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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Goldstein Munger & Associates
San Ramon,
California
| $303M | -$28.7M | -9% | 6.79% | 11.9% | 34 | 8.82% | 6.7 |
|
| 3402 |
3402
Monetary Management Group
St Louis,
Missouri
| $303M | -$15.6M | -5% | 4.98% | 138% | 361 | 11.36% | 5.3 |
|
| 3403 |
3403
Bellwether Advisors
Lincoln,
Nebraska
| $303M | -$7.79M | -3% | 3.93% | 115% | 550 | 22.18% | 1.2 |
|
| 3404 |
3404
GFG Capital
Miami,
Florida
| $302M | -$25.9M | -8% | 6.5% | 152% | 142 | 11.27% | 1.6 |
|
| 3405 |
ARG
3405
Advisory Resource Group
Tulsa,
Oklahoma
| $302M | -$3.26M | -1% | 3.69% | 72% | 150 | 22.67% | 1.7 |
|
| 3406 |
3406
Falcon Wealth Planning
Ontario,
California
| $302M | +$7.71M | +3% | 5.33% | 52.7% | 89 | 11.24% | 1.2 |
|
| 3407 |
3407
Pinpoint Asset Management
Hong Kong
| $302M | +$50.2M | +20% | 9.2% | 185% | 41 | 39.02% | 0.6 |
|
| 3408 |
3408
Ironwood Financial
Tucson,
Arizona
| $302M | -$9.7M | -3% | 3.48% | 54.1% | 120 | 6.67% | 5.1 |
|
| 3409 |
3409
Capital Advisors Wealth Management
Yakima,
Washington
| $301M | -$6.53M | -2% | 4.56% | 70.5% | 125 | 14.4% | 1 |
|
| 3410 |
3410
Fruth Investment Management
Houston,
Texas
| $301M | -$63.3M | -17% | 2.45% | 79.4% | 235 | 7.23% | 6.4 |
|
| 3411 |
3411
Searchlight Capital Partners
New York
| $301M | -$148M | -33% | 31.2% | 38.5% | 7 | 14.29% | 3.1 |
|
| 3412 |
3412
Engine Capital Management
New York
| $301M | +$54.2M | +22% | 1.42% | 21.1% | 54 | 33.33% | 1.1 |
|
| 3413 |
3413
IAG Wealth Partners
Waukesha,
Wisconsin
| $301M | -$4.54M | -1% | 6.24% | 47.3% | 488 | 15.37% | 1.8 |
|
| 3414 |
3414
Punch Card Management
Winter Park,
Florida
| $301M | -$22M | -7% | 4.68% | 41% | 4 | 0% | 3.5 |
|
| 3415 |
3415
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $300M | +$8.27M | +3% | 3.88% | 57.7% | 338 | 7.1% | 2.1 |
|
| 3416 |
3416
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $300M | -$103M | -26% | 4.73% | 83% | 1,012 | 11.86% | 0.5 |
|
| 3417 |
NAMP
3417
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $300M | -$20.2M | -6% | 4.92% | 90.2% | 141 | 6.38% | 5.5 |
|
| 3418 |
3418
Paradigm Asset Management
New York
| $300M | -$26.8M | -8% | 2.94% | 73.8% | 473 | 17.55% | 1.4 |
|
| 3419 |
3419
Contravisory Investment Management
Norwell,
Massachusetts
| $300M | -$8.62M | -3% | 2.93% | 135% | 363 | 24.52% | 1.4 |
|
| 3420 |
3420
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $299M | -$17.5M | -6% | 4.8% | 44.3% | 44 | 20.45% | 1.3 |
|
| 3421 |
3421
Revolve Wealth Partners
Hackensack,
New Jersey
| $299M | -$5.18M | -2% | 5.52% | 67.4% | 146 | 13.7% | 0.7 |
|
| 3422 |
MCG
3422
McCollum Christoferson Group
Amherst,
New York
| $299M | -$29.2M | -9% | 4.92% | 59.4% | 67 | 11.94% | 3.7 |
|
| 3423 |
3423
Capco Asset Management
Tampa,
Florida
| $298M | -$33M | -10% | 7.87% | 46.1% | 23 | 13.04% | 3.6 |
|
| 3424 |
3424
Goodman Financial
Houston,
Texas
| $298M | -$3.69M | -1% | 5.64% | 52.5% | 50 | 10% | 2.8 |
|
| 3425 |
3425
Tekne Capital Management
New York
| $298M | +$5.01M | +2% | 4.96% | 516% | 14 | 14.29% | 2.4 |
|