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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Dechtman Wealth Management
Centennial,
Colorado
| $429M | +$48.4M | +13% | 8.89% | – | 64 | 14.06% | 0.6 |
|
| 3377 |
3377
New Hampshire Trust
Concord,
New Hampshire
| $428M | +$11.8M | +3% | 9.52% | 88.5% | 180 | 8.89% | 1.1 |
|
| 3378 |
3378
Investors Research Corp
Atlanta,
Georgia
| $428M | +$13.4M | +3% | 7.15% | 62.1% | 1,112 | 11.69% | 3.8 |
|
| 3379 |
3379
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $428M | +$35.5M | +9% | 5.5% | 52.3% | 54 | 16.67% | 2.8 |
|
| 3380 |
3380
Divisadero Street Capital Management
Miami,
Florida
| $427M | -$15.4M | -3% | 25.6% | 718% | 86 | 66.28% | 0.3 |
|
| 3381 |
3381
Ipswich Investment Management
Beverly,
Massachusetts
| $427M | +$31.4M | +8% | 10.2% | 104% | 197 | 6.09% | 5.3 |
|
| 3382 |
3382
Hohimer Wealth Management
Seattle,
Washington
| $427M | +$32.3M | +8% | 8.26% | 111% | 246 | 30.08% | 2.1 |
|
| 3383 |
3383
Perkins Coie Trust Company
Seattle,
Washington
| $427M | +$30.6M | +8% | 7.54% | 83.2% | 300 | 15% | 6 |
|
| 3384 |
3384
Bender Robert & Associates
Pasadena,
California
| $427M | +$29.9M | +8% | 17.1% | 146% | 50 | 14% | 7.4 |
|
| 3385 |
SGH
3385
Sivik Global Healthcare
Greenwich,
Connecticut
| $427M | +$187M | +78% | 12.5% | 83.8% | 55 | 43.64% | 1.8 |
|
| 3386 |
3386
Callan Family Office
Radnor,
Pennsylvania
| $427M | +$21.6M | +5% | 8.38% | 93.4% | 109 | 27.52% | 1 |
|
| 3387 |
3387
Schoolcraft Capital
Boulder,
Colorado
| $426M | +$30.2M | +8% | 7.54% | 58.7% | 68 | 8.82% | 3.4 |
|
| 3388 |
3388
Secure Asset Management
Troy,
Michigan
| $425M | +$53.2M | +14% | 8.56% | 97.2% | 266 | 28.95% | 1.6 |
|
| 3389 |
3389
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $425M | +$135M | +47% | 7.21% | 57.9% | 444 | 38.29% | 0.7 |
|
| 3390 |
3390
Pacific Capital Wealth Advisors
Corona,
California
| $425M | +$30.3M | +8% | 5.56% | 54.1% | 544 | 41.18% | 0.5 |
|
| 3391 |
3391
Commonwealth Financial Services
Vienna,
West Virginia
| $424M | -$158K | -0% | 5.83% | 64.2% | 187 | 2.14% | 3.6 |
|
| 3392 |
3392
Rice Partnership
Honolulu,
Hawaii
| $424M | +$41.2M | +11% | 13.1% | 123% | 166 | 28.31% | 2.7 |
|
| 3393 |
3393
Edenbrook Capital
Mt. Kisco,
New York
| $424M | +$59.5M | +16% | 13.8% | 267% | 17 | 29.41% | 2.7 |
|
| 3394 |
3394
Cambridge Advisors
Omaha,
Nebraska
| $424M | +$26.1M | +7% | 6.85% | 58.6% | 170 | 4.71% | 5.8 |
|
| 3395 |
3395
Cantor Fitzgerald
New York
| $424M | -$63.1M | -13% | 22.4% | 373% | 374 | 58.02% | 0.7 |
|
| 3396 |
HCM
3396
Harspring Capital Management
New York
| $424M | +$1.91M | +0.5% | 5.46% | 70.6% | 17 | 0% | 2.5 |
|
| 3397 |
3397
Sage Rhino Capital
Menlo Park,
California
| $424M | +$34.3M | +9% | 12.9% | 93.9% | 251 | 13.55% | 3 |
|
| 3398 |
3398
Sloy Dahl & Holst
Vancouver,
Washington
| $424M | -$63.8M | -13% | 3.37% | 132% | 97 | 19.59% | 2.1 |
|
| 3399 |
3399
Geometric Wealth Advisors
Washington,
District of Columbia
| $424M | +$46.7M | +12% | 6.95% | 62.1% | 48 | 10.42% | 1.4 |
|
| 3400 |
3400
American National Bank & Trust (Virginia)
Danville,
Virginia
| $423M | – | – | 11.4% | – | 133 | – | 4.4 |
|