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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Hunter Perkins Capital Management
Lombard,
Illinois
| $446M | +$19M | +4% | 7.83% | 58% | 156 | 11.54% | 2.2 |
|
| 4202 |
MM
4202
Meridian Management
Little Rock,
Arkansas
| $446M | +$43.6M | +11% | 11.6% | 57.8% | 92 | 20.65% | 5.9 |
|
| 4203 |
4203
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $445M | +$29.5M | +7% | 38.7% | 70.9% | 31 | 3.23% | 0.9 |
|
| 4204 |
4204
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
| $445M | +$46.3M | +12% | 10.5% | – | 209 | 25.36% | 0.4 |
|
| 4205 |
4205
Searle & Co
Greenwich,
Connecticut
| $445M | +$47.4M | +12% | 22.8% | 93.8% | 209 | 14.35% | 5.1 |
|
| 4206 |
4206
Tillman Hartley LLC
Denver,
Colorado
| $445M | +$46.8M | +12% | 9.32% | 46.6% | 99 | 16.16% | 2.6 |
|
| 4207 |
4207
Little House Capital
Braintree,
Massachusetts
| $445M | +$57.8M | +15% | 19.8% | 108% | 116 | 6.03% | 3.1 |
|
| 4208 |
4208
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $445M | +$45.3M | +11% | 18.3% | 86.1% | 214 | 10.28% | 7.2 |
|
| 4209 |
4209
CGC Financial Services
Lake Oswego,
Oregon
| $445M | +$98.6M | +28% | 9.28% | 46% | 347 | 7.49% | 2.4 |
|
| 4210 |
4210
Dodds Wealth
Greenwood Village,
Colorado
| $445M | +$37.2M | +9% | 7.58% | – | 56 | 8.93% | 2.2 |
|
| 4211 |
4211
United Wealth Management
Charlottesville,
Virginia
| $444M | +$42.1M | +10% | 9.74% | – | 24 | 0% | 1.4 |
|
| 4212 |
4212
Accel Wealth Management
Waverly,
Iowa
| $444M | +$61M | +16% | 18.7% | 82.4% | 317 | 12.3% | 2.8 |
|
| 4213 |
4213
Tradewinds LLC
Raleigh,
North Carolina
| $444M | +$133M | +43% | 14.3% | – | 269 | 63.2% | 0.4 |
|
| 4214 |
4214
Arjuna Capital
Durham,
North Carolina
| $444M | +$51M | +13% | 25.5% | 105% | 124 | 20.97% | 2.5 |
|
| 4215 |
4215
Wakefield Asset Management
Englewood,
Colorado
| $444M | +$66.8M | +18% | 20.1% | 139% | 250 | 25.6% | 1.3 |
|
| 4216 |
4216
Tidemark
San Diego,
California
| $444M | +$50.7M | +13% | 10.3% | – | 987 | 13.98% | 1.4 |
|
| 4217 |
VM
4217
Venator Management
Pittsburgh,
Pennsylvania
| $444M | +$28.2M | +7% | 9.09% | 101% | 30 | 16.67% | 2.8 |
|
| 4218 |
4218
Empirical Asset Management
Wellesley,
Massachusetts
| $444M | +$64.7M | +17% | 22.9% | 94.5% | 509 | 33.99% | 1.5 |
|
| 4219 |
4219
SK Wealth Management
Providence,
Rhode Island
| $444M | +$83.5M | +23% | 10.8% | – | 81 | 6.17% | 1.4 |
|
| 4220 |
4220
Vance Wealth
Santa Clarita,
California
| $444M | +$97.5M | +28% | 13.5% | 66.4% | 138 | 15.22% | 2.6 |
|
| 4221 |
4221
Duncan Williams Asset Management
Memphis,
Tennessee
| $444M | +$82.9M | +23% | 14.2% | – | 177 | 15.82% | 1.5 |
|
| 4222 |
TA
4222
TrueWealth Advisors
Birmingham,
Alabama
| $444M | +$46M | +12% | 12.8% | 60.9% | 248 | 11.29% | 2.9 |
|
| 4223 |
4223
Princeton Capital Management
Red Bank,
New Jersey
| $443M | +$76.8M | +21% | 27% | 206% | 148 | 8.11% | 4 |
|
| 4224 |
4224
Peak Planning Group
Centennial,
Colorado
| $443M | +$82.3M | +23% | 23.7% | 105% | 131 | 10.69% | 2.2 |
|
| 4225 |
4225
Adams Street Partners
Chicago,
Illinois
| $443M | +$182M | +70% | 25.4% | 399% | 4 | 25% | 4.8 |
|