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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
Elm Advisors
Burlingame,
California
| $129M | -$4.65M | -3% | 0.85% | 50.5% | 84 | 2.38% | 3.4 |
|
| 4002 |
4002
Mokosak Advisory Group
Urbandale,
Iowa
| $129M | +$96K | +0.1% | 1.87% | 59.2% | 10 | 0% | 0.3 |
|
| 4003 |
4003
Donor Advised Charitable Giving
San Francisco,
California
| $129M | +$9.5M | +8% | 18.4% | 365% | 18 | 27.78% | 0.2 |
|
| 4004 |
4004
Peak Capital Management
Greenwood Village,
Colorado
| $129M | -$17.9M | -12% | 1.86% | 9.52% | 102 | 66.67% | 0.3 |
|
| 4005 |
4005
Stonehearth Capital Management
Danvers,
Massachusetts
| $129M | -$2.46M | -2% | 0.8% | 87.5% | 36 | 5.56% | 2.3 |
|
| 4006 |
4006
Nicollet Investment Management
Minneapolis,
Minnesota
| $129M | +$7.36M | +6% | 3.07% | 104% | 69 | 5.8% | 0.2 |
|
| 4007 |
SCC
4007
Steel Canyon Capital
Phoenix,
Arizona
| $129M | +$12.6M | +11% | 2.01% | 62.8% | 22 | 54.55% | 0.5 |
|
| 4008 |
LA
4008
Lau Associates
Greenville,
Delaware
| $129M | +$290K | +0.2% | 1.8% | 44.5% | 81 | 9.88% | 3.1 |
|
| 4009 |
4009
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $129M | -$5.69M | -4% | 2.95% | 66.8% | 122 | 3.28% | 0.2 |
|
| 4010 |
4010
Heritage Way Advisors
Rockford,
Illinois
| $129M | -$4.2M | -3% | 1.86% | 79.4% | 67 | 14.93% | 1.1 |
|
| 4011 |
4011
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $129M | +$4.02M | +3% | 1.48% | 152% | 94 | 19.15% | 2 |
|
| 4012 |
4012
Billings Capital Management
Arlington,
Virginia
| $128M | -$36M | -22% | 6.08% | – | 11 | 36.36% | 1.3 |
|
| 4013 |
4013
Artemis Wealth Advisors
New York
| $128M | +$10.4M | +9% | 2.02% | 174% | 31 | 9.68% | 0.9 |
|
| 4014 |
4014
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $128M | +$317K | +0.2% | 0.88% | 130% | 587 | 13.12% | 1.6 |
|
| 4015 |
4015
Hutner Capital Management
Manchester,
Vermont
| $128M | -$12M | -9% | 6% | 52.2% | 42 | 0% | 1.5 |
|
| 4016 |
4016
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $128M | +$12.7M | +11% | 0.6% | 47.8% | 33 | 12.12% | 0.2 |
|
| 4017 |
4017
Leonard Rickey Investment Advisors
Yakima,
Washington
| $128M | -$2.46M | -2% | 0.39% | 55.9% | 65 | 9.23% | 0.2 |
|
| 4018 |
4018
Ford Financial Group
Fresno,
California
| $128M | -$4.85M | -4% | 1.14% | 47.7% | 456 | 89.91% | 0.3 |
|
| 4019 |
4019
Foothills Asset Management
Scottsdale,
Arizona
| $128M | -$3.87M | -3% | 1.75% | 8.84% | 64 | 7.81% | 2.4 |
|
| 4020 |
4020
Newport Wealth Strategies
Irvine,
California
| $128M | -$11.8M | -8% | 0.64% | 51.5% | 109 | 13.76% | 0.2 |
|
| 4021 |
4021
Summit Financial Group
Moorefield,
West Virginia
| $128M | +$5.54M | +5% | 2.47% | 26.1% | 128 | 10.16% | 0.7 |
|
| 4022 |
4022
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $128M | +$586K | +0.5% | 0.24% | 76.7% | 83 | 15.66% | 0.2 |
|
| 4023 |
4023
Lesa Sroufe & Co
Seattle,
Washington
| $127M | +$6.44M | +5% | 1.47% | – | 63 | 38.1% | 2.2 |
|
| 4024 |
4024
General Equity Holdings
Brooklyn,
New York
| $127M | -$3.86M | -3% | 4.56% | 775% | 14 | 57.14% | 0.2 |
|
| 4025 |
KSCM
4025
Kamunting Street Capital Management
Miami Beach,
Florida
| $127M | -$13.3M | -9% | 9.92% | 7.47% | 39 | 41.03% | 0.6 |
|