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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
RDA Financial Network
Akron,
Iowa
| $292M | +$27.9M | +11% | 10.5% | 93.4% | 234 | 7.69% | 3.1 |
|
| 4227 |
4227
Keeler Thomas Management
Orem,
Utah
| $292M | +$38.1M | +15% | 6.4% | 52.1% | 71 | 15.49% | 1.9 |
|
| 4228 |
FCT
4228
Family Capital Trust
Peabody,
Massachusetts
| $292M | -$25.5M | -8% | 1.33% | 39.1% | 61 | 6.56% | 6.3 |
|
| 4229 |
4229
Fairhaven Wealth Management
Oak Brook,
Illinois
| $291M | +$18.3M | +7% | 7.37% | – | 133 | 18.05% | 2.8 |
|
| 4230 |
4230
Enterprise Bank & Trust
Lowell,
Massachusetts
| $291M | +$10.3M | +4% | 9.29% | 65.9% | 131 | 12.21% | 2.7 |
|
| 4231 |
4231
Buck Wealth Strategies
Denver,
Colorado
| $291M | +$21.3M | +8% | 6.05% | 48.4% | 106 | 67.92% | 0.5 |
|
| 4232 |
4232
AMANSA Capital
Raffles City Tower,
Singapore
| $291M | +$105M | +56% | 28% | 32% | 3 | 0% | 0.6 |
|
| 4233 |
4233
Addison Advisors
Middlebury,
Vermont
| $291M | +$34.3M | +13% | 6.25% | 54.5% | 753 | 13.01% | 2.1 |
|
| 4234 |
4234
Snow Phipps Group
New York
| $291M | +$13.7M | +5% | 4.95% | 58% | 2 | 0% | 4 |
|
| 4235 |
4235
Blue Zone Wealth Advisors
Los Angeles,
California
| $291M | +$40.3M | +16% | 8.61% | 91.1% | 93 | 17.2% | 2.4 |
|
| 4236 |
4236
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $291M | +$44.7M | +18% | 8.66% | 84.4% | 510 | 12.55% | 0.2 |
|
| 4237 |
4237
Kendall Capital Management
Rockville,
Maryland
| $291M | +$33.2M | +13% | 10.4% | 130% | 215 | 7.91% | 3 |
|
| 4238 |
4238
Terril Brothers
St. Louis,
Missouri
| $291M | +$8.5M | +3% | 11.2% | 112% | 64 | 7.81% | 4 |
|
| 4239 |
4239
BCWM LLC
Overland Park,
Kansas
| $291M | -$4.52M | -2% | 4.54% | – | 65 | 13.85% | 4.5 |
|
| 4240 |
SC
4240
Steph & Co
Marinette,
Wisconsin
| $291M | +$87.2M | +43% | 7.57% | 61.6% | 293 | 22.53% | 2.7 |
|
| 4241 |
4241
Riverview Capital Advisers
Boston,
Massachusetts
| $290M | +$29.9M | +11% | 8.54% | 84.8% | 86 | 15.12% | 1.6 |
|
| 4242 |
4242
Tillman Hartley LLC
Denver,
Colorado
| $290M | +$21.4M | +8% | 5.36% | 48.7% | 83 | 8.43% | 1.1 |
|
| 4243 |
4243
Baker Boyer National Bank
Walla Walla,
Washington
| $290M | +$18.2M | +7% | 4.86% | 49.3% | 80 | 1.25% | 5.3 |
|
| 4244 |
4244
Steamboat Capital Partners
Rye,
New York
| $290M | +$24M | +9% | 18.8% | 280% | 48 | 35.42% | 2 |
|
| 4245 |
4245
Shilanski & Associates
Anchorage,
Alaska
| $290M | +$27.7M | +11% | 10.9% | 84.2% | 115 | 24.35% | 1.4 |
|
| 4246 |
4246
TruNorth Capital Management
Kalamazoo,
Michigan
| $290M | – | – | 5.85% | – | 268 | – | 0 |
|
| 4247 |
HCM
4247
Hudson Capital Management
Ramsey,
New Jersey
| $290M | +$14.2M | +5% | 8.08% | 66.8% | 69 | 15.94% | 3.5 |
|
| 4248 |
4248
Investment Management Associates
Greenwood Village,
Colorado
| $290M | +$31.4M | +12% | 6.41% | 50.4% | 39 | 23.08% | 2 |
|
| 4249 |
4249
Archon Capital Management
Seattle,
Washington
| $290M | -$114M | -28% | 3.46% | 222% | 40 | 30% | 2.1 |
|
| 4250 |
4250
Value Star Asset Management
Hong Kong
| $290M | -$2.42M | -0.8% | 7.25% | – | 27 | 40.74% | 0.6 |
|