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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
SMI Advisory Services
Columbus,
Indiana
| $518M | +$75.3M | +17% | 8.58% | 80.7% | 59 | 40.68% | 1.1 |
|
| 3327 |
3327
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| $517M | +$75.2M | +17% | 7.79% | – | 150 | 10% | 0.5 |
|
| 3328 |
3328
Moody Aldrich Partners
Marblehead,
Massachusetts
| $517M | +$39M | +8% | 15.7% | 336% | 199 | 26.13% | 1.4 |
|
| 3329 |
3329
Aire Advisors
Beverly Hills,
California
| $516M | +$41.3M | +9% | 9.1% | 77.4% | 166 | 7.83% | 2.4 |
|
| 3330 |
TAP
3330
Tounjian Advisory Partners
Fort Myers,
Florida
| $516M | -$18M | -3% | 8.57% | – | 234 | 0% | 0.3 |
|
| 3331 |
3331
Warwick Investment Management
Bryan,
Texas
| $515M | +$34.1M | +7% | 8.47% | 69.9% | 132 | 23.48% | 1.4 |
|
| 3332 |
3332
Wedgewood Partners
St Louis,
Missouri
| $515M | +$18.7M | +4% | 12% | 78.1% | 21 | 14.29% | 5.9 |
|
| 3333 |
3333
Ellis Investment Partners
Berwyn,
Pennsylvania
| $515M | +$31M | +6% | 6.68% | 70.8% | 248 | 9.27% | 4.5 |
|
| 3334 |
3334
Citizens Business Bank
Ontario,
California
| $515M | +$53.5M | +12% | 14.5% | 108% | 107 | 12.15% | 6 |
|
| 3335 |
3335
Shah Capital Management
Raleigh,
North Carolina
| $514M | +$24.4M | +5% | 11.9% | 287% | 17 | 17.65% | 4.5 |
|
| 3336 |
3336
Austin Asset Management
Austin,
Texas
| $513M | +$33.3M | +7% | 9.62% | 85.2% | 79 | 8.86% | 2.3 |
|
| 3337 |
3337
Estuary Capital Management
Wayzata,
Minnesota
| $513M | +$101M | +24% | 3.24% | – | 19 | 57.89% | 0.6 |
|
| 3338 |
3338
Stieven Capital Advisors
St. Louis,
Missouri
| $512M | -$4M | -0.8% | 4.83% | 117% | 46 | 13.04% | 3.7 |
|
| 3339 |
AT
3339
Arlington Trust
Birmingham,
Alabama
| $512M | +$40.6M | +9% | 8.98% | 65% | 746 | 23.73% | 1.1 |
|
| 3340 |
IIA
3340
IPG Investment Advisors
San Diego,
California
| $512M | +$70.3M | +16% | 16.1% | 106% | 212 | 36.79% | 2.2 |
|
| 3341 |
3341
Triata Capital
Hong Kong
| $512M | +$70.3M | +16% | 5.02% | – | 15 | 20% | 0.4 |
|
| 3342 |
3342
Independent Solutions Wealth Management
Williamsville,
New York
| $512M | +$65.5M | +15% | 15.3% | 112% | 186 | 11.29% | 3.5 |
|
| 3343 |
3343
Gibraltar Capital Management
Tulsa,
Oklahoma
| $512M | +$48.9M | +11% | 6.96% | 56.6% | 113 | 15.04% | 2 |
|
| 3344 |
3344
Altiora Financial Group
Lebanon,
Ohio
| $512M | +$41.5M | +9% | 5.57% | 38.3% | 95 | 6.32% | 1.8 |
|
| 3345 |
MCM
3345
Mason Capital Management
New York
| $512M | +$84.3M | +20% | 27.1% | 18.5% | 5 | 20% | 2.4 |
|
| 3346 |
3346
Riversedge Advisors
Wilmington,
Delaware
| $511M | +$62.9M | +14% | 9.18% | 71.3% | 136 | 20.59% | 2.1 |
|
| 3347 |
3347
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $511M | +$139M | +37% | 10.4% | 62.1% | 90 | 17.78% | 2.5 |
|
| 3348 |
3348
Brickley Wealth Management
San Mateo,
California
| $511M | +$28.8M | +6% | 6.14% | 62.6% | 49 | 10.2% | 4.1 |
|
| 3349 |
3349
Gould Asset Management
Claremont,
California
| $511M | +$25.6M | +5% | 5.91% | 42.8% | 168 | 5.36% | 5.9 |
|
| 3350 |
CPA
3350
Capital Performance Advisors
Walnut Creek,
California
| $510M | +$54.5M | +12% | 9.46% | 71% | 322 | 34.78% | 0.9 |
|