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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
Investors Research Corp
Atlanta,
Georgia
| $510M | +$48.3M | +10% | 6.69% | 62.1% | 984 | 8.23% | 4.6 |
|
| 3352 |
3352
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $510M | +$52.2M | +11% | 10.1% | 63.5% | 274 | 23.72% | 2 |
|
| 3353 |
3353
Fourthstone LLC
St Louis,
Missouri
| $510M | +$106M | +26% | 3.59% | 104% | 107 | 38.32% | 0.8 |
|
| 3354 |
3354
Legacy Financial Strategies
Overland Park,
Kansas
| $510M | +$51M | +11% | 8.69% | 76.7% | 131 | 12.21% | 2.9 |
|
| 3355 |
3355
Financial Gravity Companies
Lakeway,
Texas
| $509M | – | – | 5.81% | – | 1,014 | – | 1.8 |
|
| 3356 |
3356
MIC Capital Management (UK)
London,
United Kingdom
| $509M | +$18.5M | +4% | 6.85% | 67.2% | 14 | 7.14% | 2.3 |
|
| 3357 |
3357
Portfolio Design Labs
Encino,
California
| $509M | +$24.6M | +5% | 8.27% | – | 209 | 37.8% | 0.8 |
|
| 3358 |
3358
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $509M | +$6.76M | +1% | 10.4% | 70.2% | 368 | 24.18% | 3.2 |
|
| 3359 |
3359
FFT Wealth Management
Philadelphia,
Pennsylvania
| $509M | +$30.8M | +6% | 9.85% | 65.6% | 109 | 19.27% | 2.4 |
|
| 3360 |
3360
Columbia Asset Management
Ann Arbor,
Michigan
| $509M | -$2.43M | -0.5% | 7.89% | 94.1% | 236 | 30.08% | 6.7 |
|
| 3361 |
SA
3361
Strategic Advisors
New York
| $508M | -$10.5M | -2% | 14.2% | 106% | 201 | 19.4% | 5 |
|
| 3362 |
3362
Essex LLC
Deer Park,
Illinois
| $508M | +$46.8M | +10% | 9.69% | 91.4% | 185 | 14.05% | 2.6 |
|
| 3363 |
3363
Contravisory Investment Management
Norwell,
Massachusetts
| $508M | +$33.5M | +7% | 9.89% | 135% | 460 | 38.7% | 1.6 |
|
| 3364 |
3364
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $508M | +$32.5M | +7% | 11% | 58.9% | 139 | 34.53% | 1.7 |
|
| 3365 |
3365
Sands Capital Ventures
Arlington,
Virginia
| $508M | +$98.9M | +24% | 23.1% | 167% | 20 | 5% | 2.6 |
|
| 3366 |
3366
Kera Capital Partners
San Jose,
California
| $508M | +$171M | +51% | 21.7% | – | 369 | 54.2% | 0.2 |
|
| 3367 |
3367
Bienville Capital Management
New York
| $507M | +$95M | +23% | 16.6% | 36.3% | 76 | 23.68% | 3.4 |
|
| 3368 |
3368
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $507M | +$101M | +25% | 13.4% | 155% | 101 | 4.95% | 2.5 |
|
| 3369 |
3369
Canvas Wealth Advisors
Shawnee,
Kansas
| $507M | +$118M | +30% | 16.8% | 115% | 213 | 18.31% | 1.8 |
|
| 3370 |
3370
Bourgeon Capital Management
Darien,
Connecticut
| $507M | +$42.1M | +9% | 14.7% | 121% | 122 | 26.23% | 3.9 |
|
| 3371 |
3371
Financial Consulate
Hunt Valley,
Maryland
| $507M | +$110M | +28% | 7.98% | 61.4% | 39 | 38.46% | 3.1 |
|
| 3372 |
3372
Gibson Capital
Wexford,
Pennsylvania
| $506M | +$31.5M | +7% | 7.59% | 67.2% | 84 | 10.71% | 4.1 |
|
| 3373 |
3373
Brian C. Broderick
| $506M | +$14.9M | +3% | 8.61% | 98.6% | 89 | 7.87% | 6.4 |
|
| 3374 |
3374
Kirr Marbach & Co
Columbus,
Indiana
| $506M | +$74.6M | +17% | 20.2% | 121% | 58 | 12.07% | 4.3 |
|
| 3375 |
3375
Rather & Kittrell
Knoxville,
Tennessee
| $505M | +$43.9M | +10% | 6.05% | 41.1% | 90 | 5.56% | 2.3 |
|