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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 |
GAMC
4151
Garner Asset Management Corp
Plano,
Texas
| $119M | +$7.26M | +6% | 4.95% | 95.3% | 151 | 3.31% | 0.5 |
|
| 4152 |
AMAL
4152
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $119M | +$9.7M | +9% | 5.63% | 124% | 24 | 0% | 2.8 |
|
| 4153 |
4153
Red Cedar Capital
Omaha,
Nebraska
| $119M | – | – | 20.7% | 43% | 149 | – | 0 |
|
| 4154 |
4154
Larson Financial Group
St Louis,
Missouri
| $119M | – | – | 4.34% | 81.2% | 71 | – | 0 |
|
| 4155 |
4155
Corrigan Financial
Middletown,
Rhode Island
| $119M | +$6.12M | +5% | 4.75% | 9.54% | 51 | 13.73% | 1.5 |
|
| 4156 |
4156
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $119M | -$1.04M | -0.9% | 0.89% | 46.3% | 28 | 21.43% | 0.8 |
|
| 4157 |
VCM
4157
Vivaldi Capital Management
Chicago,
Illinois
| $119M | +$95.9M | +412% | 7.78% | 69.2% | 147 | 46.26% | 0.3 |
|
| 4158 |
TWS
4158
Thomas W. Smith
| $119M | +$14.5M | +14% | 14.5% | – | 10 | 0% | 3.8 |
|
| 4159 |
4159
Excalibur Management
Waltham,
Massachusetts
| $119M | +$1.38M | +1% | 5.22% | 81.7% | 82 | 10.98% | 2.9 |
|
| 4160 |
MCM
4160
Millie Capital Management
Walnut Creek,
California
| $119M | -$3.43M | -3% | 3.81% | 24.5% | 75 | 13.33% | 1.6 |
|
| 4161 |
4161
Golden Gate Private Equity
San Francisco,
California
| $119M | -$9.6M | -8% | 5.04% | 8.72% | 25 | 24% | 1.3 |
|
| 4162 |
4162
Elite Wealth Management
Kirkland,
Washington
| $119M | – | – | 8.25% | 142% | 59 | – | 1.9 |
|
| 4163 |
4163
Allied Investment Advisors
Billings,
Montana
| $119M | – | – | 9.47% | 68.4% | 48 | – | 0 |
|
| 4164 |
4164
Baugh & Associates
Atlanta,
Georgia
| $119M | – | – | 7.86% | 98.8% | 41 | – | 0 |
|
| 4165 |
4165
BHK Investment Advisors
Birmingham,
Alabama
| $119M | – | – | 4.12% | 54.6% | 52 | – | 0 |
|
| 4166 |
4166
RK Asset Management
Grosse Pointe Farms,
Michigan
| $118M | +$3.69M | +3% | 5.8% | 47.6% | 21 | 19.05% | 2.4 |
|
| 4167 |
ASA
4167
Armstrong Shaw Associates
New Canaan,
Connecticut
| $118M | +$7.75M | +7% | 7.6% | 51.2% | 41 | 0% | 2.7 |
|
| 4168 |
4168
Ballast Inc
Lexington,
Kentucky
| $118M | – | – | 4.92% | 71.3% | 82 | – | 0 |
|
| 4169 |
4169
Madrona Financial Services
Everett,
Washington
| $118M | +$9.6M | +9% | 4.05% | 75.4% | 41 | 12.2% | 1.8 |
|
| 4170 |
4170
Oak Hill Advisors
New York
| $118M | +$903K | +0.8% | 1.44% | 42.4% | 6 | 33.33% | 2.7 |
|
| 4171 |
HH
4171
HWG Holdings
Houston,
Texas
| $118M | -$8.97M | -7% | 8.21% | – | 127 | 41.73% | 0.4 |
|
| 4172 |
4172
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $118M | -$3.97M | -3% | 9.68% | 117% | 301 | 19.27% | 1.1 |
|
| 4173 |
4173
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $118M | +$4.66M | +4% | 6.65% | 98.6% | 129 | 4.65% | 0.8 |
|
| 4174 |
4174
Freedom Day Solutions
Houston,
Texas
| $118M | – | – | 6.51% | 86.6% | 69 | – | 0 |
|
| 4175 |
4175
Donald L. Hagan LLC
Sarasota,
Florida
| $118M | +$8.08M | +7% | 4.41% | 47.9% | 80 | 21.25% | 1.7 |
|