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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
TrueFG
Cedar Park,
Texas
| $373M | +$10.7M | +3% | 1.47% | 54.2% | 70 | 11.43% | 3.2 |
|
| 4377 |
4377
Siena Capital Partners
Chicago,
Illinois
| $372M | +$23.1M | +7% | 3.64% | 44.2% | 103 | 9.71% | 4.3 |
|
| 4378 |
4378
Argos Wealth Advisors
Sacramento,
California
| $372M | – | – | 6.97% | – | 212 | – | 0 |
|
| 4379 |
4379
BridgePort Financial Solutions
Fairfield,
Iowa
| $372M | +$126K | +0% | 2.99% | – | 256 | 14.06% | 0.7 |
|
| 4380 |
4380
PYA Waltman Capital
Knoxville,
Tennessee
| $372M | -$983K | -0.3% | 3.95% | 62.4% | 83 | 13.25% | 3.5 |
|
| 4381 |
4381
Access Investment Management
Atlanta,
Georgia
| $372M | $0 | 0% | 0.31% | – | 167 | 0% | 1.2 |
|
| 4382 |
4382
Hel Ved Capital Management
Central,
Hong Kong
| $372M | -$103M | -22% | 28.5% | 1,351% | 101 | 73.27% | 0.3 |
|
| 4383 |
EFH
4383
Eaton Financial Holdings
Coral Springs,
Florida
| $372M | +$17.2M | +5% | 3.23% | – | 137 | 13.87% | 1.1 |
|
| 4384 |
4384
Muhlenkamp & Co
Wexford,
Pennsylvania
| $372M | +$3.92M | +1% | 3.12% | 107% | 31 | 9.68% | 4.8 |
|
| 4385 |
CPH
4385
C Partners Holding
Zurich,
Switzerland
| $372M | -$9.5M | -2% | 1.87% | 25.6% | 10 | 20% | 6.2 |
|
| 4386 |
4386
EPG Wealth Management
Atlanta,
Georgia
| $372M | +$8.49M | +2% | 2.61% | 108% | 334 | 8.68% | 1.1 |
|
| 4387 |
FP
4387
Financial Perspectives
Minneapolis,
Minnesota
| $371M | +$10.6M | +3% | 2.54% | 104% | 752 | 9.18% | 4.4 |
|
| 4388 |
4388
May Hill Capital
Cohasset,
Massachusetts
| $371M | +$29.7M | +9% | 3.16% | – | 213 | 17.37% | 0.8 |
|
| 4389 |
4389
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $371M | +$5.78M | +2% | 2.13% | – | 164 | 9.76% | 3.4 |
|
| 4390 |
4390
Straight Path Wealth Management
Jenison,
Michigan
| $371M | +$52.4K | +0% | 1.22% | 70.4% | 153 | 23.53% | 1.7 |
|
| 4391 |
4391
Fairway Wealth
Independence,
Ohio
| $371M | +$14.4M | +4% | 0.82% | 51.5% | 245 | 40% | 0.9 |
|
| 4392 |
4392
Fruth Investment Management
Houston,
Texas
| $371M | +$1.44M | +0.4% | 1.74% | 79.4% | 222 | 4.95% | 8.7 |
|
| 4393 |
4393
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $371M | +$131M | +55% | 2.54% | 84.1% | 708 | 17.8% | 2.5 |
|
| 4394 |
4394
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $371M | -$35.5M | -9% | 3.18% | 96.4% | 66 | 16.67% | 6.7 |
|
| 4395 |
4395
ARQ Wealth Advisors
Scottsdale,
Arizona
| $371M | +$32.6M | +10% | 2.95% | 59.3% | 137 | 3.65% | 2 |
|
| 4396 |
4396
Mudrick Capital Management
New York
| $370M | -$25.6M | -6% | 3.51% | 212% | 3 | 33.33% | 0.9 |
|
| 4397 |
4397
Compass Advisory Group
Melville,
New York
| $370M | +$13.8M | +4% | 1.94% | 49.2% | 85 | 4.71% | 3.2 |
|
| 4398 |
4398
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $370M | +$10.7M | +3% | 4.45% | 81% | 98 | 4.08% | 6.3 |
|
| 4399 |
EC
4399
Euclidean Capital
New York
| $369M | +$131M | +55% | 2.42% | 79.7% | 12 | 8.33% | 3.5 |
|
| 4400 |
4400
Werba Rubin Papier Wealth Management
San Jose,
California
| $369M | -$250M | -40% | 1.66% | 73.5% | 275 | 28% | 1.5 |
|