8% | 7.06% | 62.7% | 109 | 9.17% | 2.3 |
|
| 7328 |
WAG
7328
Wallace Advisory Group
Lafayette,
California
| $124M | -$13.4M | -10% | 5.39% | 50.9% | 187 | 18.18% | 1.9 |
|
| 7329 |
RWJF
7329
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $124M | +$11.1M | +10% | 19.8% | 4.83% | 3 | 66.67% | 2.8 |
|
| 7330 |
QC
7330
Qalhat Capital
Tortola,
British Virgin Islands
| $124M | -$579M | -82% | 10.3% | 90.3% | 4 | 75% | 0.8 |
|
| 7331 |
BCM
7331
Boreal Capital Management
Miami,
Florida
| $124M | +$3.09M | +3% | 6.7% | – | 565 | 22.48% | 0.2 |
|
| 7332 |
FG
7332
Fairman Group
Chesterbrook,
Pennsylvania
| $124M | +$2.6M | +2% | 2.35% | – | 284 | 13.03% | 1.5 |
|
| 7333 |
JAIC
7333
Josh Arnold Investment Consultant
Edina,
Minnesota
| $124M | +$8.91M | +8% | 19.1% | 272% | 19 | 57.89% | 0.9 |
|
| 7334 |
SI
7334
SCP Investment
Orinda,
California
| $124M | -$530K | -0.4% | 5.14% | 32.8% | 52 | 40.38% | 1.6 |
|
| 7335 |
HB
7335
Hauser Brothers
Freiburg Im Breisgau,
Germany
| $124M | +$23.6M | +23% | 37.9% | – | 7 | 14.29% | 1.7 |
|
| 7336 |
JAA
7336
Joel Adams & Associates
Asheville,
North Carolina
| $124M | +$11M | +10% | 4.84% | – | 66 | 12.12% | 0.7 |
|
| 7337 |
LCG
7337
Lakeshore Capital Group
Rolling Meadows,
Illinois
| $124M | +$11.1M | +10% | 8.02% | – | 79 | 1.27% | 0.6 |
|
| 7338 |
OFG
7338
Orcam Financial Group
Encinitas,
California
| $124M | +$8.73M | +8% | 5.4% | 40% | 55 | 7.27% | 2.3 |
|
| 7339 |
DM
7339
Diker Management
New York
| $124M | +$17.4M | +16% | 12.6% | 210% | 42 | 28.57% | 2.4 |
|
| 7340 |
LSC
7340
Lesa Sroufe & Co
Seattle,
Washington
| $124M | +$14.9M | +14% | 18.8% | – | 73 | 9.59% | 5.2 |
|
| 7341 |
VI
7341
Ventas Inc
Chicago,
Illinois
| $124M | – | – | 3% | – | 1 | – | 0.8 |
|
| 7342 |
FAI
7342
Fiduciary Advisors Inc
St. Louis,
Missouri
| $124M | +$10.1M | +9% | 5.89% | – | 102 | 10.78% | 0.7 |
|
| 7343 |
IP
7343
Integras Partners
Alpharetta,
Georgia
| $124M | +$24.5M | +25% | 6.16% | – | 62 | 17.74% | 0.6 |
|
| 7344 |
OCA
7344
OEP Capital Advisors
New York
| $124M | -$6.63M | -5% | 5.09% | 23.2% | 1 | 0% | 4.8 |
|
| 7345 |
OF
7345
Outfitter Financial
Brunswick,
Maine
| $124M | +$6.32M | +5% | 6.86% | 95.9% | 78 | 10.26% | 3.2 |
|
| 7346 |
EPCA
7346
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $124M | +$12.1M | +11% | 7% | 119% | 51 | 25.49% | 1.8 |
|
| 7347 |
IVP
7347
Intrinsic Value Partners
Phoenix,
Arizona
| $123M | +$11.1M | +10% | 12.3% | 126% | 70 | 8.57% | 2.6 |
|
| 7348 |
YEPI
7348
Yorktown Energy Partners IX
New York
| $123M | +$65.8M | +115% | 145% | 67.3% | 2 | 0% | 5.4 |
|
| 7349 |
VFP
7349
Vested Financial Planning
San Carlos,
California
| $123M | +$10.9M | +10% | 6.44% | – | 30 | 6.67% | 0.7 |
|
| 7350 |
ECP
7350
Epacria Capital Partners
Boulder,
Colorado
| $123M | +$3.47M | +3% | 4.06% | 89.1% | 34 | 0% | 2.2 |
|