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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 |
SIA
4026
Strategic Investment Advisors
Farmington Hills,
Michigan
| $146M | +$34.6M | +31% | 9.52% | 66.1% | 139 | 24.46% | 0.2 |
|
| 4027 |
4027
Nations Financial Group
Cedar Rapids,
Iowa
| $146M | +$21M | +17% | 12.7% | 105% | 177 | 10.73% | 2.2 |
|
| 4028 |
ATC
4028
Adirondack Trust Company
Saratoga Springs,
New York
| $146M | +$16.6M | +13% | 11.9% | 96.8% | 372 | 11.29% | 4 |
|
| 4029 |
AIA
4029
AIMZ Investment Advisors
Los Altos,
California
| $146M | +$16.2M | +13% | 12.3% | 81.3% | 99 | 7.07% | 3.5 |
|
| 4030 |
MMHP
4030
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $146M | +$14.5M | +11% | 9.82% | 66.8% | 129 | 8.53% | 1.1 |
|
| 4031 |
WGCA
4031
Wolf Group Capital Advisors
Fairfax,
Virginia
| $146M | +$11.2M | +8% | 10.5% | 28.2% | 86 | 11.63% | 2 |
|
| 4032 |
4032
Lake Street Private Wealth
Chicago,
Illinois
| $145M | – | – | 14.2% | 92.5% | 98 | – | 0 |
|
| 4033 |
MCP
4033
Maso Capital Partners
Hong Kong
| $145M | +$65.8M | +83% | 15.3% | 8.67% | 18 | 50% | 0.4 |
|
| 4034 |
NL
4034
NKCFO LLC
Geneva,
Illinois
| $145M | +$16.5M | +13% | 10.8% | 211% | 125 | 46.4% | 0.2 |
|
| 4035 |
FLA
4035
Financial Life Advisors
San Antonio,
Texas
| $145M | +$16.1M | +12% | 8.64% | 47% | 49 | 6.12% | 1.1 |
|
| 4036 |
VNB
4036
Virginia National Bank
Charlottesville,
Virginia
| $145M | +$9.37M | +7% | 11.7% | – | 107 | 15.89% | 0.5 |
|
| 4037 |
EA
4037
Ecofin Advisors
London,
United Kingdom
| $145M | -$3.28M | -2% | 15.3% | 77% | 29 | 31.03% | 1.9 |
|
| 4038 |
PC
4038
Pecaut & Co
Sioux City,
Iowa
| $145M | +$23.5M | +19% | 12% | 67.6% | 78 | 25.64% | 2.4 |
|
| 4039 |
WA
4039
WESPAC Advisors
Orinda,
California
| $145M | +$41.6M | +40% | 14.5% | 112% | 141 | 41.13% | 0.9 |
|
| 4040 |
SFA
4040
Semmax Financial Advisors
Winston Salem,
North Carolina
| $145M | +$16.6M | +13% | 9.93% | – | 509 | 15.91% | 0.2 |
|
| 4041 |
VAM
4041
Velanne Asset Management
London,
United Kingdom
| $145M | +$19.6M | +16% | 10.6% | 29.6% | 23 | 8.7% | 0.2 |
|
| 4042 |
4042
Tolleson Wealth Management
Dallas,
Texas
| $145M | -$25.5M | -15% | 12.9% | 56.2% | 50 | 16% | 0.2 |
|
| 4043 |
PWS
4043
Peloton Wealth Strategists
Indianapolis,
Indiana
| $144M | +$21.6M | +18% | 14.9% | 51.3% | 70 | 27.14% | 2.6 |
|
| 4044 |
SI
4044
Shaker Investments
Cleveland,
Ohio
| $144M | +$29.2M | +25% | 22.3% | 205% | 85 | 24.71% | 1.7 |
|
| 4045 |
OWSCM
4045
One William Street Capital Management
New York
| $144M | +$110M | +319% | 7.65% | 44% | 5 | 60% | 0.3 |
|
| 4046 |
4046
Anson Funds Management
Dallas,
Texas
| $144M | -$27.9M | -16% | 13.4% | 2,010% | 68 | 73.53% | 0.2 |
|
| 4047 |
GCM
4047
Garland Capital Management
Bellevue,
Washington
| $144M | +$5.82M | +4% | 11.8% | 55.7% | 39 | 12.82% | 3.5 |
|
| 4048 |
BIA
4048
Bigelow Investment Advisors
Portland,
Maine
| $144M | +$10.4M | +8% | 11.4% | 75.7% | 158 | 13.29% | 1 |
|
| 4049 |
4049
Allied Investment Advisors
Billings,
Montana
| $144M | +$23.1M | +19% | 11.4% | 68.4% | 47 | 12.77% | 1.1 |
|
| 4050 |
MP
4050
Marlowe Partners
New York
| $144M | +$33M | +30% | 18.8% | 16.3% | 13 | 46.15% | 0.8 |
|