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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
Marathon Capital Management
Hunt Valley,
Maryland
| $224M | +$22.4M | +11% | 13.4% | 74% | 119 | 15.13% | 2.3 |
|
| 3302 |
3302
Advisors Management Group
La Crosse,
Wisconsin
| $224M | +$33.6M | +18% | 9.91% | 125% | 88 | 13.64% | 2.4 |
|
| 3303 |
3303
Patriot Financial Partners
Radnor,
Pennsylvania
| $223M | +$59.3M | +36% | 3.63% | 16.6% | 12 | 16.67% | 1.6 |
|
| 3304 |
BCM
3304
Birmingham Capital Management
Birmingham,
Alabama
| $223M | +$18M | +9% | 10.2% | 103% | 99 | 9.09% | 4.7 |
|
| 3305 |
3305
Moller Wealth Partners
| $223M | +$69.9M | +46% | 10.3% | 44.1% | 67 | 29.85% | 3.6 |
|
| 3306 |
3306
Alpha Omega Wealth Management
Richmond,
Virginia
| $223M | +$24.1M | +12% | 12.5% | 65.9% | 594 | 19.19% | 1.8 |
|
| 3307 |
HA
3307
Hamel Associates
Chatham,
New Jersey
| $223M | +$22.1M | +11% | 11.9% | 50.6% | 98 | 23.47% | 3.6 |
|
| 3308 |
3308
BCWM LLC
Overland Park,
Kansas
| $223M | +$12.5M | +6% | 9.54% | – | 79 | 21.52% | 2.5 |
|
| 3309 |
3309
Strategic Point Investment Advisors
Providence,
Rhode Island
| $223M | +$11.5M | +5% | 13.4% | 58.2% | 17 | 0% | 3.2 |
|
| 3310 |
3310
Ashmore Group
London,
United Kingdom
| $223M | +$21.9M | +11% | 15.6% | 103% | 27 | 18.52% | 1.3 |
|
| 3311 |
3311
Hamilton Capital
Columbus,
Ohio
| $222M | +$2.29M | +1% | 8.81% | – | 43 | 34.88% | 0.8 |
|
| 3312 |
3312
SFE Investment Counsel
Los Angeles,
California
| $222M | +$26.5M | +14% | 13.6% | 114% | 129 | 17.83% | 3.4 |
|
| 3313 |
3313
Precept Management
Dallas,
Texas
| $222M | -$34.4M | -13% | 27.3% | 110% | 63 | 58.73% | 0.5 |
|
| 3314 |
3314
Burt Wealth Advisors
North Bethesda,
Maryland
| $222M | +$10.2M | +5% | 8.84% | 57.3% | 391 | 13.81% | 2.9 |
|
| 3315 |
SCP
3315
Syntal Capital Partners
Midland,
Texas
| $222M | +$59.3M | +37% | 11.8% | 102% | 128 | 34.38% | 1.6 |
|
| 3316 |
PWMAG
3316
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $222M | +$37M | +20% | 11.2% | 90.7% | 186 | 14.52% | 2.2 |
|
| 3317 |
3317
Foresite Capital Management II
Larkspur,
California
| $221M | +$32.8M | +17% | 36.9% | 66.2% | 10 | 20% | 2.5 |
|
| 3318 |
UAM
3318
UAS Asset Management
New York
| $221M | +$74.2M | +50% | 11.3% | 98% | 29 | 37.93% | 1.6 |
|
| 3319 |
3319
Keating Investment Counselors
Delray Beach,
Florida
| $221M | +$23.6M | +12% | 11.3% | 50% | 66 | 4.55% | 4.3 |
|
| 3320 |
3320
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $221M | +$14.6M | +7% | 5.6% | 24.5% | 32 | 6.25% | 3.2 |
|
| 3321 |
FCA
3321
FLC Capital Advisors
Palm Desert,
California
| $221M | +$72.6M | +49% | 7.98% | 59.3% | 120 | 32.5% | 0.2 |
|
| 3322 |
3322
GenWealth Group
Maplewood,
New Jersey
| $221M | +$20M | +10% | 11.2% | 73.9% | 66 | 18.18% | 1.4 |
|
| 3323 |
3323
Henry James International Management
New York
| $220M | +$66M | +43% | 14% | 125% | 146 | 6.16% | 0.4 |
|
| 3324 |
3324
180 Wealth Advisors
Federal Way,
Washington
| $220M | +$6.19M | +3% | 13.2% | 136% | 289 | 26.64% | 0.9 |
|
| 3325 |
3325
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $220M | +$31.7M | +17% | 15.4% | 101% | 129 | 6.98% | 3.5 |
|