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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Platte River Wealth Advisors
Louisville,
Colorado
| $181M | – | – | 20.2% | 28.6% | 85 | – | 0.5 |
|
| 3827 |
HCIA
3827
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $181M | +$35.7M | +24% | 20% | 42.7% | 115 | 17.39% | 2.9 |
|
| 3828 |
3828
Shaker Financial Services
Arlington,
Virginia
| $181M | +$33.1M | +22% | 13.8% | 12.9% | 189 | 37.04% | 1.1 |
|
| 3829 |
3829
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $181M | +$83.6M | +86% | 31.1% | 96.7% | 765 | 91.9% | 0.1 |
|
| 3830 |
3830
Inscription Capital
Houston,
Texas
| $181M | +$30.8M | +20% | 20% | – | 151 | 21.85% | 1 |
|
| 3831 |
3831
Physicians Financial Services
Raleigh,
North Carolina
| $181M | +$35.5M | +24% | 23.5% | 100% | 113 | 14.16% | 3.4 |
|
| 3832 |
3832
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $181M | +$69.2M | +62% | 15.1% | 130% | 129 | 91.47% | 0.4 |
|
| 3833 |
3833
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $181M | +$16.7M | +10% | 10.4% | 60.5% | 8 | 50% | 0.3 |
|
| 3834 |
3834
Trust Company of Kansas
Wichita,
Kansas
| $181M | +$12.7M | +8% | 17.3% | 87% | 57 | 22.81% | 0.4 |
|
| 3835 |
MCL
3835
MIK Capital LP
New York
| $180M | -$79.3M | -31% | 44.1% | – | 61 | 93.44% | 0.1 |
|
| 3836 |
3836
Total Wealth Planning
Cincinnati,
Ohio
| $180M | +$26.7M | +17% | 15% | 37.2% | 37 | 13.51% | 1.2 |
|
| 3837 |
3837
Blume Capital Management
Berkeley,
California
| $180M | +$24.3M | +16% | 20.8% | 102% | 250 | 15.6% | 3.8 |
|
| 3838 |
3838
Stewardship Advisors
Mount Joy,
Pennsylvania
| $180M | +$26.5M | +17% | 13.2% | 46.1% | 42 | 23.81% | 0.4 |
|
| 3839 |
3839
Arkadios Wealth Advisors
Atlanta,
Georgia
| $180M | +$23.4M | +15% | 22.5% | 91.1% | 1,404 | 42.66% | 0.4 |
|
| 3840 |
3840
Stordahl Capital Management
Greenwood Village,
Colorado
| $180M | +$18.4M | +11% | 15.2% | 54% | 41 | 7.32% | 2.2 |
|
| 3841 |
3841
Bard Associates
Chicago,
Illinois
| $180M | +$44.3M | +33% | 38.6% | 241% | 164 | 10.37% | 4.4 |
|
| 3842 |
3842
TCG Advisors
Austin,
Texas
| $180M | +$58.3M | +48% | 15.3% | – | 147 | 40.14% | 0.8 |
|
| 3843 |
3843
Pacific Wealth Strategies Group
Santa Barbara,
California
| $180M | +$33.4M | +23% | 20.5% | 75.5% | 79 | 7.59% | 2.7 |
|
| 3844 |
3844
Guidance Point Advisors
Wellesley,
Massachusetts
| $180M | +$26.2M | +17% | 12.3% | 71.8% | 76 | 18.42% | 1.1 |
|
| 3845 |
3845
Ford Financial Group
Fresno,
California
| $180M | +$30M | +20% | 18.3% | 47.7% | 100 | 15% | 1.4 |
|
| 3846 |
3846
Atlanta Financial Associates
Atlanta,
Georgia
| $180M | +$53.3M | +42% | 13% | – | 70 | 22.86% | 0.2 |
|
| 3847 |
3847
Moerus Capital Management
New York
| $180M | -$25.1M | -12% | 14.8% | 220% | 14 | 14.29% | 1.4 |
|
| 3848 |
3848
Nicollet Investment Management
Minneapolis,
Minnesota
| $180M | +$44.6M | +33% | 29% | 104% | 57 | 3.51% | 2.3 |
|
| 3849 |
3849
Madison International Realty Holdings
New York
| $180M | +$38.5M | +27% | 7.37% | – | 8 | 12.5% | 1.5 |
|
| 3850 |
FA
3850
Financial Advisors
Andover,
Massachusetts
| $179M | +$31.6M | +21% | 15% | 71.5% | 66 | 15.15% | 1.3 |
|