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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Access Investment Management
Atlanta,
Georgia
| $328M | +$20.6M | +7% | 9.14% | – | 113 | 16.81% | 0.6 |
|
| 4127 |
4127
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $328M | +$45.6M | +16% | 2.69% | 31.3% | 207 | 53.14% | 0.4 |
|
| 4128 |
4128
Sanchez Wealth Management Group
Jacksonville,
Florida
| $328M | +$19.5M | +6% | 5.53% | 61.1% | 41 | 9.76% | 3.6 |
|
| 4129 |
4129
Old Mission Investment Co
Traverse City,
Michigan
| $328M | +$18.2M | +6% | 6.68% | 82% | 125 | 8.8% | 3.5 |
|
| 4130 |
4130
Knuff & Co
Foster City,
California
| $328M | +$19.5M | +6% | 7.69% | 85.8% | 140 | 15.71% | 3.8 |
|
| 4131 |
4131
Barry Investment Advisors
New Bedford,
Massachusetts
| $327M | +$30.3M | +10% | 8.29% | 66.7% | 119 | 5.88% | 3.6 |
|
| 4132 |
HA
4132
Hamel Associates
Chatham,
New Jersey
| $327M | +$9.9M | +3% | 6.54% | 50.6% | 78 | 7.69% | 6.2 |
|
| 4133 |
4133
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $327M | +$27.9M | +9% | 5.46% | 136% | 157 | 8.28% | 3.1 |
|
| 4134 |
4134
MSH Capital Advisors
Scottsdale,
Arizona
| $327M | +$27.7M | +9% | 7.99% | 66.5% | 234 | 8.12% | 2 |
|
| 4135 |
4135
Mason & Associates (Virginia)
Newport News,
Virginia
| $327M | +$22.2M | +7% | 5.32% | – | 37 | 2.7% | 0.3 |
|
| 4136 |
4136
Jentner Corp
Akron,
Ohio
| $327M | +$25.6M | +8% | 5.35% | 38.9% | 58 | 10.34% | 3.5 |
|
| 4137 |
4137
Fairhaven Wealth Management
Oak Brook,
Illinois
| $327M | +$24.7M | +8% | 7.34% | – | 129 | 7.75% | 3.1 |
|
| 4138 |
4138
Muhlenkamp & Co
Wexford,
Pennsylvania
| $326M | +$5.9M | +2% | 9.14% | 107% | 29 | 3.45% | 4.7 |
|
| 4139 |
4139
FCA Corp
Houston,
Texas
| $326M | +$13.6M | +4% | 6.47% | 57.4% | 192 | 10.42% | 4.7 |
|
| 4140 |
BPIA
4140
Broad Peak Investment Advisers
Singapore
| $326M | -$98.8M | -23% | 0.37% | – | 13 | 30.77% | 0.3 |
|
| 4141 |
4141
Cavalier Investments
Alpharetta,
Georgia
| $326M | +$1.02M | +0.3% | 4.97% | 171% | 88 | 14.77% | 1.6 |
|
| 4142 |
4142
Mandatum Life Insurance Company
Helsinki,
Finland
| $326M | +$27.3M | +9% | 6.26% | 95.9% | 89 | 12.36% | 4.7 |
|
| 4143 |
4143
GE Investment Management
Norwalk,
Connecticut
| $326M | -$43.8M | -12% | 5.98% | – | 5 | 0% | 0.7 |
|
| 4144 |
4144
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| $326M | +$26.6M | +9% | 4.46% | 31.6% | 156 | 23.72% | 1.2 |
|
| 4145 |
4145
Prudent Investors Network
Lake Forest,
California
| $326M | +$49.2M | +18% | 4.63% | – | 57 | 29.82% | 1.9 |
|
| 4146 |
4146
American Assets Capital Advisers
San Diego,
California
| $326M | +$10M | +3% | 9.88% | 73.5% | 38 | 10.53% | 3.2 |
|
| 4147 |
4147
Oak Family Advisors
Chicago,
Illinois
| $325M | +$33.7M | +12% | 5.38% | 81.9% | 139 | 13.67% | 2.2 |
|
| 4148 |
4148
Permit Capital
West Conshohocken,
Pennsylvania
| $325M | +$59.1M | +22% | 19.2% | 121% | 31 | 3.23% | 5 |
|
| 4149 |
4149
Cadent Capital Advisors
Tulsa,
Oklahoma
| $325M | +$74.1M | +30% | 8.01% | 106% | 166 | 21.69% | 1.8 |
|
| 4150 |
4150
Battery Management Corp
Boston,
Massachusetts
| $325M | -$55.9M | -15% | 13.8% | 45.1% | 5 | 0% | 3 |
|