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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Insight Advisors
Newtown,
Pennsylvania
| $575M | -$17.6M | -3% | 2.4% | 74% | 305 | 11.8% | 3 |
|
| 2952 |
2952
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $575M | +$34.8M | +6% | 4.36% | 82.1% | 243 | 13.99% | 1.4 |
|
| 2953 |
2953
Optas LLC
Austin,
Texas
| $575M | +$111M | +24% | 3.22% | 118% | 342 | 26.32% | 2.2 |
|
| 2954 |
KFS
2954
Kurt F. Somerville
| $574M | -$21.1M | -4% | 1.46% | 92.9% | 113 | 18.58% | 6.5 |
|
| 2955 |
2955
Faithward Advisors
Lancaster,
Pennsylvania
| $574M | -$13M | -2% | 0.99% | 119% | 271 | 10.33% | 2.1 |
|
| 2956 |
2956
Rollins Financial Advisors
New York City,
New York
| $574M | -$66.2M | -10% | 8.35% | – | 146 | 17.81% | 1 |
|
| 2957 |
2957
Capital Insight Partners
Scottsdale,
Arizona
| $573M | -$5.39M | -0.9% | 0.49% | 51.7% | 167 | 11.98% | 3.6 |
|
| 2958 |
2958
Ophir Asset Management
Sydney,
Australia
| $573M | -$99.1M | -15% | 5.84% | 282% | 39 | 43.59% | 0.7 |
|
| 2959 |
2959
Intellus Advisors
Naples,
Florida
| $572M | -$5.42M | -0.9% | 1.36% | – | 132 | 19.7% | 0.2 |
|
| 2960 |
2960
Sloy Dahl & Holst
Vancouver,
Washington
| $572M | -$217M | -27% | 24.8% | 132% | 115 | 10.43% | 2.4 |
|
| 2961 |
2961
Hudock Inc
Williamsport,
Pennsylvania
| $572M | -$719K | -0.1% | 1.39% | 69.7% | 183 | 7.65% | 6.4 |
|
| 2962 |
2962
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $572M | -$17.7M | -3% | 1.86% | 52.1% | 132 | 9.85% | 2.4 |
|
| 2963 |
2963
Abacus Planning Group
Columbia,
South Carolina
| $571M | +$2.26M | +0.4% | 1.4% | 67.8% | 247 | 13.77% | 3.8 |
|
| 2964 |
2964
Mirador Capital Partners
Pleasanton,
California
| $571M | +$19.1M | +3% | 2.1% | 120% | 213 | 15.49% | 3.8 |
|
| 2965 |
2965
North Point Portfolio Managers
Orange Village,
Ohio
| $570M | -$4.43M | -0.8% | 0.37% | 72.8% | 78 | 20.51% | 4.8 |
|
| 2966 |
2966
Arlington Financial Advisors
Santa Barbara,
California
| $569M | +$66M | +13% | 0.79% | 67.6% | 115 | 26.09% | 2.7 |
|
| 2967 |
2967
American Investment Services
Great Barrington,
Massachusetts
| $568M | +$3.15M | +0.6% | 1.35% | 63.1% | 162 | 6.17% | 5.5 |
|
| 2968 |
2968
Human Investing
Lake Oswego,
Oregon
| $568M | +$4.02M | +0.7% | 1.16% | 56.9% | 330 | 72.73% | 3.6 |
|
| 2969 |
2969
Marquette Asset Management
Minneapolis,
Minnesota
| $567M | -$45.3M | -7% | 2.46% | 69.6% | 209 | 38.76% | 3.7 |
|
| 2970 |
2970
Advisory Research
Chicago,
Illinois
| $567M | -$34.4M | -6% | 3.24% | 144% | 156 | 7.69% | 3.6 |
|
| 2971 |
2971
CFM Wealth Partners
Austin,
Texas
| $567M | -$25.8M | -4% | 3.46% | 175% | 144 | 6.94% | 3.8 |
|
| 2972 |
2972
Capital Advisors Wealth Management
Yakima,
Washington
| $566M | +$4.36M | +0.8% | 1.71% | 70.5% | 188 | 11.7% | 2.1 |
|
| 2973 |
2973
JT Stratford LLC
Gainesville,
Georgia
| $566M | -$42.7M | -7% | 1.78% | 103% | 338 | 32.25% | 2.7 |
|
| 2974 |
2974
Montecito Bank & Trust
Santa Barbara,
California
| $565M | -$12.4M | -2% | 1.4% | – | 283 | 3.89% | 5.6 |
|
| 2975 |
2975
PAX Financial Group
San Antonio,
Texas
| $564M | +$5.44M | +1% | 1.3% | 56% | 262 | 19.47% | 2.5 |
|