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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
Armbruster Capital Management
Pittsford,
New York
| $588M | +$35.4M | +6% | 6.09% | 66.7% | 133 | 5.26% | 5.3 |
|
| 3227 |
3227
Well Done LLC
Holland,
Michigan
| $587M | +$54.1M | +10% | 7.23% | 80.4% | 198 | 16.67% | 4.4 |
|
| 3228 |
3228
Financial Sense Advisors
San Diego,
California
| $587M | +$162M | +38% | 16.3% | 152% | 184 | 35.33% | 1.5 |
|
| 3229 |
3229
Huntleigh Advisors
St. Louis,
Missouri
| $586M | +$68M | +13% | 15.4% | – | 309 | 22.65% | 0.6 |
|
| 3230 |
3230
Edenbrook Capital
Mt. Kisco,
New York
| $586M | +$120M | +26% | 9.05% | 267% | 27 | 44.44% | 1.9 |
|
| 3231 |
3231
Ithaka Group
Arlington,
Virginia
| $586M | +$1.6M | +0.3% | 5.69% | 143% | 41 | 12.2% | 4.6 |
|
| 3232 |
3232
Serenus Wealth Advisors
Santa Monica,
California
| $585M | -$5.21M | -0.9% | 4.94% | – | 71 | 21.13% | 0.6 |
|
| 3233 |
3233
Clearstead Trust
Portland,
Maine
| $585M | +$56.7M | +11% | 9.82% | 111% | 1,574 | 9.4% | 1.2 |
|
| 3234 |
3234
Matthew Goff Investment Advisor
Houston,
Texas
| $585M | +$44.5M | +8% | 8.49% | 89.6% | 99 | 6.06% | 4.6 |
|
| 3235 |
3235
Retirement Income Solutions
Ann Arbor,
Michigan
| $585M | +$39.8M | +7% | 6.73% | 60.8% | 170 | 10% | 3.6 |
|
| 3236 |
3236
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $585M | +$39.3M | +7% | 6.74% | 71.4% | 310 | 10.32% | 4.1 |
|
| 3237 |
3237
Commonwealth Financial Services
Vienna,
West Virginia
| $584M | +$65M | +13% | 5.69% | 64.2% | 241 | 15.77% | 3.4 |
|
| 3238 |
3238
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $584M | +$110M | +23% | 6.22% | 73.7% | 144 | 13.89% | 3.7 |
|
| 3239 |
3239
Mitchell Capital Management
Leawood,
Kansas
| $584M | +$49.2M | +9% | 12.3% | 234% | 139 | 32.37% | 3.1 |
|
| 3240 |
3240
Providence Equity Partners
Providence,
Rhode Island
| $584M | -$263M | -31% | 2.14% | 12.4% | 3 | 0% | 4.1 |
|
| 3241 |
3241
Abundance Wealth Counselors
State College,
Pennsylvania
| $583M | +$49.3M | +9% | 7.8% | 107% | 175 | 9.14% | 1.7 |
|
| 3242 |
3242
SOA Wealth Advisors
New York
| $583M | +$50.9M | +10% | 9.65% | 79.1% | 938 | 11.09% | 3.6 |
|
| 3243 |
3243
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $583M | +$18.5M | +3% | 6.15% | 70.3% | 91 | 29.67% | 2.3 |
|
| 3244 |
3244
Advyzon Investment Management
Lisle,
Illinois
| $583M | +$131M | +29% | 8.01% | – | 500 | 28.2% | 0.4 |
|
| 3245 |
3245
Portfolio Design Labs
Encino,
California
| $582M | +$73.1M | +14% | 7.94% | – | 230 | 48.26% | 0.7 |
|
| 3246 |
3246
AIP LLC
New York
| $582M | -$131M | -18% | 12.5% | 54.9% | 2 | 0% | 2.3 |
|
| 3247 |
3247
Perseverance Asset Management International
George Town,
Cayman Islands
| $582M | +$185M | +46% | 20.2% | 120% | 15 | 40% | 1.3 |
|
| 3248 |
3248
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $582M | -$146M | -20% | 6.92% | 88.1% | 73 | 16.44% | 2.5 |
|
| 3249 |
3249
Topline Capital Management
Santa Monica,
California
| $582M | -$1.86M | -0.3% | 1.19% | – | 53 | 41.51% | 0.4 |
|
| 3250 |
CRB
3250
Chad R. Baker
| $581M | +$42.8M | +8% | 9.12% | 123% | 54 | 7.41% | 5.9 |
|