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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Beam Wealth Advisors
Covington,
Louisiana
| $453M | +$51.7M | +13% | 9.62% | 59.7% | 120 | 12.5% | 2.4 |
|
| 4152 |
IP
4152
Indigo Partners
Phoenix,
Arizona
| $453M | +$186M | +70% | 82.5% | 2.56% | 2 | 0% | 5 |
|
| 4153 |
4153
Aspen Capital Management
Boise,
Idaho
| $453M | +$49M | +12% | 10.5% | – | 86 | 13.95% | 1 |
|
| 4154 |
4154
Boston Research & Management
Manchester,
Massachusetts
| $453M | +$24.3M | +6% | 7.47% | 53.2% | 121 | 4.96% | 8.7 |
|
| 4155 |
4155
Bitwise Funds Trust
San Francisco,
California
| $452M | – | – | 35.1% | – | 46 | – | 0 |
|
| 4156 |
4156
Brand Asset Management Group
Chesterfield,
Missouri
| $452M | +$67.8M | +18% | 15.1% | 70.2% | 242 | 28.1% | 2.5 |
|
| 4157 |
4157
Freedom Day Solutions
Houston,
Texas
| $452M | +$79.3M | +21% | 11.2% | 86.6% | 137 | 32.12% | 2.9 |
|
| 4158 |
4158
Winmill & Co
Walpole,
New Hampshire
| $452M | +$105M | +30% | 26.3% | 146% | 61 | 19.67% | 3.4 |
|
| 4159 |
4159
Remedium Capital Partners
Fort Lauderdale,
Florida
| $452M | +$170M | +61% | 67.4% | – | 6 | 0% | 0.5 |
|
| 4160 |
4160
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $451M | +$103M | +29% | 6.84% | 34.2% | 55 | 16.36% | 5.4 |
|
| 4161 |
4161
Endure Capital Management
Austin,
Texas
| $451M | +$305M | +210% | 0.46% | – | 54 | 42.59% | 0.2 |
|
| 4162 |
4162
LPWM LLC
Minneapolis,
Minnesota
| $451M | +$54.4M | +14% | 11.9% | 59.4% | 101 | 9.9% | 3.7 |
|
| 4163 |
4163
CWS Financial Advisors
Kalamazoo,
Michigan
| $451M | +$60.4M | +15% | 9.8% | 55.7% | 174 | 11.49% | 3.3 |
|
| 4164 |
4164
Riposte Capital
New York
| $451M | +$58.2M | +15% | 70.1% | 370% | 44 | 86.36% | 0.2 |
|
| 4165 |
4165
Bard Associates
Chicago,
Illinois
| $451M | +$52.1M | +13% | 23.7% | 241% | 345 | 30.43% | 2.9 |
|
| 4166 |
4166
Anchorage Capital Group
New York
| $450M | +$14.2M | +3% | 5.57% | 24.9% | 3 | 0% | 3.2 |
|
| 4167 |
4167
Kelly Financial Group
Wethersfield,
Connecticut
| $450M | +$52.4M | +13% | 9.91% | – | 111 | 13.51% | 1.1 |
|
| 4168 |
4168
RWC Asset Advisors
Miami,
Florida
| $450M | -$14.8M | -3% | 1.61% | 267% | 17 | 23.53% | 2 |
|
| 4169 |
4169
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $450M | +$48.7M | +12% | 21.3% | 116% | 868 | 34.79% | 1 |
|
| 4170 |
DI
4170
Diligent Investors
Redlands,
California
| $449M | +$45.3M | +11% | 16.3% | 82.2% | 370 | 10% | 4.5 |
|
| 4171 |
4171
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $449M | +$37.3M | +9% | 13.1% | 115% | 46 | 2.17% | 7.1 |
|
| 4172 |
4172
Bregal Sagemount IV
St. Helier,
| $449M | -$23.5M | -5% | 30.2% | – | 1 | 0% | 0.5 |
|
| 4173 |
4173
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $449M | -$12.9M | -3% | 14.2% | 240% | 105 | 54.29% | 2.1 |
|
| 4174 |
4174
Continental Grain Company
New York
| $448M | +$82.5M | +23% | 5.85% | 5.73% | 4 | 0% | 3.1 |
|
| 4175 |
4175
PCG Wealth Advisors
Overland Park,
Kansas
| $448M | +$52.8M | +13% | 11.2% | 87% | 191 | 19.9% | 1.7 |
|