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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
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $312M | +$12.1M | +4% | 0.9% | 81.6% | 111 | 19.82% | 2.6 |
|
| 4327 |
4327
Abound Wealth Management
Franklin,
Tennessee
| $312M | +$10.6M | +4% | 0.2% | 65.7% | 1,362 | 14.68% | 1.7 |
|
| 4328 |
4328
Shilanski & Associates
Anchorage,
Alaska
| $312M | +$3.92M | +1% | 0.91% | 84.2% | 115 | 23.48% | 1.8 |
|
| 4329 |
4329
Mirabaud & Cie
Geneva,
Switzerland
| $312M | -$33.7M | -10% | 4.82% | 151% | 65 | 20% | 0.8 |
|
| 4330 |
BC
4330
Bruce & Co
Chicago,
Illinois
| $311M | -$32.2M | -9% | 3.16% | 94.5% | 42 | 4.76% | 6 |
|
| 4331 |
4331
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $311M | +$17.8M | +6% | 2.81% | 60.3% | 40 | 32.5% | 1.7 |
|
| 4332 |
4332
LPWM LLC
Minneapolis,
Minnesota
| $311M | +$5.89M | +2% | 0.42% | 59.4% | 81 | 8.64% | 3.2 |
|
| 4333 |
4333
Chase Investment Counsel
Charlottesville,
Virginia
| $311M | +$11M | +4% | 6.03% | 350% | 151 | 29.8% | 1.5 |
|
| 4334 |
4334
Cloverfields Capital Group
Minneapolis,
Minnesota
| $311M | +$1.6M | +0.5% | 2.98% | 101% | 99 | 12.12% | 1.9 |
|
| 4335 |
4335
Dodds Wealth
Greenwood Village,
Colorado
| $311M | +$11M | +4% | 1.7% | 35.4% | 61 | 4.92% | 0.9 |
|
| 4336 |
4336
WR Wealth Planners
Columbia,
Missouri
| $311M | -$48.5M | -13% | 0.6% | 22.1% | 1,209 | 13.98% | 0.9 |
|
| 4337 |
4337
Barry Investment Advisors
New Bedford,
Massachusetts
| $311M | -$16.3M | -5% | 5.28% | 66.7% | 118 | 9.32% | 3.8 |
|
| 4338 |
KLCM
4338
KG&L Capital Management
Saint Francisville,
Louisiana
| $311M | +$991K | +0.3% | 2.18% | 91.9% | 203 | 15.76% | 2.8 |
|
| 4339 |
HA
4339
Hamel Associates
Chatham,
New Jersey
| $311M | -$16.6M | -5% | 1.72% | 50.6% | 77 | 7.79% | 6.4 |
|
| 4340 |
4340
Pacifica Capital Investments
Leander,
Texas
| $311M | +$19.1M | +7% | 9.5% | 69.8% | 17 | 23.53% | 7.7 |
|
| 4341 |
LFGO
4341
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $311M | +$16.5M | +6% | 0.5% | 64.2% | 88 | 13.64% | 1.5 |
|
| 4342 |
4342
Roanoke Asset Management
Jersey City,
New Jersey
| $311M | -$7.39M | -2% | 1.96% | 50.3% | 108 | 12.96% | 7.2 |
|
| 4343 |
4343
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $310M | -$1.71M | -0.5% | 0.55% | 19.4% | 93 | 11.83% | 2.8 |
|
| 4344 |
4344
Maridea Wealth Management
Brooklyn,
New York
| $310M | – | – | 1.99% | – | 232 | – | 0 |
|
| 4345 |
4345
PYA Waltman Capital
Knoxville,
Tennessee
| $310M | +$4.41M | +1% | 1.22% | 62.4% | 78 | 6.41% | 2.7 |
|
| 4346 |
4346
Cornercap Investment Counsel
Atlanta,
Georgia
| $310M | -$27.7M | -8% | 0.46% | 55.4% | 552 | 23.37% | 1.5 |
|
| 4347 |
4347
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $310M | +$103M | +50% | 28.6% | 282% | 42 | 40.48% | 2 |
|
| 4348 |
4348
Gradient Capital Advisors
San Diego,
California
| $310M | +$8.21M | +3% | 1.26% | 78.5% | 154 | 5.19% | 4.3 |
|
| 4349 |
4349
GoodHaven Capital Management
Millburn,
New Jersey
| $310M | +$8.48M | +3% | 1.6% | 80.7% | 27 | 3.7% | 4.9 |
|
| 4350 |
4350
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $310M | +$56.4M | +22% | 10% | 203% | 151 | 48.34% | 1.1 |
|