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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Wakefield Asset Management
Englewood,
Colorado
| $253M | -$23.5M | -8% | 4.34% | 139% | 246 | 45.53% | 0.4 |
|
| 3127 |
3127
Plancorp LLC
Saint Louis,
Missouri
| $253M | -$11.5M | -4% | 1.58% | 67.3% | 183 | 12.02% | 2.3 |
|
| 3128 |
3128
Cahill Financial Advisors
Edina,
Minnesota
| $252M | +$12.2M | +5% | 2.55% | 55.9% | 161 | 11.18% | 3.2 |
|
| 3129 |
3129
Patton Fund Management
Dallas,
Texas
| $252M | – | – | 4.84% | 211% | 65 | – | 0 |
|
| 3130 |
3130
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $252M | +$61.7M | +32% | 4.02% | 116% | 506 | 77.87% | 0.1 |
|
| 3131 |
3131
Ellevest Inc
New York
| $252M | +$41.7M | +20% | 2.58% | 73.8% | 493 | 48.28% | 0.3 |
|
| 3132 |
3132
Technology Crossover Management IX
Menlo Park,
California
| $252M | +$97.8M | +64% | 15.3% | 13% | 3 | 0% | 0.8 |
|
| 3133 |
3133
First Wilshire Securities Management
Pasadena,
California
| $251M | -$42M | -14% | 6.23% | 135% | 122 | 13.93% | 3.6 |
|
| 3134 |
3134
Income Research & Management
Boston,
Massachusetts
| $251M | -$18.9M | -7% | 0.18% | 1.19% | 25 | 16% | 3.1 |
|
| 3135 |
3135
Stratos Wealth Advisors
Beachwood,
Ohio
| $251M | +$65.7M | +35% | 3.62% | 65.7% | 239 | 12.97% | 0.4 |
|
| 3136 |
3136
BCWM LLC
Overland Park,
Kansas
| $250M | +$27.5M | +12% | 2.41% | – | 76 | 14.47% | 2.4 |
|
| 3137 |
3137
FinTrust Capital Advisors
Greenville,
South Carolina
| $250M | +$11.4M | +5% | 3.53% | 23.6% | 1,351 | 27.39% | 0.5 |
|
| 3138 |
3138
McRae Capital Management
Morristown,
New Jersey
| $250M | +$9.9M | +4% | 5.46% | 78.2% | 94 | 6.38% | 4.1 |
|
| 3139 |
KC
3139
Keenan Capital
Burlingame,
California
| $250M | +$20.1M | +9% | 1.92% | 110% | 12 | 0% | 1.3 |
|
| 3140 |
3140
Amarillo National Bank
Amarillo,
Texas
| $250M | -$4.04M | -2% | 3.28% | 63.5% | 90 | 4.44% | 4 |
|
| 3141 |
SWK
3141
Stephen W. Kidder
| $250M | +$3.41M | +1% | 3.88% | 94.7% | 77 | 7.79% | 4.7 |
|
| 3142 |
3142
Fruth Investment Management
Houston,
Texas
| $250M | +$11M | +5% | 4.81% | 79.4% | 205 | 5.85% | 4.5 |
|
| 3143 |
FCT
3143
Family Capital Trust
Peabody,
Massachusetts
| $250M | +$12.9M | +5% | 7.58% | 39.1% | 57 | 7.02% | 4.4 |
|
| 3144 |
RG
3144
Riverstone Group
Richmond,
Virginia
| $249M | +$90.3M | +57% | 3.28% | 305% | 5 | 0% | 0.6 |
|
| 3145 |
3145
Brio Consultants
San Francisco,
California
| $249M | +$23.3M | +10% | 4.07% | 42.7% | 73 | 10.96% | 0.4 |
|
| 3146 |
3146
Silicon Valley Capital Partners
San Jose,
California
| $249M | +$14.6M | +6% | 4.17% | 103% | 40 | 22.5% | 1.4 |
|
| 3147 |
3147
Arrow Investment Advisors
Laurel,
Maryland
| $248M | +$2.66M | +1% | 1.71% | 36.3% | 86 | 39.53% | 1.5 |
|
| 3148 |
3148
Viridian RIA
Bothell,
Washington
| $248M | +$22M | +10% | 3.92% | 63.1% | 61 | 22.95% | 0.8 |
|
| 3149 |
3149
Cutler Capital Management
Worcester,
Massachusetts
| $248M | +$5.82M | +2% | 1.43% | 39.7% | 105 | 20% | 2 |
|
| 3150 |
3150
Marathon Asset Management (New York)
New York
| $248M | -$136M | -36% | 0.64% | 490% | 13 | 61.54% | 0.6 |
|