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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Marathon Capital Management
Hunt Valley,
Maryland
| $393M | +$17.2M | +5% | 5.57% | 74% | 177 | 16.38% | 3 |
|
| 3927 |
3927
Progressive Investment Management
Lake Oswego,
Oregon
| $393M | +$35.3M | +10% | 13.7% | 139% | 56 | 0% | 5.3 |
|
| 3928 |
PTB
3928
Pioneer Trust Bank
Salem,
Oregon
| $392M | +$12.4M | +3% | 8.07% | 61.4% | 80 | 6.25% | 7.9 |
|
| 3929 |
RS
3929
Retirement Solution
Redmond,
Washington
| $392M | +$39.3M | +11% | 10.1% | 77.3% | 49 | 30.61% | 1.7 |
|
| 3930 |
3930
American Investment Services
Great Barrington,
Massachusetts
| $392M | -$176M | -31% | 5.98% | 63.1% | 160 | 18.75% | 6 |
|
| 3931 |
3931
DecisionPoint Financial
Mesa,
Arizona
| $392M | +$46.9M | +14% | 6.7% | 48% | 695 | 70.94% | 0.6 |
|
| 3932 |
FVCM
3932
F&V Capital Management
Boca Raton,
Florida
| $391M | +$6M | +2% | 8.75% | 123% | 62 | 24.19% | 5.2 |
|
| 3933 |
3933
Truffle Hound Capital
Bethesda,
Maryland
| $391M | +$114M | +41% | 12.6% | – | 73 | 46.58% | 0.3 |
|
| 3934 |
3934
Tenere Capital
New York
| $390M | +$27M | +7% | 17.2% | 131% | 25 | 40% | 1 |
|
| 3935 |
3935
BetterWealth
San Jose,
California
| $390M | +$34.1M | +10% | 7.06% | 63.3% | 63 | 3.17% | 2 |
|
| 3936 |
3936
Carderock Capital Management
Chevy Chase,
Maryland
| $390M | +$13M | +3% | 8.77% | 97.6% | 140 | 50.71% | 2.9 |
|
| 3937 |
3937
Brooklyn FI
New York
| $390M | +$65.9M | +20% | 8.95% | 54.7% | 77 | 15.58% | 1.9 |
|
| 3938 |
3938
Martin Investment Management
Palm Beach Gardens,
Florida
| $390M | -$6.25M | -2% | 3.44% | 44% | 53 | 13.21% | 5.2 |
|
| 3939 |
3939
Park Edge Advisors
Cleveland,
Ohio
| $390M | +$30.8M | +9% | 8.01% | 53.7% | 151 | 14.57% | 1.6 |
|
| 3940 |
3940
Continental General Insurance Company
Austin,
Texas
| $390M | +$101M | +35% | 10.9% | 188% | 13 | 30.77% | 0.6 |
|
| 3941 |
3941
Collective Family Office
York,
Pennsylvania
| $389M | +$19.5M | +5% | 6.02% | 52.5% | 165 | 9.09% | 3.2 |
|
| 3942 |
SWG
3942
Summit Wealth Group
White River Junction,
Vermont
| $389M | +$47.3M | +14% | 7.16% | 53% | 114 | 14.91% | 1.5 |
|
| 3943 |
3943
Guidance Point Advisors
Wellesley,
Massachusetts
| $389M | +$38.1M | +11% | 10.9% | 71.8% | 87 | 4.6% | 3.9 |
|
| 3944 |
3944
Outlook Wealth Advisors
Shenandoah,
Texas
| $389M | +$29.4M | +8% | 9.17% | 70% | 285 | 13.68% | 2.2 |
|
| 3945 |
3945
Stenger Family Office
Naperville,
Illinois
| $389M | – | – | 10.8% | – | 102 | – | 0.3 |
|
| 3946 |
3946
Apeiron RIA
Dallas,
Texas
| $388M | +$57.7M | +17% | 8.66% | 68.5% | 215 | 12.56% | 2.2 |
|
| 3947 |
3947
MilWealth Group
Milwaukee,
Wisconsin
| $388M | +$25.3M | +7% | 6.89% | 36.8% | 68 | 0% | 4.7 |
|
| 3948 |
3948
Semmax Financial Advisors
Winston Salem,
North Carolina
| $388M | +$18.6M | +5% | 6.3% | – | 469 | 16.84% | 3.4 |
|
| 3949 |
3949
Voisard Asset Management Group
Grand Rapids,
Michigan
| $388M | +$45.8M | +13% | 6.99% | 50.5% | 93 | 13.98% | 1.1 |
|
| 3950 |
3950
Montanaro Asset Management
London,
United Kingdom
| $388M | +$47M | +14% | 15% | 49.6% | 46 | 15.22% | 3.1 |
|