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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
OIWM
4401
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| $145M | +$4.57M | +3% | 4.87% | – | 74 | 4.05% | 1.4 |
|
| 4402 |
ICM
4402
IMS Capital Management
Portland,
Oregon
| $145M | +$14.2M | +11% | 11.7% | 119% | 135 | 6.67% | 3.2 |
|
| 4403 |
FCCM
4403
First City Capital Management
Savannah,
Georgia
| $145M | +$8.58M | +6% | 7.26% | 76.5% | 143 | 9.79% | 4.5 |
|
| 4404 |
ILM
4404
Indigo Latam Management
Phoenix,
Arizona
| $145M | +$5.71M | +4% | 4.1% | 39.3% | 1 | 0% | 6 |
|
| 4405 |
SAM
4405
Selway Asset Management
| $145M | +$8.99M | +7% | 9.78% | 36.5% | 73 | 8.22% | 3.5 |
|
| 4406 |
JAM
4406
JLP Asset Management
New York
| $145M | -$4.87M | -3% | 2.45% | 16.1% | 34 | 20.59% | 0.8 |
|
| 4407 |
FGAM
4407
Financial Gravity Asset Management
Lakeway,
Texas
| $145M | +$29M | +25% | 6.98% | – | 1,894 | 38.23% | 1.2 |
|
| 4408 |
HCM
4408
Hutner Capital Management
Manchester,
Vermont
| $145M | +$3.8M | +3% | 4.72% | 52.2% | 43 | 2.33% | 2.7 |
|
| 4409 |
TFCM
4409
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $145M | +$6.87M | +5% | 8.09% | 131% | 88 | 6.82% | 2.9 |
|
| 4410 |
BWI
4410
Beacon Wealthcare Inc
Raleigh,
North Carolina
| $145M | +$6.19M | +4% | 4.15% | 31.6% | 10 | 0% | 1.7 |
|
| 4411 |
GP
4411
Geneva Partners
Lake Geneva,
Wisconsin
| $145M | +$16.5M | +13% | 7.16% | 401% | 80 | 30% | 1.7 |
|
| 4412 |
PIP
4412
Peachtree Investment Partners
Indian River Shores,,
Florida
| $145M | +$19.3M | +15% | 8.92% | 92.2% | 87 | 33.33% | 0.6 |
|
| 4413 |
4413
Thrive Capital Management (New York)
New York
| $145M | +$18.9M | +15% | 20.4% | 205% | 5 | 20% | 0.6 |
|
| 4414 |
IIM
4414
Ironwood Investment Management
Boston,
Massachusetts
| $145M | +$11.4M | +9% | 18.1% | 164% | 159 | 9.43% | 4.3 |
|
| 4415 |
APW
4415
Acima Private Wealth
Richmond,
Virginia
| $145M | +$13.9M | +11% | 6.72% | 51.1% | 310 | 14.52% | 0.8 |
|
| 4416 |
CF
4416
Corrigan Financial
Middletown,
Rhode Island
| $145M | +$10.1M | +7% | 7.46% | 9.54% | 70 | 4.29% | 2.6 |
|
| 4417 |
KMWM
4417
Keudell/Morrison Wealth Management
Salem,
Oregon
| $145M | +$23.4M | +19% | 7.45% | – | 159 | 8.18% | 0.7 |
|
| 4418 |
LFWA
4418
LBJ Family Wealth Advisors
Austin,
Texas
| $145M | +$11.6M | +9% | 17% | 64.9% | 19 | 5.26% | 4.7 |
|
| 4419 |
TC
4419
Truvestments Capital
Sarasota,
Florida
| $144M | -$9.15M | -6% | 7.39% | 131% | 704 | 80.26% | 1.4 |
|
| 4420 |
CAM
4420
Concorde Asset Management
Ann Arbor,
Michigan
| $144M | +$14.5M | +11% | 6.93% | – | 164 | 27.44% | 2 |
|
| 4421 |
GAMC
4421
Garner Asset Management Corp
Plano,
Texas
| $144M | +$10.1M | +8% | 6.49% | 95.3% | 149 | 4.03% | 2.1 |
|
| 4422 |
PB
4422
Pinnacle Bancorp
Beatrice,
Nebraska
| $144M | -$30.9M | -18% | 7.2% | 68.3% | 725 | 12.69% | 2.2 |
|
| 4423 |
SI
4423
Sensato Investors
San Francisco,
California
| $144M | -$118M | -45% | 12.9% | 75.8% | 60 | 51.67% | 1 |
|
| 4424 |
SJIM
4424
St. Johns Investment Management
Jacksonville,
Florida
| $144M | +$9.86M | +7% | 8.67% | 80.9% | 170 | 9.41% | 4.3 |
|
| 4425 |
CGI
4425
Calixto Global Investors
Coral Gables,
Florida
| $144M | +$14.9M | +12% | 20.4% | 180% | 15 | 33.33% | 0.6 |
|