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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
Astoria Strategic Wealth
Conroe,
Texas
| $271M | +$11.7M | +5% | 3.16% | 42.1% | 33 | 6.06% | 2.4 |
|
| 4027 |
4027
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $271M | +$14.2M | +6% | 9.98% | 141% | 24 | 16.67% | 5 |
|
| 4028 |
4028
Holderness Investments Company
Greensboro,
North Carolina
| $271M | +$20.5M | +8% | 9.28% | 144% | 210 | 10.95% | 5.1 |
|
| 4029 |
4029
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $271M | +$14.9M | +6% | 8% | 101% | 148 | 12.16% | 5.1 |
|
| 4030 |
4030
Baker Boyer National Bank
Walla Walla,
Washington
| $270M | +$10.9M | +4% | 3.46% | 44.7% | 83 | 3.61% | 4.8 |
|
| 4031 |
SIM
4031
SW Investment Management
Telluride,
Colorado
| $270M | +$22.2M | +9% | 4.35% | 143% | 12 | 16.67% | 1.4 |
|
| 4032 |
4032
Old Mission Investment Co
Traverse City,
Michigan
| $270M | +$14M | +5% | 6.7% | 82% | 117 | 6.84% | 2.6 |
|
| 4033 |
4033
Goodman Advisory Group
Needham,
Massachusetts
| $270M | +$86.1M | +47% | 3.76% | 88.8% | 182 | 25.27% | 0.8 |
|
| 4034 |
4034
Drive Wealth Management
Lehi,
Utah
| $270M | +$30.8M | +13% | 6.54% | 94.4% | 325 | 24% | 0.7 |
|
| 4035 |
4035
FCA Corp
Houston,
Texas
| $270M | +$3.09M | +1% | 4.79% | 57.4% | 181 | 10.5% | 4.1 |
|
| 4036 |
4036
Canvas Wealth Advisors
Shawnee,
Kansas
| $269M | +$31.4M | +13% | 10.5% | 115% | 146 | 19.18% | 1.4 |
|
| 4037 |
4037
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $269M | +$20.7M | +8% | 5.46% | 63.3% | 243 | 18.11% | 0.4 |
|
| 4038 |
4038
Brown University
Providence,
Rhode Island
| $269M | +$7.71M | +3% | 5.17% | 37.9% | 8 | 37.5% | 1.5 |
|
| 4039 |
TLP
4039
Tri Locum Partners
New York
| $269M | -$59.3M | -18% | 26% | 357% | 84 | 73.81% | 0.2 |
|
| 4040 |
4040
Hi-Line Capital Management
Watertown,
South Dakota
| $269M | -$23.9M | -8% | 3.21% | 57.5% | 41 | 9.76% | 2 |
|
| 4041 |
4041
Solus Alternative Asset Management
Summit,
New Jersey
| $269M | +$7.55M | +3% | 7.87% | 79.3% | 11 | 27.27% | 1.6 |
|
| 4042 |
HPC
4042
Hobart Private Capital
Charlotte,
North Carolina
| $269M | +$15.3M | +6% | 5.5% | 60% | 39 | 2.56% | 1.1 |
|
| 4043 |
4043
Brady Family Wealth
Saint Louis,
Missouri
| $269M | +$15.4M | +6% | 6.17% | 61.8% | 118 | 5.93% | 0.5 |
|
| 4044 |
4044
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $269M | +$15.3M | +6% | 2.21% | 31.1% | 45 | 6.67% | 4.6 |
|
| 4045 |
4045
Permit Capital
West Conshohocken,
Pennsylvania
| $269M | +$928K | +0.3% | 3.3% | 121% | 25 | 8% | 5 |
|
| 4046 |
4046
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $268M | -$1.15M | -0.4% | 7.12% | 81% | 1,096 | 12.59% | 2.8 |
|
| 4047 |
4047
NovaPoint Capital
Atlanta,
Georgia
| $268M | +$24M | +10% | 5.44% | 94% | 139 | 10.79% | 2.4 |
|
| 4048 |
4048
Clare Market Investments
Dallas,
Texas
| $268M | +$28.8M | +12% | 13.8% | – | 145 | 25.52% | 2.1 |
|
| 4049 |
4049
Manhattan West Asset Management
Los Angeles,
California
| $268M | +$38.3M | +17% | 3.79% | 65.6% | 135 | 14.81% | 1 |
|
| 4050 |
4050
White Pine Capital
Bloomington,
Minnesota
| $268M | +$10.6M | +4% | 4.73% | 143% | 211 | 8.53% | 5.8 |
|