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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
Wolf Group Capital Advisors
Fairfax,
Virginia
| $212M | +$29.6M | +16% | 8.46% | 28.2% | 130 | 26.92% | 2.5 |
|
| 4327 |
4327
Triune Financial Partners
Overland Park,
Kansas
| $212M | +$34M | +19% | 11.5% | 61.6% | 28 | 17.86% | 1.2 |
|
| 4328 |
4328
Income Research & Management
Boston,
Massachusetts
| $212M | -$1.08M | -0.5% | 0.02% | 1.19% | 22 | 4.55% | 1.3 |
|
| 4329 |
4329
Gill Capital Partners
Denver,
Colorado
| $212M | +$20.8M | +11% | 5.53% | 59% | 130 | 14.62% | 2.4 |
|
| 4330 |
AIA
4330
AIMZ Investment Advisors
Los Altos,
California
| $212M | +$14.2M | +7% | 9.48% | 81.3% | 113 | 6.19% | 5.7 |
|
| 4331 |
4331
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $212M | – | – | 5.5% | 61.9% | 98 | – | 0 |
|
| 4332 |
4332
Prudent Investors Network
Lake Forest,
California
| $212M | +$22.7M | +12% | 6.06% | – | 37 | 21.62% | 1.8 |
|
| 4333 |
4333
Key Financial Inc
West Chester,
Pennsylvania
| $212M | -$994K | -0.5% | 9.48% | 64.1% | 1,183 | 0.93% | 1.7 |
|
| 4334 |
4334
FC Advisory
West Chester,
Pennsylvania
| $212M | +$14.1M | +7% | 4.49% | 46.6% | 88 | 10.23% | 3.8 |
|
| 4335 |
4335
Enterprise Bank & Trust
Lowell,
Massachusetts
| $211M | +$19.2M | +10% | 8.15% | 65.9% | 99 | 15.15% | 2.5 |
|
| 4336 |
4336
Bandera Partners
New York
| $211M | -$27.3M | -11% | 15.3% | 55.4% | 17 | 17.65% | 3.7 |
|
| 4337 |
4337
Gibraltar Capital Management
Tulsa,
Oklahoma
| $211M | +$16M | +8% | 11% | 65% | 77 | 10.39% | 2.6 |
|
| 4338 |
4338
ArchPoint Investors
Coral Gables,
Florida
| $211M | -$33.6M | -14% | 0.05% | 111% | 65 | 24.62% | 3.7 |
|
| 4339 |
MHP
4339
Manatuck Hill Partners
Westport,
Connecticut
| $211M | +$14.9M | +8% | 16.6% | 556% | 122 | 46.72% | 0.9 |
|
| 4340 |
4340
Financial Insights
Tacoma,
Washington
| $211M | +$62.6M | +42% | 7.84% | 82.1% | 154 | 25.97% | 1.6 |
|
| 4341 |
LA
4341
LFL Advisers
Evanston,
Illinois
| $211M | +$22.3M | +12% | 12.2% | 83% | 11 | 0% | 4.5 |
|
| 4342 |
SIM
4342
SW Investment Management
Telluride,
Colorado
| $211M | +$11.9M | +6% | 12.9% | 143% | 8 | 0% | 1.5 |
|
| 4343 |
4343
Denver PWM
Denver,
Colorado
| $211M | +$31.5M | +18% | 7.56% | 48.6% | 110 | 26.36% | 2.3 |
|
| 4344 |
4344
SWS Partners
Columbus,
Ohio
| $211M | -$5.01M | -2% | 7.93% | 127% | 107 | 28.04% | 1.8 |
|
| 4345 |
4345
DeDora Capital
Napa,
California
| $211M | +$18.5M | +10% | 7.74% | 91.2% | 109 | 10.09% | 1.5 |
|
| 4346 |
4346
Thames Capital Management
Roseland,
New Jersey
| $211M | +$9.16M | +5% | 11.3% | 1,177% | 32 | 40.63% | 1.8 |
|
| 4347 |
4347
Outlook Wealth Advisors
Shenandoah,
Texas
| $211M | -$12.4M | -6% | 7.38% | 76% | 206 | 29.13% | 1.9 |
|
| 4348 |
4348
Pecaut & Co
Sioux City,
Iowa
| $211M | +$22M | +12% | 9.47% | 62.8% | 116 | 18.97% | 2.5 |
|
| 4349 |
4349
Builder Investment Group
Atlanta,
Georgia
| $211M | – | – | 15.7% | 169% | 90 | – | 0 |
|
| 4350 |
4350
Greenlea Lane Capital Management
Weston,
Connecticut
| $210M | -$64.8M | -24% | 4.16% | 99.7% | 11 | 9.09% | 2.5 |
|