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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 |
4376
Westbourne Investment Advisors
Annapolis,
Maryland
| $220M | -$1.11M | -0.5% | 1.17% | 107% | 88 | 9.09% | 2.5 |
|
| 4377 |
4377
Ellsworth Advisors
Hudson,
Ohio
| $220M | +$15M | +7% | 0.13% | 131% | 163 | 19.63% | 0.7 |
|
| 4378 |
4378
Aprio Wealth Management
Atlanta,
Georgia
| $219M | +$8.03M | +4% | 1.04% | 66.1% | 78 | 17.95% | 1 |
|
| 4379 |
4379
Portland Investment Counsel
Burlington,
Ontario, Canada
| $219M | +$16.5M | +8% | 5.79% | 108% | 42 | 11.9% | 2.7 |
|
| 4380 |
4380
Financial & Tax Architects
St Louis,
Missouri
| $219M | +$15.4M | +8% | 0.96% | 50.2% | 111 | 26.13% | 0.4 |
|
| 4381 |
4381
Packer & Co
Cottesloe,
Australia
| $219M | – | – | 3.66% | – | 2 | – | 3.3 |
|
| 4382 |
4382
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $219M | -$15.3M | -7% | 2.13% | 75.2% | 21 | 23.81% | 1 |
|
| 4383 |
4383
Arthedge Capital Management
Jericho,
New York
| $219M | -$9.18M | -4% | 3.04% | 80.7% | 18 | 5.56% | 0.6 |
|
| 4384 |
4384
Hayek Kallen Investment Management
Fairhope,
Alabama
| $219M | -$18.7M | -8% | 1.53% | 71.9% | 77 | 9.09% | 5.2 |
|
| 4385 |
4385
Ogorek Anthony Joseph
Williamsville,
New York
| $219M | -$4.21M | -2% | 0.16% | 61.1% | 236 | 15.68% | 2.4 |
|
| 4386 |
4386
MBM Wealth Consultants
Chesterfield,
Missouri
| $219M | +$5.91M | +3% | 0.83% | 57.1% | 302 | 12.91% | 1.8 |
|
| 4387 |
FBT
4387
First Bank & Trust
Brookings,
South Dakota
| $219M | +$11.7M | +6% | 0.61% | 85.6% | 437 | 5.03% | 2.8 |
|
| 4388 |
4388
Bison Wealth
Atlanta,
Georgia
| $219M | -$9.9M | -4% | 0.93% | 37.4% | 491 | 9.37% | 2.3 |
|
| 4389 |
4389
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $219M | -$5.2M | -2% | 1.04% | 66.8% | 112 | 2.68% | 4.7 |
|
| 4390 |
4390
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $219M | +$7.13M | +3% | 3.59% | 30.7% | 49 | 2.04% | 1.1 |
|
| 4391 |
4391
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $219M | -$6.58M | -3% | 0.94% | 116% | 309 | 8.09% | 0.7 |
|
| 4392 |
4392
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $218M | +$1.43M | +0.7% | 0.02% | 80% | 83 | 3.61% | 3 |
|
| 4393 |
LA
4393
LFL Advisers
Evanston,
Illinois
| $218M | +$4.16M | +2% | 2.63% | 83% | 11 | 0% | 3.3 |
|
| 4394 |
4394
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $218M | -$2.85M | -1% | 2.21% | 71.1% | 157 | 7.64% | 0.5 |
|
| 4395 |
4395
IFG Advisors
St. Louis,
Missouri
| $218M | +$8.18M | +4% | 0.63% | 78.7% | 104 | 4.81% | 1.4 |
|
| 4396 |
4396
Gradient Capital Advisors
San Diego,
California
| $218M | +$4.73M | +2% | 0.08% | 78.5% | 124 | 8.06% | 2.5 |
|
| 4397 |
SEP
4397
Southland Equity Partners
Wildwood,
Missouri
| $218M | +$5.93M | +3% | 0.17% | 66.1% | 172 | 12.21% | 0.6 |
|
| 4398 |
PAM
4398
Pegasus Asset Management
Montebello,
New York
| $218M | +$3.41M | +2% | 0.2% | 89% | 76 | 2.63% | 3 |
|
| 4399 |
4399
Cabot-Wellington
Boston,
Massachusetts
| $218M | -$2.9M | -1% | 0.45% | 65% | 17 | 0% | 4.4 |
|
| 4400 |
4400
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $218M | -$3.64M | -2% | 1.65% | 68.6% | 67 | 17.91% | 1.2 |
|