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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $271M | +$7.86M | +3% | 6.7% | 69.7% | 62 | 1.61% | 5.4 |
|
| 3227 |
3227
Nicolet Bankshares
Green Bay,
Wisconsin
| $270M | +$20.6M | +8% | 8.63% | 75.5% | 187 | 6.95% | 2.9 |
|
| 3228 |
3228
Affinity Wealth Management
Wilmington,
Delaware
| $270M | +$21.3M | +9% | 7.84% | 116% | 111 | 22.52% | 1.5 |
|
| 3229 |
3229
Kavar Capital Partners Group
Leawood,
Kansas
| $270M | +$13.9M | +5% | 7.18% | 77.2% | 141 | 12.06% | 3.2 |
|
| 3230 |
3230
Matthew Goff Investment Advisor
Houston,
Texas
| $270M | +$27.9M | +12% | 6.15% | 89.6% | 60 | 8.33% | 2.1 |
|
| 3231 |
3231
IMA Advisory Services
Denver,
Colorado
| $269M | +$4.68M | +2% | 8.87% | 74.5% | 292 | 6.16% | 2.1 |
|
| 3232 |
3232
McNamara Financial Services
Marshfield,
Massachusetts
| $269M | +$22.9M | +9% | 5.93% | 42.6% | 42 | 7.14% | 2.9 |
|
| 3233 |
SGH
3233
Sivik Global Healthcare
Greenwich,
Connecticut
| $269M | +$71.2M | +36% | 19.6% | 83.8% | 57 | 35.09% | 1.4 |
|
| 3234 |
EGA
3234
E&G Advisors
Houston,
Texas
| $269M | +$19.7M | +8% | 6.66% | 97.7% | 189 | 6.35% | 2.8 |
|
| 3235 |
SXL
3235
Summit X LLC
Chesterfield,
Missouri
| $269M | +$19.7M | +8% | 7.63% | 62.9% | 244 | 9.02% | 1.7 |
|
| 3236 |
3236
Vantage Wealth
Pasadena,
California
| $269M | +$24M | +10% | 9.41% | 56.1% | 36 | 16.67% | 3.3 |
|
| 3237 |
PRC
3237
Pearl River Capital
Niles,
Michigan
| $269M | +$234M | +669% | 6.22% | 20.3% | 745 | 75.7% | 0.1 |
|
| 3238 |
3238
First National Corp
Rockland,
Massachusetts
| $269M | +$20.6M | +8% | 7.12% | 56.3% | 150 | 9.33% | 0.9 |
|
| 3239 |
3239
Hardy Reed
Tupelo,
Mississippi
| $268M | +$18.1M | +7% | 6.41% | 69.7% | 74 | 14.86% | 0.8 |
|
| 3240 |
3240
Patten Group
Chattanooga,
Tennessee
| $268M | +$22.2M | +9% | 7.05% | 99% | 218 | 11.93% | 3.6 |
|
| 3241 |
3241
Bridgeworth
Birmingham,
Alabama
| $268M | +$5.66M | +2% | 6.51% | 19.3% | 141 | 12.77% | 1.6 |
|
| 3242 |
3242
Think Investments
San Francisco,
California
| $268M | +$4.51M | +2% | 16.3% | 285% | 16 | 31.25% | 1.6 |
|
| 3243 |
DC
3243
Derby & Company
Newton,
Massachusetts
| $268M | +$58.8M | +28% | 6.19% | 33.7% | 59 | 49.15% | 0.7 |
|
| 3244 |
PTB
3244
Pioneer Trust Bank
Salem,
Oregon
| $268M | +$23.9M | +10% | 9.9% | 61.4% | 75 | 9.33% | 5.2 |
|
| 3245 |
3245
Asset Allocation & Management Company
Chicago,
Illinois
| $268M | – | – | 5.55% | 58.5% | 69 | – | 0 |
|
| 3246 |
PWMAG
3246
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $267M | +$28.7M | +12% | 7.5% | 90.7% | 199 | 15.58% | 2.6 |
|
| 3247 |
3247
RK Capital Management (Colorado)
Denver,
Colorado
| $267M | -$6.32M | -2% | 10% | 89% | 61 | 19.67% | 1.5 |
|
| 3248 |
3248
Marcum Wealth
Cleveland,
Ohio
| $267M | – | – | 6.55% | 20% | 108 | – | 0 |
|
| 3249 |
3249
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $267M | +$33.6M | +14% | 6.78% | 116% | 204 | 49.02% | 0.5 |
|
| 3250 |
3250
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $267M | +$44.2M | +20% | 9.76% | 97.3% | 1,536 | 13.93% | 1.4 |
|