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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
SWS Partners
Columbus,
Ohio
| $414M | +$4.56M | +1% | 2.62% | 127% | 122 | 6.56% | 3.1 |
|
| 4102 |
4102
LongView Wealth Management
Atlanta,
Georgia
| $414M | +$45M | +12% | 1.03% | 60.8% | 251 | 11.16% | 1.5 |
|
| 4103 |
4103
Hussman Strategic Advisors
Ellicott City,
Maryland
| $414M | -$48M | -10% | 3.94% | 43.1% | 372 | 59.68% | 1.8 |
|
| 4104 |
4104
Total Clarity Wealth Management
St. Charles,
Illinois
| $414M | +$37.4M | +10% | 3.43% | 73.2% | 338 | 26.92% | 1.9 |
|
| 4105 |
4105
Hilltop National Bank
Casper,
Wyoming
| $414M | +$7.52M | +2% | 1.98% | – | 843 | 13.4% | 1.5 |
|
| 4106 |
GWM
4106
Gibbs Wealth Management
Alpharetta,
Georgia
| $413M | -$28.8M | -7% | 2.18% | – | 347 | 12.1% | 1.2 |
|
| 4107 |
ACM
4107
AIGH Capital Management
Baltimore,
Maryland
| $413M | +$58.3M | +16% | 39% | 3,026% | 46 | 43.48% | 0.9 |
|
| 4108 |
4108
Uncommon Cents Investing
Janesville,
Wisconsin
| $413M | +$11M | +3% | 4.79% | 91.4% | 208 | 0.96% | 4.9 |
|
| 4109 |
4109
Milestone Investment Advisors
Middleton,
Wisconsin
| $413M | +$10.5M | +3% | 1.5% | 56.9% | 133 | 6.02% | 2.4 |
|
| 4110 |
4110
Carderock Capital Management
Chevy Chase,
Maryland
| $413M | +$1.44M | +0.4% | 5.11% | 97.6% | 77 | 16.88% | 6.1 |
|
| 4111 |
4111
Legacy Capital Group California
Los Gatos,
California
| $413M | +$20.2M | +5% | 5.49% | 129% | 367 | 19.07% | 1.6 |
|
| 4112 |
HH
4112
HWG Holdings
Houston,
Texas
| $413M | +$18.1M | +5% | 3.93% | – | 63 | 34.92% | 2.5 |
|
| 4113 |
4113
Canal Insurance Company
Greenville,
South Carolina
| $413M | -$57M | -12% | 0.54% | 114% | 71 | 18.31% | 7.1 |
|
| 4114 |
4114
BigSur Wealth Management
Miami,
Florida
| $412M | +$3.97M | +1% | 2.77% | 94.8% | 163 | 4.91% | 4.3 |
|
| 4115 |
CEI
4115
Clark Estates Inc
New York
| $412M | -$25.6M | -6% | 2.67% | 34.5% | 109 | 19.27% | 2.4 |
|
| 4116 |
4116
Ayalon Insurance Company
Ramat Gan,
Israel
| $412M | +$16.6M | +4% | 3.06% | 99.6% | 58 | 0% | 5.8 |
|
| 4117 |
4117
KFA Private Wealth Group
Tysons,
Virginia
| $411M | +$61.1M | +17% | 1.82% | 62.8% | 153 | 11.76% | 2.3 |
|
| 4118 |
4118
Kelly Lawrence W & Associates
Pasadens,
California
| $411M | -$1.51M | -0.4% | 5.23% | 123% | 160 | 20.63% | 6.3 |
|
| 4119 |
4119
Coleford Investment Management
Toronto, Ontario,
Canada
| $411M | -$5.36M | -1% | 6.86% | – | 22 | 0% | 0.9 |
|
| 4120 |
4120
McElhenny Sheffield Capital Management
Dallas,
Texas
| $411M | -$11M | -3% | 3.07% | 86.3% | 121 | 29.75% | 2.1 |
|
| 4121 |
4121
Technology Crossover Management VIII
Menlo Park,
California
| $411M | -$41.5M | -9% | 9.01% | 77.9% | 5 | 0% | 5.8 |
|
| 4122 |
4122
JPL Wealth Management
Highlands Ranch,
Colorado
| $410M | -$10.8M | -3% | 1.8% | – | 1,193 | 90.7% | 1.6 |
|
| 4123 |
4123
Detalus Advisors
St. Louis,
Missouri
| $410M | +$24M | +6% | 2.08% | 75.7% | 181 | 9.39% | 3.2 |
|
| 4124 |
4124
Evergreen Advisors
Chattanooga,
Tennessee
| $410M | – | – | 1.41% | – | 24 | – | 3.4 |
|
| 4125 |
4125
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $410M | +$15.9M | +4% | 1.64% | 63% | 196 | 11.22% | 3.9 |
|