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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
Security Benefit Life Insurance Company
Topeka,
Kansas
| $307M | +$109M | +55% | 20% | 61.7% | 29 | 34.48% | 2.2 |
|
| 4377 |
4377
Channel Wealth
Santa Barbara,
California
| $307M | +$3.39M | +1% | 0.51% | 59.3% | 178 | 17.98% | 1.3 |
|
| 4378 |
4378
B&I Capital
Zurich,
Switzerland
| $307M | -$38.1M | -11% | 7.19% | 30.5% | 34 | 41.18% | 1.8 |
|
| 4379 |
4379
TIFF Advisory Services
Radnor,
Pennsylvania
| $307M | +$6.03M | +2% | 2.94% | 86.3% | 20 | 15% | 1.8 |
|
| 4380 |
4380
Chapin Davis
Baltimore,
Maryland
| $307M | -$2.18M | -0.7% | 2.65% | 339% | 233 | 0.86% | 1.6 |
|
| 4381 |
4381
Precedent Wealth Partners
Houston,
Texas
| $306M | +$3.28M | +1% | 0.3% | 61.1% | 152 | 9.21% | 0.8 |
|
| 4382 |
4382
Prime Buchholz
Portsmouth,
New Hampshire
| $306M | – | – | 3% | – | 31 | – | 0 |
|
| 4383 |
4383
Deepwater Asset Management
Minneapolis,
Minnesota
| $306M | +$21.6M | +8% | 6.08% | 142% | 26 | 23.08% | 1.1 |
|
| 4384 |
4384
Droms Strauss Advisors
St. Louis,
Missouri
| $306M | +$23.9M | +8% | 1.6% | 74.5% | 73 | 13.7% | 3.2 |
|
| 4385 |
4385
Patriot Financial Partners
Radnor,
Pennsylvania
| $306M | +$23M | +8% | 6.87% | 16.6% | 9 | 11.11% | 4.6 |
|
| 4386 |
4386
Alight Capital Management
New York
| $306M | +$16.7M | +6% | 16.2% | 466% | 74 | 50% | 0.7 |
|
| 4387 |
4387
TrueFG
Cedar Park,
Texas
| $306M | +$237K | +0.1% | 2.06% | 54.2% | 54 | 5.56% | 3.3 |
|
| 4388 |
4388
Regimen Wealth
Atlanta,
Georgia
| $306M | -$2.91M | -0.9% | 2.47% | 34.4% | 70 | 15.71% | 1.4 |
|
| 4389 |
4389
Highline Wealth Partners
Sherman Oaks,
California
| $306M | +$7.17M | +2% | 3.99% | 93.8% | 668 | 19.31% | 1.3 |
|
| 4390 |
4390
Wells Trecaso Financial Group
Akron,
Ohio
| $306M | +$1.97M | +0.6% | 2.29% | 108% | 92 | 4.35% | 4.9 |
|
| 4391 |
4391
CM Wealth Advisors
Beachwood,
Ohio
| $306M | -$2.87M | -0.9% | 1.21% | 64.7% | 87 | 6.9% | 1.6 |
|
| 4392 |
4392
Crossingbridge Advisors
Pleasantville,
New York
| $306M | +$174M | +133% | 0.04% | – | 95 | 57.89% | 0.3 |
|
| 4393 |
WHAM
4393
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $306M | +$118M | +63% | 3.9% | 98.1% | 27 | 11.11% | 1.6 |
|
| 4394 |
4394
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $305M | +$32.6M | +12% | 0.04% | 71.1% | 105 | 17.14% | 3.7 |
|
| 4395 |
4395
Tyro Capital Management
Miami,
Florida
| $305M | -$4.5M | -1% | 7.14% | – | 16 | 31.25% | 0.6 |
|
| 4396 |
HH
4396
HWG Holdings
Houston,
Texas
| $305M | +$14.7M | +5% | 7.6% | – | 57 | 22.81% | 3 |
|
| 4397 |
4397
Leading Edge Financial Planning
Knoxville,
Tennessee
| $305M | +$6.24M | +2% | 2.26% | 48.6% | 61 | 16.39% | 1.4 |
|
| 4398 |
4398
BankPlus Trust Department
Jackson,
Mississippi
| $305M | – | – | 1.55% | – | 471 | – | 0 |
|
| 4399 |
4399
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $305M | +$1.45M | +0.5% | 0.82% | 67.5% | 107 | 9.35% | 2.6 |
|
| 4400 |
4400
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| $305M | – | – | 2.22% | – | 159 | – | 0 |
|