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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
Clark Asset Management
Stratham,
New Hampshire
| $232M | +$19.3M | +9% | 4.02% | 51.8% | 88 | 26.14% | 0.6 |
|
| 4302 |
IAS
4302
Investment Advisory Services
The Woodlands,
Texas
| $232M | -$4.5M | -2% | 2.49% | 74.9% | 108 | 5.56% | 2.7 |
|
| 4303 |
4303
Financial Life Advisors
San Antonio,
Texas
| $232M | -$7.23M | -3% | 3.94% | 47% | 60 | 8.33% | 2.5 |
|
| 4304 |
4304
Droms Strauss Advisors
St. Louis,
Missouri
| $232M | -$7.3M | -3% | 3.52% | 68.7% | 65 | 6.15% | 2.6 |
|
| 4305 |
4305
Gavilan Investment Partners
Burlingame,
California
| $232M | +$7.88M | +4% | 3.17% | 109% | 14 | 7.14% | 0.8 |
|
| 4306 |
4306
ForthRight Wealth Management
Alpharetta,
Georgia
| $232M | -$7.14M | -3% | 3.88% | 44.6% | 59 | 8.47% | 1.9 |
|
| 4307 |
4307
Wind River Trust Company
Jackson,
Wyoming
| $232M | +$211K | +0.1% | 3.95% | 62.1% | 9 | 0% | 8.1 |
|
| 4308 |
4308
FirstPurpose Wealth
Orem,
Utah
| $232M | -$2.02M | -0.9% | 2.72% | – | 209 | 11.48% | 1.2 |
|
| 4309 |
4309
Pantechnicon Advisors
London,
United Kingdom
| $231M | +$13.6M | +6% | 0.58% | – | 19 | 21.05% | 0.5 |
|
| 4310 |
4310
Beaconlight Capital
New York
| $231M | +$13.8M | +6% | 5.46% | 282% | 36 | 30.56% | 1.1 |
|
| 4311 |
4311
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $231M | +$1.95M | +0.8% | 3.47% | 116% | 475 | 13.05% | 1.3 |
|
| 4312 |
4312
TrueFG
Cedar Park,
Texas
| $231M | -$1.55M | -0.7% | 4.06% | 54.2% | 40 | 7.5% | 3.1 |
|
| 4313 |
GWA
4313
GGM Wealth Advisors
Baltimore,
Maryland
| $231M | -$15.6M | -6% | 4.38% | 25.9% | 146 | 8.22% | 0.9 |
|
| 4314 |
4314
RDA Financial Network
Akron,
Iowa
| $231M | -$6.78M | -3% | 2.71% | 93.4% | 240 | 14.17% | 2.9 |
|
| 4315 |
PA
4315
PSI Advisors
Tampa,
Florida
| $231M | +$3.18M | +1% | 2.73% | 58.2% | 916 | 12.99% | 1.6 |
|
| 4316 |
4316
Henry James International Management
New York
| $231M | +$362K | +0.2% | 1.98% | 125% | 126 | 3.17% | 3.9 |
|
| 4317 |
4317
JW Asset Management
Miami Beach,
Florida
| $231M | -$44M | -16% | 17.4% | 251% | 17 | 52.94% | 0.7 |
|
| 4318 |
GFI
4318
Global Frontier Investments
Charleston,
South Carolina
| $231M | +$2.25M | +1% | 1.8% | – | 16 | 0% | 2.6 |
|
| 4319 |
WHAM
4319
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $231M | +$7.58M | +3% | 0.4% | 98.1% | 32 | 9.38% | 1.1 |
|
| 4320 |
4320
Stolper & Co
Tulsa,
Oklahoma
| $231M | -$6.9M | -3% | 1.91% | 77.1% | 88 | 7.95% | 2.8 |
|
| 4321 |
SA
4321
SAM Advisors
Oakhurst,
California
| $230M | -$10.1M | -4% | 3.23% | 57.5% | 40 | 15% | 1.3 |
|
| 4322 |
4322
Shoker Investment Counsel
Oxford,
Ohio
| $230M | -$8.85M | -4% | 2.71% | 83.8% | 90 | 2.22% | 5.5 |
|
| 4323 |
4323
Landaas & Company
Milwaukee,
Wisconsin
| $230M | +$3.68M | +2% | 3.29% | 68.3% | 84 | 19.05% | 3.4 |
|
| 4324 |
4324
Norman Fields Gottscho Capital Management
New York
| $230M | -$7.37M | -3% | 0.64% | 96.9% | 64 | 4.69% | 5.6 |
|
| 4325 |
FCP
4325
Fosse Capital Partners
London,
United Kingdom
| $230M | -$31.2M | -12% | 1.21% | 80% | 6 | 50% | 1.7 |
|