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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Lloyd Advisory Services
Suwanee,
Georgia
| $159M | +$23.8M | +18% | 9.76% | 47.7% | 355 | 28.45% | 0.4 |
|
| 4077 |
4077
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $159M | +$47.6M | +43% | 27.7% | 117% | 38 | 47.37% | 0.7 |
|
| 4078 |
4078
Ballast Inc
Lexington,
Kentucky
| $159M | +$18.2M | +13% | 17.9% | 71.3% | 89 | 4.49% | 2.1 |
|
| 4079 |
4079
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $159M | +$18.6M | +13% | 12.1% | 58.5% | 19 | 10.53% | 2.5 |
|
| 4080 |
DLG
4080
Daniel L. Goodwin
| $159M | +$35M | +28% | 27.7% | 72.6% | 94 | 10.64% | 3.4 |
|
| 4081 |
4081
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $159M | +$25M | +19% | 15.3% | 72.3% | 85 | 22.35% | 1 |
|
| 4082 |
4082
Nationwide Asset Management
Columbus,
Ohio
| $159M | +$87.3M | +122% | 11.1% | 8.56% | 10 | 20% | 0.4 |
|
| 4083 |
4083
Peloton Wealth Strategists
Indianapolis,
Indiana
| $159M | +$36M | +29% | 27.7% | 51.3% | 78 | 12.82% | 2.7 |
|
| 4084 |
4084
Beacon Wealthcare Inc
Raleigh,
North Carolina
| $159M | +$17.9M | +13% | 12% | 31.6% | 11 | 9.09% | 2.2 |
|
| 4085 |
4085
Biechele Royce Advisors
Fishers,
Indiana
| $159M | +$28.5M | +22% | 24.6% | 39.2% | 44 | 13.64% | 1.9 |
|
| 4086 |
4086
Peddock Capital Advisors
Braintree,
Massachusetts
| $159M | +$24.8M | +19% | 20.9% | 113% | 106 | 11.32% | 4.8 |
|
| 4087 |
HCM
4087
Highlander Capital Management
Short Hills,
New Jersey
| $159M | +$19.5M | +14% | 20.8% | 34.4% | 660 | 11.67% | 4.4 |
|
| 4088 |
MFC
4088
Miramar Fiduciary Corp
Reno,
Nevada
| $159M | +$67.4M | +74% | 10.5% | – | 4 | 0% | 1.5 |
|
| 4089 |
4089
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $158M | +$11.3M | +8% | 21.7% | 71.4% | 90 | 17.78% | 2.1 |
|
| 4090 |
4090
Bison Wealth
Atlanta,
Georgia
| $158M | +$20.4M | +15% | 20.6% | 37.4% | 377 | 19.1% | 2 |
|
| 4091 |
4091
Round Hill Asset Management
Pasadena,
California
| $158M | +$15.2M | +11% | 21.1% | 43.2% | 59 | 6.78% | 3 |
|
| 4092 |
4092
Asio Capital
Lexington,
Kentucky
| $158M | +$40.6M | +35% | 23.5% | 98% | 144 | 50% | 0.2 |
|
| 4093 |
4093
Sonata Capital Group
Seattle,
Washington
| $158M | +$24.8M | +19% | 18.9% | 66.5% | 113 | 9.73% | 3.8 |
|
| 4094 |
AB
4094
Atlas Brown
Louisville,
Kentucky
| $158M | +$29.7M | +23% | 19.1% | 115% | 153 | 13.07% | 4.3 |
|
| 4095 |
4095
Allred Capital Management
Dallas,
Texas
| $158M | +$28.7M | +22% | 18.2% | 73.5% | 163 | 18.4% | 1.2 |
|
| 4096 |
SCM
4096
Symons Capital Management
Pittsburgh,
Pennsylvania
| $158M | -$13.4M | -8% | 12.8% | 25.4% | 108 | 47.22% | 1.1 |
|
| 4097 |
4097
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $157M | +$25.3M | +19% | 16.3% | 119% | 47 | 36.17% | 1.4 |
|
| 4098 |
4098
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $157M | +$40.3M | +34% | 26.1% | 75.2% | 22 | 27.27% | 0.4 |
|
| 4099 |
4099
Kestrel Investment Management
San Mateo,
California
| $157M | +$28.2M | +22% | 31.3% | 89.2% | 48 | 35.42% | 1.4 |
|
| 4100 |
4100
Wolff Financial Management
Kalamazoo,
Michigan
| $157M | +$24.8M | +19% | 16.3% | 56.7% | 81 | 3.7% | 1.3 |
|