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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Hohimer Wealth Management
Seattle,
Washington
| $290M | +$53.2M | +22% | 21% | 99.7% | 186 | 9.68% | 0.5 |
|
| 3002 |
3002
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $290M | +$35.9M | +14% | 16.6% | 81.8% | 63 | 6.35% | 5.5 |
|
| 3003 |
3003
Inspire Investing
Meridian,
Idaho
| $290M | +$39.2M | +16% | 22.3% | 107% | 811 | 41.18% | 1.1 |
|
| 3004 |
3004
Northside Capital Management
Hood River,
Oregon
| $290M | +$85.1M | +42% | 21.8% | 99.6% | 102 | 23.53% | 2.8 |
|
| 3005 |
3005
Wildcat Capital Management
New York
| $289M | +$69.8M | +32% | 55.6% | 77.7% | 40 | 57.5% | 0.7 |
|
| 3006 |
3006
Martel Wealth Advisors
Vancouver,
Washington
| $289M | +$32.3M | +13% | 13.8% | 43.4% | 42 | 7.14% | 1.6 |
|
| 3007 |
3007
McGuire Investment Group
Wakefield,
Rhode Island
| $288M | +$47.8M | +20% | 25.9% | 202% | 88 | 9.09% | 1.4 |
|
| 3008 |
3008
XML Financial
Bethesda,
Maryland
| $288M | +$56.6M | +24% | 19.3% | 77.9% | 201 | 20.9% | 0.4 |
|
| 3009 |
RTS
3009
Round Table Services
Westfield,
New Jersey
| $288M | +$47.2M | +20% | 20.5% | 16.1% | 93 | 27.96% | 2.8 |
|
| 3010 |
AW
3010
Avion Wealth
The Woodlands,
Texas
| $287M | +$53.7M | +23% | 6.11% | 45.4% | 323 | 18.27% | 0.3 |
|
| 3011 |
OIA
3011
Optimum Investment Advisors
Chicago,
Illinois
| $287M | +$43.3M | +18% | 21.7% | 125% | 962 | 15.07% | 2.8 |
|
| 3012 |
3012
Tortoise Index Solutions
Overland Park,
Kansas
| $287M | +$42.4M | +17% | 27.7% | 52.2% | 108 | 31.48% | 3.4 |
|
| 3013 |
3013
Strategic Investment Management
Arlington,
Virginia
| $287M | -$142M | -33% | 17.4% | 53.4% | 14 | 21.43% | 3.7 |
|
| 3014 |
TIM
3014
Total Investment Management
Scottsdale,
Arizona
| $287M | -$68.1M | -19% | 15.9% | 44.4% | 61 | 47.54% | 1.9 |
|
| 3015 |
LDFR
3015
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $286M | +$46.1M | +19% | 12.3% | 37.5% | 268 | 31.34% | 0.9 |
|
| 3016 |
3016
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $286M | +$63.9M | +29% | 18.4% | 116% | 207 | 40.58% | 0.6 |
|
| 3017 |
3017
Center for Financial Planning
Southfied,
Michigan
| $286M | -$9.4M | -3% | 18.4% | 64.4% | 617 | 29.01% | 0.5 |
|
| 3018 |
3018
Rinet Company
Boston,
Massachusetts
| $286M | +$19.9M | +7% | 19.5% | 33.1% | 27 | 7.41% | 3.4 |
|
| 3019 |
3019
Hudson Way Capital Management
Dallas,
Texas
| $286M | +$70.2M | +32% | 23% | 51.3% | 20 | 25% | 1.4 |
|
| 3020 |
3020
World Investment Advisors
Santa Barbara,
California
| $286M | +$70.6M | +33% | 17.9% | 65.4% | 190 | 39.47% | 0.8 |
|
| 3021 |
3021
Eos Management LP
New York
| $286M | +$74.3M | +35% | 39.1% | 149% | 30 | 30% | 4.1 |
|
| 3022 |
3022
Gould Asset Management
Claremont,
California
| $285M | +$23M | +9% | 13.8% | 42.8% | 137 | 11.68% | 4 |
|
| 3023 |
3023
Flaharty Asset Management
Clearwater,
Florida
| $285M | +$67.9M | +31% | 17.2% | 33.4% | 72 | 16.67% | 2.1 |
|
| 3024 |
3024
American Investment Services
Great Barrington,
Massachusetts
| $284M | +$23.6M | +9% | 16.9% | 63.1% | 140 | 7.86% | 3.6 |
|
| 3025 |
CCM
3025
Contrarian Capital Management
Greenwich,
Connecticut
| $284M | +$93.5M | +49% | 39.3% | 29.4% | 11 | 36.36% | 2.3 |
|