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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $329M | +$7.25M | +2% | 0.66% | 12.8% | 146 | 6.85% | 3.1 |
|
| 3577 |
3577
Vest Financial
Mclean,
Virginia
| $329M | +$64.7M | +25% | 2.01% | 68.4% | 65 | 0% | 0.7 |
|
| 3578 |
3578
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $329M | +$49.1M | +18% | 3.32% | 95.1% | 63 | 47.62% | 0.7 |
|
| 3579 |
3579
Founders Circle Capital
Campbell,
California
| $328M | +$52.1M | +19% | 6.33% | 28% | 11 | 27.27% | 0.4 |
|
| 3580 |
3580
Holloway Wealth Management
Gainesville,
Florida
| $328M | +$431K | +0.1% | 1.48% | 50.7% | 450 | 0% | 1.4 |
|
| 3581 |
3581
Princeton Global Asset Management
Princeton,
New Jersey
| $328M | -$186K | -0.1% | 0.28% | 110% | 564 | 9.04% | 1.7 |
|
| 3582 |
3582
ESL Trust Services
Rochester,
New York
| $328M | -$8.1M | -2% | 1.77% | 53.9% | 24 | 12.5% | 1.4 |
|
| 3583 |
3583
Lineweaver Wealth Advisors
Valley View,
Ohio
| $328M | +$22.9M | +7% | 0.22% | 68.4% | 143 | 17.48% | 1 |
|
| 3584 |
3584
Blue Fin Capital
Warren,
Rhode Island
| $328M | +$2.98M | +0.9% | 0.43% | 147% | 130 | 6.15% | 4.9 |
|
| 3585 |
3585
Bellecapital
Zurich,
Switzerland
| $327M | -$1.51M | -0.5% | 1.04% | 152% | 207 | 15.94% | 1.9 |
|
| 3586 |
CDIA
3586
Capital Directions Investment Advisors
Atlanta,
Georgia
| $327M | -$5.74M | -2% | 1.11% | 7.53% | 277 | 22.74% | 0.2 |
|
| 3587 |
3587
Corrigan Financial
Middletown,
Rhode Island
| $327M | -$105K | -0% | 1.21% | 9.54% | 84 | 7.14% | 2.8 |
|
| 3588 |
3588
HT Partners
Centerbrook,
Connecticut
| $327M | +$1.71M | +0.5% | 0.92% | 71.1% | 49 | 0% | 3.2 |
|
| 3589 |
3589
Concentric Wealth Management
Lafayette,
California
| $327M | +$478K | +0.1% | 0.73% | 33.4% | 133 | 6.02% | 3.3 |
|
| 3590 |
3590
Bank of Stockton
Stockton,
California
| $326M | -$5.02M | -2% | 0.4% | 99.2% | 129 | 9.3% | 4.6 |
|
| 3591 |
MM
3591
Meridian Management
Little Rock,
Arkansas
| $326M | -$13M | -4% | 0.42% | 57.8% | 82 | 8.54% | 4.3 |
|
| 3592 |
3592
JT Stratford LLC
Gainesville,
Georgia
| $326M | +$13.1M | +4% | 0.02% | 103% | 230 | 18.7% | 1.8 |
|
| 3593 |
3593
White Pine Capital
Bloomington,
Minnesota
| $326M | -$10.2M | -3% | 1.89% | 143% | 239 | 5.02% | 4.8 |
|
| 3594 |
3594
Spectrum Asset Management (California)
Newport Beach,
California
| $325M | -$8.57M | -3% | 0.17% | 68.3% | 124 | 11.29% | 2.1 |
|
| 3595 |
OR
3595
Olympiad Research
Stamford,
Connecticut
| $325M | +$38M | +13% | 6.28% | 189% | 342 | 51.46% | 0.5 |
|
| 3596 |
3596
Fruth Investment Management
Houston,
Texas
| $325M | -$10M | -3% | 1.71% | 79.4% | 238 | 6.72% | 5.4 |
|
| 3597 |
3597
Crabel Capital Management
Los Angeles,
California
| $325M | -$161M | -33% | 16.1% | 13.9% | 149 | 46.31% | 0.5 |
|
| 3598 |
3598
Gould Asset Management
Claremont,
California
| $324M | -$27.4M | -8% | 0.4% | 42.8% | 153 | 11.76% | 4.5 |
|
| 3599 |
PCM
3599
Prime Capital Management
Hong Kong
| $324M | -$280M | -46% | 0.69% | 579% | 9 | 22.22% | 0.9 |
|
| 3600 |
3600
Moon Capital Management
New York
| $324M | +$47.8M | +17% | 2.06% | 76.3% | 24 | 37.5% | 2.1 |
|