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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
Safeguard Financial
Minocqua,
Wisconsin
| $264M | +$56.8M | +27% | 11% | 21.9% | 87 | 26.44% | 1.1 |
|
| 4302 |
4302
Portfolio Design Labs
Encino,
California
| $264M | – | – | 9.83% | 115% | 109 | – | 0 |
|
| 4303 |
4303
Hurlow Wealth Management Group
Bloomington,
Indiana
| $264M | +$34.3M | +15% | 10.2% | 60.7% | 113 | 8.85% | 3.6 |
|
| 4304 |
4304
RDA Financial Network
Akron,
Iowa
| $264M | +$32.9M | +14% | 10.5% | 93.4% | 237 | 12.24% | 2.9 |
|
| 4305 |
4305
West Michigan Advisors
Holland,
Michigan
| $264M | +$76.8M | +41% | 7.41% | 86.6% | 171 | 21.64% | 1.3 |
|
| 4306 |
4306
Physicians Financial Services
Raleigh,
North Carolina
| $264M | +$19.5M | +8% | 10.4% | 116% | 106 | 3.77% | 6.2 |
|
| 4307 |
4307
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $264M | +$20M | +8% | 10.3% | 19.4% | 104 | 29.81% | 2.1 |
|
| 4308 |
4308
Mach-1 Financial Group
Rogers,
Arkansas
| $264M | +$22.5M | +9% | 11.4% | 83.4% | 289 | 54.33% | 0.6 |
|
| 4309 |
4309
Mirabaud Asset Management (France)
Paris,
France
| $264M | – | – | 0% | – | 29 | – | 0 |
|
| 4310 |
4310
Legacy CG
Plano,
Texas
| $263M | +$48.3M | +22% | 8.03% | 62.6% | 47 | 42.55% | 0.9 |
|
| 4311 |
4311
AlphaMark Advisors
Ft. Wright,
Kentucky
| $263M | +$30M | +13% | 11.6% | 26.4% | 838 | 22.55% | 3.3 |
|
| 4312 |
4312
Bard Associates
Chicago,
Illinois
| $263M | +$21.8M | +9% | 17.9% | 241% | 188 | 8.51% | 5.3 |
|
| 4313 |
4313
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $263M | -$17.7M | -6% | 16.3% | 89.7% | 61 | 16.39% | 2.4 |
|
| 4314 |
4314
Entrust Global Partners
New York
| $263M | +$29.5M | +13% | 8.27% | 82.3% | 6 | 16.67% | 2 |
|
| 4315 |
AWA
4315
Aquire Wealth Advisors
South Jordan,
Utah
| $263M | +$23.2M | +10% | 9.03% | 60.2% | 41 | 7.32% | 1.7 |
|
| 4316 |
4316
Arcataur Capital Management
Milwaukee,
Wisconsin
| $263M | +$23.5M | +10% | 10.8% | 65.4% | 100 | 7% | 0.5 |
|
| 4317 |
4317
Pathway Financial Advisers
Auburn,
Indiana
| $263M | +$20.6M | +9% | 9.67% | 88.2% | 491 | 7.54% | 0.9 |
|
| 4318 |
4318
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $263M | +$25M | +11% | 6.72% | – | 334 | 15.87% | 1.4 |
|
| 4319 |
4319
Gradient Capital Advisors
San Diego,
California
| $263M | +$23.4M | +10% | 10.2% | 78.5% | 145 | 8.28% | 3.7 |
|
| 4320 |
4320
FirstPurpose Wealth
Orem,
Utah
| $263M | +$31M | +13% | 9.07% | – | 229 | 21.4% | 1.3 |
|
| 4321 |
4321
Shilanski & Associates
Anchorage,
Alaska
| $263M | +$17.3M | +7% | 7.75% | 84.2% | 109 | 19.27% | 1.4 |
|
| 4322 |
4322
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $263M | – | – | 12.1% | – | 36 | – | 0 |
|
| 4323 |
OFCM
4323
One Fin Capital Management
San Francisco,
California
| $262M | +$15.8M | +6% | 14.3% | 92% | 31 | 58.06% | 0.6 |
|
| 4324 |
4324
Chiron Investment Management
New York
| $262M | +$25.7M | +11% | 12.7% | 104% | 107 | 63.55% | 0.3 |
|
| 4325 |
4325
Counterpoint Mutual Funds
San Diego,
California
| $262M | +$142M | +118% | 3.95% | 74.3% | 330 | 83.94% | 0.3 |
|