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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 |
IAS
4301
Investment Advisory Services
The Woodlands,
Texas
| $237M | +$33.8M | +17% | 6.02% | 74.9% | 105 | 9.52% | 2.5 |
|
| 4302 |
4302
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $237M | -$36.7M | -13% | 6.31% | 51.8% | 26 | 38.46% | 1.9 |
|
| 4303 |
4303
Socorro Asset Management
Dallas,
Texas
| $237M | +$10.2M | +4% | 3.55% | 43.8% | 32 | 12.5% | 1.7 |
|
| 4304 |
4304
J. Arnold Wealth Management
Youngstown,
Ohio
| $236M | +$31.7M | +16% | 2.6% | 46.2% | 59 | 67.8% | 2.3 |
|
| 4305 |
4305
West Wealth Group
Irvine,
California
| $236M | +$20.4M | +9% | 6.23% | 79.8% | 81 | 20.99% | 1 |
|
| 4306 |
4306
Redwood Grove Capital
Palo Alto,
California
| $236M | +$26.3M | +13% | 8.74% | 79.8% | 29 | 13.79% | 1.8 |
|
| 4307 |
4307
Three Bridge Wealth Advisors
Los Altos,
California
| $236M | +$20.4M | +9% | 11.7% | 169% | 97 | 9.28% | 1 |
|
| 4308 |
4308
Horan Securities
Cincinnati,
United States
| $236M | +$41.3M | +21% | 5.68% | 50.1% | 773 | 10.61% | 2 |
|
| 4309 |
4309
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $236M | -$16.4M | -6% | 5.16% | 164% | 88 | 36.36% | 2.4 |
|
| 4310 |
4310
Childress Capital Advisors
Houston,
Texas
| $236M | +$8.69M | +4% | 4.78% | 101% | 94 | 32.98% | 1.8 |
|
| 4311 |
4311
Financial Consulate
Hunt Valley,
Maryland
| $236M | -$50.8M | -18% | 3.73% | 61.4% | 127 | 70.87% | 5 |
|
| 4312 |
4312
Biltmore Wealth Management
Tempe,
Arizona
| $236M | -$12.3M | -5% | 5.08% | 59.8% | 58 | 22.41% | 2.9 |
|
| 4313 |
4313
JRM Investment Counsel
Omaha,
Nebraska
| $236M | +$7.41M | +3% | 5.29% | 65.5% | 22 | 4.55% | 4.7 |
|
| 4314 |
4314
Veracity Capital
Atlanta,
Georgia
| $236M | +$19M | +9% | 6.8% | 149% | 238 | 23.53% | 1.9 |
|
| 4315 |
4315
First Pacific Financial
Vancouver,
Washington
| $236M | +$19.6M | +9% | 5.09% | 53.6% | 231 | 54.55% | 0.9 |
|
| 4316 |
4316
Auour Investments
Woburn,
Massachusetts
| $236M | – | – | 2.9% | 35.5% | 72 | – | 0 |
|
| 4317 |
4317
Bandera Partners
New York
| $236M | -$7.6M | -3% | 4.57% | 55.4% | 19 | 21.05% | 3 |
|
| 4318 |
4318
Passive Capital Management
Baltimore,
Maryland
| $236M | +$6.33M | +3% | 1.89% | 37.7% | 54 | 7.41% | 1.2 |
|
| 4319 |
IAA
4319
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $235M | +$15.5M | +7% | 8.98% | 49.3% | 100 | 16% | 2.6 |
|
| 4320 |
4320
Deepwater Asset Management
Minneapolis,
Minnesota
| $235M | +$24.5M | +12% | 12.9% | 142% | 34 | 29.41% | 0.3 |
|
| 4321 |
4321
Little House Capital
Braintree,
Massachusetts
| $235M | +$22.8M | +11% | 6.9% | 108% | 112 | 9.82% | 1.8 |
|
| 4322 |
4322
US Financial Advisors
Braintree,
Massachusetts
| $235M | +$11M | +5% | 4.04% | 12.6% | 73 | 8.22% | 2.4 |
|
| 4323 |
4323
TCP Asset Management
Columbus,
Ohio
| $235M | +$53.6M | +29% | 6.34% | 65% | 67 | 20.9% | 0.4 |
|
| 4324 |
4324
Hayek Kallen Investment Management
Fairhope,
Alabama
| $235M | +$13.9M | +6% | 7.58% | 71.9% | 88 | 5.68% | 5.5 |
|
| 4325 |
4325
Lifeworks Advisors
Grand Rapids,
Michigan
| $235M | +$23.1M | +11% | 4.14% | 80.4% | 164 | 17.68% | 0.9 |
|