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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8101 |
8101
Sentinel Dome Partners
Burlingame,
California
| $105M | -$41.9M | -29% | 0.99% | – | 35 | 40% | 0.2 |
|
| 8102 |
8102
Helium Advisors
Everett,
Washington
| $105M | +$6.36M | +6% | 2.17% | – | 99 | 23.23% | 0.9 |
|
| 8103 |
ACA
8103
Alpha Capital Advisors
Bangor,
Maine
| $105M | -$2.71M | -3% | 1.82% | – | 33 | 3.03% | 0.3 |
|
| 8104 |
8104
Northland Securities
Minneapolis,
Minnesota
| $105M | +$751K | +0.7% | 2.75% | – | 118 | 15.25% | 0.2 |
|
| 8105 |
8105
Safe Harbor Fiduciary
Pensacola,
Florida
| $105M | -$8.17M | -7% | 0.72% | – | 229 | 75.11% | 1.2 |
|
| 8106 |
8106
Sycamore Partners Management
New York
| $105M | +$46.8M | +80% | 81.1% | 31.8% | 2 | 0% | 2.3 |
|
| 8107 |
8107
American National Bank of Texas
Richardson,
Texas
| $105M | +$826K | +0.8% | 0.62% | – | 61 | 13.11% | 0.4 |
|
| 8108 |
8108
Artesa Financial Group
Conroe,
Texas
| $105M | +$7.73M | +8% | 6.62% | – | 57 | 19.3% | 0.2 |
|
| 8109 |
8109
Expressive Wealth
Chicago,
Illinois
| $105M | +$12.3M | +13% | 0.06% | – | 167 | 49.1% | 0.2 |
|
| 8110 |
8110
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $105M | +$9.6M | +10% | 4.52% | 52.2% | 64 | 6.25% | 6.4 |
|
| 8111 |
8111
Palladiem
Bryn Mawr,
Pennsylvania
| $105M | -$687K | -0.7% | 0.26% | – | 170 | 10.59% | 1.2 |
|
| 8112 |
FCM
8112
Fell Capital Management
Newport Beach,
California
| $105M | +$2.23M | +2% | 0.65% | – | 92 | 3.26% | 0.2 |
|
| 8113 |
8113
Signet Private Wealth
Chicago,
Illinois
| $105M | +$264K | +0.3% | 0.46% | – | 138 | 29.71% | 0.2 |
|
| 8114 |
8114
Waycross Investment Management
Bellingham,
Washington
| $105M | -$9.03M | -8% | 0.06% | 49.6% | 50 | 18% | 2.1 |
|
| 8115 |
8115
McLaughlin Asset Management
Danville,
Illinois
| $105M | -$7.11M | -6% | 0.57% | – | 97 | 12.37% | 0.2 |
|
| 8116 |
8116
JHP Wealth Management
Centennial,
Colorado
| $105M | +$1.34M | +1% | 1.17% | – | 34 | 8.82% | 0.2 |
|
| 8117 |
8117
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| $105M | -$7.16M | -6% | 0.49% | – | 98 | 27.55% | 0.2 |
|
| 8118 |
8118
CDM Financial Counseling Services
Norwich,
Connecticut
| $105M | -$2.25M | -2% | 3.11% | – | 83 | 4.82% | 0.2 |
|
| 8119 |
8119
Forteris Wealth Management
Armonk,
New York
| $104M | +$2.88M | +3% | 1.32% | – | 72 | 12.5% | 0.2 |
|
| 8120 |
8120
Hanseatic Management Services
Albuquerque,
New Mexico
| $104M | – | – | 15.8% | – | 80 | – | 0.8 |
|
| 8121 |
8121
Purewater Capital
Fort Worth,
Texas
| $104M | – | – | 3.42% | – | 67 | – | 0 |
|
| 8122 |
8122
Kilner Capital Advisors
Gaithersburg,
Maryland
| $104M | -$371K | -0.4% | 3.55% | – | 20 | 10% | 0.3 |
|
| 8123 |
8123
Stonebridge Wealth Management
Oak Brook,
Illinois
| $104M | -$1.52M | -1% | 1.8% | – | 38 | 5.26% | 0.7 |
|
| 8124 |
8124
BFI Wealth Solutions
Dallas,
Texas
| $104M | -$702K | -0.7% | 1.07% | – | 76 | 5.26% | 0.2 |
|
| 8125 |
8125
Trailhead Planners
Edina,
Minnesota
| $104M | +$2.39M | +2% | 2.38% | – | 52 | 7.69% | 0.2 |
|