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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
HT Partners
Centerbrook,
Connecticut
| $347M | +$8.68M | +3% | 3.95% | 71.1% | 54 | 9.26% | 4.2 |
|
| 3477 |
3477
Punch Card Management
Winter Park,
Florida
| $347M | +$27.9M | +9% | 10.5% | 41% | 4 | 0% | 4.3 |
|
| 3478 |
3478
TLWM Financial
San Antonio,
Texas
| $347M | +$32.4M | +10% | 5.14% | 53.9% | 69 | 7.25% | 2.7 |
|
| 3479 |
KMWM
3479
Keudell/Morrison Wealth Management
Salem,
Oregon
| $347M | +$7.47M | +2% | 2.42% | – | 190 | 5.79% | 2.9 |
|
| 3480 |
PTB
3480
Pioneer Trust Bank
Salem,
Oregon
| $347M | +$6.94M | +2% | 6.9% | 61.4% | 81 | 14.81% | 7.1 |
|
| 3481 |
3481
Stordahl Capital Management
Greenwood Village,
Colorado
| $347M | +$18.4M | +6% | 4.37% | 54% | 58 | 12.07% | 3.7 |
|
| 3482 |
3482
Divisadero Street Capital Management
Miami,
Florida
| $346M | +$118M | +51% | 39.5% | 718% | 67 | 68.66% | 0.3 |
|
| 3483 |
3483
Annandale Capital
Dallas,
Texas
| $346M | +$29.5M | +9% | 4.88% | 57.2% | 151 | 19.87% | 1.3 |
|
| 3484 |
3484
Clifford Capital Partners
Alpine,
Utah
| $346M | +$20.9M | +6% | 0.77% | 77.3% | 59 | 25.42% | 2.4 |
|
| 3485 |
3LCM
3485
3D/L Capital Management
Hartford,
Connecticut
| $346M | -$31.4M | -8% | 2.95% | 13.9% | 115 | 20% | 1.7 |
|
| 3486 |
3486
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $346M | +$24M | +7% | 7.72% | 90.7% | 267 | 10.11% | 5.1 |
|
| 3487 |
3487
Old Second National Bank of Aurora
Aurora,
Illinois
| $346M | +$2.7M | +0.8% | 7.36% | 93.7% | 374 | 3.21% | 5.4 |
|
| 3488 |
3488
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $345M | +$24.7M | +8% | 9.22% | 87.9% | 257 | 8.17% | 2.7 |
|
| 3489 |
3489
Allied Investment Advisors
Billings,
Montana
| $345M | +$22.4M | +7% | 4.09% | 68.4% | 63 | 14.29% | 4 |
|
| 3490 |
3490
Lebenthal Global Advisors
Hauppauge,
New York
| $345M | +$18.2M | +6% | 1.76% | 50.8% | 127 | 22.05% | 1.4 |
|
| 3491 |
3491
Lowell Blake & Associates
Boston,
Massachusetts
| $345M | +$24M | +7% | 12% | 44.2% | 62 | 8.06% | 2.5 |
|
| 3492 |
3492
Ten Capital Wealth Advisors
Spokane,
Washington
| $345M | +$37.1M | +12% | 3.75% | 25% | 581 | 68.67% | 1.8 |
|
| 3493 |
3493
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $345M | +$61.5M | +22% | 7.67% | 1,119% | 28 | 14.29% | 0.9 |
|
| 3494 |
3494
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $344M | +$8.7M | +3% | 1.47% | 80.6% | 145 | 26.21% | 1.5 |
|
| 3495 |
3495
Tucker Asset Management
Littleton,
Colorado
| $344M | +$9.5M | +3% | 5.07% | 64.2% | 1,339 | 22.55% | 1 |
|
| 3496 |
LHC
3496
Lodge Hill Capital
New York
| $344M | +$80.6M | +31% | 9.77% | 17.9% | 29 | 27.59% | 0.9 |
|
| 3497 |
3497
LJI Wealth Management
Indianapolis,
Indiana
| $344M | +$27.1M | +9% | 6.61% | 61.5% | 189 | 21.16% | 0.4 |
|
| 3498 |
3498
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $343M | +$20.2M | +6% | 7.91% | – | 169 | 13.02% | 2.5 |
|
| 3499 |
3499
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $343M | – | – | 1.86% | 38.9% | 615 | – | 0 |
|
| 3500 |
3500
Sage Advisory Services
Austin,
Texas
| $343M | -$9.7M | -3% | 1.87% | 33.9% | 54 | 31.48% | 2.3 |
|