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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
CIM
4376
CIM Investment Management
Pittsburgh,
Pennsylvania
| $417M | +$42.4M | +11% | 29.2% | 123% | 289 | 17.65% | 4.5 |
|
| 4377 |
4377
McMill Wealth Management
Norfolk,
Nebraska
| $417M | +$40.8M | +11% | 3.6% | – | 63 | 12.7% | 0.8 |
|
| 4378 |
4378
Stevens Capital Management
Radnor,
Pennsylvania
| $417M | -$233M | -36% | 43.4% | 108% | 327 | 66.97% | 0.4 |
|
| 4379 |
4379
Anchyra Partners
Atlanta,
Georgia
| $416M | +$86.9M | +26% | 28.1% | – | 373 | 32.44% | 0.3 |
|
| 4380 |
4380
Revisor Wealth Management
Akron,
Ohio
| $416M | +$54.1M | +15% | 15.2% | 72% | 392 | 21.94% | 1.3 |
|
| 4381 |
4381
Rosenblum Silverman Sutton
San Francisco,
California
| $416M | +$33.9M | +9% | 9.57% | 90.1% | 84 | 14.29% | 6.1 |
|
| 4382 |
CWM
4382
Capital Wealth Management
W. Warwick,
Rhode Island
| $416M | +$46.3M | +13% | 9.17% | 51.3% | 39 | 12.82% | 3.8 |
|
| 4383 |
4383
Prasad Wealth Partners
Independence,
Ohio
| $416M | +$48.2M | +13% | 14.2% | – | 167 | 16.77% | 1 |
|
| 4384 |
WPI
4384
Walter Public Investments
Westmount,
Canada
| $416M | -$2.58M | -0.6% | 16.4% | 72.7% | 58 | 25.86% | 1.7 |
|
| 4385 |
4385
BigSur Wealth Management
Miami,
Florida
| $415M | +$59M | +17% | 13.8% | 94.8% | 178 | 13.48% | 4.3 |
|
| 4386 |
4386
Squire Investment Management Company
Orem,
Utah
| $415M | +$55.5M | +15% | 11.5% | – | 89 | 14.61% | 1.7 |
|
| 4387 |
4387
KFA Private Wealth Group
Tysons,
Virginia
| $415M | -$1.4M | -0.3% | 14.2% | 62.8% | 176 | 23.86% | 2.6 |
|
| 4388 |
4388
Oldfield Partners
London,
United Kingdom
| $415M | +$21.5M | +5% | 13.2% | 90.3% | 19 | 10.53% | 4.3 |
|
| 4389 |
4389
Winthrop Capital Management
Carmel,
Indiana
| $414M | +$24.6M | +6% | 11.9% | – | 406 | 25.86% | 1.5 |
|
| 4390 |
4390
Pioneer Wealth Management Group
Austin,
Texas
| $414M | +$57.4M | +16% | 8.43% | – | 55 | 9.09% | 2.1 |
|
| 4391 |
4391
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $414M | +$47.6M | +13% | 16.7% | 84.3% | 773 | 13.97% | 1.4 |
|
| 4392 |
4392
Colton Groome Financial Advisors
Asheville,
North Carolina
| $414M | +$62.4M | +18% | 11.6% | 65.8% | 168 | 20.83% | 2.5 |
|
| 4393 |
4393
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| $414M | +$43M | +12% | 13.1% | – | 195 | 11.28% | 1.2 |
|
| 4394 |
HCM
4394
Hudson Capital Management
Ramsey,
New Jersey
| $414M | +$26.7M | +7% | 9.09% | 66.8% | 79 | 11.39% | 4.3 |
|
| 4395 |
4395
Vision Retirement
Ridgewood,
New Jersey
| $414M | +$62.1M | +18% | 22.4% | – | 696 | 17.67% | 0.4 |
|
| 4396 |
4396
BNC Wealth Management
Beaverton,
Oregon
| $414M | +$53.2M | +15% | 29.4% | 204% | 121 | 24.79% | 2.9 |
|
| 4397 |
4397
Siena Capital Partners
Chicago,
Illinois
| $413M | +$28M | +7% | 6.85% | 44.2% | 104 | 6.73% | 4.3 |
|
| 4398 |
SIM
4398
Synergy Investment Management
Altamonte Springs,
Florida
| $413M | +$108M | +35% | 14.8% | – | 1,200 | 33.67% | 0.3 |
|
| 4399 |
WA
4399
WP Advisors
San Francisco,
California
| $413M | +$26.8M | +7% | 13.7% | 113% | 128 | 17.19% | 4.7 |
|
| 4400 |
4400
JRM Investment Counsel
Omaha,
Nebraska
| $413M | +$37.9M | +10% | 8.06% | 65.5% | 21 | 0% | 6.2 |
|