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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
Summit Wealth Partners
Orlando,
Florida
| $541M | -$12.8M | -2% | 0.64% | 44.9% | 224 | 14.73% | 3.5 |
|
| 3477 |
3477
AA Financial Advisors
Columbus,
Ohio
| $541M | +$32.1M | +6% | 2.84% | 68.8% | 218 | 17.43% | 1.3 |
|
| 3478 |
3478
Hexagon Capital Partners
Rogers,
Arkansas
| $541M | +$42.2M | +8% | 9.6% | 104% | 80 | 13.75% | 3.9 |
|
| 3479 |
3479
Patten Group
Chattanooga,
Tennessee
| $541M | +$27M | +5% | 2.13% | 99% | 327 | 23.85% | 5.4 |
|
| 3480 |
3480
Tyro Capital Management
Miami,
Florida
| $541M | +$271M | +101% | 21.8% | – | 18 | 66.67% | 0.6 |
|
| 3481 |
3481
Asset Allocation Strategies
Farmington,
Michigan
| $540M | +$35.3M | +7% | 1.7% | 58.1% | 165 | 12.12% | 1.5 |
|
| 3482 |
CAM
3482
Cander Asset Management
New York
| $540M | – | – | 0.9% | – | 43 | – | 0 |
|
| 3483 |
3483
Marotta Asset Management
Charlottesville,
Virginia
| $540M | +$8.98M | +2% | 2.84% | 51% | 111 | 9.91% | 4.4 |
|
| 3484 |
3484
Praesidium Investment Management Company
New York
| $540M | +$27.4M | +5% | 4.89% | 79% | 13 | 7.69% | 2.6 |
|
| 3485 |
3485
Pilgrim Global Advisors
Reno,
Nevada
| $540M | +$24.8M | +5% | 0.58% | – | 4 | 25% | 1.7 |
|
| 3486 |
3486
CacheTech Inc
Logan,
Utah
| $540M | +$42.9M | +9% | 2.17% | – | 239 | 22.18% | 0.8 |
|
| 3487 |
3487
Discipline Wealth Solutions
Greenville,
South Carolina
| $539M | +$160M | +42% | 2.32% | 45.9% | 177 | 17.51% | 0.7 |
|
| 3488 |
3488
Stieven Capital Advisors
St. Louis,
Missouri
| $539M | +$8.93M | +2% | 4.34% | 117% | 42 | 14.29% | 3.8 |
|
| 3489 |
3489
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $539M | +$28.9M | +6% | 1.29% | 106% | 461 | 28.85% | 1.4 |
|
| 3490 |
3490
Broad Run Investment Management
Arlington,
Virginia
| $538M | -$72.5M | -12% | 10.5% | 202% | 25 | 8% | 6.6 |
|
| 3491 |
III
3491
Independent Investors Inc
Nesconset,
New York
| $538M | +$18.5M | +4% | 4.66% | 94.5% | 71 | 4.23% | 8.9 |
|
| 3492 |
3492
Liberty Capital Management
Birmingham,
Michigan
| $537M | +$5.7M | +1% | 1.73% | – | 182 | 3.85% | 6 |
|
| 3493 |
3493
Perkins Coie Trust Company
Seattle,
Washington
| $537M | +$5.47M | +1% | 2.69% | 83.2% | 297 | 16.84% | 6.5 |
|
| 3494 |
3494
Global View Capital Management
Waukesha,
Wisconsin
| $537M | +$65.7M | +14% | 2.73% | – | 153 | 21.57% | 0.7 |
|
| 3495 |
3495
Edenbrook Capital
Mt. Kisco,
New York
| $536M | -$49.5M | -8% | 22.6% | 267% | 22 | 45.45% | 2.6 |
|
| 3496 |
3496
LMG Wealth Partners
Shreveport,
Louisiana
| $536M | -$1.78M | -0.3% | 3.51% | 88.9% | 160 | 10% | 2 |
|
| 3497 |
3497
Moody Aldrich Partners
Marblehead,
Massachusetts
| $536M | +$8.65M | +2% | 21.4% | 312% | 209 | 21.05% | 1.4 |
|
| 3498 |
3498
Oakwell Private Wealth Management
Austin,
Texas
| $536M | +$37.7M | +8% | 2.19% | 63% | 81 | 4.94% | 2.7 |
|
| 3499 |
3499
Wedgewood Partners
St Louis,
Missouri
| $535M | -$12.4M | -2% | 0.21% | 78.1% | 22 | 18.18% | 5.7 |
|
| 3500 |
3500
Activest Wealth Management
Aventure,
Florida
| $535M | +$41.5M | +8% | 4.44% | 117% | 1,336 | 31.74% | 1.1 |
|