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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
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $504M | +$8.74M | +2% | 1.04% | 71.4% | 287 | 7.32% | 4 |
|
| 3202 |
3202
Lathrop Investment Management
Little Rock,
Arkansas
| $504M | -$20.8M | -4% | 0.48% | 72.2% | 88 | 7.95% | 6.7 |
|
| 3203 |
SFS
3203
Security Financial Services
Fort Wayne,
Indiana
| $504M | +$12.6M | +3% | 1.35% | 67.7% | 178 | 11.24% | 2.1 |
|
| 3204 |
3204
Princeton Global Asset Management
Princeton,
New Jersey
| $504M | -$31.1M | -6% | 2% | 110% | 673 | 13.97% | 3.6 |
|
| 3205 |
3205
Noesis Capital Mangement
Boca Raton,
Florida
| $503M | -$21.2M | -4% | 3.85% | 139% | 131 | 19.08% | 4.7 |
|
| 3206 |
3206
Brasada Capital Management
Houston,
Texas
| $503M | -$69.8M | -12% | 0.6% | 76.5% | 156 | 33.33% | 2.6 |
|
| 3207 |
3207
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $502M | +$17.3M | +4% | 1.85% | 70.2% | 339 | 16.81% | 3.2 |
|
| 3208 |
3208
Northwest Wealth Management
Spencer,
Iowa
| $502M | +$30.3M | +6% | 0.47% | 68.2% | 192 | 15.1% | 3.5 |
|
| 3209 |
3209
LJI Wealth Management
Indianapolis,
Indiana
| $502M | -$5.61M | -1% | 4.12% | 68.8% | 189 | 7.94% | 1.6 |
|
| 3210 |
3210
Martel Wealth Advisors
Vancouver,
Washington
| $502M | -$10.1M | -2% | 1.1% | 43.4% | 72 | 6.94% | 3.3 |
|
| 3211 |
MIC
3211
Maxi Investments CY
Limassol,
Cyprus
| $502M | -$16.5M | -3% | 8.93% | 83.2% | 178 | 57.3% | 0.8 |
|
| 3212 |
3212
Armbruster Capital Management
Pittsford,
New York
| $501M | +$9.24M | +2% | 1.17% | 66.7% | 135 | 7.41% | 4.9 |
|
| 3213 |
3213
Perennial Advisors
New York
| $501M | +$41.9M | +9% | 1.02% | – | 115 | 34.78% | 4 |
|
| 3214 |
3214
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $501M | +$18.6M | +4% | 0.48% | 24.5% | 30 | 3.33% | 6.2 |
|
| 3215 |
3215
Arvin Capital Management
Austin,
Texas
| $501M | +$144M | +40% | 2.23% | – | 69 | 73.91% | 0.2 |
|
| 3216 |
3216
Harbor Group
Bedford,
New Hampshire
| $501M | +$55.4M | +12% | 1.76% | 43% | 104 | 18.27% | 2.3 |
|
| 3217 |
3217
Pfizer
New York
| $501M | -$2.09B | -81% | 25.4% | – | 23 | 8.7% | 0.3 |
|
| 3218 |
3218
SFE Investment Counsel
Los Angeles,
California
| $501M | +$29.6M | +6% | 3.74% | 114% | 145 | 24.83% | 4.9 |
|
| 3219 |
3219
TLWM Financial
San Antonio,
Texas
| $500M | -$8.09M | -2% | 2.21% | 53.9% | 74 | 1.35% | 3.4 |
|
| 3220 |
3220
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $500M | +$14.9M | +3% | 0.15% | 75.1% | 153 | 15.69% | 4.3 |
|
| 3221 |
3221
PBMares Wealth Management
Williamsburg,
Virginia
| $500M | +$10.2M | +2% | 0.6% | 67.7% | 201 | 8.96% | 3.4 |
|
| 3222 |
3222
Robotti Robert
| $499M | -$70.7M | -12% | 8.02% | 107% | 68 | 8.82% | 4.7 |
|
| 3223 |
3223
Secure Asset Management
Troy,
Michigan
| $499M | -$160M | -24% | 1.87% | 97.2% | 370 | 29.73% | 1.6 |
|
| 3224 |
3224
Austin Wealth Management
Austin,
Texas
| $499M | +$16.6M | +3% | 0.38% | 52.4% | 132 | 10.61% | 1.2 |
|
| 3225 |
3225
Wilsey Asset Management
San Diego,
California
| $499M | -$40.5M | -8% | 3.89% | 66.9% | 25 | 12% | 4.3 |
|