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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8201 |
8201
BankChampaign National Association
Champaign,
Illinois
| $101M | -$642K | -0.6% | 9.63% | – | 224 | 37.95% | 0.2 |
|
| 8202 |
CF
8202
Calder Financial
Downingtown,
Pennsylvania
| $101M | -$1.12M | -1% | 1.42% | – | 42 | 11.9% | 0.2 |
|
| 8203 |
8203
Column Group
San Francisco,
California
| $101M | +$17.9M | +22% | 40.5% | 95.1% | 5 | 40% | 5 |
|
| 8204 |
8204
Jefferson Bridge Capital
Nashville,
Tennessee
| $101M | +$1.37M | +1% | 0.29% | – | 55 | 5.45% | 0.2 |
|
| 8205 |
8205
Rule One Partners
Moreland,
Georgia
| $101M | -$584M | -85% | 6.96% | – | 18 | 55.56% | 0.6 |
|
| 8206 |
8206
Portfolio Resources Advisor Group
Coral Gables,
Florida
| $101M | +$579K | +0.6% | 1.74% | – | 161 | 19.25% | 0.2 |
|
| 8207 |
JRSI
8207
Jeter Robert S II
| $100M | – | – | 2.91% | – | 43 | – | 0 |
|
| 8208 |
8208
E&R Wealth Management
Mount Pleasant,
South Carolina
| $100M | +$4.57M | +5% | 1.41% | – | 12 | 0% | 0.3 |
|
| 8209 |
8209
Grange Capital
Beaverton,
Oregon
| $100M | -$3.84M | -4% | 6.74% | – | 53 | 24.53% | 1 |
|
| 8210 |
8210
Alamut Investment Management
London,
| $100M | +$18M | +22% | 27.3% | – | 3 | 0% | 0.5 |
|
| 8211 |
8211
Vistica Wealth Advisors
Carlsbad,
California
| $100M | -$95.4K | -0.1% | 2.45% | – | 50 | 12% | 0.2 |
|
| 8212 |
8212
Eschler Asset Management
London,
United Kingdom
| $100M | -$48M | -32% | 3.89% | 274% | 63 | 58.73% | 0.8 |
|
| 8213 |
8213
Smart Portfolios LLC
Seattle,
Washington
| $100M | -$135K | -0.1% | 1.69% | 41.3% | 100 | 1% | 2.5 |
|
| 8214 |
8214
Audent Global Asset Management
West Hollywood,
California
| $100M | -$57.8M | -37% | 3.72% | 112% | 55 | 12.73% | 2.8 |
|
| 8215 |
8215
Fourier Capital Management
Hong Kong,
| $100M | +$6.03M | +6% | 17.4% | – | 27 | 74.07% | 0.1 |
|
| 8216 |
8216
AlphaCentric Advisors
San Juan,
Puerto Rico
| $100M | -$233K | -0.2% | 1.31% | – | 305 | 35.74% | 1 |
|
| 8217 |
8217
Weber Capital Management
San Francisco,
California
| $100M | -$5.8M | -5% | 0.46% | – | 14 | 0% | 0.3 |
|
| 8218 |
8218
Baer Investment Advisory
Corte Madera,
California
| $100M | -$4.97M | -5% | 0.13% | – | 40 | 15% | 0.8 |
|
| 8219 |
8219
John Boyer Inc
Tampa,
Florida
| $100M | +$1.87M | +2% | 0.18% | – | 44 | 9.09% | 0.5 |
|
| 8220 |
8220
Entelevest
Coral Gables,
Florida
| $100M | +$195K | +0.2% | 0.93% | – | 172 | 37.21% | 0.2 |
|
| 8221 |
RBDF
8221
Robert B. Daugherty Foundation
Omaha,
Nebraska
| $100M | -$598K | -0.6% | 0.68% | – | 1 | 0% | 0.3 |
|
| 8222 |
8222
Hicks Capital Management
Columbus,
Ohio
| $100M | +$699K | +0.7% | 1.81% | – | 38 | 15.79% | 0.6 |
|
| 8223 |
8223
Arrow Capital
Sydney,
Australia
| $100M | -$4.37M | -4% | 12.1% | – | 28 | 78.57% | 0.2 |
|
| 8224 |
8224
OneAscent Investment Solutions
Birmingham,
Alabama
| $100M | +$5.56M | +6% | 1.26% | – | 133 | 12.78% | 0.8 |
|
| 8225 |
WPA
8225
Winning Points Advisors
Boca Raton,
Florida
| $100M | +$6.34M | +7% | 11.4% | – | 45 | 11.11% | 5 |
|