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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Rench Wealth Management
Denton,
Texas
| $174M | +$18.8M | +12% | 7.13% | 106% | 46 | 4.35% | 4.2 |
|
| 4052 |
4052
Brandywine Trust
Hockessin,
Delaware
| $173M | +$23.9M | +16% | 6.88% | 32.7% | 44 | 9.09% | 3.5 |
|
| 4053 |
4053
Jackson Square Capital
San Francisco,
California
| $173M | – | – | 12% | 423% | 408 | – | 0 |
|
| 4054 |
4054
Qtron Investments
Boston,
Massachusetts
| $173M | +$8.41M | +5% | 12.6% | 140% | 282 | 39.72% | 0.5 |
|
| 4055 |
GA
4055
GRS Advisors
Chicago,
Illinois
| $173M | -$4.52M | -3% | 7.36% | 54.3% | 23 | 30.43% | 0.8 |
|
| 4056 |
4056
Hayek Kallen Investment Management
Fairhope,
Alabama
| $173M | +$13.2M | +8% | 9.94% | 71.9% | 68 | 7.35% | 4.7 |
|
| 4057 |
4057
Steginsky Capital
Port Washington,
New York
| $173M | +$10.7M | +7% | 5.6% | 99.4% | 8 | 0% | 2.9 |
|
| 4058 |
4058
Denver PWM
Denver,
Colorado
| $173M | +$6.96M | +4% | 5.16% | 48.6% | 227 | 69.6% | 1.4 |
|
| 4059 |
4059
Heritage Way Advisors
Rockford,
Illinois
| $173M | +$14.6M | +9% | 6.71% | 79.4% | 63 | 7.94% | 2.3 |
|
| 4060 |
4060
Access Financial Services
Minneapolis,
Minnesota
| $173M | +$32.2M | +23% | 5.43% | 44.8% | 79 | 16.46% | 1.9 |
|
| 4061 |
4061
Summit Trail Advisors
New York
| $172M | -$109M | -39% | 15.2% | 74.8% | 121 | 63.64% | 0.9 |
|
| 4062 |
4062
Neumann Capital Management
Foster City,
California
| $172M | +$10.5M | +7% | 7.95% | 89.9% | 73 | 5.48% | 4.4 |
|
| 4063 |
4063
Scholtz & Company
Stamford,
Connecticut
| $172M | +$22.6M | +15% | 7.55% | 89.2% | 62 | 22.58% | 1.4 |
|
| 4064 |
4064
Continuum Advisory
Eagle,
Idaho
| $172M | +$22.6M | +15% | 5.99% | 77% | 143 | 12.59% | 1.6 |
|
| 4065 |
EFL
4065
ERn Financial LLC
Middleton,
Wisconsin
| $172M | +$31.9M | +23% | 5.73% | 61.2% | 71 | 22.54% | 0.8 |
|
| 4066 |
SFA
4066
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $172M | +$17.2M | +11% | 9.04% | 187% | 13 | 7.69% | 1.4 |
|
| 4067 |
4067
FC Advisory
West Chester,
Pennsylvania
| $172M | +$7.54M | +5% | 4.5% | 46.6% | 60 | 8.33% | 3 |
|
| 4068 |
4068
Providence First Trust
Scottsdale,
Arizona
| $172M | +$14M | +9% | 4.34% | 64.1% | 78 | 7.69% | 1.6 |
|
| 4069 |
4069
Landmark Financial Advisors
Bowling Green,
Kentucky
| $172M | +$10.8M | +7% | 5.94% | 11.8% | 68 | 17.65% | 3.3 |
|
| 4070 |
4070
HBW Advisory Services
Simi Valley,
California
| $171M | +$66.8M | +64% | 6.41% | 68.6% | 148 | 64.19% | 0.1 |
|
| 4071 |
4071
Verde Capital Management
Clarkston,
Michigan
| $171M | – | – | 5.73% | 80.3% | 38 | – | 0 |
|
| 4072 |
4072
Smart Money Group
Eastland,
Texas
| $171M | +$46.4M | +37% | 5.66% | 58.9% | 88 | 29.55% | 1 |
|
| 4073 |
4073
Stellar Capital Management
Phoenix,
Arizona
| $171M | +$15.6M | +10% | 8.11% | 23.4% | 83 | 7.23% | 3.9 |
|
| 4074 |
4074
Unio Capital
Princeton,
New Jersey
| $171M | +$14.6M | +9% | 12.3% | 97.8% | 66 | 7.58% | 1.6 |
|
| 4075 |
BIA
4075
Bigelow Investment Advisors
Portland,
Maine
| $171M | +$13.3M | +8% | 5.9% | 75.7% | 159 | 6.92% | 1.6 |
|