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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
Bellwether Advisors
Lincoln,
Nebraska
| $590M | -$36.5M | -6% | 1.46% | 115% | 181 | 38.12% | 2.3 |
|
| 3302 |
3302
Fourthstone LLC
St Louis,
Missouri
| $590M | +$55.6M | +10% | 6.35% | 104% | 71 | 36.62% | 1.4 |
|
| 3303 |
3303
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $589M | -$6.77M | -1% | 1.45% | 56.7% | 623 | 9.79% | 2 |
|
| 3304 |
3304
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $589M | +$20.4M | +4% | 0.09% | 63.7% | 147 | 14.29% | 2.7 |
|
| 3305 |
3305
West Financial Advisors
Des Moines,
Iowa
| $589M | -$3.55M | -0.6% | 0.31% | 49.1% | 247 | 25.91% | 2.9 |
|
| 3306 |
3306
Patton Fund Management
Dallas,
Texas
| $589M | -$157M | -21% | 9.27% | 211% | 518 | 14.67% | 0.9 |
|
| 3307 |
3307
Blume Capital Management
Berkeley,
California
| $588M | +$38.4M | +7% | 1.96% | 102% | 356 | 11.24% | 5.6 |
|
| 3308 |
3308
Canvas Wealth Advisors
Shawnee,
Kansas
| $588M | -$920K | -0.2% | 3.92% | 133% | 259 | 21.62% | 2 |
|
| 3309 |
3309
Diadema Partners
Morristown,
New Jersey
| $588M | +$7.2M | +1% | 6.92% | – | 220 | 68.64% | 0.3 |
|
| 3310 |
3310
Martel Wealth Advisors
Vancouver,
Washington
| $587M | +$1.89M | +0.3% | 1.41% | 43.4% | 77 | 14.29% | 3.6 |
|
| 3311 |
3311
Martin & Co
Knoxville,
Tennessee
| $587M | +$4.72M | +0.8% | 0.86% | 67.8% | 101 | 0.99% | 9.6 |
|
| 3312 |
3312
Premier Financial Group
Eureka,
California
| $587M | +$204M | +53% | 2.46% | – | 62 | 40.32% | 0.5 |
|
| 3313 |
3313
Perennial Advisors
New York
| $587M | -$9.18M | -2% | 2.37% | – | 133 | 9.77% | 4.4 |
|
| 3314 |
3314
Frec Markets Inc
San Francisco,
California
| $587M | +$245M | +72% | 0.49% | – | 658 | 50% | 0.1 |
|
| 3315 |
3315
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| $587M | +$18.9M | +3% | 0.9% | – | 201 | 16.92% | 0.9 |
|
| 3316 |
3316
Converium Capital
Montreal,
| $586M | -$27.9M | -5% | 0.64% | – | 43 | 39.53% | 0.2 |
|
| 3317 |
3317
PAX Financial Group
San Antonio,
Texas
| $586M | +$6.31M | +1% | 1.37% | 56% | 225 | 19.56% | 3.5 |
|
| 3318 |
3318
Garden Investment Management
Greenwich,
Connecticut
| $586M | +$83.1M | +17% | 13.5% | – | 2 | 50% | 0.6 |
|
| 3319 |
3319
Talos Asset Management
New York
| $585M | +$20.2M | +4% | 38.2% | – | 35 | 65.71% | 0.3 |
|
| 3320 |
CM
3320
Capital Management
Glen Allen,
Virginia
| $585M | -$24.9M | -4% | 3.95% | 63.6% | 77 | 11.69% | 5.1 |
|
| 3321 |
3321
Retirement Income Solutions
Ann Arbor,
Michigan
| $585M | -$4.52M | -0.8% | 2.3% | 60.8% | 183 | 12.57% | 3.9 |
|
| 3322 |
3322
Capital Group Investment Management
Raffles Quay,
Singapore
| $585M | -$30.9M | -5% | 3.35% | 145% | 150 | 14% | 2.2 |
|
| 3323 |
3323
Huntleigh Advisors
St. Louis,
Missouri
| $585M | -$7.32M | -1% | 2.74% | – | 311 | 22.51% | 0.9 |
|
| 3324 |
3324
Edge Wealth Management
New York
| $585M | +$18.4M | +3% | 1.67% | 75.3% | 91 | 16.48% | 5.7 |
|
| 3325 |
3325
GenWealth Group
Maplewood,
New Jersey
| $584M | -$2.01M | -0.3% | 1.41% | 73.9% | 92 | 17.39% | 4.7 |
|