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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
San Luis Wealth Advisors
San Luis Obispo,
California
| $664M | +$60.1M | +10% | 10.3% | 65% | 203 | 21.67% | 1.6 |
|
| 3302 |
3302
Citizens Business Bank
Ontario,
California
| $664M | +$53.8M | +9% | 19.8% | 108% | 147 | 13.61% | 4.7 |
|
| 3303 |
3303
McMorgan & Co
San Francisco,
California
| $664M | +$45.9M | +7% | 7.8% | 30.1% | 42 | 16.67% | 2.5 |
|
| 3304 |
3304
Capital Group Investment Management
Raffles Quay,
Singapore
| $664M | +$78.6M | +13% | 23% | 145% | 154 | 16.23% | 2.3 |
|
| 3305 |
3305
Pacific Capital Wealth Advisors
Corona,
California
| $663M | +$68M | +11% | 10.2% | 54.1% | 96 | 13.54% | 2.9 |
|
| 3306 |
3306
Bain Capital Prairie
Boston,
Massachusetts
| $663M | -$2.81M | -0.4% | 0.42% | – | 1 | 0% | 0.5 |
|
| 3307 |
3307
Overbrook Management Corp
New York
| $663M | +$134M | +25% | 26% | 157% | 73 | 36.99% | 2.6 |
|
| 3308 |
3308
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $663M | +$30.7M | +5% | 43.4% | 89.9% | 7 | 42.86% | 3.3 |
|
| 3309 |
3309
Wick Capital Partners
Wayne,
Pennsylvania
| $663M | +$114M | +21% | 14.8% | 60% | 296 | 41.22% | 1 |
|
| 3310 |
3310
Dudley & Shanley
Palm Beach,
Florida
| $662M | +$51M | +8% | 6.27% | 67.9% | 38 | 5.26% | 4.4 |
|
| 3311 |
3311
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| $662M | +$75.1M | +13% | 12% | – | 232 | 17.67% | 1 |
|
| 3312 |
CA
3312
Clune & Associates
Chicago,
Illinois
| $661M | +$130M | +24% | 9.32% | – | 176 | 11.36% | 1.2 |
|
| 3313 |
3313
Providence Capital Advisors
Charlotte,
North Carolina
| $660M | +$47.8M | +8% | 8.89% | 47.4% | 387 | 48.84% | 1.9 |
|
| 3314 |
3314
Beck Bode LLC
Dedham,
Massachusetts
| $660M | +$69.5M | +12% | 16.6% | 155% | 135 | 45.93% | 1.2 |
|
| 3315 |
3315
Ellis Investment Partners
Berwyn,
Pennsylvania
| $660M | +$83.7M | +15% | 16.1% | 70.8% | 295 | 12.54% | 4.1 |
|
| 3316 |
3316
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| $660M | +$51.5M | +8% | 4.34% | – | 37 | 62.16% | 0.4 |
|
| 3317 |
3317
Partners in Financial Planning
Salem,
Virginia
| $660M | +$56.6M | +9% | 8.9% | 38.9% | 133 | 9.77% | 3.4 |
|
| 3318 |
3318
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $659M | +$92.5M | +16% | 18.9% | 130% | 170 | 31.76% | 2.1 |
|
| 3319 |
3319
Essex LLC
Deer Park,
Illinois
| $659M | +$92.3M | +16% | 26.4% | 91.4% | 189 | 12.17% | 3.1 |
|
| 3320 |
3320
West Financial Advisors
Des Moines,
Iowa
| $659M | +$69.4M | +12% | 10.3% | 49.1% | 228 | 17.11% | 2.7 |
|
| 3321 |
3321
Pandi LLC
Leawood,
Kansas
| $658M | +$48.5M | +8% | 14.8% | – | 4 | 0% | 0.9 |
|
| 3322 |
3322
Mengis Capital Management
Portland,
Oregon
| $658M | +$76.7M | +13% | 19% | 104% | 224 | 8.04% | 5.6 |
|
| 3323 |
3323
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $658M | -$37.8M | -5% | 10.9% | 78.9% | 168 | 14.88% | 3.2 |
|
| 3324 |
3324
Mitchell Capital Management
Leawood,
Kansas
| $657M | +$112M | +21% | 38.7% | 234% | 127 | 18.9% | 3.2 |
|
| 3325 |
3325
Alpha Omega Wealth Management
Richmond,
Virginia
| $657M | +$40.3M | +7% | 10.4% | 65.9% | 215 | 7.44% | 6.8 |
|