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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
Matthew Goff Investment Advisor
Houston,
Texas
| $371M | -$54.7M | -13% | 12.7% | 89.6% | 86 | 15.12% | 3.2 |
|
| 3127 |
3127
Foresite Capital Management IV
Larkspur,
California
| $371M | +$13.9M | +4% | 13.4% | 151% | 9 | 11.11% | 1.6 |
|
| 3128 |
3128
Ackerman Capital Advisors
Dallas,
Texas
| $371M | -$53.4M | -13% | 10.7% | 40.4% | 133 | 33.08% | 1.7 |
|
| 3129 |
3129
Blueprint Investment Partners
Greensboro,
North Carolina
| $371M | -$17.2M | -4% | 4.83% | 90.8% | 238 | 54.62% | 0.8 |
|
| 3130 |
3130
Leo Brokerage
Hurst,
Texas
| $371M | -$257M | -41% | 16.3% | – | 265 | 42.26% | 1.2 |
|
| 3131 |
3131
Oak Harvest Investment Services
Houston,
Texas
| $371M | -$33M | -8% | 14% | 120% | 85 | 5.88% | 1.3 |
|
| 3132 |
3132
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $371M | -$252M | -40% | 19.4% | 140% | 347 | 35.73% | 2.3 |
|
| 3133 |
3133
Cubic Asset Management
Boston,
Massachusetts
| $371M | -$58.9M | -14% | 11% | 40.5% | 203 | 7.88% | 4.9 |
|
| 3134 |
3134
Bright Rock Capital Management
Hanover,
Massachusetts
| $371M | -$53.2M | -13% | 12.6% | 53.1% | 86 | 17.44% | 4.1 |
|
| 3135 |
3135
Tetrad Corporation
Omaha,
Nebraska
| $370M | -$86.3M | -19% | 19.6% | 45.6% | 4 | 25% | 6.8 |
|
| 3136 |
3136
Armbruster Capital Management
Pittsford,
New York
| $370M | -$45.6M | -11% | 13.7% | 66.7% | 127 | 16.54% | 3.6 |
|
| 3137 |
III
3137
Independent Investors Inc
Nesconset,
New York
| $369M | -$79.9M | -18% | 16% | 61.6% | 76 | 9.21% | 7 |
|
| 3138 |
3138
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $369M | -$22.1M | -6% | 15.4% | 62.2% | 87 | 12.64% | 2.9 |
|
| 3139 |
3139
Intercontinental Wealth Advisors
San Antonio,
Texas
| $369M | -$70.3M | -16% | 16.5% | 46.7% | 295 | 12.2% | 2.7 |
|
| 3140 |
3140
Hudson Way Capital Management
Dallas,
Texas
| $369M | -$55M | -13% | 16% | 51.3% | 17 | 11.76% | 2.1 |
|
| 3141 |
3141
NFC Investments
Memphis,
Tennessee
| $369M | -$77.6M | -17% | 15.7% | – | 39 | 12.82% | 4.6 |
|
| 3142 |
3142
Abundance Wealth Counselors
State College,
Pennsylvania
| $369M | +$688K | +0.2% | 13.6% | 94.7% | 155 | 11.61% | 0.8 |
|
| 3143 |
3143
Prestige Wealth Management Group
Flemington,
New Jersey
| $369M | -$37.6M | -9% | 9.99% | 55.8% | 1,116 | 12.1% | 2.3 |
|
| 3144 |
ECM
3144
EagleClaw Capital Management
Boston,
Massachusetts
| $369M | -$66.7M | -15% | 13.3% | 104% | 135 | 6.67% | 5.4 |
|
| 3145 |
3145
Glen Eagle Advisors
Kingston,
New Jersey
| $369M | -$14.4M | -4% | 11.9% | 68.5% | 1,035 | 11.59% | 3 |
|
| 3146 |
3146
McRae Capital Management
Morristown,
New Jersey
| $368M | -$74.7M | -17% | 13.9% | 78.2% | 112 | 6.25% | 4.8 |
|
| 3147 |
3147
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $368M | -$19.8M | -5% | 12.5% | 55.5% | 143 | 18.88% | 0.8 |
|
| 3148 |
3148
Horst & Graben Wealth Management
Portland,
Oregon
| $368M | -$40.9M | -10% | 12% | 55.1% | 143 | 14.69% | 1.6 |
|
| 3149 |
3149
CVA Family Office
Denver,
Colorado
| $368M | -$50.4M | -12% | 13.8% | 71.6% | 1,021 | 14.59% | 1 |
|
| 3150 |
LA
3150
Lynch & Associates
Newburgh,
Indiana
| $368M | -$45.3M | -11% | 10% | 73.5% | 106 | 3.77% | 6.6 |
|