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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
Wealth Alliance Advisory Group
Wichita,
Kansas
| $473M | -$3.03M | -0.6% | 0.6% | 72.7% | 202 | 11.39% | 3.7 |
|
| 3402 |
CNBTD
3402
Citizens National Bank Trust Department
Meridian,
Mississippi
| $473M | -$2.42M | -0.5% | 0.86% | 114% | 355 | 4.23% | 3 |
|
| 3403 |
CFMC
3403
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $472M | +$4.74M | +1% | 0.06% | 69.6% | 201 | 7.96% | 6.9 |
|
| 3404 |
3404
Northwest Wealth Management
Spencer,
Iowa
| $472M | +$43.1M | +10% | 0.89% | 68.2% | 179 | 13.97% | 3.7 |
|
| 3405 |
3405
Twele Capital Management
Minnetonka,
Minnesota
| $472M | -$4.67M | -1% | 2.5% | 37.1% | 40 | 0% | 8.4 |
|
| 3406 |
3406
Black Swift Group
Boulder,
Colorado
| $472M | +$18.4M | +4% | 3.09% | 139% | 146 | 38.36% | 1 |
|
| 3407 |
3407
Aspen Grove Capital
Avon,
Colorado
| $472M | +$19.1M | +4% | 4.28% | 90% | 217 | 11.98% | 1.4 |
|
| 3408 |
ARG
3408
Advisory Resource Group
Tulsa,
Oklahoma
| $471M | +$2.94M | +0.6% | 1.74% | 72% | 175 | 19.43% | 2.7 |
|
| 3409 |
3409
SFE Investment Counsel
Los Angeles,
California
| $471M | -$9.14M | -2% | 1.07% | 114% | 123 | 13.01% | 5.9 |
|
| 3410 |
3410
Raub Brock Capital Management
Larkspur,
California
| $471M | -$21.5M | -4% | 3.83% | 54.7% | 41 | 9.76% | 3.5 |
|
| 3411 |
MCM
3411
Mason Capital Management
New York
| $471M | -$32.1M | -6% | 4.3% | 18.5% | 6 | 33.33% | 2 |
|
| 3412 |
3412
Studio Investment Management
Chicago,
Illinois
| $470M | -$5.54M | -1% | 1.99% | 51.3% | 350 | 22% | 1.7 |
|
| 3413 |
AA
3413
Ancient Art
Austin,
Texas
| $470M | +$38M | +9% | 19.1% | 168% | 16 | 25% | 2.8 |
|
| 3414 |
3414
Once Capital Management
New York
| $470M | +$5.09M | +1% | 18.1% | 627% | 20 | 15% | 2.1 |
|
| 3415 |
DA
3415
Dash Acquisitions
Woodland Hills,
California
| $470M | +$58.3M | +14% | 4.39% | 52% | 63 | 12.7% | 2 |
|
| 3416 |
3416
Bright Rock Capital Management
Hanover,
Massachusetts
| $469M | -$28.4M | -6% | 0.58% | 53.1% | 74 | 8.11% | 5.4 |
|
| 3417 |
3417
Panview Capital
Hong Kong
| $469M | – | – | 66.7% | – | 10 | – | 0 |
|
| 3418 |
3418
Montag & Caldwell
Atlanta,
Georgia
| $469M | -$23.6M | -5% | 3.19% | 91.3% | 138 | 39.13% | 2.6 |
|
| 3419 |
3419
Topsail Wealth Management
Charlotte,
North Carolina
| $468M | – | – | 0.01% | – | 202 | – | 0 |
|
| 3420 |
3420
Centerbridge Partners
New York
| $468M | -$9.36M | -2% | 13% | 15.9% | 8 | 0% | 2.9 |
|
| 3421 |
3421
Goodman Financial
Houston,
Texas
| $468M | +$20.4M | +5% | 1.34% | 52.5% | 73 | 23.29% | 2.4 |
|
| 3422 |
3422
Contravisory Investment Management
Norwell,
Massachusetts
| $468M | +$118K | +0% | 2.58% | 135% | 440 | 32.95% | 1.5 |
|
| 3423 |
3423
SkyOak Wealth
Southfield,
Michigan
| $467M | +$15.8M | +3% | 2.39% | 80.7% | 282 | 23.76% | 2.9 |
|
| 3424 |
3424
Steginsky Capital
Port Washington,
New York
| $467M | +$26.3M | +6% | 5.7% | 99.4% | 7 | 0% | 7.9 |
|
| 3425 |
3425
RV Capital
Schindellegi,
Switzerland
| $467M | -$18.3M | -4% | 10.2% | 250% | 12 | 16.67% | 2.2 |
|