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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
BOC
4451
Barbara Oil Co
Chicago,
Illinois
| $213M | -$3.53M | -2% | 0.87% | 76.9% | 89 | 3.37% | 5.3 |
|
| 4452 |
4452
Union Heritage Capital
Bloomfield Hills,
Michigan
| $213M | -$971K | -0.5% | 0.56% | 82.1% | 60 | 0% | 0.5 |
|
| 4453 |
4453
Atlas Principals
Charlotte,
North Carolina
| $213M | -$41M | -16% | 2.26% | – | 46 | 54.35% | 0.5 |
|
| 4454 |
CWAG
4454
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $213M | -$1.38M | -0.6% | 0.78% | 76.1% | 72 | 1.39% | 2.1 |
|
| 4455 |
4455
Cardinal Point Wealth Management
Irvine,
California
| $213M | -$8.64M | -4% | 1.35% | – | 47 | 23.4% | 0.6 |
|
| 4456 |
CCM
4456
Consolidated Capital Management
Burbank,
California
| $213M | -$3.91M | -2% | 0.16% | 166% | 42 | 4.76% | 2.5 |
|
| 4457 |
4457
Legacy Financial Strategies
Overland Park,
Kansas
| $213M | +$3.84M | +2% | 0.86% | 76.7% | 64 | 6.25% | 2.6 |
|
| 4458 |
4458
HMS Capital Management
Nashville,
Tennessee
| $213M | -$9.8M | -4% | 0.69% | 140% | 137 | 18.98% | 1.8 |
|
| 4459 |
4459
Perseverance Asset Management International
George Town,
Cayman Islands
| $212M | -$99.3M | -32% | 18.4% | 120% | 20 | 15% | 1 |
|
| 4460 |
4460
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $212M | +$39M | +22% | 1.47% | 34.2% | 51 | 0% | 2.8 |
|
| 4461 |
4461
Financial Gravity Asset Management
Lakeway,
Texas
| $212M | -$66.7M | -24% | 0.82% | – | 1,118 | 28.98% | 1.5 |
|
| 4462 |
4462
Norway Savings Bank
Portland,
Maine
| $212M | +$7.09M | +3% | 0.1% | 117% | 335 | 9.85% | 3.2 |
|
| 4463 |
HWC
4463
Hill Winds Capital
High Falls,
New York
| $212M | +$23.7M | +13% | 1.59% | 8.52% | 62 | 56.45% | 0.4 |
|
| 4464 |
4464
Axiom Financial Strategies
New Albany,
Indiana
| $212M | -$4.66M | -2% | 1.57% | 54.5% | 81 | 11.11% | 1.2 |
|
| 4465 |
4465
Birch Grove Capital
New York
| $212M | +$6.38M | +3% | 2.24% | 2.66% | 55 | 9.09% | 0.6 |
|
| 4466 |
4466
Jupiter Wealth Management
Glendale,
Colorado
| $212M | +$3.19M | +2% | 0.15% | 99.2% | 98 | 15.31% | 1.3 |
|
| 4467 |
SC
4467
Sawyer & Company
Boston,
Massachusetts
| $212M | -$2.21M | -1% | 0.28% | 111% | 188 | 9.04% | 2.7 |
|
| 4468 |
4468
S.E.E.D. Planning Group
Binghamton,
New York
| $212M | +$8.83M | +4% | 0.18% | 57.3% | 98 | 23.47% | 1.1 |
|
| 4469 |
4469
Calixto Global Investors
Coral Gables,
Florida
| $212M | +$41.4M | +24% | 4.65% | 180% | 12 | 16.67% | 0.7 |
|
| 4470 |
4470
Smith & Howard Wealth Management
Atlanta,
Georgia
| $212M | +$1.31M | +0.6% | 1.13% | 43.8% | 70 | 14.29% | 3.3 |
|
| 4471 |
4471
Providence First Trust
Scottsdale,
Arizona
| $212M | -$698K | -0.3% | 1.46% | 64.1% | 82 | 1.22% | 1.9 |
|
| 4472 |
4472
FundX Investment Group
San Francisco,
California
| $212M | -$752M | -78% | 1.23% | 94.6% | 42 | 33.33% | 1.1 |
|
| 4473 |
NC
4473
Nokomis Capital
Dallas,
Texas
| $212M | -$48M | -18% | 0.86% | 145% | 69 | 31.88% | 1.3 |
|
| 4474 |
4474
Accuvest Global Advisors
Provo,
Utah
| $212M | +$12.6M | +6% | 0.24% | 130% | 133 | 46.62% | 0.7 |
|
| 4475 |
4475
KCS Wealth Advisory
Los Angeles,
California
| $211M | -$985K | -0.5% | 0.14% | 45.3% | 154 | 6.49% | 2.6 |
|