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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Chessman Wealth Strategies RIA
Dallas,
Texas
| $114M | +$109K | +0.1% | 3.5% | – | 209 | 85.65% | 0.1 |
|
| 4277 |
4277
Quad-Cities Investment Group
Davenport,
Iowa
| $114M | +$5.98M | +6% | 4.53% | 67.3% | 900 | 6.78% | 0.3 |
|
| 4278 |
4278
Guardian Investment Management
Tiburon,
California
| $114M | +$9M | +9% | 7.44% | 89.7% | 54 | 3.7% | 3.5 |
|
| 4279 |
4279
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $114M | +$10.9M | +11% | 8.69% | 87.9% | 103 | 6.8% | 0.6 |
|
| 4280 |
4280
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $113M | +$6.67M | +6% | 7.83% | 61% | 94 | 18.09% | 3.2 |
|
| 4281 |
4281
Euclidean Technologies Management
Seattle,
Washington
| $113M | +$6.07M | +6% | 5.58% | 124% | 68 | 14.71% | 1.7 |
|
| 4282 |
4282
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $113M | +$6.57M | +6% | 2.35% | 31.1% | 60 | 6.67% | 0.9 |
|
| 4283 |
4283
Vista Investment Management
Pittsburgh,
Pennsylvania
| $113M | +$10.8M | +11% | 4.2% | 54.4% | 146 | 7.53% | 0.7 |
|
| 4284 |
4284
Western Standard LLC
Los Angeles,
California
| $113M | +$14.4M | +15% | 5.13% | 83.7% | 61 | 39.34% | 0.7 |
|
| 4285 |
4285
Trellis Advisors
Ellensburg,
Washington
| $113M | +$6.56M | +6% | 5.27% | 23.3% | 49 | 14.29% | 0.6 |
|
| 4286 |
4286
HC Financial Advisors
Lafayette,
California
| $113M | +$10.5M | +10% | 7.22% | 31.2% | 68 | 5.88% | 0.7 |
|
| 4287 |
4287
Sagil Capital
London,
United Kingdom
| $113M | +$298K | +0.3% | 1.5% | 104% | 27 | 55.56% | 0.4 |
|
| 4288 |
4288
RB Capital Management
Reno,
Nevada
| $113M | -$22.3M | -16% | 7.17% | 79.4% | 147 | 23.13% | 1.4 |
|
| 4289 |
4289
Axel Capital Management
New York
| $113M | +$5.27M | +5% | 8.11% | 194% | 34 | 41.18% | 1.1 |
|
| 4290 |
4290
Armor Investment Advisors
Raleigh,
North Carolina
| $113M | +$1.26M | +1% | 4.99% | 56.6% | 153 | 11.11% | 1.5 |
|
| 4291 |
4291
Edgbaston Investment Partners
| $112M | +$11.3M | +11% | 11.1% | 4.67% | 2 | 0% | 0.8 |
|
| 4292 |
LFGH
4292
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $112M | +$4.34M | +4% | 6.68% | 12.9% | 34 | 17.65% | 0.6 |
|
| 4293 |
4293
Field & Main Bank
Henderson,
Kentucky
| $112M | +$2.16M | +2% | 8.26% | 107% | 229 | 3.49% | 3.1 |
|
| 4294 |
4294
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $112M | – | – | 7.69% | 98.6% | 118 | – | 1.3 |
|
| 4295 |
4295
Martin Capital Partners
Eugene,
Oregon
| $112M | +$13.7M | +14% | 5.79% | 42.3% | 58 | 22.41% | 0.6 |
|
| 4296 |
4296
Paulson Wealth Management
Wheaton,
Illinois
| $111M | +$10.2M | +10% | 4.38% | 57.1% | 129 | 15.5% | 0.6 |
|
| 4297 |
4297
Matisse Capital
Portland,
Oregon
| $111M | -$15M | -12% | 2.59% | 66.9% | 133 | 18.8% | 1.5 |
|
| 4298 |
4298
Congress Park Capital
Saratoga Springs,
New York
| $111M | +$7.16M | +7% | 8.69% | 99.9% | 106 | 13.21% | 0.6 |
|
| 4299 |
4299
Aries Wealth Management
Portland,
Maine
| $111M | +$3.19M | +3% | 7% | 75% | 142 | 9.15% | 0.7 |
|
| 4300 |
DIS
4300
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $111M | +$2.97M | +3% | 6.51% | 86% | 43 | 6.98% | 3.2 |
|