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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
Curran Financial Partners
Daniel Island,
South Carolina
| $299M | +$11.5M | +4% | 0.93% | 49.4% | 88 | 12.5% | 2.1 |
|
| 4202 |
4202
SRH Advisors
Salina,
Kansas
| $299M | -$16.7M | -5% | 3.33% | 55.7% | 313 | 9.27% | 6.3 |
|
| 4203 |
4203
Mandatum Life Insurance Company
Helsinki,
Finland
| $299M | -$426K | -0.1% | 2.06% | 95.9% | 92 | 19.57% | 4.5 |
|
| 4204 |
4204
Sands Capital Ventures
Arlington,
Virginia
| $299M | -$116M | -28% | 5.98% | 167% | 20 | 0% | 2.2 |
|
| 4205 |
4205
Financial Security Advisor
Virginia Beach,
Virginia
| $298M | +$12.4M | +4% | 2.94% | 76.3% | 121 | 14.05% | 0.6 |
|
| 4206 |
4206
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| $298M | – | – | 1.95% | – | 220 | – | 0 |
|
| 4207 |
4207
FSM Wealth Advisors
Cleveland,
Ohio
| $298M | +$16.7M | +6% | 2.01% | 68.4% | 170 | 10% | 1.5 |
|
| 4208 |
4208
US Financial Advisors
Braintree,
Massachusetts
| $298M | +$9.47M | +3% | 0.76% | 12.6% | 90 | 16.67% | 2.7 |
|
| 4209 |
4209
DecisionPoint Financial
Mesa,
Arizona
| $298M | +$47M | +19% | 0.21% | 48% | 280 | 16.07% | 1.1 |
|
| 4210 |
4210
Steadview Capital Management
London,
United Kingdom
| $298M | -$40.4M | -12% | 11.1% | 930% | 8 | 12.5% | 2.5 |
|
| 4211 |
4211
Blueshift Asset Management
Red Bank,
New Jersey
| $298M | +$105M | +55% | 4.5% | 38.8% | 445 | 68.31% | 0.3 |
|
| 4212 |
HCM
4212
Hudson Capital Management
Ramsey,
New Jersey
| $298M | +$7.69M | +3% | 0.3% | 66.8% | 68 | 11.76% | 3.5 |
|
| 4213 |
AWA
4213
Aquire Wealth Advisors
South Jordan,
Utah
| $298M | +$11.6M | +4% | 1.75% | 60.2% | 47 | 10.64% | 2.1 |
|
| 4214 |
4214
KEB Asset Management
Springfield,
Illinois
| $298M | +$4.78M | +2% | 0.59% | 68.9% | 73 | 9.59% | 1.7 |
|
| 4215 |
4215
Bridge City Capital
Lake Oswego,
Oregon
| $298M | +$23M | +8% | 0.07% | 120% | 113 | 5.31% | 3.9 |
|
| 4216 |
4216
Asset Allocation Strategies
Farmington,
Michigan
| $297M | +$14.3M | +5% | 1.7% | 58.1% | 98 | 26.53% | 0.8 |
|
| 4217 |
4217
Shilanski & Associates
Anchorage,
Alaska
| $297M | +$6.95M | +2% | 2.08% | 84.2% | 116 | 16.38% | 1.5 |
|
| 4218 |
4218
Barry Investment Advisors
New Bedford,
Massachusetts
| $297M | -$3.01M | -1% | 0.82% | 66.7% | 122 | 7.38% | 3.4 |
|
| 4219 |
4219
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $297M | +$9.8M | +3% | 5.74% | – | 705 | 12.62% | 0.3 |
|
| 4220 |
4220
Riverview Capital Advisers
Boston,
Massachusetts
| $297M | +$6.27M | +2% | 2.14% | 84.8% | 86 | 10.47% | 1.7 |
|
| 4221 |
4221
Hemington Wealth Management
Falls Church,
Virginia
| $297M | +$20.7M | +7% | 3.59% | 76.1% | 116 | 5.17% | 2.4 |
|
| 4222 |
4222
JRM Investment Counsel
Omaha,
Nebraska
| $296M | -$6.31M | -2% | 1.43% | 65.5% | 21 | 4.76% | 4.5 |
|
| 4223 |
4223
Fosun International
Hong Kong,
China
| $296M | -$24.7M | -8% | 10.6% | 41.3% | 51 | 21.57% | 2.3 |
|
| 4224 |
4224
Cloverfields Capital Group
Minneapolis,
Minnesota
| $296M | -$568K | -0.2% | 2.49% | 101% | 102 | 12.75% | 1.6 |
|
| 4225 |
4225
Biechele Royce Advisors
Fishers,
Indiana
| $296M | -$5.43M | -2% | 1.29% | 39.2% | 63 | 14.29% | 3.7 |
|