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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 |
4451
Bank OZK
Little Rock,
Arkansas
| $202M | +$17.7M | +10% | 11.9% | 112% | 130 | 12.31% | 6.1 |
|
| 4452 |
4452
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $202M | – | – | 8.7% | 63.1% | 829 | – | 0 |
|
| 4453 |
4453
Birch Grove Capital
New York
| $202M | -$54.5M | -21% | 0.21% | 2.66% | 37 | 5.41% | 1.1 |
|
| 4454 |
4454
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $202M | -$2.05M | -1% | 4.47% | 83.8% | 113 | 22.12% | 2.2 |
|
| 4455 |
4455
Gunma Bank
Gunma,
Japan
| $201M | +$37.7M | +23% | 8.6% | 24.5% | 53 | 32.08% | 0.8 |
|
| 4456 |
4456
Redwood Grove Capital
Palo Alto,
California
| $201M | +$19.3M | +11% | 7.64% | 79.8% | 27 | 11.11% | 1.6 |
|
| 4457 |
4457
&Partners
Nashville,
Tennessee
| $201M | +$28.5M | +16% | 9.11% | 78.4% | 196 | 10.2% | 2.1 |
|
| 4458 |
4458
Glovista Investments
Jersey City,
New Jersey
| $201M | +$10.3M | +5% | 8.6% | 2.48% | 52 | 42.31% | 1.9 |
|
| 4459 |
4459
Long Road Investment Counsel
Kalamazoo,
Michigan
| $201M | +$18.8M | +10% | 13.9% | 53.8% | 71 | 8.45% | 6.6 |
|
| 4460 |
4460
West Wealth Group
Irvine,
California
| $201M | +$3.95M | +2% | 7.26% | 79.8% | 76 | 23.68% | 0.7 |
|
| 4461 |
4461
JCIC Asset Management
Toronto,
Ontario, Canada
| $201M | -$15.6M | -7% | 7.82% | – | 118 | 3.39% | 3.3 |
|
| 4462 |
4462
Rovin Capital
Mesa,
Arizona
| $201M | +$26.7M | +15% | 7.33% | 63.8% | 139 | 25.9% | 1.1 |
|
| 4463 |
AWA
4463
Aquire Wealth Advisors
South Jordan,
Utah
| $201M | +$28.7M | +17% | 7.21% | 60.2% | 36 | 8.33% | 0.9 |
|
| 4464 |
4464
Kozak & Associates
Highlands Ranch,
Colorado
| $201M | +$42.4M | +27% | 6.58% | 111% | 348 | 3.45% | 1.3 |
|
| 4465 |
4465
Aull & Monroe Investment Management
Mobile,
Alabama
| $201M | +$18.4M | +10% | 14.5% | 98.3% | 130 | 3.08% | 7.1 |
|
| 4466 |
4466
S.R. Schill & Associates
Mercer Island,
Washington
| $201M | +$13.2M | +7% | 7.79% | 42.7% | 88 | 26.14% | 2.9 |
|
| 4467 |
4467
Freedom Day Solutions
Houston,
Texas
| $200M | +$15.8M | +9% | 9.87% | 86.6% | 114 | 19.3% | 2.4 |
|
| 4468 |
4468
Altiora Financial Group
Lebanon,
Ohio
| $200M | – | – | 6.34% | 38.3% | 49 | – | 0 |
|
| 4469 |
4469
Elmwood Wealth Management
Berkeley,
California
| $200M | -$89.5K | -0% | 1.57% | 42.1% | 124 | 12.9% | 3 |
|
| 4470 |
4470
Wells Trecaso Financial Group
Akron,
Ohio
| $200M | +$18M | +10% | 11.6% | 108% | 93 | 19.35% | 3.2 |
|
| 4471 |
4471
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $200M | -$46M | -19% | 0.33% | 78.7% | 25 | 16% | 1.2 |
|
| 4472 |
CCC
4472
Chelsea Counsel Company
Los Angeles,
California
| $200M | +$38.1M | +23% | 10.4% | 106% | 173 | 59.54% | 2.4 |
|
| 4473 |
4473
VeraBank
Henderson,
Texas
| $200M | +$41.5M | +26% | 11.7% | 60.6% | 131 | 11.45% | 3 |
|
| 4474 |
4474
Atom Investors
Austin,
Texas
| $200M | -$84.2M | -30% | 8.36% | 83.4% | 366 | 65.57% | 0.4 |
|
| 4475 |
4475
Drive Wealth Management
Lehi,
Utah
| $200M | +$94.9M | +90% | 8.36% | 94.4% | 269 | 46.47% | 0.5 |
|