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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
LJI Wealth Management
Indianapolis,
Indiana
| $489M | +$36.9M | +8% | 4.87% | 68.8% | 197 | 7.11% | 1.2 |
|
| 3252 |
3252
Hartford Financial Management
Hartford,
Connecticut
| $489M | +$23M | +5% | 6.6% | 87.9% | 409 | 10.27% | 5.9 |
|
| 3253 |
3253
Land & Buildings Investment Management
Stamford,
Connecticut
| $489M | +$64.5M | +15% | 22.3% | 53.9% | 24 | 41.67% | 0.9 |
|
| 3254 |
3254
Columbus Hill Capital Management
Short Hills,
New Jersey
| $489M | +$948K | +0.2% | 8.51% | 151% | 36 | 38.89% | 1.9 |
|
| 3255 |
3255
Martel Wealth Advisors
Vancouver,
Washington
| $489M | +$22.8M | +5% | 5.16% | 43.4% | 54 | 3.7% | 4.2 |
|
| 3256 |
CFSG
3256
Community Financial Services Group
Newport,
Vermont
| $489M | +$24.4M | +5% | 5.66% | – | 127 | 10.24% | 3.8 |
|
| 3257 |
3257
Dechtman Wealth Management
Centennial,
Colorado
| $489M | +$41.2M | +9% | 6.36% | – | 66 | 10.61% | 1 |
|
| 3258 |
3258
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $489M | +$39.1M | +9% | 5.74% | 61.5% | 145 | 11.03% | 3.3 |
|
| 3259 |
3259
Essex LLC
Deer Park,
Illinois
| $488M | +$41M | +9% | 6.15% | 91.4% | 175 | 14.86% | 2.1 |
|
| 3260 |
3260
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $487M | +$47.4M | +11% | 7.63% | 70.3% | 75 | 6.67% | 2.9 |
|
| 3261 |
RA
3261
Resolute Advisors
San Francisco,
California
| $487M | +$99.1M | +26% | 27.9% | 36.7% | 73 | 32.88% | 2.1 |
|
| 3262 |
3262
Arlington Financial Advisors
Santa Barbara,
California
| $487M | +$30.6M | +7% | 6.49% | 67.6% | 72 | 6.94% | 3.5 |
|
| 3263 |
3263
Iowa State Bank
Urbandale,
Iowa
| $486M | +$33.8M | +7% | 6.91% | 85.7% | 112 | 8.04% | 5.9 |
|
| 3264 |
3264
Cannell Capital
Alta,
Wyoming
| $486M | +$44.4M | +10% | 17.1% | 127% | 62 | 24.19% | 2.3 |
|
| 3265 |
3265
RV Capital
Schindellegi,
Switzerland
| $485M | +$69.2M | +17% | 15.5% | 250% | 11 | 27.27% | 2 |
|
| 3266 |
3266
Scopia Capital Management
New York
| $485M | -$191M | -28% | 6.45% | 58.7% | 41 | 36.59% | 1.1 |
|
| 3267 |
3267
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $484M | +$59.4M | +14% | 5.38% | 69.8% | 95 | 22.11% | 1.5 |
|
| 3268 |
3268
Atlas Venture Advisors
Boston,
Massachusetts
| $484M | +$29.7M | +7% | 6.99% | 34.6% | 5 | 0% | 4.8 |
|
| 3269 |
3269
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $484M | +$99.4M | +26% | 5.18% | 57.9% | 424 | 21.7% | 1.1 |
|
| 3270 |
3270
San Luis Wealth Advisors
San Luis Obispo,
California
| $484M | +$67.8M | +16% | 5.96% | 65% | 159 | 26.42% | 0.9 |
|
| 3271 |
3271
Patton Fund Management
Dallas,
Texas
| $484M | +$10M | +2% | 10% | 211% | 95 | 35.79% | 1.4 |
|
| 3272 |
3272
5AM Venture Management
San Francisco,
California
| $484M | +$36.9M | +8% | 17.7% | 546% | 29 | 6.9% | 1.5 |
|
| 3273 |
3273
Cypress Wealth Services
Palm Desert,
California
| $484M | +$34.5M | +8% | 5.98% | 82.7% | 301 | 20.27% | 2.3 |
|
| 3274 |
3274
Bain Capital Credit
Boston,
Massachusetts
| $484M | -$23.3M | -5% | 2.58% | 14.4% | 8 | 12.5% | 1.6 |
|
| 3275 |
3275
Prestige Wealth Management Group
Flemington,
New Jersey
| $484M | +$20.5M | +4% | 5.98% | 55.8% | 1,060 | 8.96% | 3.8 |
|