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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 |
TWP
3401
Tyche Wealth Partners
Plano,
Texas
| $498M | +$35.9M | +8% | 6.81% | – | 324 | 14.81% | 1.2 |
|
| 3402 |
3402
SkyOak Wealth
Southfield,
Michigan
| $498M | +$41.1M | +9% | 8.9% | 73.4% | 268 | 16.79% | 3.2 |
|
| 3403 |
3403
Goodman Financial
Houston,
Texas
| $498M | +$33.6M | +7% | 5.06% | 52.5% | 71 | 21.13% | 2.3 |
|
| 3404 |
3404
Kiltearn Partners
Edinburgh,
United Kingdom
| $497M | -$27.4M | -5% | 1.7% | 41% | 29 | 6.9% | 3.3 |
|
| 3405 |
3405
Blume Capital Management
Berkeley,
California
| $497M | +$50.1M | +11% | 9.37% | 102% | 562 | 40.75% | 4.2 |
|
| 3406 |
3406
Elgethun Capital Management
Sioux Falls,
South Dakota
| $497M | +$49.4M | +11% | 4.4% | 61.5% | 153 | 2.61% | 4.7 |
|
| 3407 |
3407
Key Financial Inc
West Chester,
Pennsylvania
| $497M | +$37.4M | +8% | 7.61% | 55.5% | 1,485 | 10.1% | 3.2 |
|
| 3408 |
3408
Carrera Capital Advisors
Troy,
Michigan
| $497M | +$45.1M | +10% | 4.34% | – | 175 | 33.71% | 0.7 |
|
| 3409 |
LA
3409
Lynch & Associates
Newburgh,
Indiana
| $496M | +$34M | +7% | 7.49% | 73.5% | 128 | 10.16% | 7.4 |
|
| 3410 |
3410
First National Corp
Rockland,
Massachusetts
| $496M | +$43.1M | +10% | 6.03% | 56.3% | 166 | 5.42% | 4 |
|
| 3411 |
3411
GenWealth Group
Maplewood,
New Jersey
| $496M | +$42.3M | +9% | 8.48% | 73.9% | 77 | 16.88% | 5 |
|
| 3412 |
3412
Winslow Asset Management
Beachwood,
Ohio
| $496M | +$42.4M | +9% | 11.2% | 89.9% | 77 | 3.9% | 7.3 |
|
| 3413 |
3413
Liberty Capital Management
Birmingham,
Michigan
| $496M | +$46.4M | +10% | 7.1% | – | 174 | 7.47% | 5.9 |
|
| 3414 |
3414
Marino Stram & Associates
Braintree,
Massachusetts
| $496M | +$45.2M | +10% | 6.54% | 72.2% | 178 | 8.99% | 3.9 |
|
| 3415 |
3415
Black Swift Group
Boulder,
Colorado
| $495M | +$53.2M | +12% | 17.9% | 139% | 143 | 46.85% | 1.2 |
|
| 3416 |
3416
Triad Wealth Partners
Lawrence,
Kansas
| $495M | +$173M | +54% | 9.24% | – | 296 | 30.74% | 0.4 |
|
| 3417 |
3417
Lafayette Investments
Ashton,
Maryland
| $495M | +$22M | +5% | 5.38% | 77.9% | 154 | 7.14% | 4.9 |
|
| 3418 |
A6
3418
Anchor @ 65
Singapore
| $494M | +$27.4M | +6% | 13.7% | – | 2 | 0% | 0.5 |
|
| 3419 |
OM
3419
Opaleye Management
Boston,
Massachusetts
| $494M | +$45M | +10% | 13.9% | 748% | 50 | 28% | 1.9 |
|
| 3420 |
3420
Bright Rock Capital Management
Hanover,
Massachusetts
| $494M | +$19.3M | +4% | 5.34% | 53.1% | 82 | 17.07% | 5 |
|
| 3421 |
3421
Gagnon Securities
New York
| $492M | +$37.8M | +8% | 14.6% | 129% | 99 | 13.13% | 5 |
|
| 3422 |
3422
Affiance Financial
St. Louis Park,
Minnesota
| $492M | +$62.8M | +15% | 8.44% | 57.8% | 107 | 7.48% | 5.4 |
|
| 3423 |
3423
Paradice Investment Management
Denver,
Colorado
| $492M | +$44.6M | +10% | 5.03% | 72.2% | 30 | 33.33% | 3.9 |
|
| 3424 |
3424
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $492M | +$86.6M | +21% | 18.5% | 135% | 246 | 61.38% | 0.6 |
|
| 3425 |
3425
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $491M | +$5.56M | +1% | 1.39% | 34.2% | 43 | 2.33% | 7.8 |
|