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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
Droms Strauss Advisors
St. Louis,
Missouri
| $240M | +$18M | +8% | 7.57% | 68.7% | 68 | 11.76% | 2.4 |
|
| 4277 |
4277
Rappaport Reiches Capital Management
Skokie`,
Illinois
| $240M | +$14M | +6% | 3.83% | 17.6% | 84 | 10.71% | 1.5 |
|
| 4278 |
4278
Rather & Kittrell
Knoxville,
Tennessee
| $239M | +$19.4M | +9% | 3.57% | 41.1% | 63 | 7.94% | 1.2 |
|
| 4279 |
4279
Shoker Investment Counsel
Oxford,
Ohio
| $239M | +$10.3M | +5% | 3.46% | 83.8% | 97 | 12.37% | 5.2 |
|
| 4280 |
4280
Ayalon Insurance Company
Ramat Gan,
Israel
| $239M | +$7.15M | +3% | 9.48% | 99.6% | 111 | 29.73% | 3.4 |
|
| 4281 |
4281
ForthRight Wealth Management
Alpharetta,
Georgia
| $239M | +$20.8M | +10% | 3.85% | 44.6% | 59 | 6.78% | 1.6 |
|
| 4282 |
4282
RAM Investment Partners
Bellevue,
Washington
| $239M | +$53.4M | +29% | 3.75% | 61.9% | 52 | 11.54% | 0.4 |
|
| 4283 |
4283
Oakwell Private Wealth Management
Austin,
Texas
| $239M | +$19.5M | +9% | 5.03% | 63% | 66 | 18.18% | 1.9 |
|
| 4284 |
4284
Abound Wealth Management
Franklin,
Tennessee
| $239M | +$16.1M | +7% | 4.21% | 65.7% | 1,227 | 43.93% | 0.5 |
|
| 4285 |
BCM
4285
Birmingham Capital Management
Birmingham,
Alabama
| $239M | -$11.8M | -5% | 3.39% | 103% | 102 | 0.98% | 7.6 |
|
| 4286 |
WHGC
4286
Wealth High Governance Capital
Sao Paulo,
Brazil
| $239M | +$14.3M | +6% | 17.1% | 622% | 35 | 88.57% | 0.1 |
|
| 4287 |
4287
Compass Group
New York
| $239M | -$60.8M | -20% | 10.7% | 64.6% | 16 | 25% | 2.4 |
|
| 4288 |
4288
Insight Folios
Charlotte,
North Carolina
| $239M | +$13M | +6% | 0.32% | 32.9% | 126 | 24.6% | 1.9 |
|
| 4289 |
4289
Kaydan Wealth Management
Fenton,
Michigan
| $239M | -$5.34M | -2% | 0.36% | 58% | 93 | 8.6% | 1.3 |
|
| 4290 |
4290
Northwest Capital Management
Lake Oswego,
Oregon
| $239M | +$32.5M | +16% | 6.83% | 57% | 564 | 81.74% | 0.5 |
|
| 4291 |
WA
4291
Wealthstar Advisors
Plano,
Texas
| $238M | -$25.6M | -10% | 6.44% | – | 99 | 23.23% | 3 |
|
| 4292 |
4292
RDA Financial Network
Akron,
Iowa
| $238M | +$18.6M | +8% | 8.16% | 93.4% | 236 | 9.75% | 2.7 |
|
| 4293 |
4293
Norman Fields Gottscho Capital Management
New York
| $238M | +$11.4M | +5% | 7.84% | 96.9% | 68 | 13.24% | 5.4 |
|
| 4294 |
4294
Gill Capital Partners
Denver,
Colorado
| $238M | +$13.9M | +6% | 3.83% | 59% | 137 | 12.41% | 2.8 |
|
| 4295 |
4295
Stolper & Co
Tulsa,
Oklahoma
| $238M | +$4.25M | +2% | 4.39% | 77.1% | 85 | 0% | 2.7 |
|
| 4296 |
4296
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $238M | +$11.6M | +5% | 5.37% | 106% | 42 | 0% | 3 |
|
| 4297 |
4297
Financial Sense Advisors
San Diego,
California
| $237M | +$11.1M | +5% | 0.33% | 152% | 105 | 15.24% | 1.3 |
|
| 4298 |
LWA
4298
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $237M | -$6.69M | -3% | 3.44% | 8.87% | 61 | 6.56% | 2.8 |
|
| 4299 |
4299
Colony Family Offices
Charlotte,
North Carolina
| $237M | -$23.9M | -9% | 2.85% | 53.9% | 97 | 60.82% | 1.6 |
|
| 4300 |
4300
Pecaut & Co
Sioux City,
Iowa
| $237M | +$17.6M | +8% | 6.78% | 62.8% | 119 | 18.49% | 2.7 |
|