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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
ArchPoint Investors
Coral Gables,
Florida
| $473M | +$53.3M | +13% | 17.4% | 111% | 85 | 14.12% | 4 |
|
| 4027 |
VDBMI
4027
Van Den Berg Management I
Austin,
Texas
| $473M | +$37.2M | +9% | 24.5% | 187% | 139 | 17.99% | 3.4 |
|
| 4028 |
4028
American Investment Services
Great Barrington,
Massachusetts
| $473M | +$25M | +6% | 7.13% | 63.1% | 136 | 5.15% | 6.5 |
|
| 4029 |
4029
Logan Stone Capital
Chicago,
Illinois
| $473M | +$113M | +31% | 5.65% | 43.9% | 209 | 62.2% | 0.3 |
|
| 4030 |
4030
BCGM Wealth Management
Lafayette,
Indiana
| $473M | +$74.9M | +19% | 9.43% | 54.9% | 195 | 15.38% | 2.8 |
|
| 4031 |
4031
Shelter Mutual Insurance
Columbia,
Missouri
| $473M | +$23.1M | +5% | 6.51% | 51.2% | 58 | 0% | 7.6 |
|
| 4032 |
4032
Copper Harbor Investment Advisors
Appleton,
Wisconsin
| $472M | – | – | 12.9% | – | 95 | – | 0 |
|
| 4033 |
4033
Summit Wealth & Retirement Planning
San Ramon,
California
| $472M | +$52.9M | +13% | 12.1% | 67.6% | 116 | 9.48% | 2.9 |
|
| 4034 |
4034
Cordoba Advisory Partners
New York
| $472M | +$110M | +30% | 7.79% | – | 149 | 24.16% | 0.4 |
|
| 4035 |
4035
Acumen Wealth Advisors
Chattanooga,
Tennessee
| $472M | +$100M | +27% | 21.8% | – | 534 | 24.91% | 0.4 |
|
| 4036 |
4036
Lansing Street Advisors
Ambler,
Pennsylvania
| $472M | +$74.6M | +19% | 14.2% | – | 180 | 23.33% | 2 |
|
| 4037 |
4037
Aisling Capital Management
New York
| $472M | -$4.67M | -1% | 12.9% | 793% | 14 | 7.14% | 3.6 |
|
| 4038 |
4038
Peavine Capital
Reno,
Nevada
| $472M | +$25.5M | +6% | 6.33% | 30.8% | 9 | 0% | 6.4 |
|
| 4039 |
4039
Paulson Wealth Management
Wheaton,
Illinois
| $471M | +$44.7M | +10% | 12.9% | 57.1% | 148 | 8.78% | 3.9 |
|
| 4040 |
4040
High Net Worth Advisory Group
Naples,
Florida
| $471M | +$42.6M | +10% | 11.7% | 75.7% | 263 | 12.17% | 3.1 |
|
| 4041 |
4041
California First Leasing Corp
Newport Beach,
California
| $471M | +$159M | +51% | 97% | 377% | 41 | 21.95% | 3 |
|
| 4042 |
4042
Decker Wealth Management LLC
Nashville,
Tennessee
| $471M | +$30.3M | +7% | 13.3% | – | 111 | 9.01% | 0.5 |
|
| 4043 |
4043
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $471M | +$52.2M | +12% | 11.6% | 57.3% | 213 | 13.15% | 3.8 |
|
| 4044 |
4044
Baker Tilly Wealth Management
Madison,
Wisconsin
| $471M | +$59.6M | +14% | 12.9% | 96.9% | 311 | 18.33% | 3 |
|
| 4045 |
4045
AMI Investment Management
Kendallville,
Indiana
| $471M | +$25.8M | +6% | 9.08% | 52% | 80 | 6.25% | 5.8 |
|
| 4046 |
JHC
4046
Jones Hill Capital
New York
| $470M | +$3.89M | +0.8% | 9.39% | – | 41 | 65.85% | 0.1 |
|
| 4047 |
4047
Bill Few Associates
Pittsburgh,
Pennsylvania
| $470M | +$52.6M | +13% | 13.9% | 91.5% | 231 | 9.96% | 2.7 |
|
| 4048 |
4048
Aster Capital Management
Dubai,
United Arab Emirates
| $470M | +$164M | +54% | 15.6% | – | 1,328 | 78.24% | 0.2 |
|
| 4049 |
4049
White Pine Investment Company
Livonia,
Michigan
| $469M | +$38.8M | +9% | 8.33% | 73.3% | 74 | 12.16% | 5.4 |
|
| 4050 |
4050
Hartree Partners
New York
| $469M | +$2.43M | +0.5% | 5.1% | 138% | 171 | 60.23% | 0.4 |
|