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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8276 |
SFO
8276
Standard Family Office
Sioux Falls,
South Dakota
| $96.8M | +$2.64M | +3% | 4.03% | 67.6% | 31 | 6.45% | 2 |
|
| 8277 |
8277
truNorth Financial Services
Chambersburg,
Pennsylvania
| $96.7M | +$4.49M | +5% | 3.11% | – | 50 | 6% | 0.2 |
|
| 8278 |
8278
Ramsey Quantitative Systems
Louisville,
Kentucky
| $96.6M | -$13.3M | -12% | 4.98% | 51.1% | 20 | 65% | 0.7 |
|
| 8279 |
8279
Fullerton Advisors
Danville,
California
| $96.6M | -$3.56M | -4% | 2.16% | – | 55 | 5.45% | 0.2 |
|
| 8280 |
8280
Watershed Asset Management
San Francisco,
California
| $96.5M | -$10.6M | -10% | 1.18% | – | 157 | 49.68% | 0.5 |
|
| 8281 |
8281
Samara Investment Management
Beaverton,
Oregon
| $96.5M | – | – | 3.21% | – | 72 | – | 0 |
|
| 8282 |
8282
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| $96.5M | -$3.52M | -4% | 3.29% | – | 36 | 5.56% | 0.3 |
|
| 8283 |
8283
Steel Partners Holdings
New York
| $96.4M | -$28.6M | -23% | 5.95% | – | 10 | 0% | 0.9 |
|
| 8284 |
8284
Unify Financial Advisors
Clearwater,
Florida
| $96.4M | +$397K | +0.4% | 1.02% | – | 99 | 15.15% | 0.2 |
|
| 8285 |
8285
Professional Financial Management
Appleton,
Wisconsin
| $96.1M | +$7.86M | +9% | 1.15% | – | 26 | 30.77% | 0.2 |
|
| 8286 |
8286
American Wealth Advisors
Johns Creek,
Georgia
| $96M | -$5.87M | -6% | 1.58% | – | 133 | 69.17% | 0.5 |
|
| 8287 |
8287
E6 Portfolios
Midvale,
Utah
| $95.9M | +$8.48M | +10% | 0.47% | – | 61 | 11.48% | 0.2 |
|
| 8288 |
8288
Orchard Capital Management
Chicago,
Illinois
| $95.9M | -$19.3M | -17% | 8.48% | 140% | 49 | 16.33% | 2.5 |
|
| 8289 |
8289
Oregon Pacific Wealth Management
Medford,
Oregon
| $95.8M | -$953K | -1% | 1.1% | – | 136 | 37.5% | 0.8 |
|
| 8290 |
8290
IFC & Insurance Marketing
Auburn,
California
| $95.8M | -$5.03M | -5% | 0.65% | – | 766 | 91.51% | 0.2 |
|
| 8291 |
8291
Fortress Financial Solutions
Tucson,
Arizona
| $95.7M | -$2.03M | -2% | 0.91% | – | 65 | 23.08% | 0.9 |
|
| 8292 |
8292
Red Reef Advisors
Boca Raton,
Florida
| $95.5M | -$2.66M | -3% | 2.61% | – | 186 | 12.37% | 0.2 |
|
| 8293 |
SCCL
8293
Split Creek Capital LLC
Charlottesville,
Virginia
| $95.3M | +$795K | +0.8% | 1.41% | – | 143 | 25.17% | 0.2 |
|
| 8294 |
8294
SFI Advisors
Montclair,
New Jersey
| $95.2M | -$60.7M | -39% | 0.62% | 82.9% | 67 | 29.85% | 2.8 |
|
| 8295 |
8295
Pacific Excel Wealth Advisors
Walnut Creek,
California
| $95.1M | +$42.2M | +80% | 0.08% | – | 143 | 39.16% | 0.2 |
|
| 8296 |
HCM
8296
Helios Capital Management
Singapore
| $95.1M | -$50.5M | -35% | 10.1% | 124% | 38 | 47.37% | 2.2 |
|
| 8297 |
8297
Premier Private Wealth Management
Palm Harbor,
Florida
| $94.8M | -$1.67M | -2% | 0.98% | – | 56 | 16.07% | 0.2 |
|
| 8298 |
8298
SaddleRock Capital Management
New York
| $94.8M | -$11.3M | -11% | 3.82% | – | 24 | 41.67% | 0.2 |
|
| 8299 |
8299
Aflac Inc
Columbus,
Georgia
| $94.8M | -$44M | -32% | 31.7% | 28.8% | 4 | 25% | 2.7 |
|
| 8300 |
8300
Ankerstar Wealth
Leander,
Texas
| $94.7M | -$5.71M | -6% | 3.69% | – | 1,114 | 21.81% | 0.2 |
|