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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
Varde Management
Minneapolis,
Minnesota
| $242M | -$105M | -30% | 3.51% | 149% | 16 | 68.75% | 0.8 |
|
| 4027 |
4027
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $242M | +$121M | +100% | 3.65% | 2.24% | 413 | 39.23% | 0.6 |
|
| 4028 |
4028
Oak Hill Wealth Advisors
Lansdowne,
Virginia
| $242M | – | – | 9.39% | 48% | 103 | – | 0 |
|
| 4029 |
4029
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $242M | +$28.7M | +13% | 9.24% | 73.3% | 102 | 8.82% | 5.3 |
|
| 4030 |
AC
4030
ASB Consultores
Aventura,
Florida
| $242M | +$29.1M | +14% | 10.6% | 84.6% | 208 | 22.6% | 0.7 |
|
| 4031 |
4031
Legacy Financial Strategies
Overland Park,
Kansas
| $242M | +$26.9M | +13% | 8.6% | 76.7% | 71 | 12.68% | 2.8 |
|
| 4032 |
4032
New Harbor Financial Group
Worcester,
Massachusetts
| $242M | +$44.7M | +23% | 4.03% | 94.6% | 41 | 41.46% | 1.7 |
|
| 4033 |
4033
Fernwood Investment Management
Quincy,
Massachusetts
| $242M | +$4.67M | +2% | 8.46% | 83.4% | 191 | 7.85% | 4.5 |
|
| 4034 |
4034
VisionPoint Advisory Group
Dallas,
Texas
| $242M | +$33.7M | +16% | 7.56% | 79.3% | 136 | 31.62% | 0.9 |
|
| 4035 |
DI
4035
DDFG Inc
Thousand Oaks,
California
| $242M | – | – | 7.83% | 56.3% | 71 | – | 0 |
|
| 4036 |
4036
SC&H Financial Advisors
Sparks,
Maryland
| $241M | +$41.4M | +21% | 9.94% | 66.2% | 131 | 8.4% | 0.9 |
|
| 4037 |
4037
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $241M | +$12.2M | +5% | 9.32% | 147% | 218 | 2.75% | 5.3 |
|
| 4038 |
4038
Satovsky Asset Management
New York
| $241M | +$67.3M | +39% | 6.75% | 53.6% | 40 | 20% | 1.3 |
|
| 4039 |
4039
Carderock Capital Management
Chevy Chase,
Maryland
| $241M | +$45.2M | +23% | 11.8% | 97.6% | 68 | 10.29% | 6 |
|
| 4040 |
4040
NinePointTwo Capital
Los Angeles,
California
| $241M | -$6.9M | -3% | 3.67% | 1.62% | 291 | 74.91% | 0.6 |
|
| 4041 |
4041
Financial Strategies Group
Okemos,
Michigan
| $241M | +$20.1M | +9% | 8.02% | 44.9% | 82 | 12.2% | 2 |
|
| 4042 |
4042
KCS Wealth Advisory
Los Angeles,
California
| $241M | +$23.9M | +11% | 7.7% | 45.3% | 148 | 6.76% | 3.1 |
|
| 4043 |
4043
Burton Enright Welch
Walnut Creek,
California
| $240M | +$38.9M | +19% | 11.2% | 62.8% | 66 | 15.15% | 0.8 |
|
| 4044 |
NME
4044
Notis-McConarty Edward
| $240M | +$16.6M | +7% | 11.3% | 91.2% | 98 | 4.08% | 6.9 |
|
| 4045 |
4045
Colony Family Offices
Charlotte,
North Carolina
| $240M | +$9.13M | +4% | 8.07% | 53.9% | 81 | 6.17% | 0.8 |
|
| 4046 |
4046
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $240M | +$18M | +8% | 8.95% | 69.8% | 90 | 17.78% | 0.7 |
|
| 4047 |
4047
Cobalt Capital Management
Short Hills,
New Jersey
| $240M | -$7.16M | -3% | 7.33% | 235% | 38 | 68.42% | 0.7 |
|
| 4048 |
4048
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $240M | -$9.27M | -4% | 2.01% | 105% | 16 | 25% | 1.8 |
|
| 4049 |
4049
Bridge Advisory
Pasadena,
California
| $240M | +$34.5M | +17% | 3.66% | 6.7% | 136 | 21.32% | 1.2 |
|
| 4050 |
4050
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $239M | +$15.9M | +7% | 7.72% | 34.2% | 56 | 21.43% | 3.9 |
|