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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
May Hill Capital
Cohasset,
Massachusetts
| $479M | +$80.5M | +20% | 18.5% | – | 269 | 21.93% | 0.9 |
|
| 4002 |
4002
Evernest Financial Advisors
Carmel,
Indiana
| $478M | -$3.26M | -0.7% | 11.4% | – | 203 | 17.24% | 2.7 |
|
| 4003 |
4003
Barry Investment Advisors
New Bedford,
Massachusetts
| $478M | +$24.5M | +5% | 1.92% | 66.7% | 106 | 10.38% | 4.2 |
|
| 4004 |
4004
Knox Lane
San Francisco,
California
| $478M | +$153M | +47% | 103% | – | 1 | 0% | 0.5 |
|
| 4005 |
4005
Mattson Financial Services
Kentwood,
Michigan
| $478M | +$59M | +14% | 13.9% | – | 254 | 16.14% | 1 |
|
| 4006 |
4006
Palumbo Wealth Management
Great Neck,
New York
| $478M | +$67.8M | +17% | 23.6% | 115% | 251 | 17.53% | 1.9 |
|
| 4007 |
4007
Cornerstone Wealth Advisors
Edina,
Minnesota
| $477M | +$42.9M | +10% | 9.77% | 46.1% | 57 | 17.54% | 3.5 |
|
| 4008 |
4008
Standpoint Asset Management
Scottsdale,
Arizona
| $477M | +$64.7M | +16% | 13% | 71.9% | 8 | 0% | 3.5 |
|
| 4009 |
4009
RFG Holdings
Argyle,
Texas
| $477M | +$79.9M | +20% | 19.8% | 72.3% | 90 | 25.56% | 1.6 |
|
| 4010 |
4010
Gator Capital Management
Tampa,
Florida
| $477M | -$12.6M | -3% | 22.9% | 245% | 93 | 29.03% | 3.1 |
|
| 4011 |
4011
Z3 Capital Partners
Richmond,
Virginia
| $476M | +$81.5M | +21% | 35.2% | – | 209 | 18.66% | 0.4 |
|
| 4012 |
ECP
4012
Elemental Capital Partners
San Francisco,
California
| $476M | +$241M | +103% | 115% | – | 13 | 15.38% | 1.8 |
|
| 4013 |
MG
4013
Magnolia Group
Omaha,
Nebraska
| $476M | -$61.2M | -11% | 0.6% | 9.52% | 18 | 44.44% | 2.5 |
|
| 4014 |
PA
4014
Paragon Advisors
College Station,
Texas
| $476M | +$105M | +28% | 31.2% | 109% | 83 | 15.66% | 2.5 |
|
| 4015 |
4015
Joseph Group Capital Management
Columbus,
Ohio
| $476M | +$75.7M | +19% | 8.92% | 58.4% | 421 | 18.05% | 0.9 |
|
| 4016 |
4016
Lighthouse Financial Services
Brea,
California
| $476M | +$32.5M | +7% | 18% | – | 103 | 4.85% | 0.5 |
|
| 4017 |
4017
Whitener Capital Management
Rocky Mount,
North Carolina
| $475M | +$36.8M | +8% | 15.3% | 113% | 192 | 13.54% | 4.7 |
|
| 4018 |
4018
DG Capital Management
New York
| $475M | +$149M | +46% | 3.86% | 76.7% | 35 | 51.43% | 0.5 |
|
| 4019 |
4019
Park Edge Advisors
Cleveland,
Ohio
| $475M | +$41M | +9% | 8.34% | 61.1% | 164 | 20.12% | 2 |
|
| 4020 |
4020
Financial & Tax Architects
St Louis,
Missouri
| $474M | +$25.9M | +6% | 5.88% | 50.2% | 131 | 33.59% | 2.2 |
|
| 4021 |
4021
Chase Investment Counsel
Charlottesville,
Virginia
| $474M | +$92.9M | +24% | 42.1% | 350% | 173 | 34.1% | 1.7 |
|
| 4022 |
SSI
4022
Scott & Selber Inc
Houston,
Texas
| $474M | +$86.4M | +22% | 45.7% | 202% | 94 | 6.38% | 5.4 |
|
| 4023 |
4023
Ipswich Investment Management
Beverly,
Massachusetts
| $474M | +$47.8M | +11% | 17.7% | 104% | 195 | 7.69% | 6.4 |
|
| 4024 |
4024
Guidance Point Advisors
Wellesley,
Massachusetts
| $474M | +$51.4M | +12% | 11.2% | 71.8% | 102 | 5.88% | 4 |
|
| 4025 |
4025
Austin Wealth Management
Austin,
Texas
| $473M | +$33M | +7% | 8.25% | 48.2% | 129 | 10.85% | 2.1 |
|