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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Oakhurst Advisors
Los Angeles,
California
| $272M | -$53.8M | -16% | 3.17% | – | 6 | 16.67% | 0.8 |
|
| 4102 |
4102
MONECO Advisors
Fairfield,
Connecticut
| $272M | +$6.08M | +2% | 3.09% | 70.5% | 261 | 9.96% | 1.8 |
|
| 4103 |
4103
Richard P. Slaughter Associates
Austin,
Texas
| $272M | -$10.7M | -4% | 3.76% | 55.7% | 146 | 26.03% | 1.4 |
|
| 4104 |
4104
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $272M | -$10.9M | -4% | 2.51% | 84.3% | 192 | 28.65% | 1.8 |
|
| 4105 |
4105
Trustees of the Smith College
Northampton,
Massachusetts
| $272M | – | – | 4.85% | – | 8 | – | 0 |
|
| 4106 |
4106
Gries Financial
Cleveland,
Ohio
| $272M | +$27.1M | +11% | 0.72% | 71.3% | 168 | 18.45% | 0.8 |
|
| 4107 |
4107
Hill Island Financial
Grand Rapids,
Michigan
| $272M | -$8.49M | -3% | 5.78% | 78.3% | 59 | 11.86% | 0.2 |
|
| 4108 |
4108
Stewardship Advisors
Mount Joy,
Pennsylvania
| $271M | -$7.07M | -3% | 6.02% | 46.1% | 56 | 23.21% | 1.4 |
|
| 4109 |
HF
4109
Halpern Financial
Ashburn,
Virginia
| $271M | +$37.5M | +16% | 4.24% | 26.3% | 279 | 31.18% | 1.3 |
|
| 4110 |
4110
Searle & Co
Greenwich,
Connecticut
| $271M | -$3.81M | -1% | 0.93% | 93.8% | 164 | 8.54% | 3.8 |
|
| 4111 |
4111
EVR Research
Richmond,
Virginia
| $271M | +$57M | +27% | 6.43% | 165% | 35 | 51.43% | 0.4 |
|
| 4112 |
4112
ML&R Wealth Management
Austin,
Texas
| $271M | +$1.71M | +0.6% | 3.93% | – | 58 | 20.69% | 0.2 |
|
| 4113 |
4113
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $271M | -$8.32M | -3% | 2.81% | 73.3% | 105 | 5.71% | 4.9 |
|
| 4114 |
4114
Stone Run Capital
New York
| $271M | -$39M | -13% | 9.32% | 77.8% | 65 | 6.15% | 5.7 |
|
| 4115 |
FAP
4115
Financial Advisory Partners
Winter Park,
Florida
| $270M | -$3.48M | -1% | 4.34% | 52.9% | 73 | 4.11% | 0.2 |
|
| 4116 |
4116
AlphaMark Advisors
Ft. Wright,
Kentucky
| $270M | -$15.7M | -5% | 3.13% | 26.4% | 675 | 15.11% | 3.3 |
|
| 4117 |
4117
Hayek Kallen Investment Management
Fairhope,
Alabama
| $270M | -$10.4M | -4% | 1.99% | 71.9% | 97 | 9.28% | 4.4 |
|
| 4118 |
WA
4118
Wealthstar Advisors
Plano,
Texas
| $270M | -$21.6M | -7% | 5.54% | – | 105 | 29.52% | 1.8 |
|
| 4119 |
4119
Sovereign Financial Group
Stamford,
Connecticut
| $270M | +$20.9M | +8% | 3.44% | 90.7% | 231 | 16.45% | 0.9 |
|
| 4120 |
4120
Stordahl Capital Management
Greenwood Village,
Colorado
| $270M | +$968K | +0.4% | 4.61% | 54% | 56 | 14.29% | 2.9 |
|
| 4121 |
4121
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $269M | -$49.7M | -16% | 11.6% | 152% | 95 | 14.74% | 3.1 |
|
| 4122 |
4122
Forefront Analytics
West Conshohocken,
Pennsylvania
| $269M | -$29.5M | -10% | 3.33% | 50.9% | 73 | 16.44% | 2.6 |
|
| 4123 |
4123
Mill Road Capital Management
Greenwich,
Connecticut
| $269M | -$31.7M | -11% | 6.79% | 85.1% | 29 | 13.79% | 1.9 |
|
| 4124 |
4124
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $269M | -$17.9M | -6% | 4.83% | 115% | 38 | 0% | 5.9 |
|
| 4125 |
4125
UBP Investment Advisors
Geneva,
Switzerland
| $269M | -$5.78M | -2% | 1.84% | 11.2% | 105 | 10.48% | 1.8 |
|