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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
Ripple Effect Asset Management
New York
| $360M | – | – | 4.46% | – | 26 | – | 0 |
|
| 4002 |
4002
WealthBridge Capital Management
Westerville,
Ohio
| $360M | +$9.9M | +3% | 1.95% | 89.4% | 215 | 8.84% | 3.5 |
|
| 4003 |
4003
Doliver Advisors
Houston,
Texas
| $360M | -$4.61M | -1% | 0.15% | 92.3% | 166 | 13.25% | 3.6 |
|
| 4004 |
4004
Okabena Investment Services
Minneapolis,
Minnesota
| $360M | +$5.3M | +1% | 1.54% | 72.4% | 124 | 20.97% | 1.8 |
|
| 4005 |
4005
Tradewinds LLC
Raleigh,
North Carolina
| $360M | +$35M | +11% | 3.58% | – | 229 | 36.24% | 0.6 |
|
| 4006 |
4006
Sunflower Bank
Dallas,
Texas
| $360M | -$5.05M | -1% | 1.17% | 42.7% | 135 | 8.89% | 3.1 |
|
| 4007 |
4007
Berkeley Capital Partners
Milton,
Georgia
| $360M | +$9.5M | +3% | 0.94% | 62.8% | 181 | 13.26% | 3.9 |
|
| 4008 |
4008
Boyd Watterson Asset Management
Cleveland,
Ohio
| $360M | -$5.33M | -1% | 2.4% | 101% | 443 | 3.16% | 3.4 |
|
| 4009 |
4009
InvesTrust
Oklahoma City,
Oklahoma
| $360M | – | – | 1.51% | – | 94 | – | 0 |
|
| 4010 |
4010
Addison Advisors
Middlebury,
Vermont
| $359M | -$466K | -0.1% | 1.26% | 50.2% | 879 | 9.56% | 2.4 |
|
| 4011 |
4011
Hiddenite Capital Partners
New York
| $359M | +$53.9M | +18% | 38.3% | 466% | 55 | 56.36% | 0.6 |
|
| 4012 |
4012
AXS Investments
Port Chester,
New York
| $359M | -$17.2M | -5% | 2.46% | 107% | 252 | 26.19% | 1.8 |
|
| 4013 |
4013
VELA Investment Management
New Albany,
Ohio
| $359M | +$34.8M | +11% | 0.33% | 56.8% | 178 | 17.98% | 1.6 |
|
| 4014 |
4014
LTS One Management
New York
| $359M | +$13.2M | +4% | 2.79% | 67.9% | 24 | 58.33% | 0.6 |
|
| 4015 |
4015
Childress Capital Advisors
Houston,
Texas
| $358M | -$12M | -3% | 3.11% | 107% | 239 | 13.39% | 1.5 |
|
| 4016 |
4016
Globe Life
Mckinney,
Texas
| $358M | +$976K | +0.3% | 1.12% | 60.1% | 2 | 0% | 4.6 |
|
| 4017 |
4017
Weaver Capital Management
Suwanee,
Georgia
| $358M | +$22.6M | +7% | 2.47% | 79.4% | 192 | 9.38% | 0.8 |
|
| 4018 |
4018
Mizuho Bank
Tokyo,
Japan
| $358M | -$149M | -29% | 0.57% | 99.8% | 119 | 51.26% | 0.3 |
|
| 4019 |
4019
High Net Worth Advisory Group
Naples,
Florida
| $358M | -$6.84M | -2% | 0.22% | 75.7% | 233 | 10.3% | 2.3 |
|
| 4020 |
4020
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $358M | -$139M | -28% | 1.43% | 78.2% | 304 | 73.68% | 0.4 |
|
| 4021 |
4021
Harrell Investment Partners
Austin,
Texas
| $358M | +$4.47M | +1% | 3.25% | 121% | 100 | 20% | 3.4 |
|
| 4022 |
4022
Madison Wealth Partners
Madison,
Wisconsin
| $358M | +$20.2M | +6% | 1.7% | 66.9% | 157 | 8.92% | 2 |
|
| 4023 |
4023
Activest Wealth Management
Aventure,
Florida
| $358M | +$34M | +10% | 6.08% | 117% | 935 | 43.42% | 0.6 |
|
| 4024 |
MJP
4024
Michael J. Puzo
| $358M | -$24.8M | -6% | 0.74% | 90.3% | 78 | 8.97% | 7 |
|
| 4025 |
4025
Apeiron RIA
Dallas,
Texas
| $357M | +$8.59M | +2% | 0.64% | 68.5% | 223 | 16.59% | 1.9 |
|