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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 |
KM
4276
KP Management
Edina,
Minnesota
| $319M | +$9.17M | +3% | 5.89% | – | 84 | 21.43% | 0.7 |
|
| 4277 |
4277
Aristotle Pacific Capital
Newport Beach,
California
| $319M | -$29.2M | -8% | 0.96% | 1.84% | 6 | 0% | 2.4 |
|
| 4278 |
4278
Modus Advisors
Excelsior,
Minnesota
| $319M | +$14.8M | +5% | 3.63% | 89.5% | 325 | 65.23% | 1.1 |
|
| 4279 |
4279
Parus Finance (UK)
London,
United Kingdom
| $319M | +$8.06M | +3% | 3.24% | 199% | 36 | 16.67% | 3.3 |
|
| 4280 |
4280
WT Wealth Management
Scottsdale,
Arizona
| $319M | +$5.74M | +2% | 2.45% | 72% | 148 | 22.3% | 2.1 |
|
| 4281 |
4281
Strata Wealth Advisors
Dallas,
Texas
| $319M | +$7.62M | +2% | 0.09% | 73.6% | 82 | 15.85% | 1.2 |
|
| 4282 |
4282
tru Independence
Portland,
Oregon
| $318M | -$23.3M | -7% | 2.57% | 67.4% | 116 | 7.76% | 2.7 |
|
| 4283 |
4283
Colony Family Offices
Charlotte,
North Carolina
| $318M | -$3.93M | -1% | 2.5% | 53.9% | 80 | 22.5% | 1.7 |
|
| 4284 |
4284
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $318M | -$19.1M | -6% | 4.31% | 81% | 98 | 6.12% | 6 |
|
| 4285 |
4285
Triune Financial Partners
Overland Park,
Kansas
| $318M | -$920K | -0.3% | 2.49% | 66.6% | 38 | 15.79% | 2.3 |
|
| 4286 |
4286
MSH Capital Advisors
Scottsdale,
Arizona
| $318M | -$9.39M | -3% | 0.07% | 77.4% | 236 | 8.05% | 2.2 |
|
| 4287 |
4287
Redpoint Management
Woodside,
California
| $317M | -$218M | -41% | 13.2% | 20.6% | 7 | 14.29% | 2.3 |
|
| 4288 |
4288
Fischer Financial Services
Harrisburg,
Pennsylvania
| $317M | – | – | 3.92% | – | 64 | – | 0 |
|
| 4289 |
4289
GSG Advisors
Mount Laurel,
New Jersey
| $317M | +$14.9M | +5% | 4.3% | 99.3% | 118 | 13.56% | 1 |
|
| 4290 |
4290
Ruedi Wealth Management
Champaign,
Illinois
| $317M | +$25.5M | +9% | 1.98% | 44.9% | 347 | 5.19% | 1.4 |
|
| 4291 |
4291
Beam Wealth Advisors
Covington,
Louisiana
| $316M | -$13.8M | -4% | 1.55% | 69.2% | 108 | 9.26% | 1.9 |
|
| 4292 |
4292
Arcus Capital Partners
Atlanta,
Georgia
| $316M | +$39.9M | +14% | 13% | 69.2% | 130 | 28.46% | 3.4 |
|
| 4293 |
4293
Coyle Financial Counsel
Glenview,
Illinois
| $316M | +$29.3M | +10% | 1.36% | 67.3% | 77 | 14.29% | 3.4 |
|
| 4294 |
4294
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $315M | +$17.7M | +6% | 11.3% | 141% | 19 | 5.26% | 6.4 |
|
| 4295 |
4295
BCGM Wealth Management
Lafayette,
Indiana
| $315M | +$6.97M | +2% | 0.11% | 54.9% | 161 | 11.8% | 2.3 |
|
| 4296 |
4296
Roman Butler Fullerton & Co
St Louis,
Missouri
| $315M | -$17.1M | -5% | 3.23% | 134% | 277 | 27.44% | 3.1 |
|
| 4297 |
4297
Punch Card Management
Winter Park,
Florida
| $315M | -$19.5M | -6% | 2.78% | 41% | 5 | 40% | 3.4 |
|
| 4298 |
4298
Silverleafe Capital Partners
Germantown,
Tennessee
| $315M | +$26.7M | +9% | 9.62% | 87.7% | 114 | 41.23% | 1.8 |
|
| 4299 |
4299
Brave Asset Management
Summit,
New Jersey
| $315M | -$96.8M | -24% | 2.69% | 76.3% | 184 | 17.93% | 4.7 |
|
| 4300 |
4300
Parisi Gray Wealth Management
Mendham,
New Jersey
| $315M | +$11.7M | +4% | 6.39% | 137% | 113 | 10.62% | 4.1 |
|