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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
EFL
3501
ERn Financial LLC
Middleton,
Wisconsin
| $532M | -$71K | -0% | 1.04% | 61.2% | 154 | 7.79% | 4.2 |
|
| 3502 |
CA
3502
Clune & Associates
Chicago,
Illinois
| $532M | +$68.7M | +15% | 2.18% | – | 180 | 17.78% | 1 |
|
| 3503 |
3503
Kapitalo Investimentos
Sao Paulo,
Brazil
| $531M | +$8.99M | +2% | 1.11% | 66.5% | 71 | 67.61% | 0.5 |
|
| 3504 |
3504
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $531M | -$27.1M | -5% | 1.97% | 155% | 100 | 11% | 3 |
|
| 3505 |
3505
Pettinga Financial Advisors
Evansville,
Indiana
| $531M | +$3.93M | +0.7% | 0.81% | 78.1% | 160 | 15.63% | 3.4 |
|
| 3506 |
3506
VisionPoint Advisory Group
Dallas,
Texas
| $531M | +$17.4M | +3% | 0.88% | 79.3% | 485 | 28.25% | 1.3 |
|
| 3507 |
3507
USA Financial Formulas
Ada,
Michigan
| $531M | -$19.1M | -3% | 4.46% | 104% | 528 | 38.83% | 0.7 |
|
| 3508 |
CRB
3508
Chad R. Baker
| $530M | -$27.2M | -5% | 3.3% | 123% | 57 | 1.75% | 6 |
|
| 3509 |
3509
Element Pointe Advisors
Miami,
Florida
| $530M | +$12.7M | +2% | 3.45% | 75.1% | 92 | 10.87% | 3.1 |
|
| 3510 |
3510
SOA Wealth Advisors
New York
| $530M | -$62.5M | -11% | 3.35% | 79.1% | 901 | 7.66% | 3.9 |
|
| 3511 |
3511
Taproot Management
New York
| $530M | -$87.6M | -14% | 0.75% | – | 243 | 65.43% | 0.1 |
|
| 3512 |
3512
Overbrook Management Corp
New York
| $529M | -$49.9M | -9% | 4.46% | 157% | 55 | 23.64% | 3.2 |
|
| 3513 |
3513
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| $529M | +$26.9M | +5% | 1.75% | 93.1% | 229 | 12.66% | 1.6 |
|
| 3514 |
3514
McNamara Financial Services
Marshfield,
Massachusetts
| $528M | +$1.21M | +0.2% | 0.68% | 42.6% | 103 | 5.83% | 4.4 |
|
| 3515 |
3515
Second Line Capital
Metairie,
Louisiana
| $528M | +$41.4M | +9% | 2% | – | 195 | 20% | 1.3 |
|
| 3516 |
3516
Lincoln Capital
Lincoln,
Nebraska
| $528M | -$24.1M | -4% | 3.69% | 67.1% | 139 | 8.63% | 5.8 |
|
| 3517 |
3517
Verum Partners
Charlotte,
North Carolina
| $527M | +$30.5M | +6% | 0.41% | 57.7% | 180 | 8.33% | 2.3 |
|
| 3518 |
3518
Oakmont Corp
Los Angeles,
California
| $526M | -$51.6M | -9% | 10.3% | 70.2% | 31 | 0% | 4.3 |
|
| 3519 |
3519
Vanderbilt University
Nashville,
Tennessee
| $526M | -$59.3M | -10% | 4.4% | 76.4% | 84 | 34.52% | 1.7 |
|
| 3520 |
PWM
3520
Praetorian Wealth Management
Carmel,
California
| $526M | +$22.5M | +4% | 2.42% | 60.4% | 79 | 8.86% | 2.1 |
|
| 3521 |
3521
Duncker Streett & Co
St. Louis,
Missouri
| $526M | -$36.6M | -6% | 1.63% | 102% | 553 | 6.69% | 6.7 |
|
| 3522 |
3522
Insight Advisors
Newtown,
Pennsylvania
| $525M | -$135M | -20% | 1.51% | 74% | 297 | 22.9% | 3.7 |
|
| 3523 |
3523
Fonville Wealth Management
Richmond,
Virginia
| $525M | +$36.2M | +7% | 0.2% | 53.9% | 141 | 12.06% | 1.7 |
|
| 3524 |
3524
Virtus Wealth Solutions
Cranford,
New Jersey
| $525M | -$1.51M | -0.3% | 18.5% | – | 66 | 39.39% | 0.8 |
|
| 3525 |
3525
Columbia Asset Management
Ann Arbor,
Michigan
| $525M | -$37.6M | -7% | 0.44% | 94.1% | 181 | 9.94% | 7.2 |
|