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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
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $411M | +$279M | +210% | 1.07% | 67.8% | 234 | 52.14% | 4.1 |
|
| 3477 |
TWP
3477
Tyche Wealth Partners
Plano,
Texas
| $411M | +$2.32M | +0.6% | 3.35% | – | 298 | 13.09% | 0.5 |
|
| 3478 |
3478
Round Rock Advisors
Wilton,
Connecticut
| $411M | -$6.73M | -2% | 3% | 87.4% | 193 | 8.29% | 1.9 |
|
| 3479 |
3479
ESL Trust Services
Rochester,
New York
| $411M | +$28.6M | +7% | 0.46% | 53.9% | 270 | 55.19% | 0.4 |
|
| 3480 |
3480
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $410M | +$11.7M | +3% | 0.41% | 12.8% | 142 | 11.97% | 4.6 |
|
| 3481 |
3481
Riversedge Advisors
Wilmington,
Delaware
| $410M | +$4.41M | +1% | 1.83% | 71.3% | 95 | 10.53% | 2.1 |
|
| 3482 |
3482
Ignite Planners
San Clemente,
California
| $410M | +$52.9M | +15% | 4.38% | 83.8% | 308 | 14.29% | 1.3 |
|
| 3483 |
3483
LexAurum Advisors
Overland Park,
Kansas
| $410M | +$12M | +3% | 1.62% | – | 319 | 11.6% | 3 |
|
| 3484 |
VS
3484
VK Services
Menlo Park,
California
| $410M | -$139M | -25% | 1.96% | 1,605% | 7 | 0% | 1.9 |
|
| 3485 |
3485
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $410M | +$17.8M | +5% | 3.93% | 130% | 114 | 18.42% | 2 |
|
| 3486 |
3486
Alight Capital Management
New York
| $409M | +$94.3M | +30% | 8.12% | 466% | 77 | 50.65% | 0.5 |
|
| 3487 |
3487
Marino Stram & Associates
Braintree,
Massachusetts
| $409M | -$13.1M | -3% | 1.09% | 72.2% | 171 | 4.68% | 3.3 |
|
| 3488 |
3488
Park Presidio Capital
San Francisco,
California
| $409M | -$30.5M | -7% | 2.48% | 94.1% | 11 | 18.18% | 5 |
|
| 3489 |
3489
Wildcat Capital Management
New York
| $409M | +$133M | +48% | 14.9% | 126% | 20 | 40% | 2.3 |
|
| 3490 |
KC
3490
Keenan Capital
Burlingame,
California
| $408M | +$18M | +5% | 5.23% | 110% | 10 | 20% | 3.5 |
|
| 3491 |
3491
O'Dell Group
Cincinnati,
Ohio
| $408M | $0 | 0% | 1.42% | 72.2% | 90 | 0% | 3 |
|
| 3492 |
3492
SC&H Financial Advisors
Sparks,
Maryland
| $408M | +$23.9M | +6% | 1.32% | 66.2% | 147 | 4.76% | 2 |
|
| 3493 |
AA
3493
Ashford Advisors
Pittsford,
New York
| $407M | +$11.2M | +3% | 3.18% | 66.5% | 15 | 0% | 3 |
|
| 3494 |
3494
Charles-Lim Capital
Central,
Hong Kong
| $407M | +$107M | +36% | 3.19% | 4.44% | 8 | 50% | 3.1 |
|
| 3495 |
3495
PBMares Wealth Management
Williamsburg,
Virginia
| $407M | +$23.4M | +6% | 1.08% | 67.7% | 188 | 7.98% | 2.9 |
|
| 3496 |
3496
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $406M | +$11.1M | +3% | 0.57% | 48.8% | 317 | 9.15% | 5.8 |
|
| 3497 |
FCA
3497
FLC Capital Advisors
Palm Desert,
California
| $406M | +$10.6M | +3% | 2.31% | 59.3% | 173 | 8.09% | 3.1 |
|
| 3498 |
3498
Jackson Square Capital
San Francisco,
California
| $406M | +$18M | +5% | 10.9% | 423% | 149 | 23.49% | 2.2 |
|
| 3499 |
3499
Manchester Financial
Westlake Village,
California
| $406M | +$22.9M | +6% | 2.34% | 73% | 115 | 21.74% | 2.7 |
|
| 3500 |
3500
CMH Wealth Management
Portsmouth,
New Hampshire
| $406M | +$12.7M | +3% | 3.76% | 88% | 51 | 17.65% | 3.8 |
|