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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
PA
4351
Paragon Advisors
College Station,
Texas
| $201M | -$38.2M | -16% | 25% | 109% | 86 | 44.19% | 1.1 |
|
| 4352 |
4352
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $201M | -$42.1M | -17% | 15.6% | 61.9% | 89 | 14.61% | 1.2 |
|
| 4353 |
4353
Lapides Asset Management
Greenwich,
Connecticut
| $200M | -$27.6M | -12% | 14.7% | 63% | 68 | 19.12% | 2.8 |
|
| 4354 |
4354
Delta Financial Advisors
New Orleans,
Louisiana
| $200M | -$33.8M | -14% | 13.2% | 96% | 119 | 3.36% | 2.6 |
|
| 4355 |
4355
Geometric Wealth Advisors
Washington,
District of Columbia
| $200M | +$167M | +500% | 15% | 62.1% | 39 | 41.03% | 0.3 |
|
| 4356 |
4356
Acima Private Wealth
Richmond,
Virginia
| $200M | -$16.2M | -7% | 11.1% | 51.1% | 242 | 4.96% | 2.9 |
|
| 4357 |
FRM
4357
Fox Run Management
Greenwich,
Connecticut
| $200M | +$20.7M | +12% | 18.4% | 64% | 814 | 81.7% | 0.1 |
|
| 4358 |
E
4358
ETFidea
Syracuse,
New York
| $200M | -$31.6M | -14% | 15.2% | 22.7% | 115 | 13.91% | 0.5 |
|
| 4359 |
4359
My Legacy Advisors
Bend,
Oregon
| $200M | -$15.4M | -7% | 11.8% | 49.1% | 214 | 24.77% | 0.2 |
|
| 4360 |
4360
Colton Groome Financial Advisors
Asheville,
North Carolina
| $200M | -$16.2M | -7% | 9.43% | 65.8% | 121 | 22.31% | 1.2 |
|
| 4361 |
4361
S.R. Schill & Associates
Mercer Island,
Washington
| $200M | -$37.8M | -16% | 14% | 42.7% | 81 | 22.22% | 3 |
|
| 4362 |
4362
Mountain Capital Investment Advisors
Westminster,
Colorado
| $200M | -$11.8M | -6% | 11.4% | 63.3% | 96 | 30.21% | 1.6 |
|
| 4363 |
4363
Voce Capital Management
San Francisco,
California
| $200M | -$53.2M | -21% | 18.4% | 69.2% | 11 | 18.18% | 2.5 |
|
| 4364 |
4364
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $200M | -$8.85M | -4% | 11.4% | 27.4% | 53 | 22.64% | 1.8 |
|
| 4365 |
4365
True Wind Capital Management
San Francisco,
California
| $200M | -$112M | -36% | 34.1% | 119% | 3 | 0% | 0.5 |
|
| 4366 |
OIA
4366
Optimum Investment Advisors
Chicago,
Illinois
| $200M | -$37.6M | -16% | 13.6% | 125% | 915 | 14.21% | 3.8 |
|
| 4367 |
CNBT
4367
Cornerstone National Bank & Trust
Palatine,
Illinois
| $200M | -$27.2M | -12% | 10.1% | 38.5% | 61 | 3.28% | 2.2 |
|
| 4368 |
BE
4368
Bonness Enterprises
Washington,
District of Columbia
| $200M | -$17.6M | -8% | 6.32% | 98.6% | 40 | 0% | 8.2 |
|
| 4369 |
4369
Henry James International Management
New York
| $200M | -$54M | -21% | 12.4% | 125% | 141 | 21.99% | 2.6 |
|
| 4370 |
MHP
4370
Manatuck Hill Partners
Westport,
Connecticut
| $200M | -$57M | -22% | 10.7% | 556% | 142 | 54.23% | 0.9 |
|
| 4371 |
SA
4371
SAM Advisors
Oakhurst,
California
| $200M | -$31.6M | -14% | 14.8% | 57.5% | 38 | 10.53% | 0.6 |
|
| 4372 |
4372
Titus Wealth Management
Larskpur,
California
| $200M | -$22.3M | -10% | 14.2% | 26.6% | 177 | 16.38% | 2.4 |
|
| 4373 |
4373
Seven Springs Wealth Group
Brentwood,
Tennessee
| $200M | -$11.4M | -5% | 6.47% | 59.2% | 68 | 10.29% | 1.9 |
|
| 4374 |
4374
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $199M | -$34.8M | -15% | 12.3% | 59.6% | 130 | 20% | 1.6 |
|
| 4375 |
4375
Rappaport Reiches Capital Management
Skokie`,
Illinois
| $199M | +$11.9M | +6% | 8.97% | 17.6% | 91 | 20.88% | 0.7 |
|