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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
Jeppson Wealth Management
Manhattan Beach,
California
| $233M | +$18.2M | +9% | 9.42% | 107% | 204 | 22.06% | 1.2 |
|
| 4027 |
4027
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $232M | -$36.7M | -14% | 12.8% | 115% | 38 | 0% | 6.2 |
|
| 4028 |
4028
Resource Consulting Group
Orlando,
Florida
| $232M | -$56.4M | -20% | 14.5% | – | 82 | 26.83% | 0.5 |
|
| 4029 |
CWAG
4029
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $232M | -$27.1M | -10% | 13.1% | 76.1% | 116 | 18.1% | 2 |
|
| 4030 |
H2CM
4030
H/2 Credit Manager
Stamford,
Connecticut
| $232M | -$19.7M | -8% | 23.6% | 97.4% | 13 | 23.08% | 0.9 |
|
| 4031 |
4031
Fernwood Investment Management
Quincy,
Massachusetts
| $232M | -$52.9M | -19% | 13.8% | 83.4% | 202 | 10.4% | 4.2 |
|
| 4032 |
TM
4032
Tikvah Management
Charlotte,
North Carolina
| $232M | -$80.7M | -26% | 25.1% | 169% | 24 | 4.17% | 2.5 |
|
| 4033 |
4033
Hoey Investments
Coatesville,
Pennsylvania
| $232M | -$137M | -37% | 26.1% | 200% | 320 | 27.5% | 1.2 |
|
| 4034 |
4034
ETF Portfolio Partners
Leawood,
Kansas
| $232M | -$33.9M | -13% | 11.6% | 50.2% | 58 | 25.86% | 3.6 |
|
| 4035 |
4035
Guidance Point Advisors
Wellesley,
Massachusetts
| $232M | -$32.3M | -12% | 13.3% | 71.8% | 92 | 8.7% | 2.6 |
|
| 4036 |
PI
4036
Pennant Investors
Summit,
New Jersey
| $232M | -$33.7M | -13% | 24.3% | 372% | 19 | 10.53% | 2 |
|
| 4037 |
4037
DCM Advisors
New York
| $231M | -$51.2M | -18% | 13.8% | 99.3% | 249 | 52.61% | 0.6 |
|
| 4038 |
4038
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $231M | +$37M | +19% | 15.7% | 68.3% | 20 | 30% | 3.1 |
|
| 4039 |
4039
Seafarer Capital Partners
Larkspur,
California
| $231M | +$3.75M | +2% | 18.7% | 43% | 6 | 16.67% | 0.9 |
|
| 4040 |
4040
Whitcomb & Hess
Ashland,
Ohio
| $231M | -$21.9M | -9% | 11.5% | 54% | 37 | 16.22% | 0.8 |
|
| 4041 |
4041
Boltwood Capital Management
Walnut Creek,
California
| $231M | -$27.8M | -11% | 11.8% | 63% | 163 | 14.11% | 5.2 |
|
| 4042 |
4042
Collective Family Office
York,
Pennsylvania
| $231M | -$30.9M | -12% | 11.2% | 52.5% | 205 | 20% | 1.1 |
|
| 4043 |
4043
Platte River Wealth Advisors
Louisville,
Colorado
| $231M | -$43M | -16% | 15.2% | 28.6% | 88 | 10.23% | 2.1 |
|
| 4044 |
4044
Sovereign Investment Advisors
Phoenix,
Arizona
| $231M | -$23.1M | -9% | 7.6% | 43.7% | 32 | 9.38% | 1.9 |
|
| 4045 |
4045
Stephens Group
Little Rock,
Arkansas
| $231M | -$168M | -42% | 38.3% | 45% | 3 | 0% | 0.5 |
|
| 4046 |
4046
Northwest Wealth Management
Spencer,
Iowa
| $231M | +$26.5M | +13% | 12.8% | 63.4% | 156 | 21.79% | 2.7 |
|
| 4047 |
HIM
4047
Hotaling Investment Management
Wayne,
Pennsylvania
| $230M | -$30M | -12% | 13.3% | 52.6% | 134 | 14.93% | 2.2 |
|
| 4048 |
WA
4048
WP Advisors
San Francisco,
California
| $230M | -$12.8M | -5% | 17.9% | 113% | 117 | 12.82% | 2.5 |
|
| 4049 |
4049
NovaPoint Capital
Atlanta,
Georgia
| $230M | -$44.9M | -16% | 12% | 94% | 142 | 16.2% | 1.8 |
|
| 4050 |
4050
Clare Market Investments
Dallas,
Texas
| $230M | -$84.2M | -27% | 20.4% | – | 179 | 43.02% | 1.7 |
|