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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
Pinion Investment Advisors
Wichita,
Kansas
| $410M | +$43.7M | +12% | 2.92% | 81.7% | 186 | 16.67% | 3.1 |
|
| 4127 |
4127
EWA LLC
Pittsbugh,
Pennsylvania
| $410M | +$48.4M | +13% | 2.49% | 102% | 289 | 26.64% | 1.2 |
|
| 4128 |
4128
TSP Capital Management Group
Summit,
New Jersey
| $409M | +$35.6M | +10% | 16.7% | 186% | 45 | 97.78% | 0 |
|
| 4129 |
4129
Guidance Capital
Lousville,
Kentucky
| $409M | +$26M | +7% | 2.23% | 63.7% | 230 | 15.65% | 1.4 |
|
| 4130 |
4130
Weaver Consulting Group
Huntington Beach,
California
| $409M | +$15.9M | +4% | 1.48% | 56.4% | 281 | 10.68% | 3.4 |
|
| 4131 |
4131
Dunhill Financial
London,
United Kingdom
| $409M | +$25.5M | +7% | 1.31% | 58.6% | 2,048 | 53.42% | 0.7 |
|
| 4132 |
4132
Capco Asset Management
Tampa,
Florida
| $409M | -$20M | -5% | 1.6% | 46.1% | 29 | 10.34% | 4.4 |
|
| 4133 |
4133
Hurlow Wealth Management Group
Bloomington,
Indiana
| $408M | +$22.4M | +6% | 2.3% | 60.7% | 126 | 10.32% | 4.4 |
|
| 4134 |
4134
Arjuna Capital
Durham,
North Carolina
| $408M | +$5.86M | +1% | 4.73% | 118% | 125 | 28.8% | 2.3 |
|
| 4135 |
4135
Caitong International Asset Management
Hong Kong
| $408M | +$264M | +183% | 11.8% | – | 2,498 | 51.4% | 0.4 |
|
| 4136 |
AWIRL
4136
Al Warda Investments RSC Ltd
Abu Dhabi,
| $408M | -$110M | -21% | 23.6% | – | 1 | 0% | 0.5 |
|
| 4137 |
4137
Dodds Wealth
Greenwood Village,
Colorado
| $408M | +$4.03M | +1% | 1.05% | 35.4% | 61 | 9.84% | 1.8 |
|
| 4138 |
4138
Farringdon Capital
London,
United Kingdom
| $407M | +$14.2M | +4% | 1.53% | – | 676 | 75% | 0.2 |
|
| 4139 |
4139
Navalign LLC
Encino,
California
| $407M | +$28.4M | +7% | 2.25% | 50.7% | 512 | 75.78% | 0.9 |
|
| 4140 |
4140
Old Port Advisors
Portland,
Maine
| $407M | +$9.26M | +2% | 3.4% | 114% | 251 | 13.15% | 4.6 |
|
| 4141 |
4141
TOBAM
Paris,
France
| $407M | +$131M | +48% | 1.98% | 76.5% | 278 | 19.42% | 2.9 |
|
| 4142 |
4142
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $407M | -$4.45M | -1% | 1.87% | 116% | 388 | 13.4% | 3 |
|
| 4143 |
4143
Bill Few Associates
Pittsburgh,
Pennsylvania
| $407M | +$18.6M | +5% | 2.19% | 91.5% | 212 | 12.26% | 2.7 |
|
| 4144 |
4144
Monarch Capital Management
Fort Wayne,
Indiana
| $407M | -$1.05M | -0.3% | 2.85% | 77% | 127 | 6.3% | 8.3 |
|
| 4145 |
DI
4145
Diligent Investors
Redlands,
California
| $407M | +$11M | +3% | 2.24% | 82.2% | 356 | 11.52% | 4.4 |
|
| 4146 |
4146
Goodman Advisory Group
Needham,
Massachusetts
| $406M | +$4.55M | +1% | 2.3% | 101% | 210 | 23.81% | 0.8 |
|
| 4147 |
4147
Brown, Lisle/Cummings
Providence,
Rhode Island
| $406M | +$16.3M | +4% | 3.45% | 82.3% | 770 | 4.94% | 2.7 |
|
| 4148 |
4148
Briaud Financial Planning
College Station,
Texas
| $406M | +$100M | +33% | 9.03% | 113% | 38 | 7.89% | 1.8 |
|
| 4149 |
4149
Baker Tilly Wealth Management
Madison,
Wisconsin
| $406M | -$37M | -8% | 3.4% | 96.9% | 299 | 13.04% | 3 |
|
| 4150 |
4150
Logan Stone Capital
Chicago,
Illinois
| $406M | +$185M | +84% | 8.88% | 43.9% | 174 | 75.86% | 0.4 |
|