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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
Greystone Financial Group
Bloomfield Hills,
Michigan
| $340M | +$45.5M | +15% | 12.5% | 79.3% | 81 | 29.63% | 0.8 |
|
| 3302 |
3302
Running Oak Capital
Edina,
Minnesota
| $340M | +$50.6M | +17% | 12.2% | 32.7% | 63 | 19.05% | 2 |
|
| 3303 |
3303
Fiducient Advisors
Chicago,
Illinois
| $340M | +$129M | +61% | 6.71% | 52.3% | 180 | 70.56% | 0.7 |
|
| 3304 |
WCMN
3304
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $340M | +$29.8M | +10% | 13.1% | 121% | 50 | 6% | 6 |
|
| 3305 |
KI
3305
Kula Investments
Chicago,
Illinois
| $340M | – | – | 6.57% | – | 562 | – | 0 |
|
| 3306 |
3306
IAG Wealth Partners
Waukesha,
Wisconsin
| $339M | +$38.4M | +13% | 9.16% | 47.3% | 494 | 21.26% | 2 |
|
| 3307 |
3307
Barometer Capital Management
Toronto,
Ontario, Canada
| $339M | +$96.5M | +40% | 17.3% | 339% | 149 | 75.17% | 0.2 |
|
| 3308 |
3308
America First Investment Advisors
Omaha,
Nebraska
| $339M | +$51.8M | +18% | 8.97% | 78.2% | 96 | 16.67% | 4.9 |
|
| 3309 |
3309
Psagot Value Holdings
Tel Aviv,
Israel
| $339M | -$15.2M | -4% | 7.17% | 45.9% | 398 | 26.38% | 2.7 |
|
| 3310 |
3310
HughesLittle Investment Management
Vancouver,
| $339M | +$16.2M | +5% | 6.02% | 106% | 16 | 6.25% | 4.6 |
|
| 3311 |
MPAM
3311
Monarch Partners Asset Management
Boston,
Massachusetts
| $339M | +$5.75M | +2% | 14% | 136% | 165 | 37.58% | 1 |
|
| 3312 |
3312
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $338M | +$22.9M | +7% | 6.79% | 56.3% | 86 | 6.98% | 2.9 |
|
| 3313 |
3313
Old Second National Bank of Aurora
Aurora,
Illinois
| $338M | +$13.1M | +4% | 9.96% | 93.7% | 400 | 17.25% | 4.9 |
|
| 3314 |
3314
Marquette Asset Management
Minneapolis,
Minnesota
| $338M | +$18.3M | +6% | 7.15% | 69.6% | 294 | 41.16% | 2.5 |
|
| 3315 |
HP
3315
Hound Partners
New York
| $338M | -$189M | -36% | 10.8% | 19.7% | 17 | 29.41% | 1.8 |
|
| 3316 |
3316
Activest Wealth Management
Aventure,
Florida
| $338M | +$28.5M | +9% | 7.63% | 117% | 483 | 13.87% | 0.7 |
|
| 3317 |
3317
G2 Investment Partners Management
New York
| $338M | +$15.8M | +5% | 16.6% | 1,145% | 94 | 31.91% | 1.1 |
|
| 3318 |
3318
Fermata Advisors
Sonoma,
California
| $337M | +$30.2M | +10% | 5.67% | 58.3% | 151 | 23.18% | 1.1 |
|
| 3319 |
3319
Kerrisdale Advisers
Miami,
Florida
| $337M | -$74.5M | -18% | 14.1% | 78.8% | 97 | 25.77% | 0.6 |
|
| 3320 |
LDFR
3320
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $337M | +$19.9M | +6% | 7.83% | 37.5% | 211 | 53.08% | 3 |
|
| 3321 |
3321
Brian C. Broderick
| $337M | +$17.1M | +5% | 9.92% | 98.6% | 84 | 10.71% | 6 |
|
| 3322 |
3322
Boston Standard Wealth Management
Winchester,
Massachusetts
| $337M | +$39.4M | +13% | 5.54% | 47.1% | 40 | 7.5% | 4.2 |
|
| 3323 |
3323
Benedict Financial Advisors
Atlanta,
Georgia
| $337M | +$24.2M | +8% | 11.8% | 72.4% | 118 | 5.93% | 5.3 |
|
| 3324 |
3324
Brickley Wealth Management
San Mateo,
California
| $337M | +$31.9M | +10% | 8.63% | 62.6% | 42 | 16.67% | 2.9 |
|
| 3325 |
ARG
3325
Advisory Resource Group
Tulsa,
Oklahoma
| $336M | +$34.1M | +11% | 9.25% | 72% | 148 | 13.51% | 1.7 |
|