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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
CFO4Life Group
Coppell,
Texas
| $440M | -$30.4M | -6% | 6.17% | 56.7% | 189 | 19.58% | 2.9 |
|
| 2927 |
2927
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $440M | +$33.1M | +8% | 6.46% | 68% | 99 | 20.2% | 3 |
|
| 2928 |
2928
Keywise Capital Management (HK)
Hong Kong
| $440M | +$156M | +55% | 41.4% | 684% | 18 | 55.56% | 0.8 |
|
| 2929 |
2929
Gryphon Financial Partners
Columbus,
Ohio
| $440M | +$19.3M | +5% | 9.03% | 111% | 207 | 9.66% | 2.9 |
|
| 2930 |
2930
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $438M | +$14.4M | +3% | 15.5% | 174% | 175 | 8.57% | 5.8 |
|
| 2931 |
2931
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $438M | +$7.69M | +2% | 11.3% | 80.8% | 96 | 16.67% | 2.4 |
|
| 2932 |
IIA
2932
IPG Investment Advisors
San Diego,
California
| $438M | +$79.4M | +22% | 21.4% | 126% | 184 | 34.78% | 1.8 |
|
| 2933 |
2933
Sky Investment Group
Hartford,
Connecticut
| $438M | +$14.5M | +3% | 4.91% | 81.4% | 123 | 5.69% | 5.9 |
|
| 2934 |
2934
Blueprint Investment Partners
Greensboro,
North Carolina
| $438M | -$34.5M | -7% | 7.29% | 91.9% | 286 | 40.91% | 0.8 |
|
| 2935 |
2935
Think Investments
San Francisco,
California
| $438M | +$130M | +42% | 18.3% | 285% | 24 | 29.17% | 2.1 |
|
| 2936 |
2936
General Motors Holdings
Detroit,
Michigan
| $438M | +$318M | +265% | 9.35% | 4.78% | 4 | 25% | 0.9 |
|
| 2937 |
2937
FRG Family Wealth Advisors
Bellevue,
Washington
| $438M | +$17.9M | +4% | 8.16% | 76.4% | 144 | 4.86% | 5.2 |
|
| 2938 |
2938
Longfellow Investment Management
Boston,
Massachusetts
| $437M | -$4.24M | -1% | 0.15% | 45.9% | 334 | 35.03% | 1.5 |
|
| 2939 |
2939
Paragon Capital Management (Colorado)
Denver,
Colorado
| $437M | +$61.7M | +16% | 19.1% | 109% | 192 | 15.63% | 2.3 |
|
| 2940 |
2940
Dimension Capital Management
Coral Gables,
Florida
| $437M | +$8.05M | +2% | 5.74% | 65.5% | 115 | 13.04% | 3.1 |
|
| 2941 |
2941
Buffington Mohr McNeal
Boise,
Idaho
| $436M | +$6.5M | +2% | 6.02% | 29.3% | 128 | 10.16% | 4.7 |
|
| 2942 |
2942
Inspire Advisors
Meridian,
Idaho
| $436M | +$40M | +10% | 2.59% | 60.2% | 247 | 42.91% | 0.6 |
|
| 2943 |
2943
Edge Wealth Management
New York
| $436M | +$6.1M | +1% | 5.34% | 75.3% | 87 | 16.09% | 5.7 |
|
| 2944 |
2944
Eagle Rock Investment Company
Atlanta,
Georgia
| $436M | +$1.97M | +0.5% | 5.62% | 121% | 138 | 11.59% | 1 |
|
| 2945 |
CM
2945
Capital Management
Glen Allen,
Virginia
| $435M | +$28.8M | +7% | 6.94% | 63.6% | 75 | 17.33% | 3.7 |
|
| 2946 |
2946
Soundwatch Capital
Rowayton,
Connecticut
| $435M | +$336M | +339% | 7.65% | 79.6% | 29 | 62.07% | 0.6 |
|
| 2947 |
2947
Kora Management
Brooklyn,
New York
| $435M | +$121M | +38% | 54% | 307% | 4 | 0% | 1.9 |
|
| 2948 |
2948
Kettle Hill Capital Management
New York
| $435M | -$73.4M | -14% | 5.1% | 37.4% | 80 | 76.25% | 0.3 |
|
| 2949 |
GA
2949
GFS Advisors
Houston,
Texas
| $435M | -$9.9M | -2% | 10.1% | 109% | 148 | 16.89% | 4.8 |
|
| 2950 |
2950
Chemung Canal Trust
Elmira,
New York
| $435M | -$3.93M | -0.9% | 4.61% | 93.4% | 123 | 7.32% | 6.3 |
|