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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Mattern Wealth Management
Lawrence,
Kansas
| $297M | -$16.3M | -5% | 0.42% | 54% | 173 | 9.25% | 1.3 |
|
| 3777 |
3777
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $297M | +$22M | +8% | 1.18% | 51.1% | 431 | 11.83% | 2.6 |
|
| 3778 |
3778
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $297M | +$11.8M | +4% | 0.35% | 130% | 87 | 18.39% | 1.1 |
|
| 3779 |
3779
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $297M | -$2.4M | -0.8% | 6.07% | 70.9% | 24 | 8.33% | 4.9 |
|
| 3780 |
3780
Investors Research Corp
Atlanta,
Georgia
| $296M | +$7.21M | +2% | 1.81% | 62.1% | 1,070 | 6.45% | 2.2 |
|
| 3781 |
3781
Element Pointe Advisors
Miami,
Florida
| $296M | -$34.6M | -10% | 0.93% | 75.1% | 127 | 22.05% | 1.3 |
|
| 3782 |
3782
Poehling Capital Management
Madison,
Wisconsin
| $296M | -$17.8M | -6% | 2.54% | 83% | 155 | 17.42% | 1.9 |
|
| 3783 |
3783
Bard Associates
Chicago,
Illinois
| $296M | -$9.46M | -3% | 3.55% | 241% | 184 | 9.78% | 4.2 |
|
| 3784 |
3784
Tenzing Global Management
San Francisco,
California
| $296M | -$82.6M | -22% | 4.09% | 273% | 17 | 58.82% | 1.1 |
|
| 3785 |
FA
3785
Financial Advisors
Andover,
Massachusetts
| $296M | +$10.5M | +4% | 1.01% | 71.5% | 89 | 3.37% | 1.9 |
|
| 3786 |
3786
CRA Financial Services
Northfield,
New Jersey
| $296M | +$7.95M | +3% | 0.49% | 91.9% | 207 | 9.66% | 1.8 |
|
| 3787 |
WA
3787
WealthTrust Axiom
Wayne,
Pennsylvania
| $295M | -$16.2M | -5% | 1.49% | 125% | 274 | 7.3% | 4.4 |
|
| 3788 |
3788
MJP Associates
Farmington,
Connecticut
| $295M | -$3.45M | -1% | 0.33% | 60.9% | 151 | 14.57% | 0.6 |
|
| 3789 |
PBF
3789
Petix & Botte Financial
La Mesa,
California
| $295M | +$152M | +106% | 0.3% | 47.5% | 117 | 37.61% | 1 |
|
| 3790 |
3790
Peak Financial Management
Wellesley,
Massachusetts
| $295M | +$697K | +0.2% | 0.71% | 58.2% | 76 | 13.16% | 3 |
|
| 3791 |
PWM
3791
Praetorian Wealth Management
Carmel,
California
| $295M | -$4.32M | -1% | 0.88% | 60.4% | 64 | 4.69% | 1.1 |
|
| 3792 |
3792
Rezny Wealth Management
Fort Myers,
Florida
| $295M | +$8.56M | +3% | 0.04% | 99.6% | 21 | 19.05% | 2 |
|
| 3793 |
3793
Rowlandmiller & Partners
Atlanta,
Georgia
| $295M | -$112M | -27% | 1.22% | 84% | 192 | 27.08% | 4.6 |
|
| 3794 |
3794
59 North Capital Management
Houston,
Texas
| $295M | +$26.9M | +10% | 2.08% | 81.4% | 11 | 9.09% | 0.6 |
|
| 3795 |
FSA
3795
Financial Services Advisory
Rockville,
Maryland
| $295M | +$60.7M | +26% | 0.16% | 82.5% | 60 | 50% | 0.5 |
|
| 3796 |
3796
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $295M | +$4.7M | +2% | 0.3% | 92% | 155 | 10.97% | 2.6 |
|
| 3797 |
3797
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $295M | -$1.11M | -0.4% | 0.15% | 83.6% | 178 | 3.93% | 4.7 |
|
| 3798 |
3798
Canal Insurance Company
Greenville,
South Carolina
| $294M | +$10.3M | +4% | 2.36% | 114% | 83 | 15.66% | 3.7 |
|
| 3799 |
3799
Founders Fund V Management
San Francisco,
California
| $294M | +$1.2M | +0.4% | 32.3% | 860% | 5 | 20% | 0.5 |
|
| 3800 |
3800
Monument Capital Management
Alexandria,
Virginia
| $294M | +$5.27M | +2% | 0% | 170% | 154 | 15.58% | 1.3 |
|