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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
Shilanski & Associates
Anchorage,
Alaska
| $308M | +$10.5M | +4% | 8.69% | 84.2% | 126 | 33.33% | 1.7 |
|
| 4277 |
OTL
4277
Oak Thistle LLC
New York
| $308M | +$173M | +128% | 7.71% | 58.3% | 550 | 78.18% | 0.1 |
|
| 4278 |
4278
Wakefield Asset Management
Englewood,
Colorado
| $307M | +$21.7M | +8% | 8.73% | 139% | 144 | 2.78% | 1.3 |
|
| 4279 |
RFG
4279
RFP Financial Group
Atlanta,
Georgia
| $307M | +$36.8M | +14% | 6.24% | 53.2% | 916 | 88.43% | 1.3 |
|
| 4280 |
4280
Fernwood Investment Management
Quincy,
Massachusetts
| $307M | -$15.6M | -5% | 7.82% | 83.4% | 208 | 13.94% | 5.4 |
|
| 4281 |
4281
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $306M | +$16.8M | +6% | 6.22% | 63.2% | 92 | 10.87% | 3.5 |
|
| 4282 |
IP
4282
Indigo Partners
Phoenix,
Arizona
| $306M | +$12.8M | +4% | 4.57% | 2.56% | 2 | 0% | 3.3 |
|
| 4283 |
4283
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $306M | +$19.2M | +7% | 5.23% | 47.9% | 181 | 16.57% | 2.5 |
|
| 4284 |
4284
TrueFG
Cedar Park,
Texas
| $306M | +$29.2M | +11% | 6.94% | 54.2% | 53 | 9.43% | 3.2 |
|
| 4285 |
4285
PYA Waltman Capital
Knoxville,
Tennessee
| $306M | +$33.7M | +12% | 7.88% | 62.4% | 74 | 12.16% | 2.6 |
|
| 4286 |
4286
Elevatus Welath Management
Victor,
New York
| $306M | +$38.6M | +14% | 7.46% | 270% | 121 | 29.75% | 0.7 |
|
| 4287 |
4287
Legacy CG
Plano,
Texas
| $306M | +$12.2M | +4% | 5.07% | 62.6% | 64 | 35.94% | 0.8 |
|
| 4288 |
4288
Stolper & Co
Tulsa,
Oklahoma
| $306M | +$21.6M | +8% | 9.53% | 77.1% | 90 | 4.44% | 3.5 |
|
| 4289 |
4289
Point72 Italy
Milan,
Italy
| $306M | +$74.6M | +32% | 6.05% | – | 42 | 69.05% | 0.2 |
|
| 4290 |
4290
Prostatis Group
Hanover,
Maryland
| $306M | +$20.5M | +7% | 5.48% | 72.9% | 159 | 25.79% | 1.7 |
|
| 4291 |
CSWG
4291
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $305M | +$28.1M | +10% | 4.75% | 76% | 79 | 26.58% | 3.4 |
|
| 4292 |
4292
LPWM LLC
Minneapolis,
Minnesota
| $305M | +$15.8M | +5% | 6.18% | 59.4% | 79 | 5.06% | 3 |
|
| 4293 |
4293
Hiddenite Capital Partners
New York
| $305M | -$13.9M | -4% | 17.5% | 466% | 59 | 66.1% | 0.6 |
|
| 4294 |
4294
Northcape Wealth Management
Williamsville,
New York
| $305M | +$27.8M | +10% | 7.95% | 66% | 133 | 3.76% | 1.9 |
|
| 4295 |
4295
First American Financial Corporation
Santa Ana,
California
| $305M | +$9.16M | +3% | 5.31% | – | 4 | 25% | 0.8 |
|
| 4296 |
WC
4296
Weil Company
San Diego,
California
| $305M | +$31M | +11% | 9.54% | 71.7% | 156 | 14.74% | 3 |
|
| 4297 |
4297
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| $305M | +$6.67M | +2% | 7.45% | – | 234 | 8.12% | 0.2 |
|
| 4298 |
4298
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $305M | +$112M | +58% | 2.86% | – | 56 | 69.64% | 0.2 |
|
| 4299 |
4299
McElhenny Sheffield Capital Management
Dallas,
Texas
| $305M | +$14.9M | +5% | 6.08% | 86.3% | 109 | 22.94% | 1.8 |
|
| 4300 |
4300
Sovereign Investment Advisors
Phoenix,
Arizona
| $305M | +$36.7M | +14% | 4.45% | 43.7% | 36 | 13.89% | 3.5 |
|