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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
TCI Wealth Advisors
Tucson,
Arizona
| $196M | +$4.18M | +2% | 2.71% | 65% | 1,442 | 13.94% | 2.2 |
|
| 3177 |
KFBMI
3177
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $196M | +$4.05M | +2% | 3.86% | 83.3% | 85 | 5.88% | 1.1 |
|
| 3178 |
BWAM
3178
Boyd Watterson Asset Management
Cleveland,
Ohio
| $195M | -$4.05M | -2% | 2.12% | 101% | 155 | 7.1% | 2.8 |
|
| 3179 |
TCOO
3179
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $195M | +$2.16M | +1% | 2.64% | 101% | 110 | 6.36% | 2.9 |
|
| 3180 |
B
3180
Bridgeworth
Birmingham,
Alabama
| $195M | +$5.15M | +3% | 0.93% | 19.3% | 160 | 21.25% | 0.4 |
|
| 3181 |
GGPE
3181
Golden Gate Private Equity
San Francisco,
California
| $195M | -$39M | -17% | 4.81% | 8.72% | 24 | 8.33% | 1.1 |
|
| 3182 |
FM
3182
Frazier Management
Seattle,
Washington
| $195M | +$7.89M | +4% | 3.16% | 408% | 7 | 0% | 1.3 |
|
| 3183 |
PCI
3183
Pacifica Capital Investments
Leander,
Texas
| $195M | +$2.7M | +1% | 1.51% | 70.4% | 17 | 0% | 3.3 |
|
| 3184 |
BCM
3184
Beck Capital Management
Austin,
Texas
| $195M | +$5.1M | +3% | 5.47% | 291% | 113 | 29.2% | 1 |
|
| 3185 |
BRC
3185
Bishop Rock Capital
New York
| $195M | -$17.2M | -8% | 9.11% | 35.4% | 31 | 32.26% | 0.4 |
|
| 3186 |
FA
3186
FMA Advisory
Harrisburg,
Pennsylvania
| $195M | -$2.01M | -1% | 3.08% | 46.7% | 146 | 29.45% | 0.2 |
|
| 3187 |
AOWM
3187
Alpha Omega Wealth Management
Richmond,
Virginia
| $195M | +$6.87M | +4% | 2% | 60.7% | 500 | 9.6% | 0.9 |
|
| 3188 |
CCM
3188
Crestwood Capital Management
New York
| $195M | -$36M | -16% | 9.32% | 203% | 29 | 37.93% | 1.2 |
|
| 3189 |
CCM
3189
Courage Capital Management
Nashville,
Tennessee
| $194M | +$72.9M | +60% | 2.67% | 86.5% | 22 | 36.36% | 1.2 |
|
| 3190 |
REMPR
3190
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $194M | -$234K | -0.1% | 2.75% | 62.3% | 88 | 17.05% | 1.8 |
|
| 3191 |
3191
Kingsview Wealth Management
Grants Pass,
Oregon
| $194M | +$25.7M | +15% | 2.31% | 71.5% | 406 | 38.92% | 0.2 |
|
| 3192 |
GF
3192
Goodman Financial
Houston,
Texas
| $194M | +$3.05M | +2% | 2.93% | 52.5% | 43 | 4.65% | 2 |
|
| 3193 |
WA
3193
WealthTrust-Arizona
Scottsdale,
Arizona
| $194M | +$8.05M | +4% | 2.46% | 20.2% | 705 | 18.72% | 2.3 |
|
| 3194 |
GWA
3194
Guidant Wealth Advisors
Palatine,
Illinois
| $194M | +$3.26M | +2% | 1.95% | 17.8% | 247 | 15.38% | 0.6 |
|
| 3195 |
HI
3195
Hudock Inc
Williamsport,
Pennsylvania
| $194M | +$7.07M | +4% | 1.7% | 69.7% | 661 | 12.86% | 2.6 |
|
| 3196 |
FCT
3196
Family Capital Trust
Peabody,
Massachusetts
| $193M | +$4.88M | +3% | 5.46% | 32.3% | 56 | 1.79% | 3.2 |
|
| 3197 |
SIG
3197
Schaller Investment Group
Winston Salem,
North Carolina
| $193M | +$6.08M | +3% | 5.5% | 21.9% | 45 | 8.89% | 2.9 |
|
| 3198 |
3198
Heritage Wealth Advisors
Richmond,
Virginia
| $193M | +$7.69M | +4% | 1.73% | 65% | 101 | 8.91% | 2.1 |
|
| 3199 |
YEPI
3199
Yorktown Energy Partners IX
New York
| $193M | -$92.7M | -32% | 32.1% | 67.3% | 2 | 0% | 0.4 |
|
| 3200 |
SA
3200
SL Advisors
Westfield,
New Jersey
| $193M | +$16.8M | +10% | 9.81% | 74.1% | 57 | 5.26% | 0.9 |
|