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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
SIH MPH Rollover
New York
| $232M | +$96.9M | +72% | 71.5% | – | 1 | 0% | 0.5 |
|
| 4302 |
4302
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $232M | +$7.39M | +3% | 5.5% | 63.9% | 136 | 6.62% | 3.5 |
|
| 4303 |
4303
William Marsh Rice University
Houston,
Texas
| $232M | +$43.5M | +23% | 9.86% | 1.81% | 8 | 62.5% | 1.4 |
|
| 4304 |
4304
Financial Life Advisors
San Antonio,
Texas
| $232M | +$17.4M | +8% | 4.72% | 47% | 56 | 7.14% | 1.7 |
|
| 4305 |
4305
Oakcliff Capital Partners
New York
| $232M | +$21.3M | +10% | 12.2% | 133% | 10 | 0% | 3 |
|
| 4306 |
4306
Connacht Asset Management
New York
| $232M | -$220M | -49% | 2.99% | 63.8% | 175 | 68% | 0.2 |
|
| 4307 |
4307
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $232M | +$13.6M | +6% | 6.71% | 47.8% | 136 | 12.5% | 2.6 |
|
| 4308 |
4308
Whitcomb & Hess
Ashland,
Ohio
| $232M | – | – | 3.32% | 54% | 27 | – | 0 |
|
| 4309 |
4309
ValueWorks
New York
| $232M | +$55.3M | +31% | 16.2% | 190% | 35 | 20% | 3 |
|
| 4310 |
4310
Leonard Rickey Investment Advisors
Yakima,
Washington
| $231M | -$17.9M | -7% | 4.56% | 55.9% | 75 | 14.67% | 2 |
|
| 4311 |
AB
4311
Atlas Brown
Louisville,
Kentucky
| $231M | +$20.3M | +10% | 7.25% | 115% | 179 | 4.47% | 4.4 |
|
| 4312 |
4312
Arjuna Capital
Durham,
North Carolina
| $231M | +$28M | +14% | 8.56% | 105% | 135 | 35.56% | 1.3 |
|
| 4313 |
4313
Onyx Bridge Wealth Group
Tarrytown,
New York
| $231M | +$31.6M | +16% | 5.07% | 74.6% | 151 | 37.09% | 0.3 |
|
| 4314 |
4314
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $231M | +$5.09M | +2% | 10.8% | 151% | 90 | 21.11% | 1.1 |
|
| 4315 |
4315
Strategic Investment Management
Arlington,
Virginia
| $231M | -$12.3M | -5% | 5.58% | 53.4% | 12 | 16.67% | 3.6 |
|
| 4316 |
TF
4316
TRH Financial
North Liberty,
Iowa
| $231M | +$34.3M | +17% | 6.44% | – | 81 | 16.05% | 1.3 |
|
| 4317 |
4317
Seven Springs Wealth Group
Brentwood,
Tennessee
| $231M | +$18.8M | +9% | 2.98% | 59.2% | 149 | 59.73% | 1.1 |
|
| 4318 |
HH
4318
HWG Holdings
Houston,
Texas
| $231M | +$30.2M | +15% | 12% | – | 144 | 33.33% | 1.2 |
|
| 4319 |
4319
Biechele Royce Advisors
Fishers,
Indiana
| $231M | +$32.2M | +16% | 5.16% | 39.2% | 50 | 12% | 2.4 |
|
| 4320 |
4320
Dark Forest Capital Management
San Juan,
Puerto Rico
| $231M | – | – | 1.9% | 63% | 830 | – | 0 |
|
| 4321 |
4321
Baldrige Asset Management
Allentown,
Pennsylvania
| $231M | +$47.9M | +26% | 6.23% | 43.5% | 355 | 76.06% | 0.4 |
|
| 4322 |
4322
Wills Financial Group
Richmond,
Virginia
| $231M | +$24.9M | +12% | 7.51% | 57.5% | 72 | 22.22% | 3.3 |
|
| 4323 |
4323
Curtis Advisory Group
Santa Barbara,
California
| $231M | +$4.97M | +2% | 8.09% | 67.6% | 76 | 6.58% | 1.1 |
|
| 4324 |
4324
Evergreen Advisors
Chattanooga,
Tennessee
| $231M | -$30.4M | -12% | 4.73% | – | 14 | 7.14% | 1.6 |
|
| 4325 |
4325
Rutabaga Capital Management
Boston,
Massachusetts
| $230M | +$12.8M | +6% | 6.86% | 57% | 52 | 5.77% | 3.1 |
|