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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Sweet Financial Partners
Fairmont,
Minnesota
| $462M | +$24.1M | +6% | 5.84% | 22.4% | 201 | 6.47% | 2 |
|
| 3352 |
GF
3352
Greenfield FTC
Reno,
Nevada
| $461M | +$20.9M | +5% | 5.59% | 75.4% | 4 | 25% | 3.8 |
|
| 3353 |
3353
Manchester Financial
Westlake Village,
California
| $461M | +$54.8M | +13% | 6.34% | 73% | 118 | 16.1% | 2.8 |
|
| 3354 |
3354
Herold Advisors
New York
| $461M | +$28.2M | +7% | 6.85% | 90.2% | 278 | 7.55% | 2 |
|
| 3355 |
RI
3355
RPTC Inc
Jackson,
Wyoming
| $460M | -$26.9M | -6% | 3.6% | 66.4% | 6 | 0% | 5.6 |
|
| 3356 |
3356
KFG Wealth Management
Granger,
Indiana
| $460M | +$208M | +82% | 5.41% | 55.9% | 188 | 20.21% | 1.1 |
|
| 3357 |
3357
United Capital Management of KS
Salina,
Kansas
| $460M | +$6.3M | +1% | 6.57% | 272% | 92 | 29.35% | 2.7 |
|
| 3358 |
3358
IMA Advisory Services
Denver,
Colorado
| $459M | +$233M | +103% | 5.41% | 74.5% | 264 | 72.73% | 1 |
|
| 3359 |
3359
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $459M | +$95.9M | +26% | 7.54% | 70.2% | 383 | 39.16% | 2.6 |
|
| 3360 |
AT
3360
Arlington Trust
Birmingham,
Alabama
| $459M | +$33.7M | +8% | 6.86% | 65% | 582 | 13.06% | 0.7 |
|
| 3361 |
3361
Sherborne Investors Management
New York
| $459M | +$30.3M | +7% | 7.07% | 54.2% | 1 | 0% | 1.8 |
|
| 3362 |
3362
Fulcrum Capital
Seattle,
Washington
| $459M | +$19.9M | +5% | 5.26% | 102% | 114 | 9.65% | 2.8 |
|
| 3363 |
IIA
3363
IPG Investment Advisors
San Diego,
California
| $459M | +$1.32M | +0.3% | 3.1% | 126% | 209 | 32.06% | 2.2 |
|
| 3364 |
3364
Brigade Capital Management
New York
| $459M | +$21.2M | +5% | 3.45% | 42.7% | 17 | 29.41% | 1.7 |
|
| 3365 |
3365
Watts Gwilliam & Co
Gilbert,
Arizona
| $459M | – | – | 3.67% | – | 208 | – | 0.4 |
|
| 3366 |
3366
TBH Global Asset Management
Brentwood,
Tennessee
| $458M | +$8.25M | +2% | 6.8% | 70.7% | 240 | 10.83% | 2.4 |
|
| 3367 |
3367
Greenspring Advisors
Towson,
Maryland
| $458M | +$42.7M | +10% | 6.14% | – | 98 | 16.33% | 1.7 |
|
| 3368 |
3368
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $458M | +$30.3M | +7% | 5.63% | 81% | 863 | 12.05% | 3.8 |
|
| 3369 |
3369
Holderness Investments Company
Greensboro,
North Carolina
| $458M | +$34.1M | +8% | 6.03% | 144% | 260 | 9.62% | 4.8 |
|
| 3370 |
3370
Ninety One
Cape Town,
South Africa
| $458M | -$187M | -29% | 5.66% | 232% | 82 | 21.95% | 3.4 |
|
| 3371 |
3371
SC&H Financial Advisors
Sparks,
Maryland
| $458M | +$49.7M | +12% | 6.46% | 66.2% | 153 | 5.88% | 2.1 |
|
| 3372 |
3372
Noked Israel
Ramat Hasharon,
Israel
| $458M | +$95.3M | +26% | 3.79% | 265% | 21 | 42.86% | 1.1 |
|
| 3373 |
3373
Cambridge Advisors
Omaha,
Nebraska
| $458M | +$27.3M | +6% | 6.19% | 58.6% | 173 | 5.2% | 6.1 |
|
| 3374 |
3374
Investors Research Corp
Atlanta,
Georgia
| $458M | +$29.6M | +7% | 7.09% | 62.1% | 1,075 | 11.44% | 4.1 |
|
| 3375 |
3375
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $457M | -$339K | -0.1% | 4.38% | 68.6% | 558 | 11.47% | 0.5 |
|