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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
Cannon Financial Strategists
Athens,
Georgia
| $166M | +$31.4M | +23% | 15.3% | 56.7% | 55 | 18.18% | 1 |
|
| 4002 |
4002
DeDora Capital
Napa,
California
| $166M | +$33.3M | +25% | 24.3% | 91.2% | 96 | 14.58% | 1.8 |
|
| 4003 |
4003
Family Legacy Inc
Greenville,
South Carolina
| $166M | +$27M | +19% | 17.4% | 89% | 117 | 11.11% | 2.4 |
|
| 4004 |
4004
Marvin & Palmer Associates
Wilmington,
Delaware
| $166M | +$61.1M | +58% | 32.2% | 392% | 36 | 36.11% | 0.9 |
|
| 4005 |
4005
Augustine Asset Management
Jacksonville,
Florida
| $166M | +$24.6M | +17% | 18.8% | 316% | 85 | 9.41% | 2.6 |
|
| 4006 |
AA
4006
AF Advisors
Sacramento,
California
| $166M | +$42.9M | +35% | 35% | 76.5% | 16 | 12.5% | 0.4 |
|
| 4007 |
4007
Boltwood Capital Management
Walnut Creek,
California
| $166M | +$24.3M | +17% | 18.5% | 63% | 133 | 7.52% | 4.4 |
|
| 4008 |
4008
Unio Capital
Princeton,
New Jersey
| $166M | +$23.8M | +17% | 24.1% | 97.8% | 60 | 11.67% | 1.9 |
|
| 4009 |
4009
Birchview Capital
Burlington,
Vermont
| $165M | +$52.7M | +47% | 39.7% | 327% | 53 | 16.98% | 2.1 |
|
| 4010 |
4010
MYDA Advisors
Woodmere,
New York
| $165M | +$4.33M | +3% | 60.3% | 232% | 191 | 85.86% | 0.2 |
|
| 4011 |
4011
American Securities
New York
| $165M | +$44.8M | +37% | 37.1% | – | 1 | 0% | 3.5 |
|
| 4012 |
4012
Fiducient Advisors
Chicago,
Illinois
| $165M | -$4.15M | -2% | 15.2% | 52.3% | 20 | 10% | 2 |
|
| 4013 |
4013
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $165M | +$57.3M | +53% | 16.1% | 27.4% | 37 | 59.46% | 1.1 |
|
| 4014 |
PCA
4014
Prospect Capital Advisors
Sausalito,
California
| $165M | +$17.5M | +12% | 27.6% | 202% | 25 | 40% | 2.1 |
|
| 4015 |
4015
Eads & Heald Wealth Management
Atlanta,
Georgia
| $165M | +$23.2M | +16% | 19.9% | 84.4% | 123 | 6.5% | 5.4 |
|
| 4016 |
4016
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $164M | +$30.2M | +23% | 19.2% | 71.4% | 174 | 9.2% | 1.2 |
|
| 4017 |
DC
4017
DPM Capital
Coral Gables,
Florida
| $164M | +$33.9M | +26% | 2.75% | 110% | 10 | 40% | 0.4 |
|
| 4018 |
AIP
4018
Ahrens Investment Partners
Lafayette,
Louisiana
| $164M | +$25.1M | +18% | 21.2% | 82.3% | 178 | 30.34% | 1.9 |
|
| 4019 |
4019
DFPG Investments
Sandy,
Utah
| $164M | +$30M | +22% | 37.9% | 38.2% | 191 | 26.18% | 0.9 |
|
| 4020 |
CLCM
4020
Crawford Lake Capital Management
Lakewood,
New Jersey
| $164M | +$62.3M | +61% | 55.4% | 571% | 59 | 100% | 0 |
|
| 4021 |
4021
FountainCap Research & Investment
Hong Kong,
China
| $164M | +$42.8M | +35% | 26.5% | 5.35% | 6 | 0% | 0.5 |
|
| 4022 |
4022
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $164M | +$35.1M | +27% | 25% | 117% | 297 | 20.2% | 1.8 |
|
| 4023 |
4023
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $164M | +$29.9M | +22% | 15.2% | 63.7% | 35 | 11.43% | 1.1 |
|
| 4024 |
4024
Aries Wealth Management
Portland,
Maine
| $164M | +$32.7M | +25% | 17.6% | 87.7% | 151 | 16.56% | 1.9 |
|
| 4025 |
4025
Mokosak Advisory Group
Urbandale,
Iowa
| $164M | +$29.8M | +22% | 19.7% | 59.2% | 21 | 14.29% | 1 |
|