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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 |
4351
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $303M | -$141M | -32% | 3.67% | 39.2% | 10 | 40% | 1.1 |
|
| 4352 |
4352
Operose Advisors
Milwaukee,
Wisconsin
| $302M | +$9.6M | +3% | 1.42% | 68.8% | 459 | 23.53% | 2.1 |
|
| 4353 |
LI
4353
LHM Inc
Sandy,
Utah
| $302M | -$12.6M | -4% | 6.01% | – | 25 | 20% | 0.8 |
|
| 4354 |
4354
West Michigan Advisors
Holland,
Michigan
| $302M | -$29.7M | -9% | 4.07% | 86.6% | 256 | 28.13% | 1.7 |
|
| 4355 |
4355
Court Place Advisors
Ellicott City,
Maryland
| $301M | -$6.87M | -2% | 0.49% | 92% | 150 | 2% | 7.6 |
|
| 4356 |
4356
11 Capital Partners
Darien,
Connecticut
| $301M | +$52.8M | +21% | 4.03% | 101% | 19 | 21.05% | 1.6 |
|
| 4357 |
4357
Divergent Planning
Bethesda,
Maryland
| $301M | +$9.01M | +3% | 1.99% | 43.3% | 31 | 12.9% | 2.5 |
|
| 4358 |
4358
Almitas Capital
Santa Monica,
California
| $301M | -$155M | -34% | 6.08% | 86.1% | 106 | 37.74% | 0.9 |
|
| 4359 |
4359
DoubleLine ETF Adviser
Tampa,
Florida
| $301M | -$69.4M | -19% | 0.14% | 51.6% | 196 | 37.76% | 0.6 |
|
| 4360 |
4360
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $301M | -$119M | -28% | 4.26% | 47.9% | 19 | 36.84% | 1.2 |
|
| 4361 |
HC
4361
Headland Capital
Mt. Pleasant,
South Carolina
| $301M | +$8.63M | +3% | 2.48% | – | 72 | 40.28% | 0.2 |
|
| 4362 |
4362
Performa Ltd (US)
Charleston,
South Carolina
| $301M | +$16.6M | +6% | 2.98% | 59.6% | 65 | 38.46% | 2.1 |
|
| 4363 |
4363
Fiduciary Family Office
Boca Raton,
Florida
| $301M | -$39.3M | -12% | 4.42% | 97.3% | 249 | 94.78% | 0.1 |
|
| 4364 |
4364
Cannell Capital
Alta,
Wyoming
| $301M | -$187M | -38% | 6.76% | 127% | 60 | 28.33% | 2.1 |
|
| 4365 |
WA
4365
WP Advisors
San Francisco,
California
| $300M | +$192K | +0.1% | 1.59% | 113% | 115 | 14.78% | 4.3 |
|
| 4366 |
4366
Triumph Capital Management
Denver,
Colorado
| $300M | +$8.03M | +3% | 2.01% | 55.5% | 304 | 19.41% | 1.3 |
|
| 4367 |
4367
Howard Bailey Securities
Fort Wayne,
Indiana
| $300M | +$30.8M | +11% | 1.08% | – | 186 | 28.49% | 0.4 |
|
| 4368 |
4368
Wells Trecaso Financial Group
Akron,
Ohio
| $300M | -$6.07M | -2% | 2.36% | 108% | 94 | 8.51% | 4.9 |
|
| 4369 |
4369
West Branch Capital
Amherst,
Massachusetts
| $300M | -$13.7M | -4% | 5.05% | 156% | 587 | 16.87% | 2.9 |
|
| 4370 |
4370
BankPlus Trust Department
Jackson,
Mississippi
| $300M | -$5.11M | -2% | 1.81% | – | 519 | 17.73% | 0.2 |
|
| 4371 |
4371
Abound Wealth Management
Franklin,
Tennessee
| $300M | -$12.1M | -4% | 3.11% | 65.7% | 1,342 | 14.16% | 1.8 |
|
| 4372 |
4372
Boulay Financial Advisors
Eden Prairie,
Minnesota
| $299M | – | – | 2.85% | – | 2 | – | 0 |
|
| 4373 |
4373
Great Oak Capital Partners
South Easton,
Massachusetts
| $299M | $0 | 0% | 0.64% | – | 32 | 0% | 1.2 |
|
| 4374 |
4374
Palumbo Wealth Management
Great Neck,
New York
| $299M | +$31.3M | +12% | 1.21% | 115% | 199 | 18.09% | 1.8 |
|
| 4375 |
4375
Investment Advisory Group
Hanover,
Massachusetts
| $299M | +$304K | +0.1% | 1.92% | 61.6% | 174 | 6.9% | 2.3 |
|