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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Stieven Capital Advisors
St. Louis,
Missouri
| $385M | -$1.2M | -0.3% | 5.65% | 117% | 43 | 23.26% | 3.9 |
|
| 3202 |
3202
Independent Solutions Wealth Management
Williamsville,
New York
| $385M | -$12.3M | -3% | 2.54% | 125% | 231 | 18.61% | 2.5 |
|
| 3203 |
3203
Planning Center Inc
Moline,
Illinois
| $385M | -$8.68M | -2% | 3.28% | 38.9% | 71 | 14.08% | 1.2 |
|
| 3204 |
FPFS
3204
First Personal Financial Services
Charlotte,
North Carolina
| $384M | -$18.2M | -5% | 4.75% | 31.5% | 403 | 9.18% | 4.7 |
|
| 3205 |
3205
OneAscent Financial Services
Birmingham,
Alabama
| $384M | +$159M | +71% | 3.19% | 63.8% | 295 | 66.1% | 0.4 |
|
| 3206 |
3206
Tiger Pacific Capital
New York
| $384M | +$17.4M | +5% | 8.66% | 84.5% | 12 | 25% | 1.9 |
|
| 3207 |
3207
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $384M | +$16.7M | +5% | 4.64% | 26.4% | 2 | 0% | 2.9 |
|
| 3208 |
3208
Peavine Capital
Reno,
Nevada
| $384M | -$40.4M | -10% | 3.49% | 30.8% | 11 | 0% | 4.3 |
|
| 3209 |
3209
Cedar Brook Financial Partners
Cleveland,
Ohio
| $383M | -$37M | -9% | 3.49% | 47% | 427 | 15.69% | 2.8 |
|
| 3210 |
MTC
3210
Matrix Trust Company
Denver,
Colorado
| $383M | -$4.66M | -1% | 3.48% | 51.4% | 65 | 10.77% | 1.7 |
|
| 3211 |
3211
Capital Advisors Wealth Management
Yakima,
Washington
| $383M | -$7.91M | -2% | 2.56% | 70.5% | 148 | 14.86% | 1.6 |
|
| 3212 |
3212
ML&R Wealth Management
Austin,
Texas
| $383M | -$70.4M | -16% | 2.63% | – | 96 | 30.21% | 1.2 |
|
| 3213 |
3213
Investors Research Corp
Atlanta,
Georgia
| $383M | -$13.3M | -3% | 1.32% | 62.1% | 1,119 | 6.88% | 3.5 |
|
| 3214 |
3214
Hexagon Capital Partners
Rogers,
Arkansas
| $383M | +$3.19M | +0.8% | 0.43% | 104% | 1,478 | 7.92% | 2 |
|
| 3215 |
3215
ThornTree Capital Partners
Boston,
Massachusetts
| $382M | -$38.4M | -9% | 7.63% | 217% | 20 | 20% | 1 |
|
| 3216 |
3216
Strategy Asset Managers
Pasadena,
California
| $382M | -$68.2M | -15% | 2.7% | 115% | 272 | 27.21% | 2.5 |
|
| 3217 |
3217
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $382M | +$49.9M | +15% | 2.52% | 65.8% | 77 | 24.68% | 0.6 |
|
| 3218 |
3218
Providence Capital Advisors
Charlotte,
North Carolina
| $382M | -$12.2M | -3% | 4.84% | 47.4% | 364 | 18.68% | 2.6 |
|
| 3219 |
FBT
3219
First Bank & Trust
Brookings,
South Dakota
| $382M | -$12.7M | -3% | 2.75% | 85.6% | 202 | 9.41% | 4 |
|
| 3220 |
3220
Savoie Capital
Chicago,
Illinois
| $382M | – | – | 1.65% | – | 75 | – | 0 |
|
| 3221 |
3221
CFM Wealth Partners
Austin,
Texas
| $382M | -$30.1M | -7% | 2.6% | 152% | 167 | 17.96% | 3 |
|
| 3222 |
3222
Battery Management Corp
Boston,
Massachusetts
| $382M | -$103M | -21% | 3.85% | 45.1% | 7 | 28.57% | 2 |
|
| 3223 |
3223
Noesis Capital Mangement
Boca Raton,
Florida
| $381M | -$24.9M | -6% | 5.18% | 139% | 105 | 9.52% | 5.2 |
|
| 3224 |
3224
Tobias Financial Advisors
Plantation,
Florida
| $381M | +$10M | +3% | 3.29% | 44.5% | 99 | 12.12% | 1.4 |
|
| 3225 |
3225
Lincoln Capital
Lincoln,
Nebraska
| $381M | -$7.48M | -2% | 0.85% | 67.1% | 107 | 3.74% | 5.2 |
|