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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Goodman Financial
Houston,
Texas
| $438M | +$65.2M | +17% | 5.95% | 52.5% | 56 | 19.64% | 2.7 |
|
| 3327 |
3327
Untitled Investments
New York
| $438M | +$147M | +50% | 17.2% | 79.6% | 21 | 38.1% | 1.2 |
|
| 3328 |
3328
Sand Grove Capital Management
London,
United Kingdom
| $437M | +$61M | +16% | 11.7% | 410% | 30 | 66.67% | 0.3 |
|
| 3329 |
3329
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $437M | +$21.7M | +5% | 5.7% | 39.1% | 50 | 2% | 5 |
|
| 3330 |
3330
United Capital Management of KS
Salina,
Kansas
| $437M | +$106M | +32% | 31.5% | 295% | 85 | 16.47% | 2.8 |
|
| 3331 |
3331
Brickley Wealth Management
San Mateo,
California
| $436M | +$21.7M | +5% | 5.58% | 75.9% | 45 | 4.44% | 3.5 |
|
| 3332 |
ARG
3332
Advisory Resource Group
Tulsa,
Oklahoma
| $436M | +$34.7M | +9% | 8.97% | 72% | 165 | 13.33% | 2.2 |
|
| 3333 |
3333
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $436M | +$48.6M | +13% | 6.61% | 54.9% | 176 | 14.77% | 0.8 |
|
| 3334 |
3334
Renaissance Investment Group
Lenox,
Massachusetts
| $436M | +$33.7M | +8% | 10.1% | 110% | 87 | 8.05% | 6.3 |
|
| 3335 |
3335
Great Diamond Partners
Portland,
Maine
| $435M | +$29.7M | +7% | 9.88% | 86.1% | 243 | 14.81% | 2.6 |
|
| 3336 |
3336
LTS One Management
New York
| $435M | +$7.48M | +2% | 9.06% | 67.9% | 22 | 54.55% | 0.5 |
|
| 3337 |
3337
ML&R Wealth Management
Austin,
Texas
| $435M | -$6.49M | -1% | 8.2% | – | 76 | 11.84% | 1.6 |
|
| 3338 |
3338
Ironwood Financial
Tucson,
Arizona
| $435M | +$22.2M | +5% | 5% | 54.1% | 153 | 5.88% | 4.8 |
|
| 3339 |
3339
Pasadena Private Wealth
Pasadena,
California
| $435M | +$25M | +6% | 5.54% | 53% | 165 | 15.15% | 1.7 |
|
| 3340 |
3340
Coastal Bridge Advisors
Westport,
Connecticut
| $434M | +$44.2M | +11% | 8.84% | 88.1% | 185 | 9.19% | 4 |
|
| 3341 |
3341
Abundance Wealth Counselors
State College,
Pennsylvania
| $434M | +$49.7M | +13% | 13.5% | 107% | 145 | 9.66% | 1.3 |
|
| 3342 |
3342
Essex LLC
Deer Park,
Illinois
| $434M | +$32.3M | +8% | 6.86% | 91.4% | 160 | 10.63% | 2 |
|
| 3343 |
3343
Tucker Asset Management
Littleton,
Colorado
| $434M | +$33.6M | +8% | 7.08% | 71.6% | 1,954 | 38.33% | 1 |
|
| 3344 |
3344
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $434M | +$49.2M | +13% | 6.16% | 61.5% | 143 | 20.28% | 3.1 |
|
| 3345 |
3345
Kathryn A. Hall
| $434M | +$79.3M | +22% | 13.9% | 95.2% | 54 | 9.26% | 3.5 |
|
| 3346 |
3346
LWMG LLC
Lake Elmo,
Minnesota
| $433M | +$25.9M | +6% | 6.23% | – | 93 | 13.98% | 1.1 |
|
| 3347 |
3347
Correct Capital Wealth Management
Clayton,
Missouri
| $433M | +$37.9M | +10% | 9.33% | 83.6% | 150 | 20% | 0.2 |
|
| 3348 |
3348
Sweet Financial Partners
Fairmont,
Minnesota
| $433M | +$12.7M | +3% | 7.8% | 22.4% | 202 | 12.87% | 1.6 |
|
| 3349 |
3349
Opes Wealth Management
Menlo Park,
California
| $433M | +$16.4M | +4% | 2.63% | 54.1% | 137 | 11.68% | 2.6 |
|
| 3350 |
LA
3350
Lynch & Associates
Newburgh,
Indiana
| $433M | +$21.5M | +5% | 8.97% | 73.5% | 125 | 5.6% | 7 |
|