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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
Tema ETFs
New York
| $377M | +$41.9M | +13% | 13.5% | – | 176 | 22.73% | 0.4 |
|
| 4027 |
4027
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $376M | +$24.7M | +7% | 12.8% | 117% | 113 | 23.89% | 2 |
|
| 4028 |
4028
Brown, Lisle/Cummings
Providence,
Rhode Island
| $376M | +$30.7M | +9% | 8.01% | 82.3% | 798 | 5.01% | 2.2 |
|
| 4029 |
4029
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $375M | -$8.25M | -2% | 1.45% | 89.7% | 33 | 9.09% | 3.1 |
|
| 4030 |
4030
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $375M | +$1.63M | +0.4% | 8.13% | 49.6% | 100 | 11% | 4.4 |
|
| 4031 |
4031
Fielder Capital Group
Nashville,
Tennessee
| $375M | +$29.2M | +8% | 12% | – | 258 | 19.38% | 1 |
|
| 4032 |
4032
McElhenny Sheffield Capital Management
Dallas,
Texas
| $375M | +$108M | +41% | 12.3% | 86.3% | 114 | 22.81% | 2.1 |
|
| 4033 |
4033
Heights Capital Management
San Francisco,
California
| $375M | +$162M | +76% | 26.6% | – | 226 | 71.68% | 0.3 |
|
| 4034 |
4034
Income Research & Management
Boston,
Massachusetts
| $374M | +$139M | +59% | 0.84% | 1.19% | 42 | 40.48% | 0.7 |
|
| 4035 |
4035
Fermata Advisors
Sonoma,
California
| $374M | -$179M | -32% | 5.95% | 58.3% | 302 | 32.78% | 1.7 |
|
| 4036 |
4036
Augustine Asset Management
Jacksonville,
Florida
| $374M | +$31.6M | +9% | 14.1% | 316% | 111 | 7.21% | 4.2 |
|
| 4037 |
MCS
4037
Mercuria Capital Strategies
Houston,
Texas
| $374M | +$291M | +353% | 12.7% | – | 13 | 76.92% | 0.1 |
|
| 4038 |
4038
Uncommon Cents Investing
Janesville,
Wisconsin
| $374M | +$32.7M | +10% | 8.91% | 91.4% | 206 | 5.34% | 4.5 |
|
| 4039 |
4039
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $374M | +$19M | +5% | 9.79% | 73.3% | 124 | 9.68% | 5.9 |
|
| 4040 |
4040
MBM Wealth Consultants
Chesterfield,
Missouri
| $374M | +$35.1M | +10% | 7.71% | 57.1% | 110 | 7.27% | 3.8 |
|
| 4041 |
4041
Coyle Financial Counsel
Glenview,
Illinois
| $373M | +$46.1M | +14% | 9.37% | 62.4% | 93 | 20.43% | 3 |
|
| 4042 |
4042
Jentner Corp
Akron,
Ohio
| $373M | +$39.2M | +12% | 7.7% | 38.9% | 55 | 5.45% | 3.9 |
|
| 4043 |
4043
Dodds Wealth
Greenwood Village,
Colorado
| $373M | +$66.1M | +22% | 5.87% | – | 61 | 11.48% | 1.4 |
|
| 4044 |
4044
Summit Wealth & Retirement Planning
San Ramon,
California
| $373M | +$46.2M | +14% | 9.38% | 67.6% | 102 | 24.51% | 2.3 |
|
| 4045 |
4045
Monarch Capital Management
Fort Wayne,
Indiana
| $372M | +$12.7M | +4% | 4.88% | 77% | 119 | 5.04% | 8.5 |
|
| 4046 |
4046
AllGen Financial Advisors
Orlando,
Florida
| $372M | +$34.5M | +10% | 6.39% | 39.7% | 51 | 43.14% | 1.5 |
|
| 4047 |
4047
Arohi Asset Management
Singapore
| $372M | +$74.4M | +25% | 13.8% | – | 6 | 33.33% | 0.9 |
|
| 4048 |
4048
Avalon Capital Management
Port Of Redwood City,
California
| $372M | +$28M | +8% | 13% | 151% | 150 | 31.33% | 1.6 |
|
| 4049 |
AWA
4049
Aquire Wealth Advisors
South Jordan,
Utah
| $372M | +$47.2M | +15% | 9% | 60.2% | 50 | 12% | 2.6 |
|
| 4050 |
TPWM
4050
Twelve Points Wealth Management
Concord,
Massachusetts
| $372M | +$2.98M | +0.8% | 4.95% | 50.7% | 191 | 8.9% | 2.5 |
|