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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
West Michigan Advisors
Holland,
Michigan
| $455M | +$19.6M | +5% | 3.15% | 86.6% | 332 | 29.22% | 1.8 |
|
| 3827 |
AIS
3827
AM Investment Strategies
Chattanooga,
Tennessee
| $455M | -$26M | -5% | 4.53% | 135% | 122 | 13.93% | 3.1 |
|
| 3828 |
3828
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $455M | +$811K | +0.2% | 2.08% | 94% | 384 | 27.08% | 1.6 |
|
| 3829 |
3829
Aries Wealth Management
Portland,
Maine
| $455M | +$3.18M | +0.7% | 0.43% | 87.7% | 245 | 9.39% | 3 |
|
| 3830 |
TPWM
3830
Twelve Points Wealth Management
Concord,
Massachusetts
| $455M | +$10.4M | +2% | 1.52% | 56.8% | 211 | 12.32% | 2.8 |
|
| 3831 |
3831
Paradiem
Covington,
Louisiana
| $454M | +$36M | +9% | 8.6% | 107% | 75 | 30.67% | 1.5 |
|
| 3832 |
3832
Barry Investment Advisors
New Bedford,
Massachusetts
| $454M | +$4.35M | +1% | 6.88% | 66.7% | 109 | 15.6% | 4.3 |
|
| 3833 |
3833
Peddock Capital Advisors
Braintree,
Massachusetts
| $453M | -$23.8M | -5% | 1.25% | 113% | 170 | 8.24% | 6.5 |
|
| 3834 |
3834
Vodafone Ventures
Newbury,
United Kingdom
| $453M | +$56M | +14% | 14.1% | – | 1 | 0% | 0.3 |
|
| 3835 |
3835
Farmers National Bank
Danville,
Kentucky
| $453M | +$5.3M | +1% | 0.03% | – | 197 | 12.18% | 6.2 |
|
| 3836 |
3836
Act Two Investors
Santa Cruz,
California
| $453M | -$103M | -18% | 10.2% | 53% | 40 | 15% | 3.7 |
|
| 3837 |
3837
Waller Financial Planning Group
Columbus,
Ohio
| $453M | +$2.73M | +0.6% | 0.59% | 47.5% | 79 | 11.39% | 4.5 |
|
| 3838 |
3838
Bulltick Wealth Management
Miami,
Florida
| $453M | -$17.9M | -4% | 4.45% | 58.2% | 162 | 34.57% | 1.5 |
|
| 3839 |
3839
Compton Financial Group
Towson,
Maryland
| $453M | +$11.1M | +3% | 1.48% | 37.7% | 72 | 15.28% | 2.1 |
|
| 3840 |
3840
Wolff Financial Management
Kalamazoo,
Michigan
| $453M | +$7.89M | +2% | 0.42% | 56.7% | 104 | 3.85% | 2.9 |
|
| 3841 |
3841
Addison Advisors
Middlebury,
Vermont
| $452M | +$7.33M | +2% | 0.2% | 54.5% | 999 | 12.11% | 2.9 |
|
| 3842 |
3842
Blankinship & Foster
Solana Beach,
California
| $452M | -$10.4M | -2% | 1.4% | 67.1% | 80 | 7.5% | 4.8 |
|
| 3843 |
3843
Waterway Wealth Management
The Woodlands,
Texas
| $452M | +$10.4M | +2% | 3.38% | 52.2% | 99 | 25.25% | 1 |
|
| 3844 |
3844
Essex Savings Bank
Essex,
Connecticut
| $452M | -$9.38M | -2% | 3.86% | 95.2% | 324 | 9.57% | 4.2 |
|
| 3845 |
3845
Leverty Financial Group
Hudson,
Wisconsin
| $452M | +$33.8M | +8% | 1.69% | 57.3% | 53 | 24.53% | 2.2 |
|
| 3846 |
3846
HGC Investment Management
Toronto,
Ontario, Canada
| $451M | -$20.3M | -4% | 0.69% | 33.2% | 205 | 39.02% | 0.4 |
|
| 3847 |
3847
Marion Wealth Management
Monroeville,
Pennsylvania
| $451M | +$1.29M | +0.3% | 1.6% | 51.7% | 154 | 11.69% | 2.6 |
|
| 3848 |
3848
CDAM (UK)
London,
United Kingdom
| $451M | -$99M | -18% | 15.5% | 7.89% | 12 | 16.67% | 3.8 |
|
| 3849 |
3849
Lind Value II ApS
Aarhus C,
Denmark
| $451M | +$141M | +46% | 12% | – | 11 | 45.45% | 0.5 |
|
| 3850 |
SIM
3850
SW Investment Management
Telluride,
Colorado
| $451M | +$74.8M | +20% | 8.59% | 143% | 8 | 12.5% | 2.6 |
|