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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
Oakmont Corp
Los Angeles,
California
| $381M | +$31M | +9% | 17.5% | 70.2% | 37 | 16.22% | 3.1 |
|
| 3477 |
3477
BCM Advisors
Lafayette,
Louisiana
| $381M | +$43.2M | +13% | 9.15% | 66.3% | 66 | 1.52% | 3.5 |
|
| 3478 |
3478
Waller Financial Planning Group
Columbus,
Ohio
| $380M | +$36.6M | +11% | 10.1% | 47.5% | 61 | 9.84% | 3.4 |
|
| 3479 |
3479
Regatta Capital Group
El Segundo,
California
| $380M | +$65.1M | +21% | 11.5% | 78.1% | 177 | 11.86% | 1.6 |
|
| 3480 |
3480
Dechtman Wealth Management
Centennial,
Colorado
| $380M | +$42.6M | +13% | 11.7% | – | 57 | 10.53% | 0.4 |
|
| 3481 |
3481
EPG Wealth Management
Atlanta,
Georgia
| $380M | +$48.6M | +15% | 11.4% | 108% | 452 | 13.05% | 1.8 |
|
| 3482 |
AP
3482
Agilis Partners
Waltham,
Massachusetts
| $380M | +$102M | +37% | 10.9% | 8.47% | 29 | 34.48% | 3.5 |
|
| 3483 |
3483
Callodine Capital Management
Boston,
Massachusetts
| $380M | +$21M | +6% | 7.94% | 53.8% | 48 | 31.25% | 1.5 |
|
| 3484 |
3484
Austin Asset Management
Austin,
Texas
| $380M | +$37M | +11% | 10.3% | 93.4% | 64 | 14.06% | 1.5 |
|
| 3485 |
3485
Zeno Equity Partners
London,
United Kingdom
| $380M | – | – | 13.3% | – | 16 | – | 0 |
|
| 3486 |
NAMP
3486
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $379M | +$32.1M | +9% | 11.9% | 90.2% | 147 | 4.08% | 6 |
|
| 3487 |
3487
Hook Mill Capital Partners
New York
| $379M | +$122M | +48% | 24.1% | 149% | 48 | 43.75% | 0.6 |
|
| 3488 |
3488
Noked Israel
Ramat Hasharon,
Israel
| $379M | +$49.4M | +15% | 18.2% | 265% | 38 | 44.74% | 0.9 |
|
| 3489 |
3489
Nordwand Advisors
Radnor,
Pennsylvania
| $379M | -$126M | -25% | 3.81% | 93% | 153 | 21.57% | 0.6 |
|
| 3490 |
3490
Boston Standard Wealth Management
Winchester,
Massachusetts
| $379M | $0 | 0% | 8.22% | 47.1% | 43 | 0% | 4.8 |
|
| 3491 |
3491
Harfst & Associates
Sheridan,
Wyoming
| $379M | +$22.5M | +6% | 11.4% | 88.1% | 92 | 5.43% | 5.1 |
|
| 3492 |
CFGSD
3492
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $379M | +$44.4M | +13% | 10.2% | 72% | 96 | 7.29% | 1 |
|
| 3493 |
3493
Farmers & Merchants Trust Company
Long Beach,
California
| $379M | +$39.7M | +12% | 9.36% | 79.8% | 186 | 8.6% | 3.4 |
|
| 3494 |
AMCI
3494
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| $378M | – | – | 2.9% | – | 1 | – | 0 |
|
| 3495 |
3495
TRB Advisors
New York
| $378M | +$228M | +152% | 14.9% | 76.1% | 6 | 33.33% | 3.9 |
|
| 3496 |
3496
Trust Company of the South
Greensboro,
North Carolina
| $378M | – | – | 13.5% | 70.2% | 115 | – | 0 |
|
| 3497 |
3497
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $378M | +$38.3M | +11% | 11% | 90.7% | 266 | 10.15% | 5.4 |
|
| 3498 |
3498
Berkshire Bank
Pittsfield,
Massachusetts
| $378M | +$30.4M | +9% | 9.63% | 76.2% | 140 | 5% | 2.5 |
|
| 3499 |
3499
Paradigm Asset Management
New York
| $378M | +$24.8M | +7% | 7.84% | 73.8% | 567 | 10.05% | 2 |
|
| 3500 |
3500
WestHill Financial Advisors
San Rafael,
California
| $377M | +$34.6M | +10% | 10.2% | 62.9% | 122 | 43.44% | 2.2 |
|