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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Abundance Wealth Counselors
State College,
Pennsylvania
| $483M | +$266M | +122% | 11.9% | 107% | 139 | 49.64% | 1.2 |
|
| 3277 |
3277
WPWealth
Fort Worth,
Texas
| $482M | +$68.2M | +16% | 5.62% | 38.2% | 92 | 28.26% | 1 |
|
| 3278 |
3278
Alibaba Group
Causeway Bay,
Hong Kong
| $481M | +$351M | +270% | 58.2% | 2.06% | 5 | 20% | 5.4 |
|
| 3279 |
3279
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $481M | -$5.82M | -1% | 6.34% | 61.6% | 186 | 22.04% | 1.3 |
|
| 3280 |
3280
Renaissance Investment Group
Lenox,
Massachusetts
| $480M | +$20.7M | +4% | 7.15% | 110% | 89 | 10.11% | 6.5 |
|
| 3281 |
3281
SFE Investment Counsel
Los Angeles,
California
| $480M | +$29.2M | +6% | 7.11% | 114% | 121 | 5.79% | 5.9 |
|
| 3282 |
3282
Callodine Capital Management
Boston,
Massachusetts
| $480M | +$50.9M | +12% | 8.77% | 53.8% | 52 | 34.62% | 1.4 |
|
| 3283 |
3283
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $480M | +$18.9M | +4% | 5.75% | 71.4% | 280 | 6.07% | 3.8 |
|
| 3284 |
3284
Cornerstone Management
Duluth,
Georgia
| $479M | +$24.4M | +5% | 5.2% | 43.6% | 55 | 5.45% | 5 |
|
| 3285 |
3285
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $479M | +$41.1M | +9% | 7.55% | 90.7% | 274 | 5.84% | 5.7 |
|
| 3286 |
3286
PBMares Wealth Management
Williamsburg,
Virginia
| $479M | +$71.3M | +18% | 6.44% | 67.7% | 203 | 10.34% | 2.8 |
|
| 3287 |
3287
Requisite Capital Management
Dallas,
Texas
| $478M | +$36.7M | +8% | 3.71% | 41% | 93 | 30.11% | 1.6 |
|
| 3288 |
3288
Financial Management Network
Mission Viejo,
California
| $478M | +$61.5M | +15% | 6.21% | 62.5% | 177 | 18.64% | 2.1 |
|
| 3289 |
3289
Trifecta Capital Advisors
Northbrook,
Illinois
| $478M | +$26.1M | +6% | 4.89% | 149% | 422 | 3.79% | 1.6 |
|
| 3290 |
3290
Centerbridge Partners
New York
| $478M | -$27.3M | -5% | 0.52% | 15.9% | 9 | 0% | 2.4 |
|
| 3291 |
3291
Icon Advisers
Greenwood Village,
Colorado
| $477M | +$33.3M | +7% | 7.01% | 114% | 196 | 27.04% | 2.6 |
|
| 3292 |
3292
Kathryn A. Hall
| $477M | +$44.4M | +10% | 5.28% | 95.2% | 50 | 6% | 4.2 |
|
| 3293 |
3293
Twele Capital Management
Minnetonka,
Minnesota
| $476M | +$35.3M | +8% | 6% | 37.1% | 40 | 2.5% | 8.2 |
|
| 3294 |
3294
Fountainhead AM
Warren,
New Jersey
| $476M | +$55.4M | +13% | 6.06% | 65.6% | 158 | 16.46% | 1.7 |
|
| 3295 |
3295
Wealth Alliance Advisory Group
Wichita,
Kansas
| $476M | +$32.2M | +7% | 5.99% | 72.7% | 213 | 19.25% | 3.5 |
|
| 3296 |
3296
Ironwood Financial
Tucson,
Arizona
| $476M | +$29.9M | +7% | 5.56% | 54.1% | 157 | 10.83% | 5 |
|
| 3297 |
3297
Studio Investment Management
Chicago,
Illinois
| $476M | +$36.3M | +8% | 6.89% | 51.3% | 330 | 19.39% | 1.7 |
|
| 3298 |
3298
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $475M | +$5.89M | +1% | 7.82% | 58.9% | 118 | 31.36% | 1.6 |
|
| 3299 |
CNBTD
3299
Citizens National Bank Trust Department
Meridian,
Mississippi
| $475M | +$26.2M | +6% | 7.29% | 114% | 349 | 2.29% | 2.9 |
|
| 3300 |
3300
Talon Private Wealth
The Villages,
Florida
| $475M | – | – | 4.28% | – | 297 | – | 0 |
|