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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Addison Advisors
Middlebury,
Vermont
| $445M | +$13.9M | +3% | 1.82% | 50.2% | 946 | 11.42% | 2.9 |
|
| 3902 |
3902
GR Financial Group
Tucson,
Arizona
| $445M | +$12.5M | +3% | 1.63% | 75.4% | 30 | 16.67% | 1.4 |
|
| 3903 |
3903
AMI Investment Management
Kendallville,
Indiana
| $445M | +$14M | +3% | 1.6% | 52% | 75 | 6.67% | 5.7 |
|
| 3904 |
3904
Financial & Tax Architects
St Louis,
Missouri
| $445M | -$8.12M | -2% | 1.05% | 50.2% | 120 | 27.5% | 2.1 |
|
| 3905 |
3905
Bank of New Hampshire
Laconia,
New Hampshire
| $445M | +$10.6M | +2% | 3.34% | 96.5% | 473 | 5.07% | 3.4 |
|
| 3906 |
3906
Smith & Howard Wealth Management
Atlanta,
Georgia
| $445M | +$11M | +3% | 1.24% | 43.8% | 94 | 7.45% | 4.4 |
|
| 3907 |
3907
Wolff Financial Management
Kalamazoo,
Michigan
| $445M | +$13.9M | +3% | 2.08% | 56.7% | 102 | 1.96% | 2.8 |
|
| 3908 |
3908
Founders Grove Wealth Partners
Richmond,
Virginia
| $445M | +$19.1M | +4% | 3.32% | – | 157 | 15.92% | 0.8 |
|
| 3909 |
3909
MIO Partners
New York
| $444M | – | – | 2.36% | – | 8 | – | 0 |
|
| 3910 |
TPWM
3910
Twelve Points Wealth Management
Concord,
Massachusetts
| $444M | +$42.9M | +11% | 4.73% | 56.8% | 206 | 12.14% | 2.7 |
|
| 3911 |
VM
3911
Venator Management
Pittsburgh,
Pennsylvania
| $444M | +$24M | +6% | 4.92% | 101% | 30 | 26.67% | 2.5 |
|
| 3912 |
3912
AXQ Capital
Jersey City,
New Jersey
| $443M | +$182M | +70% | 1.78% | 35.5% | 973 | 71.33% | 0.2 |
|
| 3913 |
3913
Archer Investment Corporation
Carmel,
Indiana
| $443M | +$281K | +0.1% | 2.75% | 76.1% | 1,272 | 11.79% | 3.3 |
|
| 3914 |
3914
Longfellow Investment Management
Boston,
Massachusetts
| $443M | +$21.5M | +5% | 1.23% | 45.9% | 279 | 23.66% | 2.4 |
|
| 3915 |
3915
Delta Air Lines
Atlanta,
Georgia
| $443M | -$220M | -33% | 32.7% | 5.3% | 3 | 33.33% | 2.3 |
|
| 3916 |
3916
Grace & Mercy Foundation
New York
| $443M | -$27M | -6% | 2.53% | 67.6% | 18 | 5.56% | 2.4 |
|
| 3917 |
3917
CM Wealth Advisors
Beachwood,
Ohio
| $443M | +$63.3M | +17% | 3.15% | 64.7% | 144 | 42.36% | 1.4 |
|
| 3918 |
GWM
3918
GSB Wealth Management
Guilford,
Connecticut
| $442M | +$896K | +0.2% | 3.01% | 69.8% | 243 | 5.76% | 3.5 |
|
| 3919 |
3919
Outlook Wealth Advisors
Shenandoah,
Texas
| $442M | +$40.8M | +10% | 1.97% | 76% | 313 | 12.14% | 2.2 |
|
| 3920 |
3920
Northeast Financial Group
Tannersville,
Pennsylvania
| $442M | +$40.6M | +10% | 0.96% | 31.6% | 100 | 18% | 2 |
|
| 3921 |
AA
3921
Ancient Art
Austin,
Texas
| $442M | +$26M | +6% | 13.1% | 168% | 12 | 8.33% | 3.5 |
|
| 3922 |
3922
Waterway Wealth Management
The Woodlands,
Texas
| $442M | +$22.6M | +5% | 1.57% | 52.2% | 95 | 27.37% | 1 |
|
| 3923 |
MAM
3923
Mystic Asset Management
Warwick,
Rhode Island
| $442M | -$1.05M | -0.2% | 2.37% | 114% | 229 | 6.99% | 2.7 |
|
| 3924 |
3924
Park Edge Advisors
Cleveland,
Ohio
| $442M | +$8.76M | +2% | 2.43% | 61.1% | 162 | 16.67% | 1.9 |
|
| 3925 |
3925
Compton Financial Group
Towson,
Maryland
| $442M | +$26.3M | +6% | 1.39% | 37.7% | 69 | 34.78% | 2.1 |
|