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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
ICMP
4426
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $113M | -$6.05M | -5% | 0.13% | 39.7% | 31 | 16.13% | 0.6 |
|
| 4427 |
4427
Kendall Capital Management
Rockville,
Maryland
| $113M | +$2.62M | +2% | 2.26% | 120% | 122 | 12.3% | 1.3 |
|
| 4428 |
4428
Protective Life
Birmingham,
Alabama
| $113M | +$3.65M | +3% | 1.42% | 38.4% | 15 | 20% | 0.8 |
|
| 4429 |
4429
Mountain Capital Investment Advisors
Westminster,
Colorado
| $113M | +$6.65M | +6% | 1.92% | 63.3% | 49 | 6.12% | 1.2 |
|
| 4430 |
4430
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $113M | +$4.94M | +5% | 3.97% | 61.1% | 112 | 7.14% | 3.8 |
|
| 4431 |
4431
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $113M | -$659K | -0.6% | 1.24% | 67.8% | 129 | 5.43% | 4.9 |
|
| 4432 |
4432
Smart Portfolios LLC
Seattle,
Washington
| $113M | +$2.7M | +2% | 0.28% | 41.3% | 53 | 22.64% | 1.3 |
|
| 4433 |
4433
First Dallas Securities
Dallas,
Texas
| $113M | -$1.54M | -1% | 1.81% | 163% | 93 | 17.2% | 3.2 |
|
| 4434 |
BRC
4434
Bell Rock Capital
Rehoboth Beach,
Delaware
| $113M | -$1.11M | -1% | 1.71% | – | 396 | 14.9% | 2.1 |
|
| 4435 |
4435
Baldrige Asset Management
Allentown,
Pennsylvania
| $113M | +$4.26M | +4% | 1.1% | 43.5% | 84 | 10.71% | 0.5 |
|
| 4436 |
4436
Holistic Financial Partners
Indianapolis,
Indiana
| $113M | +$12.4M | +12% | 0.6% | 95.7% | 104 | 32.69% | 0.8 |
|
| 4437 |
4437
Defender Capital
Charlotte,
North Carolina
| $113M | -$10.9M | -9% | 5.81% | 101% | 18 | 11.11% | 0.7 |
|
| 4438 |
4438
Claro Advisors
Boston,
Massachusetts
| $113M | +$4.38M | +4% | 1.54% | 85.5% | 171 | 11.7% | 0.6 |
|
| 4439 |
4439
Guardian Investment Management
Tiburon,
California
| $113M | -$2.38M | -2% | 1.94% | 89.7% | 60 | 18.33% | 4.2 |
|
| 4440 |
4440
Stamos Capital Partners
Menlo Park,
California
| $112M | +$12.5M | +13% | 0.86% | 36.7% | 57 | 33.33% | 0.6 |
|
| 4441 |
4441
EDMP Inc
Lutz,
Florida
| $112M | +$3.29M | +3% | 0.06% | 78% | 54 | 16.67% | 3.3 |
|
| 4442 |
4442
Hoover Financial Advisors
Malvern,
Pennsylvania
| $112M | +$3.62M | +3% | 1.8% | – | 65 | 12.31% | 0.7 |
|
| 4443 |
4443
Legacy Financial Strategies
Overland Park,
Kansas
| $112M | +$5.2M | +5% | 1.47% | 76.7% | 64 | 17.19% | 1.3 |
|
| 4444 |
4444
Georgetown University
Washington,
District of Columbia
| $112M | – | – | 1.33% | 79.9% | 8 | – | 0.1 |
|
| 4445 |
4445
Northstar Capital Management
New York
| $112M | -$269K | -0.2% | 0.9% | – | 90 | 4.44% | 1.4 |
|
| 4446 |
4446
Wilshire Advisors
Santa Monica,
California
| $112M | -$927K | -0.8% | 0.61% | 118% | 26 | 7.69% | 2.8 |
|
| 4447 |
LFGH
4447
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $112M | -$4.91M | -4% | 2.37% | 12.9% | 30 | 16.67% | 1.3 |
|
| 4448 |
4448
Providence Wealth Advisors
Frankfort,
Illinois
| $112M | +$4.55M | +4% | 1.43% | 112% | 87 | 13.79% | 1.1 |
|
| 4449 |
4449
RiverGlades Family Offices
Naples,
Florida
| $112M | -$25K | -0% | 0.13% | – | 66 | 6.06% | 0.6 |
|
| 4450 |
4450
Reston Wealth Management
Reston,
Virginia
| $112M | -$15.4M | -12% | 0.39% | 60.7% | 55 | 23.64% | 0.6 |
|