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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $549M | +$30.9M | +6% | 8.18% | 69.7% | 92 | 6.52% | 4.1 |
|
| 3027 |
3027
Stablepoint Partners
Braintree,
Massachusetts
| $549M | +$32.9M | +6% | 7.97% | – | 245 | 4.08% | 0.7 |
|
| 3028 |
3028
TOBAM
Paris,
France
| $548M | -$89.4M | -14% | 4.72% | 56% | 348 | 14.66% | 2.9 |
|
| 3029 |
3029
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $548M | +$30.6M | +6% | 10.9% | 18.3% | 173 | 13.87% | 4.9 |
|
| 3030 |
3030
Duncker Streett & Co
St. Louis,
Missouri
| $548M | +$27.8M | +5% | 7.22% | 102% | 499 | 4.61% | 6.4 |
|
| 3031 |
3031
Amarillo National Bank
Amarillo,
Texas
| $547M | +$21.7M | +4% | 6.27% | 63.5% | 93 | 9.68% | 6.2 |
|
| 3032 |
3032
Well Done LLC
Holland,
Michigan
| $547M | +$66M | +14% | 15.2% | 80.4% | 189 | 10.58% | 4.2 |
|
| 3033 |
3033
Divergent Wealth Advisors
South Jordan,
Utah
| $547M | +$30M | +6% | 4.01% | 14.7% | 33 | 3.03% | 3.1 |
|
| 3034 |
3034
Gleason Group
Prospect,
Kentucky
| $546M | +$53.5M | +11% | 6.41% | 69.1% | 272 | 30.88% | 3.9 |
|
| 3035 |
3035
Bell Asset Management
Melbourne,
Australia
| $546M | -$167M | -23% | 6.54% | 45.3% | 65 | 4.62% | 3.9 |
|
| 3036 |
3036
Wilsey Asset Management
San Diego,
California
| $545M | +$69.2M | +15% | 11.3% | 66.9% | 22 | 9.09% | 4.2 |
|
| 3037 |
3037
Bell Investment Advisors
Oakland,
California
| $545M | +$35.9M | +7% | 5.77% | 45% | 1,970 | 5.99% | 2.4 |
|
| 3038 |
3038
Thrive Wealth Management
Audubon,
Pennsylvania
| $545M | +$34.4M | +7% | 6.41% | 84.1% | 232 | 14.22% | 1.8 |
|
| 3039 |
3039
CRA Financial Services
Northfield,
New Jersey
| $545M | +$49.5M | +10% | 5.65% | 91.9% | 273 | 10.26% | 3.1 |
|
| 3040 |
3040
Alpha Omega Wealth Management
Richmond,
Virginia
| $545M | +$21.5M | +4% | 7.19% | 65.9% | 215 | 7.91% | 5.8 |
|
| 3041 |
3041
TFO Wealth Partners
Maumee,
Ohio
| $545M | +$33.3M | +7% | 6.7% | 63.6% | 54 | 37.04% | 3.2 |
|
| 3042 |
3042
Kowal Investment Group
Brookfield,
Wisconsin
| $544M | +$42.5M | +8% | 5.52% | 21.1% | 205 | 14.15% | 2 |
|
| 3043 |
3043
TRB Advisors
New York
| $543M | +$6.95M | +1% | 5.14% | 64% | 6 | 16.67% | 5.3 |
|
| 3044 |
QCM
3044
Qsemble Capital Management
New York
| $543M | +$16.3M | +3% | 5.98% | 39.9% | 580 | 68.62% | 0.3 |
|
| 3045 |
3045
White Mountains Insurance Group
Hanover,
New Hampshire
| $543M | +$100M | +22% | 24.5% | 105% | 2 | 0% | 2.9 |
|
| 3046 |
3046
Oarsman Capital
Milwaukee,
Wisconsin
| $543M | +$86.5M | +19% | 6.16% | 70.6% | 907 | 74.31% | 1 |
|
| 3047 |
3047
CoreCommodity Management
Stamford,
Connecticut
| $543M | +$285M | +110% | 0.07% | 65.8% | 151 | 23.18% | 3.3 |
|
| 3048 |
PWW
3048
Pettyjohn Wood & White
Lynchburg,
Virginia
| $543M | +$28M | +5% | 6.57% | 70.9% | 200 | 6% | 6.2 |
|
| 3049 |
3049
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $543M | +$408M | +302% | 7.95% | 82.1% | 787 | 83.74% | 0.3 |
|
| 3050 |
3050
Capital Advisors Wealth Management
Yakima,
Washington
| $543M | +$36.9M | +7% | 5.39% | 70.5% | 174 | 12.07% | 1.9 |
|