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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Sterling Investment Counsel
Buffalo,
New York
| $425M | +$68M | +19% | 17.7% | 93.8% | 207 | 10.14% | 1.7 |
|
| 4327 |
RI
4327
Rinkey Investments
San Diego,
California
| $425M | +$33.8M | +9% | 8.89% | 42.1% | 137 | 15.33% | 1.8 |
|
| 4328 |
4328
SWMG LLC
Fort Worth,
Texas
| $424M | +$74.3M | +21% | 15.9% | 68.7% | 134 | 35.82% | 2.2 |
|
| 4329 |
4329
Fivespan Partners
San Francisco,
California
| $424M | +$46.9M | +12% | 1.84% | – | 6 | 33.33% | 0.3 |
|
| 4330 |
4330
AMJ Financial Wealth Management
Leesburg,
Virginia
| $424M | $0 | 0% | 14.6% | 167% | 86 | 0% | 1.9 |
|
| 4331 |
4331
Myriad Asset Management Advisors
West Palm Beach,
Florida
| $424M | +$84.4M | +25% | 25.7% | – | 67 | 56.72% | 0.3 |
|
| 4332 |
4332
Meredith Wealth Planning
Maryville,
Illinois
| $424M | +$54.6M | +15% | 12.3% | 66.5% | 76 | 10.53% | 2 |
|
| 4333 |
4333
Wood Tarver Financial Group
Boise,
Idaho
| $424M | +$61.7M | +17% | 16% | – | 170 | 11.76% | 1.3 |
|
| 4334 |
4334
Avalon Capital Management
Port Of Redwood City,
California
| $423M | +$69.1M | +19% | 16% | 151% | 143 | 23.78% | 2.1 |
|
| 4335 |
4335
White Pine Capital
Bloomington,
Minnesota
| $423M | +$55.5M | +15% | 26.2% | 143% | 247 | 9.72% | 6.5 |
|
| 4336 |
4336
Miller Value Partners
Sarasota,
Florida
| $423M | +$39.9M | +10% | 9.46% | 133% | 59 | 11.86% | 2.1 |
|
| 4337 |
4337
Birinyi Associates
Westport,
Connecticut
| $423M | +$55.6M | +15% | 20.4% | 133% | 63 | 7.94% | 6.8 |
|
| 4338 |
MI
4338
M3F Inc
Salt Lake City,
Utah
| $422M | +$18.7M | +5% | 21.6% | 139% | 30 | 33.33% | 4.2 |
|
| 4339 |
4339
Westwind Capital
Las Cruces,
New Mexico
| $422M | +$5.64M | +1% | 24.1% | 87.6% | 107 | 56.07% | 1.3 |
|
| 4340 |
4340
Globe Life
Mckinney,
Texas
| $422M | +$40.8M | +11% | 13.1% | 60.1% | 2 | 0% | 6.1 |
|
| 4341 |
4341
RenaissanceRe Holdings
Pembroke,
Bermuda
| $421M | +$15.2M | +4% | 4.06% | 40.8% | 5 | 0% | 4.2 |
|
| 4342 |
4342
Fedenia Advisers
Madison,
Wisconsin
| $421M | +$286M | +213% | 62.1% | – | 461 | 79.83% | 0.2 |
|
| 4343 |
4343
Delta Financial Advisors
New Orleans,
Louisiana
| $421M | +$37.2M | +10% | 16.4% | 107% | 154 | 4.55% | 4.4 |
|
| 4344 |
4344
EnRich Financial Partners
Madison,
Wisconsin
| $421M | +$43.9M | +12% | 10.4% | 50.7% | 69 | 10.14% | 2 |
|
| 4345 |
4345
Compass Advisory Group
Melville,
New York
| $421M | +$47.1M | +13% | 10.2% | 49.2% | 89 | 3.37% | 3.5 |
|
| 4346 |
4346
Pier 88 Investment Partners
San Francisco,
California
| $421M | +$31M | +8% | 9.66% | 36.1% | 127 | 25.2% | 1.5 |
|
| 4347 |
4347
Fruth Investment Management
Houston,
Texas
| $421M | +$19.4M | +5% | 12.3% | 79.4% | 236 | 8.47% | 8.7 |
|
| 4348 |
4348
PYA Waltman Capital
Knoxville,
Tennessee
| $421M | +$59.8M | +17% | 7.86% | 62.4% | 74 | 18.92% | 3.8 |
|
| 4349 |
4349
True Wealth Design
Akron,
Ohio
| $420M | +$60M | +17% | 11.5% | 57% | 2,944 | 18.14% | 1.5 |
|
| 4350 |
4350
ETF Portfolio Partners
Leawood,
Kansas
| $420M | +$39.7M | +10% | 10.8% | 50.2% | 72 | 8.33% | 4.5 |
|