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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Redmond Asset Management
Henrico,
Virginia
| $419M | +$31.6M | +8% | 6.75% | 61.5% | 216 | 8.33% | 4 |
|
| 3752 |
3752
Centric Wealth Management
Chicago,
Illinois
| $419M | +$38.4M | +10% | 6.52% | 44.4% | 204 | 20.1% | 2.3 |
|
| 3753 |
3753
Landaas & Company
Milwaukee,
Wisconsin
| $419M | +$57M | +16% | 7.92% | 60.3% | 117 | 20.51% | 3 |
|
| 3754 |
3754
Sanders Morris Harris
Houston,
Texas
| $419M | -$229M | -35% | 8.51% | 85.8% | 311 | 55.31% | 1.8 |
|
| 3755 |
3755
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $419M | +$116M | +38% | 12.1% | – | 72 | 68.06% | 0.3 |
|
| 3756 |
3756
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $418M | +$39M | +10% | 15.3% | 149% | 139 | 6.47% | 5.6 |
|
| 3757 |
SIM
3757
SW Investment Management
Telluride,
Colorado
| $418M | +$98.4M | +31% | 25.7% | 143% | 9 | 22.22% | 2.2 |
|
| 3758 |
3758
ORG Wealth Partners
Dallas,
Texas
| $418M | +$92.3M | +28% | 75.9% | – | 822 | 23.84% | 0.5 |
|
| 3759 |
3759
Talos Asset Management
New York
| $417M | +$182M | +77% | 36.5% | – | 26 | 73.08% | 0.2 |
|
| 3760 |
3760
TRB Advisors
New York
| $417M | +$206M | +98% | 15.5% | 64% | 11 | 45.45% | 2.8 |
|
| 3761 |
3761
McDonald Partners
Cleveland,
Ohio
| $417M | +$33.1M | +9% | 10.1% | 90.7% | 256 | 8.98% | 2.9 |
|
| 3762 |
3762
RS Crum Inc
Newport Beach,
California
| $417M | +$45.7M | +12% | 6.49% | 54.2% | 92 | 5.43% | 2.6 |
|
| 3763 |
PT
3763
Plimoth Trust
Plymouth,
Massachusetts
| $417M | +$33.1M | +9% | 9.5% | 110% | 166 | 4.82% | 6 |
|
| 3764 |
3764
Madrona Financial Services
Everett,
Washington
| $417M | +$53.3M | +15% | 12.2% | 85.1% | 122 | 17.21% | 2.9 |
|
| 3765 |
3765
Mayport LLC
Newton,
Massachusetts
| $417M | +$53.9M | +15% | 8.76% | 57% | 100 | 12% | 2.1 |
|
| 3766 |
3766
IAM Advisory
Easton,
Pennsylvania
| $417M | +$31.6M | +8% | 8.94% | 74.5% | 106 | 14.15% | 2.1 |
|
| 3767 |
3767
Davidson Capital Management
Corpus Christi,
Texas
| $416M | +$47.6M | +13% | 11.1% | 79.4% | 84 | 9.52% | 2.5 |
|
| 3768 |
LCM
3768
Lionstone Capital Management
New York
| $416M | +$54.7M | +15% | 22.3% | 74.1% | 12 | 16.67% | 4.9 |
|
| 3769 |
3769
Scissortail Wealth Management
Tulsa,
Oklahoma
| $416M | +$27M | +7% | 8.91% | 65% | 117 | 16.24% | 1.4 |
|
| 3770 |
3770
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $416M | +$33M | +9% | 8.49% | 63.3% | 292 | 19.18% | 1.5 |
|
| 3771 |
3771
Gavilan Investment Partners
Burlingame,
California
| $416M | +$60.5M | +17% | 22.8% | 109% | 13 | 7.69% | 2.3 |
|
| 3772 |
3772
3Chopt Investment Partners
Richmond,
Virginia
| $416M | +$34.2M | +9% | 12.1% | 116% | 251 | 19.12% | 0.8 |
|
| 3773 |
3773
RR Advisors
Dallas,
Texas
| $416M | -$2.89M | -0.7% | 1.41% | 115% | 30 | 16.67% | 3.3 |
|
| 3774 |
3774
Artia Global Partners
Miami,
Florida
| $416M | +$20.5M | +5% | 19.8% | 725% | 49 | 53.06% | 0.7 |
|
| 3775 |
3775
Cypress Asset Management
Houston,
Texas
| $415M | +$42M | +11% | 15% | 141% | 112 | 4.46% | 6.7 |
|