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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
Investment Management Associates
Greenwood Village,
Colorado
| $291M | +$1.29M | +0.4% | 2.4% | 51.6% | 36 | 8.33% | 2.3 |
|
| 4277 |
4277
Hurlow Wealth Management Group
Bloomington,
Indiana
| $291M | +$8M | +3% | 1.29% | 55.8% | 119 | 5.88% | 3.8 |
|
| 4278 |
YRHAM
4278
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $291M | -$84.5M | -22% | 16.6% | 2,310% | 26 | 57.69% | 0.3 |
|
| 4279 |
4279
Neumann Capital Management
Foster City,
California
| $291M | +$10.5M | +4% | 5.11% | 89.9% | 101 | 5.94% | 6.5 |
|
| 4280 |
4280
First International Bank & Trust
Watford City,
North Dakota
| $291M | +$889K | +0.3% | 0.28% | 38.6% | 76 | 15.79% | 1.8 |
|
| 4281 |
4281
Platform Technology Partners
New York
| $291M | – | – | 4.91% | – | 227 | – | 2.8 |
|
| 4282 |
4282
Regimen Wealth
Atlanta,
Georgia
| $290M | +$2.11M | +0.7% | 0.07% | 34.4% | 73 | 27.4% | 1 |
|
| 4283 |
4283
Strata Wealth Advisors
Dallas,
Texas
| $290M | +$5.99M | +2% | 2.2% | 73.6% | 84 | 21.43% | 0.8 |
|
| 4284 |
4284
Atwater Malick
Lancaster,
Pennsylvania
| $290M | +$6.5M | +2% | 2.34% | 83.4% | 81 | 9.88% | 2.8 |
|
| 4285 |
4285
McElhenny Sheffield Capital Management
Dallas,
Texas
| $290M | +$9.17M | +3% | 4.27% | 86.3% | 103 | 18.45% | 1.8 |
|
| 4286 |
4286
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $290M | +$16.6M | +6% | 3.77% | 94% | 285 | 23.51% | 1 |
|
| 4287 |
4287
TIFF Advisory Services
Radnor,
Pennsylvania
| $290M | +$60.8M | +27% | 5.82% | 86.3% | 27 | 29.63% | 1.3 |
|
| 4288 |
4288
Blue Zone Wealth Advisors
Los Angeles,
California
| $290M | -$1.19M | -0.4% | 1.97% | 91.1% | 94 | 13.83% | 2.6 |
|
| 4289 |
4289
LPWM LLC
Minneapolis,
Minnesota
| $290M | +$17.3M | +6% | 1.84% | 59.4% | 79 | 11.39% | 2.8 |
|
| 4290 |
4290
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $290M | -$4.23M | -1% | 1.18% | 63.2% | 89 | 8.99% | 3.6 |
|
| 4291 |
4291
Helen Stephens Group
Fort Worth,
Texas
| $289M | +$30.2M | +12% | 1.72% | 53.4% | 85 | 16.47% | 1.7 |
|
| 4292 |
4292
Wells Trecaso Financial Group
Akron,
Ohio
| $289M | +$6.11M | +2% | 3.36% | 108% | 94 | 5.32% | 4.4 |
|
| 4293 |
KLCM
4293
KG&L Capital Management
Saint Francisville,
Louisiana
| $289M | +$37.3M | +15% | 3.03% | 91.9% | 197 | 19.8% | 2.6 |
|
| 4294 |
4294
Teramo Advisors
Naples,
Florida
| $289M | +$31.4M | +12% | 2.89% | 72.1% | 10 | 30% | 1.4 |
|
| 4295 |
KM
4295
KP Management
Edina,
Minnesota
| $289M | +$29.8M | +11% | 7.58% | – | 79 | 22.78% | 0.4 |
|
| 4296 |
4296
BCGM Wealth Management
Lafayette,
Indiana
| $289M | +$10.1M | +4% | 1.86% | 54.9% | 154 | 8.44% | 1.9 |
|
| 4297 |
4297
Kinsale Capital Group
Richmond,
Virginia
| $289M | +$35.5M | +14% | 2.22% | 70.9% | 36 | 8.33% | 1.3 |
|
| 4298 |
4298
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $288M | -$5.68M | -2% | 5.95% | 141% | 24 | 25% | 6.2 |
|
| 4299 |
4299
Total Clarity Wealth Management
St. Charles,
Illinois
| $288M | +$624K | +0.2% | 1.3% | 73.2% | 294 | 24.49% | 1.5 |
|
| 4300 |
4300
Wick Capital Partners
Wayne,
Pennsylvania
| $288M | +$185M | +180% | 2.5% | 60% | 82 | 53.66% | 0.6 |
|