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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 |
4426
Legacy CG
Plano,
Texas
| $360M | +$2.81M | +0.8% | 0.52% | 62.6% | 51 | 21.57% | 1.5 |
|
| 4427 |
4427
Naman Capital
Sao Paulo,
Brazil
| $360M | +$4.27M | +1% | 5.71% | 89.9% | 13 | 7.69% | 3.3 |
|
| 4428 |
4428
Squire Investment Management Company
Orem,
Utah
| $360M | +$29.3M | +9% | 2.19% | 62.4% | 78 | 7.69% | 1.7 |
|
| 4429 |
4429
Kelly Lawrence W & Associates
Pasadens,
California
| $360M | -$51.3M | -12% | 4% | 123% | 132 | 9.85% | 6.4 |
|
| 4430 |
4430
Arcataur Capital Management
Milwaukee,
Wisconsin
| $359M | +$10.1M | +3% | 0.83% | 65.4% | 107 | 7.48% | 2.4 |
|
| 4431 |
4431
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $359M | +$6.44M | +2% | 2.36% | 110% | 48 | 41.67% | 0.7 |
|
| 4432 |
4432
Stone Summit Wealth
Miami,
Florida
| $359M | -$9.36M | -3% | 1.75% | 67% | 145 | 4.83% | 3.4 |
|
| 4433 |
4433
NFC Investments
Memphis,
Tennessee
| $359M | +$5M | +1% | 2.51% | – | 47 | 21.28% | 4.7 |
|
| 4434 |
4434
Heights Capital Management
San Francisco,
California
| $359M | +$79.9M | +29% | 11% | – | 330 | 61.52% | 0.3 |
|
| 4435 |
4435
Symmetry Peak Management
Radnor,
Pennsylvania
| $359M | -$18.8M | -5% | 4.38% | 320% | 137 | 86.86% | 0.1 |
|
| 4436 |
4436
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| $358M | +$7.82M | +2% | 1.26% | – | 148 | 6.76% | 1.1 |
|
| 4437 |
4437
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $358M | +$3.31M | +0.9% | 1.18% | 46.9% | 197 | 11.17% | 3.1 |
|
| 4438 |
4438
Granger Management
New York
| $358M | -$20.1M | -5% | 1.53% | 69.9% | 6 | 0% | 4.5 |
|
| 4439 |
FP
4439
Financial Perspectives
Minneapolis,
Minnesota
| $358M | -$13M | -3% | 3.18% | 104% | 725 | 2.76% | 4.6 |
|
| 4440 |
4440
Southern Financial Group
Birmingham,
Alabama
| $358M | +$8.72M | +2% | 0.8% | – | 93 | 11.83% | 0.2 |
|
| 4441 |
RM
4441
Rudius Management
New York
| $358M | -$103M | -22% | 8.76% | 8.92% | 7 | 71.43% | 1.3 |
|
| 4442 |
4442
Manske Wealth Management
Houston,
Texas
| $357M | +$18.6M | +5% | 2.26% | – | 223 | 7.62% | 1.1 |
|
| 4443 |
4443
Sterling Investment Counsel
Buffalo,
New York
| $357M | +$7.84M | +2% | 2.23% | 93.8% | 210 | 17.62% | 1.5 |
|
| 4444 |
CCM
4444
Contrarian Capital Management
Greenwich,
Connecticut
| $357M | -$23M | -6% | 3.78% | 29.4% | 25 | 20% | 2.6 |
|
| 4445 |
4445
Holowesko Partners
Nassau,
Bahamas
| $357M | +$69.3M | +24% | 0.58% | 51.1% | 34 | 26.47% | 3 |
|
| 4446 |
4446
Pioneer Wealth Management Group
Austin,
Texas
| $357M | +$27.2M | +8% | 0.18% | – | 55 | 12.73% | 2.1 |
|
| 4447 |
4447
BigSur Wealth Management
Miami,
Florida
| $356M | -$55.8M | -14% | 2% | 94.8% | 172 | 12.21% | 4.3 |
|
| 4448 |
4448
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $356M | -$321M | -47% | 1.61% | 61.6% | 128 | 24.22% | 2.5 |
|
| 4449 |
4449
Accretive Wealth Partners
Parsippany,
New Jersey
| $356M | +$18.9M | +6% | 0.97% | 64.4% | 184 | 19.02% | 2.7 |
|
| 4450 |
4450
Sandbox Financial Partners
Bethesda,
Maryland
| $356M | -$5.76M | -2% | 4.37% | 69.6% | 129 | 13.95% | 2.9 |
|