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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Adroit Compliance
| $479M | – | – | 8.52% | – | 46 | – | 0 |
|
| 3052 |
3052
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $479M | +$37.9M | +9% | 8.52% | 39.5% | 49 | 14.29% | 2.2 |
|
| 3053 |
3053
Frank Rimerman Advisors
Palo Alto,
California
| $479M | +$65.8M | +16% | 14.5% | 149% | 318 | 69.18% | 0.7 |
|
| 3054 |
3054
Rollins Financial
Atlanta,
Georgia
| $479M | +$70.2M | +17% | 13.6% | – | 115 | 24.35% | 2 |
|
| 3055 |
3055
Rollins Financial Advisors
New York City,
New York
| $479M | – | – | 13.6% | – | 97 | – | 0 |
|
| 3056 |
3056
Hunter Perkins Capital Management
Lombard,
Illinois
| $479M | +$12.9M | +3% | 10.9% | 58% | 129 | 31.78% | 1.8 |
|
| 3057 |
3057
Divergent Wealth Advisors
South Jordan,
Utah
| $478M | +$38.3M | +9% | 8.39% | 14.7% | 35 | 14.29% | 2.5 |
|
| 3058 |
3058
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $478M | +$87M | +22% | 7.9% | 44% | 105 | 20.95% | 2.3 |
|
| 3059 |
3059
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $478M | +$60.6M | +15% | 12.8% | 95.4% | 35 | 5.71% | 6.2 |
|
| 3060 |
3060
Raub Brock Capital Management
Larkspur,
California
| $477M | -$25.9M | -5% | 11.5% | 54.7% | 74 | 27.03% | 2.7 |
|
| 3061 |
MAA
3061
Mraz Amerine & Associates
Modesto,
California
| $477M | +$33.6M | +8% | 7.54% | 63.2% | 183 | 7.65% | 5 |
|
| 3062 |
3062
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $477M | +$34.8M | +8% | 9.6% | 52.1% | 119 | 21.85% | 1.5 |
|
| 3063 |
3063
Tufton Capital Management
Hunt Valley,
Maryland
| $477M | +$28.5M | +6% | 10.1% | 96.1% | 125 | 5.6% | 6.9 |
|
| 3064 |
WPI
3064
Walter Public Investments
Westmount,
Canada
| $476M | +$53.9M | +13% | 14.1% | 85.1% | 42 | 9.52% | 1.2 |
|
| 3065 |
AWAM
3065
Appian Way Asset Management
New York
| $476M | +$57.1M | +14% | 9.7% | 49.4% | 77 | 71.43% | 0.3 |
|
| 3066 |
3066
Embree Financial Group
Chicago,
Illinois
| $475M | – | – | 11.1% | 87.6% | 183 | – | 0 |
|
| 3067 |
3067
Wedgewood Partners
St Louis,
Missouri
| $475M | +$57.3M | +14% | 11.7% | 78.1% | 21 | 4.76% | 5.1 |
|
| 3068 |
3068
Sycamore Partners Management
New York
| $475M | +$293M | +161% | 161% | 31.8% | 1 | 0% | 2 |
|
| 3069 |
3069
Mitchell Capital Management
Leawood,
Kansas
| $475M | +$53.8M | +13% | 13.4% | 234% | 125 | 16% | 3.6 |
|
| 3070 |
3070
Sky Investment Group
Hartford,
Connecticut
| $474M | +$33.7M | +8% | 8.63% | 81.4% | 127 | 7.09% | 6 |
|
| 3071 |
3071
Abacus Planning Group
Columbia,
South Carolina
| $474M | +$63.3M | +15% | 11.1% | 67.8% | 210 | 12.86% | 3.4 |
|
| 3072 |
3072
Duncker Streett & Co
St. Louis,
Missouri
| $474M | +$44M | +10% | 11.3% | 102% | 501 | 4.79% | 6 |
|
| 3073 |
3073
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $473M | +$41.9M | +10% | 9.24% | 63.7% | 82 | 4.88% | 2.4 |
|
| 3074 |
3074
Insight Advisors
Newtown,
Pennsylvania
| $473M | +$35.4M | +8% | 7.62% | 74% | 296 | 10.81% | 2.2 |
|
| 3075 |
3075
Mirador Capital Partners
Pleasanton,
California
| $472M | +$32.8M | +7% | 11.1% | 120% | 212 | 25.94% | 3.4 |
|