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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
BCWM LLC
Overland Park,
Kansas
| $247M | -$2.9M | -1% | 1.34% | – | 74 | 10.81% | 2.8 |
|
| 3152 |
3152
Delta Financial Advisors
New Orleans,
Louisiana
| $247M | +$4.64M | +2% | 1.91% | 96% | 116 | 2.59% | 0.2 |
|
| 3153 |
3153
McNamara Financial Services
Marshfield,
Massachusetts
| $246M | +$7.16M | +3% | 0.7% | 42.6% | 39 | 2.56% | 2.9 |
|
| 3154 |
3154
Crestview Partners III
New York
| $246M | -$121M | -33% | 22.1% | 51.2% | 4 | 0% | 1.3 |
|
| 3155 |
3155
Patten Group
Chattanooga,
Tennessee
| $246M | +$1.54M | +0.6% | 1.92% | 88.1% | 216 | 11.57% | 3.6 |
|
| 3156 |
3156
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $246M | +$1.79M | +0.7% | 0.96% | 62.3% | 125 | 20.8% | 2.5 |
|
| 3157 |
ECM
3157
EagleClaw Capital Management
Boston,
Massachusetts
| $245M | +$15.6M | +7% | 2.07% | 104% | 132 | 10.61% | 3.6 |
|
| 3158 |
3158
Chesapeake Wealth Management
Williamsburg,
Virginia
| $245M | +$6.13M | +3% | 1.87% | 65.9% | 190 | 11.58% | 1.2 |
|
| 3159 |
3159
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $245M | +$10.8M | +5% | 2.61% | 79.3% | 73 | 2.74% | 4.1 |
|
| 3160 |
3160
Vantage Wealth
Pasadena,
California
| $245M | +$2.76M | +1% | 2.16% | 56.1% | 31 | 0% | 3.5 |
|
| 3161 |
3161
Alta Park Capital
San Francisco,
California
| $244M | -$54M | -18% | 2.43% | 1,071% | 30 | 43.33% | 1.1 |
|
| 3162 |
3162
Brickley Wealth Management
San Mateo,
California
| $244M | +$4.76M | +2% | 1.08% | 62.6% | 48 | 14.58% | 1.1 |
|
| 3163 |
3163
Starfire Investment Advisers
Southfield,
Michigan
| $244M | +$20.4M | +9% | 0.34% | 19.2% | 178 | 12.92% | 1.5 |
|
| 3164 |
FCT
3164
Family Capital Trust
Peabody,
Massachusetts
| $244M | -$5.65M | -2% | 1.47% | 39.1% | 56 | 5.36% | 4.5 |
|
| 3165 |
3165
Benedict Financial Advisors
Atlanta,
Georgia
| $244M | +$3.76M | +2% | 3.07% | 72.4% | 105 | 2.86% | 4 |
|
| 3166 |
PTB
3166
Pioneer Trust Bank
Salem,
Oregon
| $244M | +$1.71M | +0.7% | 2.48% | 61.4% | 74 | 5.41% | 5.1 |
|
| 3167 |
3167
G.F.W. Energy X
Dallas,
Texas
| $243M | -$88.5M | -27% | 24% | 71.3% | 4 | 0% | 1.5 |
|
| 3168 |
3168
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $243M | +$10.5M | +5% | 4.84% | 18.2% | 15 | 6.67% | 3.5 |
|
| 3169 |
3169
Burt Wealth Advisors
North Bethesda,
Maryland
| $243M | +$14.7M | +6% | 0.11% | 57.3% | 359 | 8.64% | 3.4 |
|
| 3170 |
3170
Harfst & Associates
Sheridan,
Wyoming
| $243M | -$1.92M | -0.8% | 0.29% | 88.1% | 101 | 13.86% | 2.3 |
|
| 3171 |
3171
WESCAP Management Group
Glendale,
California
| $243M | +$881K | +0.4% | 0.93% | 45.7% | 82 | 10.98% | 2.4 |
|
| 3172 |
3172
Forefront Analytics
West Conshohocken,
Pennsylvania
| $243M | +$7.82M | +3% | 1.35% | 50.9% | 46 | 13.04% | 1.4 |
|
| 3173 |
3173
Mosaic Family Wealth
St. Louis,
Missouri
| $242M | +$3.7M | +2% | 1.35% | 85.2% | 177 | 9.04% | 3.1 |
|
| 3174 |
3174
Northwest Bancshares
Warren,
Pennsylvania
| $242M | +$5.16M | +2% | 3.06% | 84.8% | 144 | 6.25% | 1.5 |
|
| 3175 |
3175
Advisors Management Group
La Crosse,
Wisconsin
| $242M | +$12.8M | +6% | 2.67% | 125% | 90 | 4.44% | 2.7 |
|